Fundamental Wealth Management

Matt & Eric discuss how quickly you can find yourself in debt.

The debt trap by Fundamental Wealth Podcast Matt & Eric discuss how debt can quickly get out of control.

When is the last time you checked your employer benefits?

Employer Benefits? by Fundamental Wealth Podcast When is the last time you reviewed your employer benefits. Matt and Eric cover how often they find individuals not taking advantage of employer benefits.

check our this weeks cast!!!!

2023 top 5 financial regrets by Fundamental Wealth Podcast Fundamental Wealth Podcast

College 529 Plan...New rules!!!!

https://podcasters.spotify.com/pod/show/fundamentalwealth/episodes/College-529-plan-update-e2gqpbb

Make sure to check out the latest cast as we focus on goo financial habits over the next few weeks.

Financial Habits by Fundamental Wealth Podcast The team dives into the importance of good financial habits!!!!

On to 2024

2023 Recap by Fundamental Wealth Podcast Eric and Matt discuss 2023

What should you be asking your financial advisor?

Question's to ask by Fundamental Wealth Podcast Matt and Eric cover the important questions you should ask your financial advisor.

Financial goals for the new year???

What's your New Years Resolution? by Fundamental Wealth Podcast The team discusses accountability!!!!! the key to keeping your resolution.

What a great cast!!!!

Characteristics of a Successful Investor!!! by Fundamental Wealth Podcast What makes you a successful investor?

Identity left concerning you.....check out the latest cast.

Identity Theft by Fundamental Wealth Podcast Tips to protect your identity.

Bonds!!! did someone say Bonds???

What are bonds? by Fundamental Wealth Podcast The team discuses the fixed income market.

Confused about what an HSA is. Give the latest cast a listen.

What is an HSA account by Fundamental Wealth Podcast The team discuses what a HSA account is and how you can manage it.

Check out last weeks cast!!!

Retirement Transition by Fundamental Wealth Podcast Are you ready, really ready to transition to retirement.

Craig Snyder joins us from CHBB Insurance Brokerage to discus property and causality insurance. If you are looking for a new quote or just a review call Craig @ 716-243-0212 or email @ [email protected]

Property & Casualty Insurance by Fundamental Wealth Podcast Craig Snyder from CHBB Insurance Brokerage joins the team to discuss the property and casualty insurance market. To reach Craig Snyder give him a call for a no obligation second opinion for your insurance needs. 716-243-0212 910 Lake St. Angola, NY 14006

Thinking about taking an early retirement distribution? Listen here as we discus this topic.

Retirement Account Distributions by Fundamental Wealth Podcast Matt and Eric talk about early retirement plan distributions and there impact.

Concerned about the recent market volatility? Check out the latest podcast from the team.

Recent Market Volatility by Fundamental Wealth Podcast The teams discuses the volatile equity markets.

This weeks cast we are jointed by special guest Colby Garza from Own NY Real Estate. We dive into the current real estate market in WNY. If you have any real estate questions head over to https://www.colbygarza.com/ he is a tremendous local resource!!!

https://podcasters.spotify.com/pod/show/fundamentalwealth/episodes/Everything-Real-Estate-e2abjrb

Everything Real Estate by Fundamental Wealth Podcast Special guest Colby Garza from Own NY Real Estate. We discuss the impact of high interest on the housing market and when you should buy.

Do you know your risk tolerance? Listen to the latest cast why its so important when inventing!!!

What is your risk tolerance? by Fundamental Wealth Podcast The team discusses why risk tolerance matters!!!!!

Let us help you by being on your side of the table!!!!

Having a hard time making a decision by Fundamental Wealth Podcast The team discusses how difficult it can be making an investment decision.

Never too early to start planning.

X-Mass Budget by Fundamental Wealth Podcast Holiday season is right around the corner!!!!!

Check out this weeks cast!!! We discuss interest rates and where they may be going.

Interest rate update by Fundamental Wealth Podcast Matt and Eric discuss the upcoming Fed decision on interest rates.

Are you struggling with debt and keeping up with the cost of living?

How do you get out of debt! by Fundamental Wealth Podcast The team discusses how it is possible to get out of debt .

How are you diversified?

Are you Diversified by Fundamental Wealth Podcast The team discusses how to be more diversified!!!!

Why have an agent!!!!

Do you need an Agent by Fundamental Wealth Podcast Why its beneficial to have an agent!!!!

What is lifestyle creep????

What is lifestyle creep by Fundamental Wealth Podcast team dives in to what lifestyle creep is?

When's the last time you checked your goals?

Goals check by Fundamental Wealth Podcast Great time to sit down and check your personal goals.

Check out last weeks cast!!!!

Client Expectations by Fundamental Wealth Podcast Defining your relationship with your advisor

What comes next after the Fed pause on interest rate.

Fed Pause by Fundamental Wealth Podcast The team discusses the recent Fed pause.

Retirement Regrets.....speaking from experience....

Retirement regrets by Fundamental Wealth Podcast The team discusses from experience common regrets retires have in retirement.