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  • WWYW Episode 17- Medicare Basic with Rob Woodard
    2024/06/17

    In this episode we welcome back Rob Woodard, former CFP and now licensed Medicare broker to advise on what types of Medicare are available and how to choose what type is appropriate for you. Please reach out to us if you have any further questions.

    TikTok.com/@dolla_sign_dani

    TikTok.com/@gordon.chavez


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    1 時間 14 分
  • WWYW Episode 16- Cryptocurrency
    2024/04/25

    In this episode we have special guest Mr. Austin Humphries

    discuss the basics of cryptocurrency, centralized and decentralized wallets and how to overcome your fear of investing in this futuristic digitalized currency.


    Reach out to us with any questions if you have yet to begin your crypto journey.

    www.wewishyouweal.com

    tiktok.com/@dolla_sign_dani

    tiktok.com/@gordon.chavez

    tiktok.com/@becoming_financiallyeducated

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    1 時間 11 分
  • We Wish You Wealth Episode 15- Properly Structured IUL's
    2024/04/21

    In this episode we discuss how affordable term policies are for 30,40,and 50 year old and show how to properly versus improperly structure and indexed universal life insurance policy. If you are in the market for an IUL or happen to have one and would like a policy review, don't hesitate to reach out to myself (Dani Sommer), Rubit Ramos or Gordon Chavez as we would love to assist you and answer any questions you may have around these intricate/ complex products.


    www.wewishyouwealth.com

    tiktok.com/@dolla_sign_dani

    tiktok.com/@becoming_financiallyeducated

    tiktok.com/@gordon.chavez

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    1 時間 9 分
  • WWYW Episode 14- Financial Freedom Planning
    2024/03/29

    In this episode we have Mr. Christopher Parks discuss the importance of financial planning and how to prioritizing your finances is the only way you will gain the financial freedom that you seek. Reach out to us if you need assistance in gaining a better understanding as to where your money is really going.

    TikTok.com/@dolla_sign_dani

    tiktok.com/@gordon.chavez

    tiktok.com/@rubitramos_

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    1 時間 11 分
  • We Wish You Wealth Episode 13 - Financial Planning w/ Rob Woodard
    2024/03/16

    In this episode we have guest speaker, Rob Woodard, 28 year CFP from Charles Scwhab join us and discuss what what the roles of a certified Financial planner are, who qualifies, how they monitor your investments and investment philosophies amongst many other topics.


    if you have a day have any questions or would like to get into contact with Rob personally, myself, Gordon Chavez, or Rubit Ramos can be contacted at the link provided below:


    TikTok.com/@dolla_sign_dani

    tiktok.com/@gordon.chavez

    tiktok.com/@rubitramos_

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    59 分
  • We Wish You Wealth
    2024/02/26

    In this episode we welcome back Mr. Shanne Sledder 22 year mortgage advisor from RMW loans to to discuss the housing market forecast and if now is a good time to tap into your equity.


    please don't hesitate to reach out to any of the links below with any questions that you may have or if you are looking to add real estate to your financial portfolio.


    TikTok.com/@dolla_sign_dani

    TikTok.com\@gordon.chavez

    tiktok.com/@rubitramos_


    also, please be sure to subscribe to our YouTube channel to visit us live at: www.wewishyouwealth.com



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    1 時間 8 分
  • We Wish You Wealth Episode 11- Reverse Mortgage
    2024/02/13

    In this episode we conduct a Q&A with Shane Sleder, a 22 year mortgage advisor based out of San Diego, California. He advises on what exactly the reverse mortgage program is along with how they can assist seniors with long term care, medical expenses, if a reverse mortgage makes sense for retirees who don't have an immediate need and much more. Please feel reach out if you have questions at any of the links provided below:


    www.sandiegomortgagenews.com

    TikTok.com/@dolla_sign_dani

    TikTok.com/@gordon.chavez

    TikTok.com/@rubitramos_

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    1 時間 5 分
  • We Wish You Wealth Episode 10- Tax Software or tax advisor
    2024/01/26

    In this Episode we discuss when it is appropriate to utilize talk software and when it is appropriate to use a tax advisor, What roles other financial planners play in preparing your taxes and how to know you have maximized your refund.

    Reach out to Pamela Ferguson for any of your tax concerns.

    www.wewishyouwealth.com

    tiktok.com/@dolla_sign_dani

    tiktok.com/@gordon.chavez

    tiktok.com/@pamela_ferguson

    tiktok.com/@rubitramos_



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    58 分