Shows / Well Advised Wealth
Well Advised Wealth
Well Advised Wealth, hosted by Certified Financial Planner™ Justin Chastain, is a podcast about building wealth so you can live well.
Going beyond net worth and investment returns, Justin explores the financial, physical, mental, social, and time-related dimensions of a truly wealthy life. Each episode combines practical financial education with real-world perspective to help high achievers, business owners, and families make more informed decisions about their money and the life they’re…
Episodes
- Well Advised Wealth
Episode 10: Where Should Your Next Dollar Go? The Waterfall of Wealth Strategy
Extra money this month and no idea where it should go? Where you put each dollar matters almost as much as how much you save. In this episode, Justin Chastain…
- Well Advised Wealth
The 4% Rule Is Only a Starting Point, Not a Retirement Plan | Financial Advisor Explains
“How much should I be saving?” and “How much can I spend once I retire?” are the two questions I get asked more than anything else. Almost every answer you’ll…
- Well Advised Wealth
The Hidden Medicare Surcharge Nobody Warns Retirees About | IRMAA Explained
You retire, you've done everything right: saved, invested, even paid your taxes. Then a few months into your first year on Medicare, a letter from Social…
- Well Advised Wealth
Rent Your Own Home Tax-Free for 14 Days a Year | Financial Advisor Explains The Augusta Rule
Every April, homeowners in Augusta, Georgia rent out their houses to golf tournament visitors - pulling in FIVE FIGURES for one week, completely tax-free. It's…
Well Advised WealthHow High Earners Get Around the Roth IRA Income Limit (Legally)
"I make too much money to have a Roth IRA." It's one of the most common things high earners believe - and it's completely wrong. There's a completely legal…
Well Advised WealthThe Good, the Bad, and the Ugly of Health Savings Accounts | The Truth
You probably have a Health Savings Account - but chances are, you’re NOT using it correctly. It's the only account in the entire tax code where your money goes…
Well Advised WealthWhat Happens to Your IRA When Your Spouse Dies? Financial Advisor Explains
Your spouse passes away. Days later, a letter shows up from the custodian with four options and a deadline - all while you're planning a funeral. One decision…
Well Advised WealthThe Federal Government May Owe Your Child $1,000 | Financial Advisor Explains
Did you know the federal government might already owe your child $1,000? It's called a Trump account, and if you're a parent, grandparent, aunt, uncle, or…
Well Advised WealthThe 4 Questions You Should Be Asking Your Financial Advisor (But Probably Aren't)
Are you working with a financial advisor - or wondering if you should be? Before you sign anything, there are four questions every financial planner should be…
Well Advised WealthHow Wealth Has Nothing to Do With Money (What They Don't Tell you)
Welcome to Well-Advised Wealth. I'm Justin Chastain, and this is our very first episode. Before we ever talk strategy, tax planning, or investing, I wanted you…