Wade Through It All

Do you feel overwhelmed by financial jargon and complex money matters? Are you looking for practical advice to take control of your financial future with confidence?You’re in the right place.Wade Through It All–Success Simplified is your go-to podcast for breaking down complicated financial topics into actionable steps. Hosted by father-daughter financial advisors Robert M. Wade and Abigail F. Wade, CFP® of R.M. Wade & Company, Ltd., this podcast combines decades of experience with a shared passion for helping people build wealth, eliminate debt, and help them achieve their goals. Each week, we’ll tackle the questions you’re already asking, covering everything from financial planning and investments to unique challenges faced by entrepreneurs, families, and savers like you. Through professional insights, engaging conversations, and practical tips, we’ll guide you toward a more confident, intentional, and simplified approach to success.Whether you’re a business owner, a committed saver, or someone ready to take the next step toward financial clarity, this podcast is designed to empower you. Join us as we navigate the path to a brighter financial future...together.

Wade Through It All is a business podcast hosted by Unknown Host, with 38 episodes on record and a Required Pod Score of 80.

Unknown Host hosts Wade Through It All, a business show with 38 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Episode #19

  What Does a Financial Advisor Actually Do?

  Sep 22, 20261h 5m

  What does a financial advisor actually do beyond managing investments? We’re pulling back the curtain on financial planning, from retirement and taxes to estate planning, behavioral coaching, and the behind-the-scenes work that helps keep your entire financial life working together. www.rmwadeco.com Follow us on Instagram: @rmwadeandcompany Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with R.M. Wade & Company, Ltd. may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. SmartVestor is an advertising and referral service for investment professionals operated by The Lampo Group, LLC, d/b/a Ramsey Solutions. SmartVestor provides referrals to financial professionals of LPL Financial, LLC (LPL). SmartVestor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay SmartVestor cash compensation for these referrals, which creates the incentive for SmartVestor to make these referrals, resulting in a conflict of interest. Please visit [SmartVestor investing professionals | https://www.ramseysolutions.com/ ]1 to learn more.

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  Episode #18

  The State of AI, According to Us

  Sep 8, 202653 min

  Artificial intelligence is officially part of everyday life, whether we realize it or not. In this episode, we’re talking about how we actually use AI, where it can make our lives and work more efficient, and why judgment, critical thinking, and the human element matter more than ever. AI is a powerful tool, but it isn’t something to fear or blindly trust. The future isn’t humans versus AI. It’s humans learning how to use it wisely. www.rmwadeco.com Follow us on Instagram: @rmwadeandcompany Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with R.M. Wade & Company, Ltd. may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. SmartVestor is an advertising and referral service for investment professionals operated by The Lampo Group, LLC, d/b/a Ramsey Solutions. SmartVestor provides referrals to financial professionals of LPL Financial, LLC (LPL). SmartVestor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay SmartVestor cash compensation for these referrals, which creates the incentive for SmartVestor to make these referrals, resulting in a conflict of interest. Please visit [SmartVestor investing professionals | https://www.ramseysolutions.com/ ]1 to learn more.

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  Episode #17

  Trump Accounts: What You Need to Know

  Aug 25, 202645 min

  Have you heard about Trump Accounts? They’re one of the newest savings vehicles available for children, but how do they actually work? In this episode, we break down who qualifies, contribution and investment rules, the $1,000 federal pilot contribution, tax considerations, and what happens to the account when a child reaches adulthood. We also discuss how Trump Accounts compare to 529 plans, Roth IRAs, custodial accounts, and taxable brokerage accounts, and why the right choice ultimately depends on your family's financial goals. www.rmwadeco.com Follow us on Instagram: @rmwadeandcompany Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with R.M. Wade & Company, Ltd. may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. SmartVestor is an advertising and referral service for investment professionals operated by The Lampo Group, LLC, d/b/a Ramsey Solutions. SmartVestor provides referrals to financial professionals of LPL Financial, LLC (LPL). SmartVestor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay SmartVestor cash compensation for these referrals, which creates the incentive for SmartVestor to make these referrals, resulting in a conflict of interest. Please visit [SmartVestor investing professionals | https://www.ramseysolutions.com/ ]1 to learn more.

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  Episode #16

  The Sandwich Generation: Balancing Kids, Aging Parents & Your Own Finances

  Aug 11, 202654 min

  In this episode of Wade Through It All, we discuss the financial realities of being caught between two generations and how to balance competing priorities without losing sight of your own financial future. From planning ahead for aging parents to setting boundaries and protecting your own goals, we share how to navigate this season with confidence. www.rmwadeco.com Follow us on Instagram: @rmwadeandcompany Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with R.M. Wade & Company, Ltd. may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. SmartVestor is an advertising and referral service for investment professionals operated by The Lampo Group, LLC, d/b/a Ramsey Solutions. SmartVestor provides referrals to financial professionals of LPL Financial, LLC (LPL). SmartVestor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay SmartVestor cash compensation for these referrals, which creates the incentive for SmartVestor to make these referrals, resulting in a conflict of interest. Please visit [SmartVestor investing professionals | https://www.ramseysolutions.com/ ]1 to learn more.

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  Episode #15

  Teaching Kids About Money Without Creating Fear

  Jul 28, 202647 min

  Teaching kids about money doesn't have to be complicated. In this episode, we discuss how to introduce healthy money habits at every age, encourage thoughtful financial decisions, and build confidence instead of fear. Whether your children are young or preparing for adulthood, these lessons can make a lasting impact. www.rmwadeco.com Follow us on Instagram: @rmwadeandcompany Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with R.M. Wade & Company, Ltd. may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. SmartVestor is an advertising and referral service for investment professionals operated by The Lampo Group, LLC, d/b/a Ramsey Solutions. SmartVestor provides referrals to financial professionals of LPL Financial, LLC (LPL). SmartVestor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay SmartVestor cash compensation for these referrals, which creates the incentive for SmartVestor to make these referrals, resulting in a conflict of interest. Please visit [SmartVestor investing professionals | https://www.ramseysolutions.com/ ]1 to learn more.

  ListenShow Notes

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