PODCAST · business
What We Learned in the Markets
by Whitaker-Myers Wealth Managers, LTD.
Investment Research Analyst Summit Puri of Whitaker-Myers Wealth Managers discusses the four things we learned in the markets this week.We are one of Ramsey Solutions largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.We also have a Ramsey Solutions Financial Coach on staff to help with budgeting and debt pay-down strategies.
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Soft Inflation and Soft Landing | What We Learned in the Markets: Oct 27, 2025
Co-Chief Investment Officer Summit Puri of Whitaker Myers Wealth Managers breaks down key market components in this week’s market recap, offering insights based on last week’s market movements and trends.Don’t forget to like, subscribe, and leave a comment with your questions! #WhitakerMyersWealthManagers #WhatWeLearnedInTheMarketsThisWeek #InvestmentStrategy #StockMarket #MacroEconomicsWe are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. You can find more information about Whitaker-Myers Wealth Managers at: https://www.whitakerwealth.comWhitaker-Myers Wealth Managers, Ltd. (“RIA Firm”) is a registered investment adviser in Ohio that serves clients nationwide through our relationship with Dave Ramsey and Ramsey Solutions. Whitaker-Myers Wealth Managers, Ltd. may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. This information are provided for guidance and information purposes only. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.This website and information are not intended to provide investment, tax, or legal advice. Whitaker-Myers Wealth Managers is not giving tax, legal or accounting advice. Consult a professional tax or legal representative if needed. Insurance products and services are offered and sold through Whitaker-Myers Insurance Agency Inc. and Whitaker-Myers Benefit Plans, LLC, and individually licensed and appointed insurance agents.
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Diversification Wins Again in Volatile Markets | What We Learned in the Markets: Oct 20, 2025
Co-Chief Investment Officer Summit Puri of Whitaker Myers Wealth Managers breaks down key market components in this week’s market recap, offering insights based on last week’s market movements and trends.Don’t forget to like, subscribe, and leave a comment with your questions! #WhitakerMyersWealthManagers #WhatWeLearnedInTheMarketsThisWeek #InvestmentStrategy #StockMarket #MacroEconomicsWe are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. You can find more information about Whitaker-Myers Wealth Managers at: https://www.whitakerwealth.comWhitaker-Myers Wealth Managers, Ltd. (“RIA Firm”) is a registered investment adviser in Ohio that serves clients nationwide through our relationship with Dave Ramsey and Ramsey Solutions. Whitaker-Myers Wealth Managers, Ltd. may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. This information are provided for guidance and information purposes only. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.This website and information are not intended to provide investment, tax, or legal advice. Whitaker-Myers Wealth Managers is not giving tax, legal or accounting advice. Consult a professional tax or legal representative if needed. Insurance products and services are offered and sold through Whitaker-Myers Insurance Agency Inc. and Whitaker-Myers Benefit Plans, LLC, and individually licensed and appointed insurance agents.
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Gold Hits Record. Stocks Tumble. What’s Really Going On | What We Learned in the Markets: Oct 14, 2025
Co-Chief Investment Officer Summit Puri of @whitaker-myerswealthmanage2043 breaks down key market components in this week’s market recap, offering insights based on last week’s market movements and trends.Don’t forget to like, subscribe, and leave a comment with your questions! #WhitakerMyersWealthManagers #WhatWeLearnedInTheMarketsThisWeek #InvestmentStrategy #StockMarket #MacroEconomicsWe are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. You can find more information about Whitaker-Myers Wealth Managers at: https://www.whitakerwealth.comWhitaker-Myers Wealth Managers, Ltd. (“RIA Firm”) is a registered investment adviser in Ohio that serves clients nationwide through our relationship with Dave Ramsey and Ramsey Solutions. Whitaker-Myers Wealth Managers, Ltd. may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. This information are provided for guidance and information purposes only. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.This website and information are not intended to provide investment, tax, or legal advice. Whitaker-Myers Wealth Managers is not giving tax, legal or accounting advice. Consult a professional tax or legal representative if needed. Insurance products and services are offered and sold through Whitaker-Myers Insurance Agency Inc. and Whitaker-Myers Benefit Plans, LLC, and individually licensed and appointed insurance agents.
