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At the Cutting Edge of the Industry



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

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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Podcast by Guelich Capital Management


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