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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



Inflation Expands Tax Brackets
January 9, 2024

How to Set Achievable Financial Goals
December 26, 2023

What is Smishing
November 28, 2023

Buy Now Pay Later
November 14, 2023

Concentrated Stock Portfolio
October 31, 2023

Qualified Charitable Distributions
October 17, 2023

Medicare Open Enrollment
October 3, 2023

What to Keep and What to Shred
September 5, 2023

Mistakes in Retirement
July 25, 2023

What is an I Bond
May 30, 2023

What is a T-Bill
May 16, 2023

Why Name a Beneficiary on a 401k Plan
May 2, 2023

Women's Biggest Retirement Challenge
April 18, 2023

Safety at Our Banks
March 21, 2023

SECURE Act 2.0 and RMDs
February 7, 2023

How to Stay Safe in Cyber Space
January 24, 2023

New Year's Resolution
January 10, 2023

Women and the Longevity Challenge
December 27, 2022

Retirement Plan Changes in 2023
December 13, 2022

Retirees and the Stock Market
November 29, 2022

Insurance to Protect your Assets
November 15, 2022

What is a Fiduciary
November 1, 2022

How to Make Retirement Secure
October 18, 2022

Importance of a Credit Freeze
September 20, 2022

Medicare Eligibility at 65
August 23, 2022

Downshifting in Retirement
August 9, 2022

Why Create a My Social Security Account
June 28, 2022

Insurance to Manage Risk
June 14, 2022

I-bonds
May 31, 2022

Traditional or Roth 401k Contributions
May 17, 2022

How to Generate Retirement Income
May 3, 2022

Be Proactive with Income Taxes in 2022
April 19, 2022

When to Start Social Security Benefits
April 5, 2022

Name a Beneficiary on your 401k
March 22, 2022

Cyber Security
March 8, 2022

Will or Trust
February 22, 2022

Do I Need Stocks in Retirement
February 8, 2022

Improve your Financial Position in 2022
January 25, 2022

Creating an investment Plan
January 11, 2022

2021 HSA
November 30, 2021

Changes in 2022
November 16, 2021

Market Update
November 2, 2021

RMD is back
October 19, 2021

Should I purchase LTC Insurance
September 7, 2021

Concentrated Stock
August 24, 2021

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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Podcast by Guelich Capital Management


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