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DHG Wealth Advisors Podcast Episode 04:  Letter From the Heart
In this episode, we're joined by DHGWA financial advisor Clay Thornton from Charleston, SC and insurance specialist Maria Tobin with DHG Agency.  These two veterans of the industry share the benefits of documenting your family’s financial affairs using DHG Wealth Advisors’ Letter From the Heart.   We’ve designed the Letter From the Heart to be a written summary that can be passed on to your heirs documenting your full financial picture and also to express your end-of-life wishes.Download DHGWA's Letter From the Heart
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DHG Wealth Advisors Podcast Episode 03:  Employer Sponsored Retirement Plans
In this episode, we're joined by DHGWA financial advisor Jason Lunsford.  Jason helped created and currently leads our retirement plan services division – which means Jason is involved in the design, implementation, and advising of employer sponsored retirement plans. Together we discussed three of the most common retirement plan options: The SIMPLE IRA, the SEP IRA, and the 401(k).
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DHG Wealth Advisors Podcast Episode 02: 529 College Savings Accounts
In this episode, we’ll be joined by Amy Manning, CFP® and Justin Baas, CFP® to discuss one of the most powerful and tax-advantaged tools to help you save for a child or grandchild’s college education: 529 College Savings accounts.

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DHG Wealth Advisors Podcast Episode 01:  Sustainable Investing
In our first episode, we have a special interview with Marcus Axthelm, Senior Portfolio Manager and Vice President at Dimensional Fund Advisors, who is part of the team that develops and manages Dimensional’s sustainability funds. Tune in to learn about what sustainable investing is, and how you can take a more sustainable approach to your portfolio.
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We don’t always think about finances when we think about our overall wellness, but they’re a very important component. Will Sneed, President of DHG Wealth Advisors and 30-year veteran of the investment industry, shares tips on finding financial freedom. Initially created internally for DHG and now available publicly.
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Amy Manning of DHG Wealth Advisors joins us to share a few tips on financial well-being. Amy is a certified financial advisor and helps create financial security for her clients through a disciplined approach with financial planning. Be sure to have a pen and a piece of paper handy to jot down notes during this podcast! Initially created internally for DHG and now available publicly.
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