Wise Money with Brad Olson and Joe Wilson
Brad Olson, Joe Wilson and the team at Olson & Wilson Private Capital bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes. Joseph R Wilson III has been in the financial service industry since 2006. An Accredited Asset Management Specialist (AAMS) he has passed the Series 7,31 and 66 securities exams and holds life & health insurance license. Joe’s focus is on asset management, proper asset allocation, retirement income planning, and preparing our clients to live a confident retirement even through the most challenging volatile markets so they can be and stay retirement ready! Joe’s goal is to bring finance to life with his clients without all the Wall Street “jargon words”. “Helping our clients navigate the Retirement Ready process is my mission and passion in life! Everyone deserves the opportunity to retire with confidence” -Joe Wilson III. Bradley M. Olson, CPA/PFS is a founding partner of Olson & Wilson Private Capital. He is a CPA (Certified Public Accountant) and has earned the prestigious AICPA PFS (Personal Financial Specialist) designation. Brad has over 25 years experience in financial planning for clients. For over 20 years, he has specialized in designing strategies that help employees prepare for and successfully navigate through retirement. Brad’s understanding of the various retirement programs and extensive knowledge of the investment and financial planning world allow him to bring a unique perspective to the process of designing a retirement plan for an individual or family. Brad’s goal with every client is to design a retirement plan that lets you “Be and Stay Retirement Ready”. For more information or to get your own questions answered, call (866) 724-6608 or visit https://www.owprivatecapital.com.
Episodes
In this conversation, the hosts discuss the taxation of retirement income and the benefits of a tax-efficient strategy. They cover topics such as the taxability of social security benefits, pensions, and various types of income. They also highlight the advantages of a Roth IRA, including tax-free withdrawals and investment growth. The conversation emphasizes the importance of tax planning and offers a tax preparation service for re...
The conversation discusses the risks associated with tax rates and legislative changes in retirement. It emphasizes the importance of tax planning and understanding the potential impact of legislative risk on retirement accounts. The guests highlight the need to take control of retirement planning and address these risks to ensure a secure financial future.
For more information contact Brad Olson, Joe Wilson, Louie Randolph and...
On a new edition of Wise Money Radio, Brad Olson, Joe, Wilson, Louie, Randolph and Brad Johansen are in the studio to explore the impact of the reduced purchasing power, tightening of the belt and the hidden risk impacting consumers and folks preparing for retirement. Olson, Wilson and Randolph explore the phenomenon of retirement savings sitting in a junk drawer and the proactive strategies to assist you in organizing the assets y...
On a new edition of Wise Money Radio, Joe Wilson, Brad Johansen and Louie, Randolph are in the studio to explore the impacts of government spending and inflation on the consumer. Wilson, Johansen and Randolph share solutions to help you be and stay retirement ready. The trio explore the importance of reacting and responding to volatility and how to avoid compounding errors along the road to and through retirement.
On a new edition of Wise Money Radio, Brad Olson, Joe, Wilson and Louie, Randolph are in the studio to explore the impact of the reduced purchasing power, tightening of the belt and the hidden risk impacting consumers and folks preparing for retirement. Olson, Wilson and Randolph explore the phenomenon of retirement savings sitting in a junk drawer and the proactive strategies to assist you in organizing the assets you've been savi...
On a new edition of Wise Money Radio, Brad Olson, Joe, Wilson, Louie, Randolph, and Brad Johansen are in the studio to explore the risk box (folks between 60-72 years old) and how important it is to protect yourself and your retirement plan when faced with inflation, market dips and geopolitical concerns.
For more information contact Brad Olson, Joe Wilson, Louie Randolph and the team at Olson & Wilson Private Capital at 866-...
On a new edition of Wise Money Radio, Louie Randolph is in the studio to explore the risks and dangers that often accompany making blanket assumptions about your financial future. Randolph explores the assumptions to look out for and offers a list of six retirement planning assumptions for you to avoid on your journey to and through retirement. You don’t want to miss #3!
For more information contact Brad Olson, Joe Wilson, Louie R...
On a new episode of Wise Money, Louie Randolph breaks down a few financial planning lessons from Hollywood featuring clips from famous movies and explained the lessons that we can learn from each example. Louie dives into the financial planning myths out there and corrects common misconceptions folks encounter when planning for retirement.
For more information contact Brad Olson, Joe Wilson, Louie Randolph and the team at Olson &a...
