The Wendell Charles Wealth Podcast

Overcoming 5 Fears Related to Charitable Giving

In this episode, Evan details the concerns and fears that clients have expressed to us about charitable giving over the years. It turns out, those boil down to 5 main fears. Evan discusses each and how we help clients overcome them so they can create positive financial impact for their families, communities, and beyond.
If you're interested in how to structure and manage your charitable giving, this episode is for you!

Financial Tip: Start Saving As Early As Possible

In this episode, Evan details a scenario of two investors beginning their savings at different ages and you will be shocked to hear what a difference only a few years makes!

Financial Tip: Streamline Your Money System

In this episode, Evan provides a high level overview of how he manages his personal, family, and business money system including segmenting bills from spending and how to set up your banking and investment automations.

Financial Tip: Why You Should Review Insurance Policies Annually

In this episode, Evan details why we recommend and often perform insurance policy annual reviews for client life, disability, long term care, and property and casualty coverages on an annual basis.

Financial Tip: Implement a Goals-Based Budget

In this episode, Evan details why we most often recommend clients implement a goals-based budget vs. a restrictive penny counting budget.

When to Hire a Financial Planner

In this episode, Wendell Charles CEO, Evan Kirkpatrick, details some of the key triggers for when it makes sense to hire a financial planner. From major life events to organization issues to coordinating among multiple professionals, finding the right financial planner for your specific situation can add tremendous value. Listen along as Evan discusses the 7 key areas of financial planning and 5 indicators that you need to have a discussion with a planner.
What is Financial Planning exactly?
Financial planning is when you stop improvising your financial decisions, and instead, dedicate yourself and your family to a strategic process.
Our goal at Wendell Charles is to make financial planning affordable and to provide multiples of value compared to the cost.
Our goal for you personally is that you lead a prosperous, generous, and fulfilling life with money being a blessing, not a burden

5 Steps to Developing Your Personal Financial Plan

Learn how we at Wendell Charles Financial help clients establish their personal financial plans. From creating a household balance sheet to implementing your custom strategies, this episode will guide you through the 5 simple steps to get started with creating a formal financial plan.