PODCAST · business
Your Money Radio Show
by Wealth Enhancement Group
If you are looking for the latest stock tip, look elsewhere. Here, you'll find sound strategies based on financial principles that apply to your life. This isn't about financial jargon. This is about you. So listen, learn and ask questions of your own. After all, it's your money.
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100
Ask Bruce and Peg Anything
Hosts Bruce Helmer and Peg Webb open the lines to questions from listeners.
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99
Affordability, Inflation, and Your Financial Plan
Inflation has dominated headlines lately; Peg Webb discusses affordability pressure.
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98
Honoring Sacrifice: A Memorial Day Reflection on What Matters Most
Hosts Bruce Helmer and Peg Webb discuss the financial sacrifices we make to create personal freedom.
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97
College Graduation and Your Money: What Comes Next?
Hosts Bruce Helmer & Peg Webb discuss how college graduation is not only an academic milestone but also a financial reset.
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96
Women & Wealth (Happy Mother's Day)
In this week's episode, hosts Bruce Helmer and Peg Webb recognize Mother's Day and discuss the simple and powerful way women can fuse personal values and aspirations with investments.
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95
Ask Bruce and Peg Anything
On this week's show, hosts Bruce Helmer and Peg Webb open the lines to questions from listeners.
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94
Market Review & Forecast
On this week's episode, Peg Webb is joined by Allison Tully, Senior Portfolio Consultant at Wealth Enhancement. Allison discusses where the markets may be heading, and what that might mean for investors.
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93
Special Needs Planning
Hosts Bruce Helmer and Peg Webb are joined by Charlie Massimo, Senior Vice President, Financial Advisor, to discuss special needs planning. Special needs planning is not just about finances. It is about creating stability, dignity, and long-term support for a loved one who may depend on others throughout their lifetime.
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92
Connecting Financial Literacy with Financial Wellness
In this week's episode, hosts Bruce Helmer and Peg Webb discuss financial literacy and financial wellness. Although they are different things, they connect with one another and can help you work to achieve financial success.
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91
Ask Bruce and Peg Anything
On this week's episode, hosts Bruce Helmer and Peg Webb open the lines to questions from listeners.
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90
Planning for the 2026 Tax Season
Many people wait until tax filing season to think about taxes, but by then most planning opportunities are already gone. Hosts Bruce Helmer and Peg Webb are joined by Ryan McKeown, Senior Vice President, Financial Advisor at Wealth Enhancement to discuss some strategies to consider for tax year 2026.
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89
Real Wealth: Common Sense Investing The Wealth Enhancement Way
Having common sense, discipline, and a plan are the keys to building wealth over time. In this week's episode, Host Bruce Helmer discusses common sense investing.
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88
Ask Bruce and Peg Anything
On this week's episode, hosts Bruce Helmer and Peg Webb answer questions from listeners.
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87
Estate Planning & Family Conversations
Estate planning is about thinking ahead: deciding what matters to you, who matters to you, and making sure you communicate your wishes.
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86
Ask Peg Anything
Your Money Host, Peg Webb, Senior Vice President, Financial Advisor, answers listener questions.
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85
Should I Claim Social Security At 62 and Invest It?
Hosts Bruce Helmer and Peg Webb break down a recent listener question, “I’m 62. I don’t need Social Security to live on. Should I take the benefits now and invest it for better returns?” They also discuss important differences between Social Security and the stock market.
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84
Career Pivots
Hosts Bruce Helmer and Peg Webb discuss what changing one’s livelihood can mean from a financial perspective.
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83
Boosting Career Growth
Career growth is one of the key drivers of long-term wealth creation. This week, host Peg Webb talks about ways to build your earning power.
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82
Ask Bruce and Peg Anything
This week, hosts Bruce Helmer and Peg Webb open the show to listener questions.
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81
Market Review & Forecast
Bruce Helmer catches up with Doug Huber, Deputy Chief Investment Officer at Wealth Enhancement, to learn about his role at the firm and get his take on where the markets may be heading.
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80
Helping Children Build Healthy Money Habits
On this week's episode, hosts Bruce Helmer and Peg Webb discuss the importance of children learning about saving and planning for their financial futures, even at a young age, and carrying it through young adulthood.
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79
Financial Health Check
A Financial Health Check is a repeatable way to assess where you are, reinforce positive habits, and identify areas for improvement over time. It’s about progress, not perfection.
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78
Ask Bruce and Peg Anything
On this week's episode hosts Bruce Helmer and Peg Webb open the show to listener questions.
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77
Five Reasons to Work With a Financial Advisor
Hosts Bruce Helmer and Peg Webb cover five reasons why you may want to work with a financial advisor, and what to look for in an advisor relationship.
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76
Resolution: New Year, No Bad Debt
The key to managing debt isn’t to avoid it entirely, it’s to know the difference between efficient and inefficient (or “unproductive”) borrowing.