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Positive Outlook and Government Shutdown| What We Learned in the Markets This Week: October 06, 2025
Co-Chief Investment Officer Summit Puri of @whitaker-myerswealthmanage2043 breaks down key market components in this week’s market recap, offering insights based on last week’s market movements and trends.Don’t forget to like, subscribe, and leave a comment with your questions! #WhitakerMyersWealthManagers #WhatWeLearnedInTheMarketsThisWeek #InvestmentStrategy #StockMarket #MacroEconomicsWe are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. You can find more information about Whitaker-Myers Wealth Managers at: https://www.whitakerwealth.comWhitaker-Myers Wealth Managers, Ltd. (“RIA Firm”) is a registered investment adviser in Ohio that serves clients nationwide through our relationship with Dave Ramsey and Ramsey Solutions. Whitaker-Myers Wealth Managers, Ltd. may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. This information are provided for guidance and information purposes only. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.This website and information are not intended to provide investment, tax, or legal advice. Whitaker-Myers Wealth Managers is not giving tax, legal or accounting advice. Consult a professional tax or legal representative if needed. Insurance products and services are offered and sold through Whitaker-Myers Insurance Agency Inc. and Whitaker-Myers Benefit Plans, LLC, and individually licensed and appointed insurance agents.
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What is Spooking Investors? | What We Learned in the Markets This Week: August 29, 2025
Co-Chief Investment Officer Summit Puri of @whitaker-myerswealthmanage2043 breaks down key market components in this week’s market recap, offering insights based on last week’s market movements and trends.Don’t forget to like, subscribe, and leave a comment with your questions! #WhitakerMyersWealthManagers #WhatWeLearnedInTheMarketsThisWeek #InvestmentStrategy #StockMarket #MacroEconomicsWe are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. You can find more information about Whitaker-Myers Wealth Managers at: https://www.whitakerwealth.comWhitaker-Myers Wealth Managers, Ltd. (“RIA Firm”) is a registered investment adviser in Ohio that serves clients nationwide through our relationship with Dave Ramsey and Ramsey Solutions. Whitaker-Myers Wealth Managers, Ltd. may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. This information are provided for guidance and information purposes only. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.This website and information are not intended to provide investment, tax, or legal advice. Whitaker-Myers Wealth Managers is not giving tax, legal or accounting advice. Consult a professional tax or legal representative if needed. Insurance products and services are offered and sold through Whitaker-Myers Insurance Agency Inc. and Whitaker-Myers Benefit Plans, LLC, and individually licensed and appointed insurance agents.
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Powell Hints at Rate Cuts, Markets React! |What We Learned in the Markets This Week: August 22, 2025
Co-Chief Investment Officer Summit Puri of Whitaker-Myers Wealth Managers breaks down key market components in this week’s market recap, delivering thoughtful insights on recent market movements, economic data, and sector performance. With a clear and informed perspective, Summit highlights the trends shaping investor sentiment and what they could mean for the weeks ahead.Don’t forget to like, subscribe, and leave a comment with your questions! #WhitakerMyersWealthManagers #WhatWeLearnedInTheMarketsThisWeek #InvestmentStrategy #StockMarket #MacroEconomicsWe are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. You can find more information about Whitaker-Myers Wealth Managers at: https://www.whitakerwealth.comWhitaker-Myers Wealth Managers, Ltd. (“RIA Firm”) is a registered investment adviser in Ohio that serves clients nationwide through our relationship with Dave Ramsey and Ramsey Solutions. Whitaker-Myers Wealth Managers, Ltd. may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. This information are provided for guidance and information purposes only. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.This website and information are not intended to provide investment, tax, or legal advice. Whitaker-Myers Wealth Managers is not giving tax, legal or accounting advice. Consult a professional tax or legal representative if needed. Insurance products and services are offered and sold through Whitaker-Myers Insurance Agency Inc. and Whitaker-Myers Benefit Plans, LLC, and individually licensed and appointed insurance agents.
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What We Learned in the Markets This Week: August 15, 2025
Co-Chief Investment Officer Summit Puri of Whitaker-Myers Wealth Managers breaks down key market components in this week’s market recap, delivering thoughtful insights on recent market movements, economic data, and sector performance. With a clear and informed perspective, Summit highlights the trends shaping investor sentiment and what they could mean for the weeks ahead.Don’t forget to like, subscribe, and leave a comment with your questions! #WhitakerMyersWealthManagers #WhatWeLearnedInTheMarketsThisWeek #InvestmentStrategy #StockMarket #MacroEconomicsWe are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. You can find more information about Whitaker-Myers Wealth Managers at: https://www.whitakerwealth.comWhitaker-Myers Wealth Managers, Ltd. (“RIA Firm”) is a registered investment adviser in Ohio that serves clients nationwide through our relationship with Dave Ramsey and Ramsey Solutions. Whitaker-Myers Wealth Managers, Ltd. may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. This information are provided for guidance and information purposes only. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.This website and information are not intended to provide investment, tax, or legal advice. Whitaker-Myers Wealth Managers is not giving tax, legal or accounting advice. Consult a professional tax or legal representative if needed. Insurance products and services are offered and sold through Whitaker-Myers Insurance Agency Inc. and Whitaker-Myers Benefit Plans, LLC, and individually licensed and appointed insurance agents.
