Advertise on podcast: Your Financial Journey

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Providence Wealth Advisors, LLC ("PWA") is a wholly owned affiliate of Providence Bank & Trust ("PB&T"). The investment products and services offered by PWA are independent of the products and services offered by PB&T and are not FDIC insured, may lose value, are not bank guaranteed and are not insured by any federal or state government agency. Investment products and services are offered by appropriately licensed investment advisor representatives, subject to the general oversight and authority of PWA. To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to the firm website, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device is not, and should not be construed in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from the firm or from any other investment professional. PWA is an SEC registered investment adviser company. To obtain a copy of their ADV Part 2A and Form CRS, visit www.providencewealth.com. PWA is located throughout the Chicagoland area and Northwest Indiana. To contact PWA, call 888-927-7387, email: [email protected], or write to 20220 S LaGrange Road, Frankfort, IL 60423.This podcast was recorded and is being made available by Providence Wealth Advisors, LLC (“PWA”) solely for informational purposes. PWA makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this podcast. The information, opinions, comments, statements, views and recommendations are general in nature and should not be considered professional advice. Unless specifically stated otherwise, PWA does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. The information, opinions, comments, statement, views and recommendations expressed in this podcast do not constitute any listener being considered a client or customer of PWA and should not be construed as an offer to buy or sell securities or to make or consider any investment or course of action. The information, opinions, comments, statements, views and recommendations expressed or provided in this podcast (including by speakers who are not officers or employees of PWA) are not necessarily those of PWA and may not be current. PWA does not make any representation or warranty as to the accuracy or completeness of any of the information, opinions, comments, statements, views or recommendations contained in this podcast, and any liability therefor (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. PWA does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, opinions, comments, statements, views and recommendations set forth in this podcast.The third-party materials or content of any third-party site referenced in this Podcast do not necessarily reflect the opinions, standards or policies of PWA. PWA assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this Podcast or the compliance with applicable laws of such materials and/or links referenced herein. Moreover, PWA makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties.No part of this podcast may, without PWA’s prior written consent, be reproduced, redistributed, published, copied or duplicated in any form, by any means.

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Check latest episodes from Your Financial Journey podcast

Your Financial Journey: 2026 Mid-Year Outlook

2026/07/15

Will inflation remain stubbornly high and keep pressure on interest rates? Can strong corporate earnings, expanding market participation and advances in AI continue to support equity markets? How might geopolitical uncertainty, from global conflicts to shifting foreign policy, impact investors during the second half of 2026? Join Doug DeGroot, Brian Granato and Nicole Smit as they discuss these important topics and share their outlook on stocks, bonds, interest rates and the broader economic landscape for the remainder of the year. Thank you for listening. Connect with Providence Wealth Advisors on Facebook, or LinkedIn.

Your Financial Journey: New Era of Wealth Management

2026/04/30

We've entered a new era of wealth management where deeply personalized service and holistic planning are no longer optional but expected. In this episode of Your Financial Journey, Doug DeGroot and Brian Granato discuss how clients are looking for customized investment solutions, integrated tax and estate planning, and guidance across banking, lending, and investing. Tune in as they explore how the experience and accessibility of the PWA team come together for an approach that helps clients navigate today's increasingly complex financial landscape and achieve their unique financial and life goals. With You Every Step of the Way With over seven decades of collective experience, Providence Wealth Advisors has the expertise necessary to understand your financial goals and identify the best strategy to achieve them. Thank you for listening. Connect with Providence Wealth Advisors on Facebook, or LinkedIn.

Your Financial Journey: 2026 Market Outlook

2026/02/16

Even though last year's post-election enthusiasm may be dampened by growing instability abroad and continued high prices at home, our equity markets have continued to bounce back from minor setbacks in each of the past two years. Will strong corporate earnings and the excitement around AI drive this trend forward or are geo-political concerns powerful enough to cast a shadow on the U.S. economy and our financial markets? These are just a few of the issues discussed by Tom Clifford, Doug DeGroot, and Brian Granato in this 2026 Market Outlook podcast. With You Every Step of the Way With over seven decades of collective experience, Providence Wealth Advisors has the expertise necessary to understand your financial goals and identify the best strategy to achieve them. Thank you for listening. Connect with Providence Wealth Advisors on Facebook, or LinkedIn.

