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 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 the wishes of the deceased. It’s important to understand the responsibilities of an executor and what is entailed in case you ever serve in this…
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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 climate. The cost of gas, groceries, and other necessities are at an all-time high. Many are faced with the decision of going back to work…
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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. On this episode, Isaac Wright, CFP®, ChFC® and Kevin Buenvenida, CFP®, tackle a topic that is sure to help you protect your identity and time…
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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 with your investment objectives. On this episode, Isaac Wright, CFP®, ChFC® and Ricky Lafon, MBA, CFP®, RICP®, talk about the basics and when to stay…
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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, discuss three areas that revolve around the “rules of thumb” on tax, legal, and healthcare documents. If you are looking to simplify things, this is…
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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 have to live with this as part of our daily lives. Through it all, many of us have taken a step back to evaluate how…
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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 of owning an inflation adjusted bond or I bond. This type of savings product is currently paying over 7%. Take a few minutes to learn…
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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 mark off key considerations for the beginning of 2022. They broke down some easy steps to get the ball rolling on being more financially aware…
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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 special guests in 2022!
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Episode 22: Making an Impact: Mercy Mall of Virginia

On this episode, Isaac talks with Stacey Jones, Executive Director of Mercy Mall of Virginia, about the impact that Mercy Mall is having on improving the lives of people in need and the creative ideas that they are implementing to pave the way to help more individuals and families in our community.
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