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High-Octane Rally—But Storm Clouds Loom: What We Learned in the Markets This Week: August 8, 2025
Co-Chief Investment Officer Summit Puri of Whitaker-Myers Wealth Managers breaks down key market components in this week’s market recap, delivering thoughtful insights on recent market movements, economic data, and sector performance. With a clear and informed perspective, Summit highlights the trends shaping investor sentiment and what they could mean for the weeks ahead.Don’t forget to like, subscribe, and leave a comment with your questions! #WhitakerMyersWealthManagers #WhatWeLearnedInTheMarketsThisWeek #InvestmentStrategy #StockMarket #MacroEconomicsWe are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. You can find more information about Whitaker-Myers Wealth Managers at: https://www.whitakerwealth.comWhitaker-Myers Wealth Managers, Ltd. (“RIA Firm”) is a registered investment adviser in Ohio that serves clients nationwide through our relationship with Dave Ramsey and Ramsey Solutions. Whitaker-Myers Wealth Managers, Ltd. may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. This information are provided for guidance and information purposes only. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.This website and information are not intended to provide investment, tax, or legal advice. Whitaker-Myers Wealth Managers is not giving tax, legal or accounting advice. Consult a professional tax or legal representative if needed. Insurance products and services are offered and sold through Whitaker-Myers Insurance Agency Inc. and Whitaker-Myers Benefit Plans, LLC, and individually licensed and appointed insurance agents.
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What We Learned in the Markets This Week: August 1, 2025
Co-Chief Investment Officer Summit Puri of Whitaker-Myers Wealth Managers breaks down key market components in this week’s market recap, delivering thoughtful insights on recent market movements, economic data, and sector performance. With a clear and informed perspective, Summit highlights the trends shaping investor sentiment and what they could mean for the weeks ahead.Don’t forget to like, subscribe, and leave a comment with your questions! #WhitakerMyersWealthManagers #WhatWeLearnedInTheMarketsThisWeek #InvestmentStrategy #StockMarket #MacroEconomicsWe are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. You can find more information about Whitaker-Myers Wealth Managers at: https://www.whitakerwealth.comWhitaker-Myers Wealth Managers, Ltd. (“RIA Firm”) is a registered investment adviser in Ohio that serves clients nationwide through our relationship with Dave Ramsey and Ramsey Solutions. Whitaker-Myers Wealth Managers, Ltd. may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. This information are provided for guidance and information purposes only. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.This website and information are not intended to provide investment, tax, or legal advice. Whitaker-Myers Wealth Managers is not giving tax, legal or accounting advice. Consult a professional tax or legal representative if needed. Insurance products and services are offered and sold through Whitaker-Myers Insurance Agency Inc. and Whitaker-Myers Benefit Plans, LLC, and individually licensed and appointed insurance agents.
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What We Learned in the Markets This Week: July 25, 2025
Co-Chief Investment Officer Summit Puri of Whitaker-Myers Wealth Managers breaks down key market components in this week’s market recap, delivering thoughtful insights on recent market movements, economic data, and sector performance. With a clear and informed perspective, Summit highlights the trends shaping investor sentiment and what they could mean for the weeks ahead. Don’t forget to like, subscribe, and leave a comment with your questions! #WhitakerMyersWealthManagers #WhatWeLearnedInTheMarketsThisWeek #InvestmentStrategy #StockMarket #MacroEconomics We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. You can find more information about Whitaker-Myers Wealth Managers at: https://www.whitakerwealth.comWhitaker-Myers Wealth Managers, Ltd. (“RIA Firm”) is a registered investment adviser in Ohio that serves clients nationwide through our relationship with Dave Ramsey and Ramsey Solutions. Whitaker-Myers Wealth Managers, Ltd. may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. This information are provided for guidance and information purposes only. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice. Whitaker-Myers Wealth Managers is not giving tax, legal or accounting advice. Consult a professional tax or legal representative if needed. Insurance products and services are offered and sold through Whitaker-Myers Insurance Agency Inc. and Whitaker-Myers Benefit Plans, LLC, and individually licensed and appointed insurance agents.
