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 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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Episode 34: Things to Consider When Getting Married
On this episode, Isaac Wright, CFP®, ChFC® and Ricky Lafon, MBA, CFP®, RICP®, WMCP®, discuss which financial topics should be considered when getting married. Whether this is your first marriage,…
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Episode 33: Things to Consider After the Passing of a Parent
On this episode, Isaac Wright, CFP®, ChFC®, and Kevin Buenvenida, CFP® discuss several high-level points to help you navigate the passing of a parent. Not only is the passing of…
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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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