On a new edition of Wise Money with Brad Olson and Joe Wilson, the duo invites a member of the Olson & Wilson Private Capital Team in the studio and Louie Randolph joins the show.
The trio take it back to basics covering the fundamentals of retirement planning. Brad, Joe & Louie explores how your financial habits now might inadvertently be sabotaging your financial future/retirement savings.
And the fellas break down the ...
On this week’s episode of Wise Money with Brad Olson, Joe Wilson and Louie Randolph, the trio discuss the hidden risk in your portfolio. Brad, Joe and Louie separate financial planning fact from fiction, discuss the potential recession on the horizon. Olson, Wilson and Randolph cover celebrities who made classic financial planning mistakes and the fellas explore how to avoid these missteps in your plan.
Call 866-724-6608 ...
This edition of Wise Money with Brad Olson & Joe Wilson kicks off with a discussion about the challenges consumers are facing and the best strategies folks can implement in order to be and stay retirement ready. Olson & Wilson Private Capital's Louie Randolph joins Brad & Joe in studio to discuss the dangers of financial termites. Brad, Joe & Louie share the key to building successful financial plan.
This week on Wise Money with Brad Olson and Joe Wilson, legendary broadcaster Brad Johansen joins the show to talk about simple ways to change the game when it comes to your financial planning journey. Brad Olson & Joe Wilson discuss the missing component from many retirement plans. The dynamic duo discuss some strategies to help you be and stay retirement ready.
This week on Wise Money with Brad Olson and Joe Wilson, the duo discuss the volatile market, inflation, economy uncertainty and legislative risk. Brad & Joe explain the different legislative risks, how many plans lack the most important element to secure your financial future to and through retirement. The duo explore how to create a plan to be and stay retirement ready.
On a special edition of Wise Money with Brad Olson and Joe Wilson, America's Wealth Coach Pete D'Arruda joins the show to discuss financial planning do's and don'ts, financial termites, risk and how to build lifetime income so that you can be and stay retirement ready. The fellas talk about "if" planning, taxes, investing and check in with Federal Reserve Chair Jerome Powell & legendary investor/Berkshire Hathaway CEO Warren Bu...
This week on Wise Money with Brad Olson and Joe Wilson, the duo discuss the volatile market, Federal Reserve, inflation, and uncertainty and legislative risk. Brad & Joe explain the different legislative risks, how many plans lack the most important element to secure your financial future to and through retirement. The duo explore how to create a plan to be and stay retirement ready.
Call Brad Olson & Joe Wilson and the...
This week on Wise Money with Brad Olson and Joe Wilson, the duo discuss the biggest economic concerns, money supply, debt ceiling, why you shouldn't fight the Fed and more. Olson & Wilson share tips you can apply to your plan today to help protect your savings from the economic storm on the horizon. Brad breaks down the importance of tax planning in retirement and explores some common conversations that prevent folks from speak...
You can't just go on autopilot when dealing with your finances and your retirement. The duo discuss the biggest economic concerns, money supply, debt ceiling, why you shouldn't fight the Fed and more. Olson & Wilson share tips you can apply to your plan today to help protect your savings from the economic storm on the horizon.
Get in touch with Brad Olson & Joe Wilson and the team at Olson & Wilson Private Capital by ...
This week on Wise Money with Brad Olson and Joe Wilson, Brad & Joe explore the credit tightening, debt and commercial real estate loans that have posed a myriad of challenges for folks managing their finances. Olson and Wilson discuss the bank failures and what that means for folks saving for their financial future. The duo explore the best ways to defend yourself from the economic instability and how to best position yourself ...
The latest edition of Wise Money Radio with Brad Olson and Joe Wilson kicks off with the duo discussing Joe's trip to DC with his father along with 83 other veterans for an honor flight and tribute to the veterans for their service. The photos of the tristate chapter honor flight can be found on instagram.
Brad & Joe explore the domino effect of commercial real estate, auto loans, and layoffs. The pair share the future implica...
The latest edition of Wise Money Radio with Brad Olson and Joe Wilson kicks off with the duo exploring the latest financial news and how the current economic climate can impact your retirement savings. Olson & Wilson discuss the future financial forecast and Warren Buffett's analysis of the current economic climate--particularly, the commercial loans and lending. The pair cover what happens when folks begin to borrow from their...
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