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What We Learned in the Markets This Week: July 17, 2025
Co-Chief Investment Officer Summit Puri of @whitaker-myerswealthmanage2043 breaks down key market components in this week’s market recap, offering insights based on last week’s market movements and trends. Don’t forget to like, subscribe, and leave a comment with your questions! #WhitakerMyersWealthManagers #WhatWeLearnedInTheMarketsThisWeek #InvestmentStrategy #StockMarket #MacroEconomics We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. You can find more information about Whitaker-Myers Wealth Managers at: https://www.whitakerwealth.com Whitaker-Myers Wealth Managers, Ltd. (“RIA Firm”) is a registered investment adviser in Ohio that serves clients nationwide through our relationship with Dave Ramsey and Ramsey Solutions. Whitaker-Myers Wealth Managers, Ltd. may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. This information are provided for guidance and information purposes only. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice. Whitaker-Myers Wealth Managers is not giving tax, legal or accounting advice. Consult a professional tax or legal representative if needed. Insurance products and services are offered and sold through Whitaker-Myers Insurance Agency Inc. and Whitaker-Myers Benefit Plans, LLC, and individually licensed and appointed insurance agents.
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What We Learned in the Markets This Week: July 11, 2025
Co-Chief Investment Officer Summit Puri of @whitaker-myerswealthmanage2043 breaks down key market components in this week’s market recap, offering insights based on last week’s market movements and trends. Don’t forget to like, subscribe, and leave a comment with your questions! #WhitakerMyersWealthManagers #WhatWeLearnedInTheMarketsThisWeek #InvestmentStrategy #StockMarket #MacroEconomics We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. You can find more information about Whitaker-Myers Wealth Managers at: https://www.whitakerwealth.com
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What We Learned in the Markets This Week: July 04, 2025
Investment Research Analyst Summit Puri of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. https://www.whitakerwealth.com/ #WhitakerMyersWealthManagers #WhatWeLearnedInTheMarketsThisWeek #InvestmentStrategy #StockMarket #MacroEconomics
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What We Learned in the Markets This Week: June 27, 2025
Investment Research Analyst Summit Puri of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. https://www.whitakerwealth.com/ #WhitakerMyersWealthManagers #WhatWeLearnedInTheMarketsThisWeek #InvestmentStrategy #StockMarket #MacroEconomics
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What We Learned in the Markets This Week: June 20, 2025
Investment Research Analyst Summit Puri of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. https://www.whitakerwealth.com/ #WhitakerMyersWealthManagers #WhatWeLearnedInTheMarketsThisWeek #InvestmentStrategy #StockMarket #MacroEconomics
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What We Learned in the Markets This Week: June 13, 2025
Investment Research Analyst Summit Puri of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. https://www.whitakerwealth.com/ #Investment #InvestmentStrategy #StockMarket #Trading #Forex #ForexMarketAnalysis #CurrencyTrading #MacroEconomics
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What We Learned in the Markets This Week: June 06, 2025 - #markets #inflation #theramseyshow
Investment Research Analyst Summit Puri of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. https://www.whitakerwealth.com/
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What We Learned in the Markets This Week: May 30, 2025 - #markets #inflation #theramseyshow
Investment Research Analyst Summit Puri of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. https://www.whitakerwealth.com/
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What We Learned in the Markets This Week: May 23, 2025 - #markets #inflation #theramseyshow
Investment Research Analyst Summit Puri of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. https://www.whitakerwealth.com/
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What We Learned in the Markets This Week: May 16, 2025 - #markets #inflation #theramseyshow
Investment Research Analyst Summit Puri of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies.https://www.whitakerwealth.com/
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What We Learned in the Markets This Week: April 25, 2025 - #markets #inflation #theramseyshow
Investment Research Analyst Summit Puri of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. https://www.whitakerwealth.com/
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What We Learned in the Markets This Week: May 09, 2025 - #markets #inflation #theramseyshow
Investment Research Analyst Summit Puri of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. https://www.whitakerwealth.com/
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What We Learned in the Markets This Week: May 2, 2025 - #markets #inflation #theramseyshow
Investment Research Analyst Summit Puri of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. https://www.whitakerwealth.com/
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What We Learned in the Markets This Week: April 18, 2025 - #markets #inflation #theramseyshow
