the-money-experience

Episode 6 – Insurance Expert Greg Schnee In this episode of The Money Experience, Kevin McGarry talks to Greg Schnee from Goosehead Insurance. Greg has over 25 years experience in the insurance industry, and has had his own agency for over 10 years. Listen to find out what Greg means when he says this is […]

Episode 5 – Retirement Investments & Taxes with MFS Investment Management In this episode of The Money Experience, Kevin McGarry welcomes Miles Mettenheimer & Doug Orton of MFS Investment Management to talk about IRA planning mistakes when it comes to tax and compliance. Miles wants to demystify investing and remove the intimidation. The guys understand

Episode 4 – IRA Planning Mistakes with MFS Investment Management In this episode of The Money Experience, Kevin McGarry welcomes Miles Mettenheimer & Doug Orton of MFS Investment Management to the show to talk about IRAs. Hear advice on how to plan and prepare, even when there is uncertainty. Learn about tax diversification and how

Episode 3 – Talking Real Estate with Kate Boyle In this episode of The Money Experience, Kevin McGarry invites Kate Boyle from Keller Williams on the show to speak about purchasing real estate after retirement. They start off by discussing the state of the current market, and Kate explains why it’s always a good time

Episode 2 – Conversation with Jeff Rieder of Wauch, Maloney & Co.   The Money Experience · Episode 2 – Conversation with Jeff Rieder of Wauch, Maloney & Co. In this episode of The Money Experience Kevin McGarry is having a candid conversation with Jeff Rieder, Certified Public Accountant & Managing Partner at Wauch, Maloney

Episode 1 – Forecasting for 2023 The Money Experience · Episode 1 – Forecasting for 2023 In this episode of The Money Experience, Kevin McGarry is speaking with Frank M. Betsch, the founding partner of Valley Financial Group. With over 42 years of financial planning experience, Frank has helped thousands of people retire. The goal