Providing Expert Insight
On Various Financial Topics
“Ask the Expert” | The Local Morning Show
Access educational thoughts from Connie Guelich about diverse aspects of the financial industry and personal finances. This is part of the “Ask the Expert” segment of WFIR radio.
Listen to Past Episodes
Wills and Trusts
July 13, 2021
Building an Investment Plan
June 29, 2021
Inflation
June 15, 2021
When to do Retirement Planning
May 4, 2021
Mistakes in Retirement Income Planning
April 20, 2021
Inflation
April 6, 2021
Bubble
March 23, 2021
Growth vs Value
March 9, 2021
Staying Safe Online
February 23, 2021
Cyber Security
February 9, 2021
Charitable Giving in 2021
January 26, 2021
RMD is back
January 12, 2021
Charitable Giving Strategies
December 29, 2020
401k & HSA Contributions
December 15, 2020
Roth Conversion for 2020
December 1, 2020
2020 Investment
November 17, 2020
The Market and the Election
November 2, 2020
Charitable Deduction 2020
October 20, 2020
401k Rollovers
October 6, 2020
Changes to the Dow Jones
September 22, 2020
Legacy Planning
August 25, 2020
Payroll Tax Deferral
August 11, 2020
Social Security
July 28, 2020
Tax Deadline
July 14, 2020
RMD Waived
June 30, 2020
401k Loans
June 16, 2020
Market Optimism
June 2, 2020
Diversify in Volatile Times
May 5, 2020
State of the Market
April 21, 2020
CARES ACT
April 7, 2020
Stock Market Decline
March 24, 2020
Roth 401k
March 10, 2020
Health Savings Accounts
February 25, 2020
Social Security Scams
February 11, 2020
Spouse Beneficiary of IRA
January 28, 2020
Secure Act
January 14, 2020
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