WealthGrow by Wharton Investment Consultants
Financial guidance and education provided by:
Wharton Investment Consultants
5010 Canby Drive, Wilmington DE 19808-1102
Tel: 302-239-2111
whartonic@ceteranetworks.com - www.afiduciaryadvisor.com
Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.
Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction
-based compensation (commissions), Investment Advisor Representatives who off
er only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Advisor Representatives, who can offer both types of service
Episodes
20 episodes
“Social Security: The Retirement Decision You Can’t Afford to Get Wrong”
Today’s episode is one of the biggest, most important, most misunderstood topics in retirement planning: Social Security.For most Americans, Social Security is the single largest source of retirement income — and yet, it'...
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Season 2
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Episode 14
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14:24
Understanding the Duties of a Power of Attorney: What You Must Know
Welcome to today’s episode, where we take a deep dive into one of the most important but often misunderstood roles in personal and financial planning: the Power of Attorney. Whether you’re considering appointing someone, have recently ...
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Season 2
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Episode 13
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11:16
Income That Pays You Back: The Power of Dividend Investing
“The Power of Dividend Investing” - how companies pay you for owning their shares, and how that income can complement retirement cash flow, charitable giving, and generational planning.
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Season 2
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Episode 12
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16:25
The Power of Patience: Maximizing Your Social Security by Waiting Until 70.
Today we are tackling a topic that is arguably the most important, and often the most misunderstood, financial decision of your life: Social Security.I see it all the time. Clients, often wanting to retire or seeing a friend start...
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Season 2
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Episode 11
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14:33
Portfolio Management & Risk - Building Confidence in Every Market
Today’s topic is a big one — Portfolio Management and Risk. We’ll explore what portfolio management really means, how risk fits into it, and how a disciplined approach can help you navigate any market environment with confidence.&n...
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Season 2
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Episode 10
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9:45
Charitable contributions directly from your Required Minimum Distribution.
Welcome to WealthGrow, where we discuss building wealth, securing your future, and making informed financial decisions. My name is Stuart Cameron, OSJ Branch Manager and Financial Advisor with Wharton Investment Consultants and today we’re divi...
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Season 2
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Episode 9
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11:25
Beneficiary Designations & Per Stirpes Explained
“Welcome to WealthGrow, where we discuss building wealth, securing your future, and making informed financial decisions. My name is Stuart Cameron, OSJ Branch Manager and Financial Advisor with Wharton Investment Consultants and today we’re div...
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Season 2
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Episode 8
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8:25
Comfortable Retirement
Whether you’re ten years away, or just starting to think about retirement planning, this episode will walk you through the key steps to help ensure a financially secure and fulfilling retirement. So grab a cup of coffee, and let’s talk about yo...
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Season 2
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Episode 7
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13:05
IRA Essentials: How to Name Your Beneficiaries the Right Way
Today we’re diving into a topic that might seem simple but is so important: naming beneficiaries for your IRA.Now, you might be thinking, “I’ve already named someone on my form—done and dusted, right?” Well, not exactly. Misstep...
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Season 2
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Episode 6
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9:42
Understanding the 10-Year Rule for Inherited Retirement Accounts
Today we’re diving into a really important rule that affects many people who inherit retirement accounts: the 10-Year Rule. Whether you’ve inherited an IRA, a 401(k), or you’re planning your estate, you’ll want to understand how this r...
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Season 2
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Episode 5
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7:37
Modern Portfolio Theory (MPT)
Today we’re diving into one of the most important ideas in investing — something called Modern Portfolio Theory, or MPT for short.Now, I know what you’re thinking — 'theory'? Sounds complicated. But stick with me — because once you get this...
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Season 2
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Episode 4
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8:06
Why Asset Allocation & Diversification Can Make or Break Your Portfolio
These aren’t just boring financial buzzwords. They can help build wealth without losing sleep. Stick with me for the next 12 minutes, and by the end of this episode, you’ll not only know what they are — but why they m...
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Season 2
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Episode 4
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7:56
Budgeting
When it comes to managing your finances, the most important tool you can have is a solid budget. Budgeting is not just about tracking your spending; it’s about gaining control over your money, making informed decisions, and achieving your finan...
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Season 2
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Episode 3
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11:57
A Brief intro to Social Security and Medicare
Social Security and Medicare.These programs can seem complicated, but they’re super important — whether you’re nearing retirement, helping your parents figure things out, or just planning for your future. So, let’s break it...
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Season 2
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Episode 2
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7:17
Generational Wealth - Planning for a Lasting Legacy
Have you ever though about what happens to your wealth after you're gone? Generational planning isn't just about passing down money. It's about passing down knowledge, values, and a financial framework that lasts.
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Season 2
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Episode 1
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8:12
Podcast 5 - Trivia Quiz 3
Get the answers to Trivia Quiz 2 and the new questions for this weeks podcast.
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Season 1
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Episode 5
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11:07
Podcast 4 - Trivia Quiz 2
Answers to Quiz 1 and another 10 questions increasing in difficulty. Email answers to wharonic@ceteranetworks.com.
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Season 1
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Episode 4
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10:07
Podcast 3 - Trivia Quiz 1
A short financial trivia quiz of 10 questions. These questions balance foundational knowledge with some real-world practicalities.You can email your answers to whartonic@ceteranetworks.com or tune in to next weeks podcast for them...
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Season 1
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Episode 3
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6:08
Podcast 2 - Understanding Required Minimum Distributions (RMDs) and Qualified Charitable Deductions (QCDs)
A brief description of Required Minimum Distributions (RMDs) and Qualified Charitable Deductions and how they are implemented.
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Season 1
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Episode 2
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10:22
Podcast 1 - WealthGrow Podcast Introduction
Join us in the WealthGrow Podcast Series as we explore the important concepts to help construct a comprehensive, long-term retirement plan and investment strategy. These podcasts will offer guidance on saving, budgeting, debt, retirement, and o...
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Season 1
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Episode 1
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5:11