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Providence Wealth Advisors, LLC ("PWA") is a wholly owned affiliate of Providence Bank & Trust ("PB&T"). The investment products and services offered by PWA are independent of the products and services offered by PB&T and are not FDIC insured, may lose value, are not bank guaranteed and are not insured by any federal or state government agency. Investment products and services are offered by appropriately licensed investment advisor representatives, subject to the general oversight and authority of PWA. To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to the firm website, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device is not, and should not be construed in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from the firm or from any other investment professional. PWA is an SEC registered investment adviser company. To obtain a copy of their ADV Part 2A and Form CRS, visit www.providencewealth.com. PWA is located throughout the Chicagoland area and Northwest Indiana. To contact PWA, call 888-927-7387, email: [email protected], or write to 20220 S LaGrange Road, Frankfort, IL 60423.This podcast was recorded and is being made available by Providence Wealth Advisors, LLC (“PWA”) solely for informational purposes. PWA makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this podcast. The information, opinions, comments, statements, views and recommendations are general in nature and should not be considered professional advice. Unless specifically stated otherwise, PWA does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. The information, opinions, comments, statement, views and recommendations expressed in this podcast do not constitute any listener being considered a client or customer of PWA and should not be construed as an offer to buy or sell securities or to make or consider any investment or course of action. The information, opinions, comments, statements, views and recommendations expressed or provided in this podcast (including by speakers who are not officers or employees of PWA) are not necessarily those of PWA and may not be current. PWA does not make any representation or warranty as to the accuracy or completeness of any of the information, opinions, comments, statements, views or recommendations contained in this podcast, and any liability therefor (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. PWA does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, opinions, comments, statements, views and recommendations set forth in this podcast.The third-party materials or content of any third-party site referenced in this Podcast do not necessarily reflect the opinions, standards or policies of PWA. PWA assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this Podcast or the compliance with applicable laws of such materials and/or links referenced herein. Moreover, PWA makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties.No part of this podcast may, without PWA’s prior written consent, be reproduced, redistributed, published, copied or duplicated in any form, by any means.
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Recent Episodes
S5E42 Your Financial Journey: New Era of Wealth Management
We've entered a new era of wealth management where deeply personalized service and holistic planning are no longer optional but expected. In this episode of Your Financial Journey, Doug DeGroot and…
S5E41 Your Financial Journey: 2026 Market Outlook
Even though last year's post-election enthusiasm may be dampened by growing instability abroad and continued high prices at home, our equity markets have continued to bounce back from minor setbacks…
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The choices you make today can impact your family in the future – no matter how close to or far from retirement you are. What retirement assets do you have today and how much of these resources will…
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Are you nearing retirement or just beginning to plan your future? Will you count on a pension, 401k or other retirement assets for the income you'll need when you're no longer working? Do you have a…
S4E38 Your Financial Journey: 2025 Mid-Year Outlook
Will the second half of 2025 provide the same volatility we've seen in the past six months? Will the Fed become more confident about tariffs and inflation and agree to one or more interest rate cuts?…
S4E37 Your Financial Journey: When to Claim Social Security Benefits
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S3E36 Your Financial Journey: How to Prepare for Retirement
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S3E35 Your Financial Journey: 2025 Market Outlook
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S2E34 Your Financial Journey: Twelve Investment Ideas of Christmas
Are you taking full advantage of your employer’s 401k match? Maximizing contributions to your own IRA? Looking for a way to avoid those credit card bills that too often dampen your holiday spirit?…
S2E33 Your Financial Journey: Life's Most Important Documents
Do you have a documented Power of Attorney for Healthcare? Who will pay your bills should a serious accident or illness prohibit you from handling your financial affairs? Do you have the deed to your…
S2E32 Your Financial Journey: 2024 Mid-Year Update
Can anyone honestly say they expected the NASDAQ to shoot up 20 percent in the first half of this year? How about the S&P 500 gaining 14 percent? These results surprised everyone. Can we expect…
S2E31 Your Financial Journey: Financial Topics Couples Should Discuss
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S2E30 Your Financial Journey: 2024 Market Outlook
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S2E29 Your Financial Journey: Savings Goals & Strategies
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S2E28 Your Financial Journey: Investing 101
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S2E27 Your Financial Journey: Why Use a Financial Advisor?
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S2E26 Your Financial Journey: 2023 Mid-Year Update
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S2E25 Your Financial Journey: Age Milestones for Financial Planning
What financial concerns should you be thinking about if you’re a young person in your 20’s? What about at age 30, 40, 50 and beyond? Is a budget something you need to prepare once or is it a tool…
S2E24 Your Financial Journey: Financial Fraud & Fraud Prevention
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S2E23 Your Financial Journey: Social Security Benefits Overview
When will you or your spouse become eligible to receive Social Security benefits? How do you know the best time to begin receiving your benefits? Is your spouse or other family member also eligible…
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Your Financial Journey has published 42 episodes since October 2020, covering topics in Business, Investing.
Your Financial Journey is currently highly active with new episodes every 2 months. Average episode length is 27m.
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