Your Financial Journey: How Will My Retirement Plan Help My Family?

2025/10/21

The choices you make today can impact your family in the future – no matter how close to or far from retirement you are. What retirement assets do you have today and how much of these resources will you need when you stop working? What about non-retirement assets and other special assets such as your home or high-value collectibles? Developing a retirement plan involves identifying priorities, setting goals and examining your current financial resources. Hear our Providence Wealth Advisors team members discuss these topics and more in this final part of the special podcast series on Retirement Planning. With You Every Step of the Way With over seven decades of collective experience, Providence Wealth Advisors has the expertise necessary to understand your financial goals and identify the best strategy to achieve them. Thank you for listening. Connect with Providence Wealth Advisors on Facebook, or LinkedIn.

Your Financial Journey: How Will Investments Help Me In Retirement?

2025/09/02

Are you nearing retirement or just beginning to plan your future? Will you count on a pension, 401k or other retirement assets for the income you'll need when you're no longer working? Do you have a financial advisor, accountant or estate planning attorney on your team? Your timeline, risk tolerance and tax considerations are all important aspects of your retirement plans. These are some of the areas discussed by Providence Wealth Advisors team members in this episode of Your Financial Journey. With You Every Step of the Way With over seven decades of collective experience, Providence Wealth Advisors has the expertise necessary to understand your financial goals and identify the best strategy to achieve them. Thank you for listening. Connect with Providence Wealth Advisors on Facebook, or LinkedIn.

Your Financial Journey: 2025 Mid-Year Outlook

2025/07/29

Will the second half of 2025 provide the same volatility we've seen in the past six months? Will the Fed become more confident about tariffs and inflation and agree to one or more interest rate cuts? And what about recent events in the Middle East, Russia and Ukraine – how might they impact our economy? These are just a few of the concerns discussed in this 2025 Mid-Year Outlook podcast. Tune in as Brian Granato, Tom Clifford and Doug DeGroot share their thoughts on what may lie ahead. With You Every Step of the Way With over seven decades of collective experience, Providence Wealth Advisors has the expertise necessary to understand your financial goals and identify the best strategy to achieve them. Thank you for listening. Connect with Providence Wealth Advisors on Facebook, or LinkedIn.

Your Financial Journey: When to Claim Social Security Benefits

2025/06/04

Are you nearing retirement age and in good health? Still employed with the ability to keep working? These are just a few questions that can make the decision of when to claim Social Security complicated. Depending on these factors and more, you have the option to claim Social Security at the early retirement age of 62, full retirement age of 67 or the delayed retirement age of 70. What may be best for you and your spouse? Brian Granato and Doug DeGroot discuss these options and the pros and cons of each in this part of the preparing for retirement series. With You Every Step of the Way With over seven decades of collective experience, Providence Wealth Advisors has the expertise necessary to understand your financial goals and identify the best strategy to achieve them. Thank you for listening. Connect with Providence Wealth Advisors on Facebook, or LinkedIn.

Your Financial Journey: How to Prepare for Retirement

2025/04/09

Have you prepared a retirement budget? Even more important, have you practiced your retirement budget? What about your investment strategies and estate planning? There are many things to consider as you prepare for retirement. In this episode of Your Financial Journey, Doug DeGroot and Brian Granato address many retirement concerns and provide helpful information – whether you're just starting to prepare for retirement or trying to make the very most of your retirement. With You Every Step of the Way With over seven decades of collective experience, Providence Wealth Advisors has the expertise necessary to understand your financial goals and identify the best strategy to achieve them. Thank you for listening. Connect with Providence Wealth Advisors on Facebook, or LinkedIn.

Your Financial Journey: 2025 Market Outlook

2025/02/10

Can technology stocks push our equity markets to a third consecutive year of double-digit increases? Will continued government deficits cause the Fed to forego additional interest rate cuts? These are just a few of the possibilities discussed by Tom Clifford, Brian Granato and Doug DeGroot in this 2025 Market Outlook podcast. With You Every Step of the Way With over seven decades of collective experience, Providence Wealth Advisors has the expertise necessary to understand your financial goals and identify the best strategy to achieve them. Thank you for listening. Connect with Providence Wealth Advisors on Facebook, or LinkedIn.