Investment Research Analyst Summit Puri of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. https://www.whitakerwealth.com/
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What We Learned in the Markets This Week: April 11, 2025 - #markets #inflation #theramseyshow
Investment Research Analyst Summit Puri of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. https://www.whitakerwealth.com/
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What We Learned in the Markets This Week: April 04, 2025 - #markets #inflation #theramseyshow
Investment Research Analyst Summit Puri of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. Also, this week, Summit is joined by Whitaker-Myers Wealth Managers Portfolio Trader, Barbie Cypers. They discuss what her role as Portfolio Trader is, and how her work helps benefit you, the client! We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. https://www.whitakerwealth.com/
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What We Learned in the Markets This Week: March 28, 2025 - #markets #theramseyshow
Investment Research Analyst Summit Puri of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. https://www.whitakerwealth.com/
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What We Learned in the Markets This Week: March 21, 2025 - #markets #inflation #theramseyshow
Investment Research Analyst Summit Puri of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. https://www.whitakerwealth.com/
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What We Learned in the Markets This Week: March 14 2025 - #markets #inflation #theramseyshow
Investment Research Analyst Summit Puri of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. https://www.whitakerwealth.com/
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What We Learned in the Markets This Week: March 07 2025 - #markets #inflation #theramseyshow
Investment Research Analyst Summit Puri of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. https://www.whitakerwealth.com/
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What We Learned in the Markets This Week: February 28th 2025 - #markets #inflation #theramseyshow
Investment Research Analyst Summit Puri of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies.https://www.whitakerwealth.com/
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What We Learned in the Markets This Week: February 21st 2025 - #markets #inflation #theramseyshow
Investment Research Analyst Summit Puri of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. https://www.whitakerwealth.com/
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What We Learned in the Markets This Week: February 14th 2025 - #markets #inflation #theramseyshow
Investment Research Analyst Summit Puri of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. https://www.whitakerwealth.com/
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What We Learned in the Markets This Week: February 7th 2025
Investment Research Analyst Summit Puri of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. https://www.whitakerwealth.com/
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What We Learned in the Markets This Week: January 24th 2025
Investment Research Analyst Summit Puri of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. https://www.whitakerwealth.com/
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Six Financial Tips For Teenagers - Tim Hilterman
Chief Financial Planning Officer Tim Hliterman of Whitaker-Myers Wealth Managers dives into his Time Machine to give himself or any teenager six financial tips that will help to guide them on the right path to financial success as they grow. You can find more information about Whitaker-Myers Wealth Managers at: https://www.whitakerwealth.com You can find more information about Tim Hilterman at: https://www.whitakerwealth.com/our-te...
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Why Whitaker-Myers Doesn't Like Target Date Funds
Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers a question from Judy in Ohio who asks, "John-Mark, I have been given my investment options for your 401(k) plan. They want to default me into a mutual fund with the year at the end of its name (target date fund). Should I allow them to do this or is there a better option for my retirement investments at this new company? Name and locations may have changed to protect privacy. Email your questions to: [email protected] This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes We love Dave Ramsey and his team and how they teach individuals and families to live and give like no one else. https://www.whitakerwealth.com/
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What We Learned in the Markets This Week: January 17th 2025
Investment Research Analyst Summit Puri of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. https://www.whitakerwealth.com/
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What We Learned in the Markets This Week: January 3rd 2025
Investment Research Analyst Summit Puri of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. https://www.whitakerwealth.com/
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3 Simple Priorities for 2025 Financial Success
Chief Financial Planning Officer Tim Hliterman of Whitaker-Myers Wealth Managers discusses three simple priorities to make your 2025 the best year. Have a fully funded emergency fund (and find our reasons why this helps your investment strategy), pay down your debt and invest in your future!
