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Latest Articles Written by our Team

Financial Advisor

Is debt consolidation really the answer to financial stress? In this edition of Investment Corner, Financial Advisor and Certified Ramsey Solutions Master Financial Coach Joe Mains shares why lasting financial peace comes from changing behaviors—not simply moving debt around—and how the debt snowball method can help families regain control of their finances.

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Investment Research Analyst

More than three years into the current bull market, investors continue to face uncertainty—from inflation concerns to AI-driven volatility. Yet history shows that disciplined, long-term investing and diversification remain the most reliable path forward, even as markets climb a persistent “wall of worry.”

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Investment Research Analyst

The S&P 500 has reached new all-time highs following a volatile stretch driven by geopolitical developments, easing oil market concerns, and strong corporate earnings. While headlines have focused on the Middle East and energy prices, underlying fundamentals and broad diversification continue to support investor outcomes.

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Virtual Webinars with Our Experts

A New Release: Retirement Done Right

What if retirement planning wasn’t just about numbers—but about clarity, confidence, and stewardship for the years ahead? We’re excited to introduce Retirement Done Right: Biblical Wisdom and Proven Strategies for a Secure Future, a new book from John-Mark Young, CFP®. Written for those who have been faithful in saving and preparing, this book brings together practical financial planning and a biblical perspective to help you navigate one of life’s most important transitions. To celebrate the release, we’re hosting a special live conversation where John-Mark will share key ideas from the book, provide additional context around some of its most important concepts, and answer your questions. After years of working with families approaching and living in retirement, John-Mark saw a common pattern—many people have done the right things financially, but still lack a clear, coordinated plan for what comes next. This book was written to bridge that gap. Inside Retirement Done Right, you’ll gain insight into: • How to turn your savings into a reliable and sustainable retirement income • The hidden tax challenges that can impact your long-term plan—and how to prepare for them • Key Social Security decisions that can significantly affect your future income • A faith-based perspective that replaces fear with thoughtful, disciplined decision-making • Practical strategies that many retirees don’t realize are available to them This isn’t theory—it’s a guide built on real-world experience, designed to help you move from having pieces of a plan to having a clear path forward. Whether you’re within 5–10 years of retirement or already there, this is an opportunity to gain clarity, ask questions, and walk away with practical next steps.

Our New Book

Retirement Done Right: Biblical Wisdom and Proven Strategies for a Secure Future

by John Mark Young

Our Video Library

What We Learned this Week

AI Stocks Surge as Markets Hit Record Highs | Strong Jobs Report & Fed Outlook Explained
07:53
AI Stocks Surge as Markets Hit Record Highs | Strong Jobs Report & Fed Outlook Explained
Fresh All Time Highs, a Big Week of Mega Cap Earnings, and a Fed Meeting Dead Ahead
08:41
Fresh All Time Highs, a Big Week of Mega Cap Earnings, and a Fed Meeting Dead Ahead
Markets Hit New Highs, But Rally Is Getting Choppy | Earnings, Fed Policy & Oil Explained
06:56
Markets Hit New Highs, But Rally Is Getting Choppy | Earnings, Fed Policy & Oil Explained
Markets Hit Record Highs as Geopolitical Tensions Ease
09:06
Markets Hit Record Highs as Geopolitical Tensions Ease
Markets Rally on Ceasefire & Oil Drop
08:55
Markets Rally on Ceasefire & Oil Drop
Markets Bounce Back: What Investors Need to Know Now | Risk-On Rally, Fed Outlook & Iran Impact
08:32
Markets Bounce Back: What Investors Need to Know Now | Risk-On Rally, Fed Outlook & Iran Impact
Markets Slide as Oil Surges & Fed Holds Rates | What Investors Need to Know Now
07:38
Markets Slide as Oil Surges & Fed Holds Rates | What Investors Need to Know Now
Stocks Drop Again: Fed Signals “Higher for Longer”
07:50
Stocks Drop Again: Fed Signals “Higher for Longer”
The Market’s Down - Now What? Biblical & Proven Wisdom For Investors
32:26
The Market’s Down - Now What? Biblical & Proven Wisdom For Investors
The End Game For Tariffs The Media Isn't Talking About & How This Markets Is Trading Like 2018
34:19
The End Game For Tariffs The Media Isn't Talking About & How This Markets Is Trading Like 2018
Why Your 529 Plan Might Be Costing You Tax Savings Through the AOTC #college #collegesavings
09:24
Why Your 529 Plan Might Be Costing You Tax Savings Through the AOTC #college #collegesavings
Retirement Plan Changes in 2025 For Those Ages 60 - 63 #retirementplan #retirementsavings
08:24
Retirement Plan Changes in 2025 For Those Ages 60 - 63 #retirementplan #retirementsavings
Four Reasons Why Tariffs May Be Beneficial to US Stocks & Markets #retirementplan #retirementsavings
12:07
Four Reasons Why Tariffs May Be Beneficial to US Stocks & Markets #retirementplan #retirementsavings
Is your investment strategy outdated? Five Questions To Ask #retirementplan #retirementsavings
10:09
Is your investment strategy outdated? Five Questions To Ask #retirementplan #retirementsavings
Why Whitaker-Myers Doesn't Like Target Date Funds #retirementplan #retirementsavings #retirementplan
14:07
Why Whitaker-Myers Doesn't Like Target Date Funds #retirementplan #retirementsavings #retirementplan
The Five Retirement Planning Mistakes to Avoid #retirementplan #retirementsavings #retirementplan
11:21
The Five Retirement Planning Mistakes to Avoid #retirementplan #retirementsavings #retirementplan

Question of the Week

Meet the Team: Whitaker-Myers Wealth Managers Introduction Video
03:58
Meet the Team: Whitaker-Myers Wealth Managers Introduction Video
Financial Advisor: Joshua Paletta Whitaker-Myers Wealth Managers, Ramsey Solutions Smartvestor Team
02:35
Financial Advisor: Joshua Paletta Whitaker-Myers Wealth Managers, Ramsey Solutions Smartvestor Team
Client Service Team Introductions: Whitaker-Myers Wealth Managers Ramsey Solutions Smartvestor Pro
02:07
Client Service Team Introductions: Whitaker-Myers Wealth Managers Ramsey Solutions Smartvestor Pro
What is a Fiduciary? Whitaker-Myers Wealth Managers: Fiduciary Advisors + SmartVestor Pros
08:51
What is a Fiduciary? Whitaker-Myers Wealth Managers: Fiduciary Advisors + SmartVestor Pros
NEW Client Portal/App - Whitaker-Myers Wealth Managers
01:00
NEW Client Portal/App - Whitaker-Myers Wealth Managers
Whitaker Myers Wealth Managers 2023 Tax Review & 2024 Tax Outlook
01:05:50
Whitaker Myers Wealth Managers 2023 Tax Review & 2024 Tax Outlook
Get to Know Tim Hilterman, Certified Financial Planner and Chief Financial Planning Officer
42:20
Get to Know Tim Hilterman, Certified Financial Planner and Chief Financial Planning Officer
Adopt a Child Christmas Event Whitaker-Myers Wealth and Crossroads Church -  #financialadvisor
01:21
Adopt a Child Christmas Event Whitaker-Myers Wealth and Crossroads Church - #financialadvisor

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