Why Your 529 Plan Might Be Costing You Tax Savings Through the AOTC #college #collegesavings

The Market’s Down - Now What? Biblical & Proven Wisdom For Investors

🎥 Market Volatility? Don’t Panic — Here’s What Smart Investors Do | John-Mark Young | Whitaker-Myers Wealth Managers In times of market uncertainty, wise investors stay grounded. In this video, John-Mark Young, President & Co-Chief Investment Officer at Whitaker-Myers Wealth Managers, unpacks what history, Scripture, and smart investing all agree on: this is not the time to panic—this is the time to stay the course. John-Mark shares key insights backed by the Vanguard Advisor Alpha Study, which shows that a trusted advisor can add up to 3% of value annually—mostly through helping clients avoid emotional decisions in volatile markets. Here’s what you’ll learn: ✅ Why geopolitical sell-offs are typically short-lived ✅ How markets begin recovering before recessions end ✅ Why volatility is normal—and not your enemy ✅ The power of long-term investing and diversification ✅ Why trying to time the market can cost you dearly ✅ How biblical wisdom (Ecclesiastes 11:2) points us to hedge wisely ✅ Encouragement for those nearing or in retirement 💡 Whether you’re retired, close to it, or still building wealth—this message will remind you: you were built for times like this. With wise counsel, steady hands, and a firm foundation, you can move forward with confidence. 📞 Need help staying on course? Contact us at 330-345-5000 #SmartInvesting [https://www.youtube.com/hashtag/smartinvesting] #FaithBasedFinance [https://www.youtube.com/hashtag/faithbasedfinance] #RetirementPlanning [https://www.youtube.com/hashtag/retirementplanning] #MarketVolatility [https://www.youtube.com/hashtag/marketvolatility] #WhitakerMyers [https://www.youtube.com/hashtag/whitakermyers] #DaveRamseyAdvisor [https://www.youtube.com/hashtag/daveramseyadvisor] #BiblicalFinance [https://www.youtube.com/hashtag/biblicalfinance] 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/ [https://www.whitakerwealth.com/]

The End Game For Tariffs The Media Isn't Talking About & How This Markets Is Trading Like 2018

John-Mark Young describes the team working on the tariff plan that the media seems to think is incompetent, but their history says anything but that, the potential way their plan could go wrong and how this stock market is acting much like 2018, the last time President Trump got in a trade war. 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/ [https://www.whitakerwealth.com/]

Why Your 529 Plan Might Be Costing You Tax Savings Through the AOTC #college #collegesavings

Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers a question from Ben in Orlando Florida who asks, “what are the primary mistakes people make when saving money for college?” John-Marks helps Ben understand why using a 529 plan only might be costing Ben tax savings through the AOTC which many people do not understand can’t be combined on the same college expense. Name and locations may have changed to protect privacy. Email your questions to: nationalsmartvestor@whitakerwealth.com [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/ [https://www.whitakerwealth.com/]

Retirement Plan Changes in 2025 For Those Ages 60 - 63 #retirementplan #retirementsavings

Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers a question about recent changes to retirement plan contributions for those in the age ranges of 60 - 63. Additionally at the end of the video John-Mark helps viewers think about if these dollars should be placed into pre-tax or after-tax accounts within your retirement account. Name and locations may have changed to protect privacy. Email your questions to: nationalsmartvestor@whitakerwealth.com [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/ [https://www.whitakerwealth.com/]

Four Reasons Why Tariffs May Be Beneficial to US Stocks & Markets

Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers a question about the recent tariffs imposed by President Trump on Mexico, Canada and China. Will these tariffs harm the US economy like the establishment economists would lead you to believe or is there something else that could happen, like we saw from 2016 - 2020 when the US imposed tariffs on steel, washers and other industrial goods. Name and locations may have changed to protect privacy. Email your questions to: nationalsmartvestor@whitakerwealth.com [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/ [https://www.whitakerwealth.com/]