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75
Meaningful Conversations & Common Sense Investing the Wealth Enhancement Way (Part II)
Hosts Bruce Helmer and Peg Webb suggest ways to have a serious discussion about the future with family members, and why having common sense, discipline, and a plan are the keys to building multigenerational wealth over time.
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74
Ask Bruce and Peg Anything
Hosts Bruce Helmer and Peg Webb open the show to listener questions.
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73
Tax-Wise Charitable Giving Strategies
Hosts Bruce Helmer and Peg Webb are joined by Andrew Thelander, Senior Vice President, Financial Advisor at Wealth Enhancement to discuss charitable giving.
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72
Holiday Spending Without the Guilt
Bruce Helmer and Peg Webb share tips to help keep holiday spending from derailing your finances this holiday season.
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71
Using AI For Everyday Financial Planning
Host Peg Webb is joined by guest Mike Webb to discuss using Artificial Intelligence (AI) in everyday financial planning. AI can be a powerful financial tool if used safely and correctly.
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70
Honoring Our Veterans: Financial Planning Tips for America's Heroes
Hosts Bruce Helmer and Peg Webb share financial planning tips for veterans. The show covers helping veterans make the most of the benefits they've earned, and discusses ways to turn them into lasting financial stability.
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69
Real Wealth: Common Sense Investing the Wealth Enhancement Way
Bruce Helmer, Founder, Financial Advisor, discusses how having common sense, discipline, and a plan are the keys to building wealth over time.
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68
Smart Year-End Tax Planning Moves
In this week's episode, Bruce Helmer and Peg Webb discuss smart tax planning moves to take as we approach year-end.
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67
Cybersecurity and Your Money in the AI Era
This week, Bruce Helmer is joined by Sam Richter to discuss cybersecurity and AI. Sam Richter is the founder and CEO of SBR Worldwide/Know More. Sam trains leading organizations on the advantages and pitfalls of online intelligence.
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66
Ask Bruce and Peg Anything
This week, Bruce and Peg opened the show to listener questions.
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65
Ask Bruce and Peg Anything
This week, Bruce and Peg opened the show to listener questions.
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64
Should You Tell Your Adult Children How Much You Have?
In this week's episode, hosts Bruce Helmer and Peg Webb discuss how to go about sharing personal financial information with adult children.
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63
Will the OBBA Change Your Estate Plan?
This week, hosts Bruce Helmer and Peg Webb are joined by Kate Maier, Vice President, Private Client at Wealth Enhancement to discuss the new domestic spending megabill and its effect on estate plans.
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62
How Are You Feeling About Money? (No, Really)
Host Peg Webb is joined by Wendell Clarke, Behavioral Wealth Specialist at Wealth Enhancement. Money is emotional — it ties into our sense of security, freedom, and confidence about the future. In this show, Peg and Wendell discuss the "emotional" side of money.
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61
5 Things You Should Know About the “One Big Beautiful Bill” Act (OBBBA)
The “One Big Beautiful Bill” Act (OBBBA) that President Trump signed on July 4, 2025, makes the 2017 tax cuts permanent. Here are five key highlights.
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60
Serving Investors Needs: AI’s Evolving Role in Personalizing Advice
AI (alternative intelligence) is transforming nearly every industry, including financial services, by reshaping how advisors support their clients.
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59
8.17.25- Managing Cash Flow Is Like Planning a Summer Vacation
It’s summer — prime time for road trips, lake weekends and last-minute getaways. But whether you’re heading up north or planning for retirement down the road, the same truth applies: you won’t get far without fuel.
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58
8.10.15- 10 Tips for Your Successful, Happy Retirement
This week, Bruce offers his experience and insights on how to plan for a happy, financially sustainable retirement.
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57
8.3.25- No Regrets Exit Planning
Business owners, senior employees with equity and heirs to a family business have a significant portion of their net worth is tied to a single company. How do they manage concentration risk?
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56
Market Review and 2H Forecast
This week, we look at the key economic and market trends that are likely to influence the second half of the year.
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55
You’ve Received a Windfall. Now What?
For people with sudden wealth, the challenge is often balancing personal security with making a difference in the world.
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54
Ask Bruce and Peg Anything
This week, Bruce and Peg are opening the show to listener questions.
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53
The Pursuit of Happiness
The pursuit of happiness” is really a stand-in for financial freedom — the ability to own property, control your labor, and provide for your family.
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52
Mid-Year Is Here: Action Plan
Here a financial planning tips to follow for the back half of the year.
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51
06.22.2025 I Biggest Mistakes People Make with Money
The biggest mistake that people make with their money isn’t always what you might think.
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ABOUT THIS SHOW
If you are looking for the latest stock tip, look elsewhere. Here, you'll find sound strategies based on financial principles that apply to your life. This isn't about financial jargon. This is about you. So listen, learn and ask questions of your own. After all, it's your money.
HOSTED BY
Wealth Enhancement Group
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