Women and Money - Featuring Donna Williams

Are Annuities Bad? Demystifying the Myths

Are Annuities Bad? Annuities are a common tool used in retirement planning. Yet sometimes they are not considered or avoided because of poor understanding. In this episode we discuss the topic of Annuities, what they are,  and cover some common myths and misconceptions. Take charge of your finances with your hosts Patrick Woodhouse and Richard Labriola Infinex Financial Advisors with Ion Investments. Check out our website, IonInvestments.com and find us on Facebook or LinkedIn. Call us at (866) 803-0111

529 Accounts, Saving for College, your Questions Answered.

This episode we discuss the topic of 529 accounts and saving for college. 529 accounts can raise a lot of questions on how they work. We attempt to clarify some of the common questions we get asked as advisors especially from parents who want to save for their children's education. Take charge of your finances with your hosts Patrick Woodhouse and Richard Labriola Infinex Financial Advisors with Ion Investments. Check out our website, IonInvestments.com and find us on Facebook or LinkedIn. Call us at (866) 803-0111

2020 in Review, Was it All Bad? Major Trends and Some Surprising Financial Stats. -Featuring Brian Marois

This episode we discuss the topic of major financial trends in 2020 featuring Brian Marois an Infinex financial advisor with Ion Investments. We introduce Brian, review some financial positives from 2020, and ask you to think about your 2021 financial New Year's resolutions. Take charge of your finances with your hosts Rich Labriola and Patrick Woodhouse Infinex Financial Advisors with Ion Investments. Check out our website, Ion-Invesments.com and find us on Facebook or LinkedIn. Call us at (866) 803-0111

Women and Money - Featuring Donna Williams

This episode we discuss the topic of “Women and Money” featuring Donna Williams an Infinex financial advisor with Ion Investments. We review some of the top challenges women face and review some of the things you can do to take better control of your money. Take charge of your finances with your hosts Rich Labriola and Patrick Woodhouse Infinex Financial Advisors with Ion Investments. Check out our website, IonInvestments.com and find us on Facebook or LinkedIn. Call us at (866) 803-0111

Special 2020 Election Commentary: Presidents and your Portfolio

Concerned on how the presidential results will impact your financial plan? Listen to our perspective in this special commentary. Take charge of your finances with your hosts Rich Labriola and Patrick Woodhouse Infinex Financial Advisors with Ion Investments. Check out our website, IonInvestments.com and find us on Facebook or LinkedIn. Call us at (866) 803-0111