Koele Godfrey
Investment Group

CONNECT

Address:

123 E. Main Street
Zeeland, MI 49464

Phone:

616.931.1223 | 866.512.7164

Fax/Other:

616.931.1225

Tune in for free financial tune-ups

Carey and Jack broadcasting live from WHTC Studios.
 

Listen to the Women and Investing Podcast!   Click Here

If there's one thing most people can agree on, it's the fact that money matters. That's why we started a radio show by that name — “Money Matters,”  heard on WHTC 1450 AM and on the new 99.7 FM.

Since 2005, Carey and Jack have broadcasted their show on local radio station WHTC 1450 AM Radio. Tune in at 10:10 each Saturday morning for some free advice you can put to use to give your financial outlook a tune-up.

The show is part of our commitment to the community we serve. While we believe that professional financial planners play an important role in helping families and small businesses prosper, we also know that the strategies that help you thrive start with you. The more you know, the better you can do.

Each Money Matters show features a different topic. Each week, Carey and Jack share their experience on areas like:

  • Income planning for retirement.
  • Strategies women need to know.
  • Social Security strategies.
  • Specialized advice for couples just married.
  • Family wealth transfer.
  • And more.

They even bring in  professional guests, like certified public accountants, insurance specialists, attorneys, and Social Security specialists. Each educational, informative show features practical advice that strives to help listeners find firm footing on their financial pathway.

Even better, each week listeners are invited to call in with questions — the number is (616)395-1450 — or call or email us at koelegodfrey@lpl.com with your questions and comments. That means you can gain personalized advice you can use, with no bill to pay.

Can't tune in on Saturdays? Click here for information on how you can download recent episodes and listen when it's convenient for you.

Disclosures:

  • The hypothetical examples mentioned are not representative of any specific situation. Your results will vary. The hypothetical rates of return used do not reflect the deduction of fees and charges inherent to investing.
  •  You should consult your tax advisor prior to investing in a 529 plan.
  •  Traditional IRA account owners should consider the tax ramifications, age and income restrictions in regards to executing a conversion from a Traditional IRA to a Roth IRA. The converted amount is generally subject to income taxation.
  • Withdrawals from the ROTH IRA may be tax free, as long as they are considered qualified.  Withdrawals prior to age 59 ½ or prior to the account being opened for 5 years, whichever is later, may result in a 10% IRS penalty tax.
  • The target date is the approximate date when investors plan to start withdrawing their money.  The principal value of a target fund is not guaranteed at any time, including at the target date.