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85
Whitaker Myers Wealth Managers 2024 Tax Review & 2025 Tax Outlook
Whitaker-Myers Tax Advisors President Kage Rush joins John-Mark Young and Tim Hilterman to discuss a review of your 2024 major tax themes, including what you'll want to do to be ready to file your taxes when the calendar turns to 2025 and the updates that you'll want to be informed about as it pertains to 2025 tax planning. Kage Rush can be reached at [email protected] and his website is https://www.whitakertax.com/ Whitaker-Myers Wealth Managers, Ltd. (“RIA Firm”) is a registered investment adviser. Whitaker-Myers Wealth Managers, Ltd. may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Whitaker-Myers Wealth Managers, Ltd.’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Whitaker-Myers Wealth Managers, Ltd.’s web site on the Internet should not be construed by any consumer and/or prospective client as Whitaker-Myers Wealth Managers, Ltd.’s solicitation to effect or attempt to effect transactions in securities or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Whitaker-Myers Wealth Managers, Ltd. with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Whitaker-Myers Wealth Managers, Ltd., please contact the state securities regulators for those states in which Whitaker-Myers Wealth Managers, Ltd. maintains a registration filing. A copy of Whitaker-Myers Wealth Managers, Ltd.’s current written disclosure statement discussing Whitaker-Myers Wealth Managers, Ltd.’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Whitaker-Myers Wealth Managers, Ltd. upon written request. Whitaker-Myers Wealth Managers, Ltd. does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Whitaker-Myers Wealth Managers, Ltd.’s web site or incorporated herein and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. This webinar and information are provided for guidance and information purposes only. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice. Whitaker-Myers Wealth Managers is not giving tax, legal or accounting advice. Consult a professional tax or legal representative if needed. Insurance products and services are offered and sold through Whitaker-Myers Insurance Agency Inc. and Whitaker-Myers Benefit Plans, LLC, and individually licensed and appointed insurance agents.
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What We Learned in the Markets This Week: December 27th 2024
Investment Research Analyst Summit Puri of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. https://www.whitakerwealth.com/
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Three Biblical Principals to Make 2025 Your Best Year Yet
Chief Financial Planning Officer Tim Hliterman of Whitaker-Myers Wealth Managers discusses three principals that will make your 2025 the best year yet. Find out why being grateful, being generous and being a good steward can help not only your finances but can improve your thoughts and behaviors around money.
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82
Repeal of WEP and GPO A Victory for Social Security Beneficiaries
Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the question from a client who asks: “Please tell me everything I should know about Social Security?” For the next four weeks we will dig into different parts of Social Security to provide you, our valued clients with a holistic view of Social Security. This week we focus on the question - the WEP and GPO was just repealed by Congress. Name and locations may have changed to protect privacy. Email your questions to: [email protected] This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes We love Dave Ramsey and his team and how they teach individuals and families to live and give like no one else. https://www.whitakerwealth.com/
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What We Learned in the Markets This Week: December 20th 2024
Investment Research Analyst Summit Puri of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. https://www.whitakerwealth.com/
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Get to Know Tim Hilterman, Certified Financial Planner and Chief Financial Planning Officer
In this video John-Mark Young, President of Whitaker-Myers Wealth Managers ask Tim Hilterman ten questions so you can get to know him better.
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What We Learned in the Markets This Week: December 13th 2024
Investment Research Analyst Summit Puri of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. https://www.whitakerwealth.com/
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How, When & How Much Do I Qualify For In Social Security Benefits?
Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the question from a client who asks: “Please tell me everything I should know about Social Security?” For the next four weeks we will dig into different parts of Social Security to provide you, our valued clients with a holistic view of Social Security. This week we focus on the question - how, when & how much do I qualify for in Social Security Benefits? Name and locations may have changed to protect privacy. Email your questions to: [email protected] This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes We love Dave Ramsey and his team and how they teach individuals and families to live and give like no one else. https://www.whitakerwealth.com/
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What We Learned in the Markets This Week: December 6th 2024
Investment Research Analyst Summit Puri of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom. We also have a @TheRamseyShowEpisodes Financial Coach on staff to help with budgeting and debt pay-down strategies. https://www.whitakerwealth.com/
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Is Social Security Going Bankrupt? Will I Be Able to Get a Benefit?
Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the question from a client who asks: “Please tell me everything I should know about Social Security?” For the next four weeks we will dig into different parts of Social Security to provide you, our valued clients with a holistic view of Social Security. This week we focus on the question - is social security going bankrupt? Name and locations may have changed to protect privacy. Email your questions to: [email protected] This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes We love Dave Ramsey and his team and how they teach individuals and families to live and give like no one else. https://www.whitakerwealth.com/
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ABOUT THIS SHOW
Investment Research Analyst Summit Puri of Whitaker-Myers Wealth Managers discusses the four things we learned in the markets this week.We are one of Ramsey Solutions largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.We also have a Ramsey Solutions Financial Coach on staff to help with budgeting and debt pay-down strategies.
HOSTED BY
Whitaker-Myers Wealth Managers, LTD.
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