Make Money Make Cents

Trent Doty and Roger Doty discuss how you can protect yourself from scams and fraud. Please send your questions or topics you’d like covered in future episodes to [email protected]. Investment and insurance products are: *Not insured by the FDIC or any government agency *Not a deposit or other obligation of, or guaranteed by, the bank or any bank affiliate *Subject to investment risks, including loss of the principal amount invested.

Trent Doty and Roger Doty discuss questions from previous episodes, specifically the episodes that discuss 529 plans and life insurance. Please send your questions or topics you’d like covered in future episodes to [email protected]. Investment and insurance products are: *Not insured by the FDIC or any government agency *Not a deposit or other obligation of, or guaranteed by, the bank or any bank affiliate *Subject to investment risks, including loss of the principal amount invested.

Trent Doty and Roger Doty discuss questions from previous episodes, specifically the episodes that discuss timing the market and approaching retirement. Please send your questions or topics you’d like covered in future episodes to [email protected]. Investment and insurance products are: *Not insured by the FDIC or any government agency *Not a deposit or other obligation of, or guaranteed by, the bank or any bank affiliate *Subject to investment risks, including loss of the principal amount invested.

We revisit a previous episode where Trent Doty and Roger Doty discuss how elections and political parties impact the stock market, and take a look at which party is best for your investments. Please send your questions or topics you’d like covered in future episodes to [email protected]. Investment and insurance products are: *Not insured by the FDIC or any government agency *Not a deposit or other obligation of, or guaranteed by, the bank or any bank affiliate *Subject to investment risks, including loss of the principal amount invested.

Trent Doty and Roger Doty discuss leasing vs buying for your next vehicle and strategies to consider for each side. Please send your questions or topics you’d like covered in future episodes to [email protected]. Investment and insurance products are: *Not insured by the FDIC or any government agency *Not a deposit or other obligation of, or guaranteed by, the bank or any bank affiliate *Subject to investment risks, including loss of the principal amount invested.

Trent Doty and Roger Doty discuss life insurance and when it can be considered as an investment. Please send your questions or topics you’d like covered in future episodes to [email protected]. Investment and insurance products are: *Not insured by the FDIC or any government agency *Not a deposit or other obligation of, or guaranteed by, the bank or any bank affiliate *Subject to investment risks, including loss of the principal amount invested.

Trent Doty and Roger Doty discuss strategies for individuals approaching retirement and other useful considerations. Please send your questions or topics you’d like covered in future episodes to [email protected]. Investment and insurance products are: *Not insured by the FDIC or any government agency *Not a deposit or other obligation of, or guaranteed by, the bank or any bank affiliate *Subject to investment risks, including loss of the principal amount invested.

Trent Doty and Roger Doty discuss strategies for saving for education expenses. Please send your questions or topics you’d like discussed in future episodes to [email protected]. Investment and insurance products are: *Not insured by the FDIC or any government agency *Not a deposit or other obligation of, or guaranteed by, the bank or any bank affiliate *Subject to investment risks, including loss of the principal amount invested.

Trent Doty and Roger Doty discuss timing the market vs time in the market. Please send your questions or topics you’d like discussed in future episodes to [email protected]. Investment and insurance products are: *Not insured by the FDIC or any government agency *Not a deposit or other obligation of, or guaranteed by, the bank or any bank affiliate *Subject to investment risks, including loss of the principal amount invested.

Trent Doty and Roger Doty discuss and answer questions that have been sent in from previous episodes. Please send your questions or topics you’d like discussed in future episodes to [email protected]. Investment and insurance products are: *Not insured by the FDIC or any government agency *Not a deposit or other obligation of, or guaranteed by, the bank or any bank affiliate *Subject to investment risks, including loss of the principal amount invested.

Trent Doty and Roger Doty discuss how elections and political parties impact the stock market, and take a look at which party is best for your investments. Please send your questions or topics you’d like discussed in future episodes to [email protected]. Investment and insurance products are: *Not insured by the FDIC or any government agency *Not a deposit or other obligation of, or guaranteed by, the bank or any bank affiliate *Subject to investment risks, including loss of the principal amount invested.

Trent Doty and Roger Doty discuss municipal bonds and why now may a great time to consider adding them to your portfolio. Please send your questions or topics you’d like discussed in future episodes to [email protected]. Investment and insurance products are: *Not insured by the FDIC or any government agency *Not a deposit or other obligation of, or guaranteed by, the bank or any bank affiliate *Subject to investment risks, including loss of the principal amount invested.