Your Financial Journey: Twelve Investment Ideas of Christmas

2024/12/09

Are you taking full advantage of your employer’s 401k match? Maximizing contributions to your own IRA? Looking for a way to avoid those credit card bills that too often dampen your holiday spirit? These are just a few of the topics you’ll learn more about in this 12 Investment Ideas of Christmas podcast, featuring the entire Providence Wealth Advisors team. Listen in as they offer 12 ideas to keep top of mind as you celebrate Christmas and prepare for a healthy, happy and prosperous New Year in 2025. With You Every Step of the Way With over seven decades of collective experience, Providence Wealth Advisors has the expertise necessary to understand your financial goals and identify the best strategy to achieve them. Thank you for listening. Connect with Providence Wealth Advisors on Facebook, or LinkedIn.

Your Financial Journey: Life's Most Important Documents

2024/09/17

Do you have a documented Power of Attorney for Healthcare? Who will pay your bills should a serious accident or illness prohibit you from handling your financial affairs? Do you have the deed to your home, your life insurance policies and your Will and other estate planning documents on hand? To discuss these and more of life's most important documents, Executive Vice President, Doug DeGroot is joined by Investment Advisor Representative, AVP & Trust Officer Nicole Smit and Investment Advisor Representative Laura Fasan. Listen in as they talk about the importance of having, keeping and sharing Life's Most Important Documents. With You Every Step of the Way With over seven decades of collective experience, Providence Wealth Advisors has the expertise necessary to understand your financial goals and identify the best strategy to achieve them. Thank you for listening. Connect with Providence Wealth Advisors on Facebook, or LinkedIn.

Your Financial Journey: 2024 Mid-Year Update

2024/07/29

Can anyone honestly say they expected the NASDAQ to shoot up 20 percent in the first half of this year? How about the S&P 500 gaining 14 percent? These results surprised everyone. Can we expect inflation to continue moderating and the Fed to provide a rate cut before year-end? And how much volatility will the election cause? Tune in as Senior Vice Presidents Brian Granato and Tom Clifford of Providence Wealth Advisors join Executive Vice President Doug DeGroot to share their thoughts about interest rates, inflation and stocks in this 2024 Mid-Year Update podcast. With You Every Step of the Way With over seven decades of collective experience, Providence Wealth Advisors has the expertise necessary to understand your financial goals and identify the best strategy to achieve them. Thank you for listening. Connect with Providence Wealth Advisors on Facebook, or LinkedIn.

Your Financial Journey: Financial Topics Couples Should Discuss

2024/04/03

Marriage, home ownership, children, retirement - no matter what milestone you and your partner may be approaching, the discussion always seems to involve money. And because preparing for the future is easier when you and your partner are on the same page, Doug DeGroot and Brian Granato identify important financial matters couples should discuss throughout their lives together. With You Every Step of the Way With over seven decades of collective experience, Providence Wealth Advisors has the expertise necessary to understand your financial goals and identify the best strategy to achieve them. Thank you for listening. Connect with Providence Wealth Advisors on Facebook, or LinkedIn.

Your Financial Journey: 2024 Market Outlook

2024/02/15

Did anyone really expect technology stocks to rise by 57 percent in 2023? Can it happen again? What about inflation and interest rates - will they hold at levels Americans can live with in 2024 and beyond? These are just a few of the issues Tom Clifford, Brian Granato and Doug DeGroot discuss in this Your FinancialJourney podcast as we recap 2023 and share our thoughts on the year ahead. With You Every Step of the Way With over seven decades of collective experience, Providence Wealth Advisors has the expertise necessary to understand your financial goals and identify the best strategy to achieve them. Thank you for listening. Connect with Providence Wealth Advisors on Facebook, or LinkedIn.

Your Financial Journey: Savings Goals & Strategies

2023/12/14

Whether your financial goals are long-term like saving for retirement or shorter term like buying a new car or making a down payment on a home, we're all looking for ways to make saving for the future easier. To share their personal insights and offer a few time-tested tips, several members of the PWA staff join together in this podcast to discuss Savings Goals and Strategies. What better time to revisit our goals and prepare for the future than with a New Year upon us? With You Every Step of the Way With over seven decades of collective experience, Providence Wealth Advisors has the expertise necessary to understand your financial goals and identify the best strategy to achieve them. Thank you for listening. Connect with Providence Wealth Advisors on Facebook, or LinkedIn.