Podcast
What We Learned in the Markets
Hosted by Whitaker-Myers Wealth Managers, LTD. · EN
Investment Research Analyst Summit Puri of Whitaker-Myers Wealth Managers discusses the four things we learned in the markets this week.
We are one of Ramsey Solutions largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.
We also have a Ramsey Solutions Financial Coach on staff to help with budgeting and debt pay-down strategies.
20episodes
Episodes
Newest firstAll episodes
What We Learned in the Markets This Week: March 14 2025 - #markets #inflation #theramseyshow
Mar 18, 202500:15:33Tap to summarizeInvestment Research Analyst Summit Puri of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. https://www.whitakerwealth.com/
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What We Learned in the Markets This Week: March 07 2025 - #markets #inflation #theramseyshow
Mar 18, 202500:13:00Tap to summarizeInvestment Research Analyst Summit Puri of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. https://www.whitakerwealth.com/
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What We Learned in the Markets This Week: February 28th 2025 - #markets #inflation #theramseyshow
Mar 5, 202500:14:30Tap to summarizeInvestment Research Analyst Summit Puri of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies.https://www.whitakerwealth.com/
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What We Learned in the Markets This Week: February 21st 2025 - #markets #inflation #theramseyshow
Feb 26, 202500:13:16Tap to summarizeInvestment Research Analyst Summit Puri of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. https://www.whitakerwealth.com/
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What We Learned in the Markets This Week: February 14th 2025 - #markets #inflation #theramseyshow
Feb 26, 202500:16:00Tap to summarizeInvestment Research Analyst Summit Puri of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. https://www.whitakerwealth.com/
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What We Learned in the Markets This Week: February 7th 2025
Feb 10, 202500:09:46Tap to summarizeInvestment Research Analyst Summit Puri of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. https://www.whitakerwealth.com/
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What We Learned in the Markets This Week: January 24th 2025
Jan 27, 202500:14:35Tap to summarizeInvestment Research Analyst Summit Puri of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. https://www.whitakerwealth.com/
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Six Financial Tips For Teenagers - Tim Hilterman
Jan 25, 202500:07:43Tap to summarizeChief Financial Planning Officer Tim Hliterman of Whitaker-Myers Wealth Managers dives into his Time Machine to give himself or any teenager six financial tips that will help to guide them on the right path to financial success as they grow. You can find more information about Whitaker-Myers Wealth Managers at: https://www.whitakerwealth.com You can find more information about Tim Hilterman at: https://www.whitakerwealth.com/our-te...
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Why Whitaker-Myers Doesn't Like Target Date Funds
Jan 23, 202500:14:06Tap to summarizeFinancial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers a question from Judy in Ohio who asks, "John-Mark, I have been given my investment options for your 401(k) plan. They want to default me into a mutual fund with the year at the end of its name (target date fund). Should I allow them to do this or is there a better option for my retirement investments at this new company? Name and locations may have changed to protect privacy. Email your questions to: nationalsmartvestor@whitakerwealth.com This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes We love Dave Ramsey and his team and how they teach individuals and families to live and give like no one else. https://www.whitakerwealth.com/
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What We Learned in the Markets This Week: January 17th 2025
Jan 22, 202500:11:47Tap to summarizeInvestment Research Analyst Summit Puri of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. https://www.whitakerwealth.com/
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