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Are
you looking for a different approach in managing your wealth?
Is your wealth more than just your bank balance or your 401k statement?
This lively call-in radio program will help you unlock the mysteries
of your beliefs about money and make your money more effective
and productive in your life. Hosted by Mark Neil, principal with
Northwest Wealth Advisors, Inc., an independent Registered Investment
Advisory firm in Portland, listeners will hear a fresh new perspective
on the issues surrounding their wealth and how money and wealth
can be better used to achieve what is important to them in their
lives.
Program Lineup
November 17, 2008 Investing in Bonds
If you have
thought about investing in bonds, then the next question you
should be asking yourself is, “what do I need to know to become a
savvy bond investor?” Bonds are a good source of income and when
mixed into a portfolio can provide a measure of diversification
that can make your investment world a little easier to tolerate.
During this program we will discuss bond basics and then learn how
you can use this information to your advantage.
November 24,
2008
Getting Ready for Year end
Why wait for January to get ready for year
end when there are so many options that you have that can make
your year end go so much smoother. Besides organizing your files
you can review your investment portfolio to take advantage of
upcoming distributions or perhaps even harvesting any gains or
losses that may have occurred through the year. Join our
discussion to learn the steps that you should be taking to take
advantage of this time of year.
December 1, 2008.
Planning a
Wedding
Weddings typically come right after college
costs when it comes to estimating the costs of raising children.
More and more people are looking for assistance in not only
planning the event to make it the most memorable, but also they
are looking for ways to stretch the wedding budget. We will talk
with a wedding planner and look at some of the ways that they can
bring value and long lasting happy memories to that big day.
December 8,
2008 College and Financial Aid
January 1 is
an important date if you have a student heading off to college.
Besides talking about the steps involved in creating the FASFA,
which is a requirement when requesting financial aid, this edition
of the program will summarize the application process, and look at
the various types of financial awards handed out and some of the
important dates you will need to know.
