エピソード

  • Protect yourself from scams and fraud

    Protect yourself from scams and fraud
    2025/04/10

    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 trent.doty@wfa.com. 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.
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    15 分
  • Why should you use a 529 plan and what type of life insurance do you need?

    Why should you use a 529 plan and what type of life insurance do you need?
    2025/01/07
    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 trent.doty@wfa.com. 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.
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    19 分
  • Can you time the market? How do you change investments to start producing income in retirement?

    Can you time the market? How do you change investments to start producing income in retirement?
    2024/12/03
    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 trent.doty@wfa.com. 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.
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    17 分
  • Politics and the Stock Market

    Politics and the Stock Market
    2024/10/30

    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 trent.doty@wfa.com. 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.
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    16 分
  • Should you lease or purchase your next vehicle?

    Should you lease or purchase your next vehicle?
    2024/09/10
    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 trent.doty@wfa.com. 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.
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    15 分
  • Life Insurance. Do you need it?

    Life Insurance. Do you need it?
    2024/08/14
    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 trent.doty@wfa.com. 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.
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    16 分
  • Approaching Retirement - what should I be thinking about? Am I ready to retire?

    Approaching Retirement - what should I be thinking about? Am I ready to retire?
    2024/07/22
    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 trent.doty@wfa.com. 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.
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    18 分
  • Education Savings Strategies

    Education Savings Strategies
    2024/03/06
    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 trent.doty@wfa.com. 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.
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    15 分