Wright Money Tips With Isaac Wright, CFP®, CHFC®

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Welcome to Wright Money Tips! Join Isaac Wright, CFP®, ChFC® and his guests for a bi-weekly show as they discuss current topics pertaining to personal finance and lifestyle planning. You may recognize Isaac through his radio show on WRVA that ran close to 10 years. He has also been a past contributor to various media outlets including CBS, The Richmond Times Dispatch and Kiplinger just to name a few. Take a listen and subscribe today to receive notifications on new episodes, our custom newsletter and even upcoming events!

Episode 32: How to Handle a Sudden Wealth Event

On this episode, Isaac Wright, CFP®, ChFC® and Kevin Buenvenida, CFP®, share some tips on how you can navigate a sudden wealth event from an inheritance or a lottery winning.…
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Episode 31: The Roles and Responsibilities of an Executor

Many of us will face the prospect of handling the affairs of a loved one after they pass. The role of an executor is crucial in many circumstances, carrying out…
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Episode 30: Is Inflation Wrecking Your Retirement Plan?

On this episode, Isaac Wright, CFP®, ChFC® and Ricky Lafon, MBA, CFP®, RICP®, WMCP®, discuss several high-level concepts that you can implement to help you be prepared in this economic…
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Episode 29: Don’t Be a Victim to Identity Fraud

All too often we hear about huge security breaches. Unfortunately, there have been times that we’ve had to help several clients navigate the challenges of identity fraud directly or indirectly.…
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Episode 28: What Are Your Investment Objectives?

So far it has been anything but smooth sailing with our economic landscape. From inflation to global conflicts, sometimes the most difficult thing is to understand how to stay centered…
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Episode 27: What Documents Do I Need to Keep On File?

We can all feel a bit overwhelmed when we consider all the documents that are an important part of our lives. Isaac Wright, CFP®, ChFC®, and Aaron Reed, Financial Planner,…
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Episode 26: Has COVID Made “Work Optional” A New Standard?

Hard to believe it’s been two years since we first felt the impacts of COVID. Looking back, we went from a total shutdown to the realization that we will likely…
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Episode 25: Are 7% Bonds Too Good to Be True?

Where can you go as an alternative to bank savings and try to keep up with cost of living? On this episode, we discuss some of the pros and cons…
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Episode 24: A Financial What To-Do in 2022!

We’re all about checking off a to-do list! On this episode, Isaac Wright, CFP®, ChFC®, talks with Ricky Lafon, MBA, CFP®, RICP®, about how a financial checklist can help you…
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Episode 23: Holiday Message from Isaac Wright, CFP®, ChFC®

On this episode, Isaac shares a special holiday message and thanks his guests and listeners for making Wright Money Tips a success in 2021. Stay tuned for new episodes and…
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