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Stephens Wealth Management Group
A Word On Wealth
Welcome to A Word On Wealth. Our podcasts will cover topics that we are passionate about. Financial topics can sometime be tricky and complex. Our goal will be to breakdown our topics into smaller bite size chunks of information that make sense. You don't need to have a vast knowledge of the stock market or a financial background to benefit from our recordings, rather just the contrary. We welcome you to take a listen and if you have questions feel free to contact us 810 732-7411.Stephens Wealth Management Group (SWMG) is a wealth management practice located at 5206 Gateway Centre,...
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Recent Episodes
Published 05/23/23
Are you or someone you know faced with a decision around whether to take your pension or buy-out in a lump-sum or through periodic annuity payments? If so, you probably know it is a complicated decision.
How long do you think you’ll live? Does the plan allow for your spouse or heir(s) to...
Published 05/23/23
Sherri Stephens, owner and president of Stephens Wealth Management Group, discusses the “ins and outs” of becoming a snowbird/sunbird with fellow wealth advisor and owner of Pearl Planning, Melissa Joy. Thinking about becoming a snowbird? Not sure where to start? Take a listen to hear more...
Published 02/13/23
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See hourly chart positions and more than 30 days of history.
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See hourly chart positions and more than 30 days of history.