Trent Doty and Roger Doty discuss Health Savings Accounts and the triple tax advantage that these offer. Please send your questions or topics you’d like discussed in future episodes to [email protected]. Investment and insurance products are: *Not insured by the FDIC or any government agency *Not a deposit or other obligation of, or guaranteed by, the bank or any bank affiliate *Subject to investment risks, including loss of the principal amount invested.

Trent Doty and Roger Doty discuss strategies for spending in retirement. Please send your questions or topics you’d like discussed in future episodes to [email protected]. Investment and insurance products are: *Not insured by the FDIC or any government agency *Not a deposit or other obligation of, or guaranteed by, the bank or any bank affiliate *Subject to investment risks, including loss of the principal amount invested.

Trent Doty and Roger Doty discuss the important estate planning documents you should be aware of. Please send your questions or topics you’d like discussed in future episodes to [email protected]. Investment and insurance products are: *Not insured by the FDIC or any government agency *Not a deposit or other obligation of, or guaranteed by, the bank or any bank affiliate *Subject to investment risks, including loss of the principal amount invested.

Trent Doty and Roger Doty discuss an introduction to buffered annuities, also referred to as registered index linked annuities. Please send your questions or topics you’d like discussed in future episodes to [email protected]. Investment and insurance products are: *Not insured by the FDIC or any government agency *Not a deposit or other obligation of, or guaranteed by, the bank or any bank affiliate *Subject to investment risks, including loss of the principal amount invested.

Trent Doty and Roger Doty discuss business retirement plans and compare them to pension plans. Please send your questions or topics you’d like discussed in future episodes to [email protected]. Investment and insurance products are: *Not insured by the FDIC or any government agency *Not a deposit or other obligation of, or guaranteed by, the bank or any bank affiliate *Subject to investment risks, including loss of the principal amount invested.

Trent Doty and Roger Doty discuss strategies for charitable giving how you may be able to give in a tax efficient manner. Please send your questions or topics you’d like discussed in future episodes to [email protected]. Investment and insurance products are: *Not insured by the FDIC or any government agency *Not a deposit or other obligation of, or guaranteed by, the bank or any bank affiliate *Subject to investment risks, including loss of the principal amount invested.

Trent Doty and Roger Doty discuss an introduction to the basics of investing. Please send your questions or topics you’d like discussed in future episodes to [email protected]. Investment and insurance products are: *Not insured by the FDIC or any government agency *Not a deposit or other obligation of, or guaranteed by, the bank or any bank affiliate *Subject to investment risks, including loss of the principal amount invested.

Trent Doty and Roger Doty discuss the basics of tax loss harvesting and how the strategy can potentially be used to your benefit. Please send your questions or topics you’d like discussed in future episodes to [email protected]. Investment and insurance products are: *Not insured by the FDIC or any government agency *Not a deposit or other obligation of, or guaranteed by, the bank or any bank affiliate *Subject to investment risks, including possible loss of the principal amount invested.

Trent Doty and Roger Doty discuss the basics of 401(k) plans and how they can benefit employees. Please send your questions or topics you’d like discussed in future episodes to [email protected]. Investment and insurance products are: *Not insured by the FDIC or any government agency *Not a deposit or other obligation of, or guaranteed by, the bank or any bank affiliate *Subject to investment risks, including possible loss of the principal amount invested.

Trent Doty and Roger Doty discuss ROTH vs Traditional contributions to retirement accounts, and a few considerations to help you determine which may be best for you. Please send your questions or topics you’d like discussed in future episodes to [email protected]. Investment and insurance products are: *Not insured by the FDIC or any government agency *Not a deposit or other obligation of, or guaranteed by, the bank or any bank affiliate *Subject to investment risks, including possible loss of the principal amount invested.

Trent Doty and Roger Doty discuss the the power of compounding in investing. Please send your questions or topics you’d like discussed in future episodes to [email protected]. Investment and insurance products are: *Not insured by the FDIC or any government agency *Not a deposit or other obligation of, or guaranteed by, the bank or any bank affiliate *Subject to investment risks, including possible loss of the principal amount invested.

Trent Doty and Roger Doty discuss business retirement plans and questions to consider to help determine if you could benefit from offering a qualified retirement plan for your business. Please send your questions or topics you’d like discussed in future episodes to [email protected]. Investment and insurance products are: *Not insured by the FDIC or any government agency *Not a deposit or other obligation of, or guaranteed by, the bank or any bank affiliate *Subject to investment risks, including possible loss of the principal amount invested.

Trent Doty and Roger Doty discuss dividend investing and compare rising dividends vs high dividends. Please send your questions or topics you’d like discussed in future episodes to [email protected]. Investment and insurance products are: *Not insured by the FDIC or any government agency *Not a deposit or other obligation of, or guaranteed by, the bank or any bank affiliate *Subject to investment risks, including possible loss of the principal amount invested.