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 44: An Overview of Medicare
On this episode of Wright Money Tips, Isaac Wright, CFP®, ChFC® and Aaron Reed, RICP® provide an overview of Medicare and discuss how this federal health insurance program can play…
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Episode 43: Annuities as an Investment Option for Retirement
On this episode of Wright Money Tips, Isaac Wright CFP®, ChFC® and Kevin Buenvenida, CFP® discuss the basics of annuities as an investment option and source of income for retirement.…
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Episode 42: How Investing in an IRA Can Help You Prepare for Retirement
On this episode of Wright Money Tips, Isaac Wright, CFP®, ChFC® and Ricky Lafon, MBA, CFP®, RICP®, WMCP® discuss the benefits of a traditional IRA and Roth IRA and how…
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Episode 41: Things to Consider When Starting a New Job
As many of you may know, the job market can be very competitive. If you’re fortunate enough of find yourself in a position to start a new job, there are…
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Episode 40: Reviewing Your Beneficiaries
Now that tax season is behind us, this is a great time to review your legal documents and name or update your beneficiary list. On this episode of Wright Monday…
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Episode 39: The SECURE Act 2.0
On this episode, Isaac Wright, CFP®, ChFC® and Kevin Buenvenida, CFP® discuss the revisions that were made to the SECURE Act and how those changes can benefit pre-retirees and retirees.
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Episode 38: How to Manage Your Money in a Recession
On this episode, Isaac Wright CFP®, ChFC® and Aaron Reed, RICP® share several tips on how to manage your money during a recession or market correction.
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Episode 37: Things to Consider When Preparing for Retirement
Ready for retirement or do you still have work to do? On this episode, Isaac Wright, CFP®, ChFC® and Kevin Buenvenida, CFP®, have a great conversation about the things you…
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Episode 36: Financial Checkup for 2023
You know how important it is to get a checkup on your health, but what about your wealth? Have you saved enough for retirement? Could increased taxes impact your lifestyle?…
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Episode 35: Do I Need to Start Making Estimated Federal Income Tax Payments?
On this episode, Isaac Wright, CFP®, ChFC® and Aaron Reed, RICP®, discuss the things you should consider if you need to start making estimated federal income tax payments. While it…
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