https://simplecast.com Financial Smart Takes Keith Donnell, President and Founder of ModernWealthConcepts LLC, is a Certified Financial Planner Professional with more than 30 years of experience helping people from all over the world maximize the effectiveness of their financial resources. He calls it Financial Life-Empowerment and it's the key ingredient for building wealth in your lifetime. Listen in as Keith unlocks the secrets of getting control of your financial resources so you can enjoy life and build wealth. *ModernWealthConcepts LLC is a Registered Investment Advisor in the State of Pennsylvania en Tue, 26 May 2020 15:04:00 +0000 Tue, 30 Mar 2021 14:50:36 +0000 https://financial-smart-takes.simplecast.com Financial Smart Takes https://image.simplecastcdn.com/images/a94ba18a-f26a-478f-ada4-9455050c633b/83e0a3d5-e3c3-45e5-8786-177f3a6de33e/3000x3000/modenwealth-podcast.jpg?aid=rss_feed https://financial-smart-takes.simplecast.com episodic Keith Donnell, President and Founder of ModernWealthConcepts LLC, is a Certified Financial Planner Professional with more than 30 years of experience helping people from all over the world maximize the effectiveness of their financial resources. He calls it Financial Life-Empowerment and it's the key ingredient for building wealth in your lifetime. Listen in as Keith unlocks the secrets of getting control of your financial resources so you can enjoy life and build wealth. *ModernWealthConcepts LLC is a Registered Investment Advisor in the State of Pennsylvania Keith Donnell no https://feeds.simplecast.com/wpWo8m6D modern wealth concepts, retirement planning, investing, keith donnell, national guard, pennsylvania Keith Donnell financialsmarttakespodcast@gmail.com 59b7a5bd-1f19-4fee-a0a9-55de13c3de06 Risk Tolerance Do you know your risk tolerance? Knowing and understanding your risk tolerance is the key ingredient of investment success over time. Listen in as Keith Donnell talks about the relation between risk and reward and how to use risk tolerance to design the portfolio that is right for you.

Modern Wealth Concepts Website

Email Keith Donnell

Call Keith at 215-782-1877

]]> Tue, 26 May 2020 15:04:00 +0000 financialsmarttakespodcast@gmail.com (Keith Donnell, Jon Gay) https://financial-smart-takes.simplecast.com/episodes/risk-tolerance-zcAfNLrU Do you know your risk tolerance? Knowing and understanding your risk tolerance is the key ingredient of investment success over time. Listen in as Keith Donnell talks about the relation between risk and reward and how to use risk tolerance to design the portfolio that is right for you.

Modern Wealth Concepts Website

Email Keith Donnell

Call Keith at 215-782-1877

]]> Risk Tolerance Keith Donnell, Jon Gay 00:23:44 risk tolerance, financial planning, modern wealth concepts, retirement planning no full 7 5ce487eb-c450-42f5-8dd3-d9ff8ed4baeb Should I Sell? Stocks are down, and investors have questions. Treasury bond prices are up. Oil prices are down. Should I sell?

Stock markets are notoriously hard to predict.

People are worried. What do we do?

Join us as Keith tackles these questions in detail in this episode of Financial Smart Takes.

Modern Wealth Concepts Website

Email Keith Donnell

Call Keith at 215-782-1877

]]> Tue, 10 Mar 2020 12:34:00 +0000 financialsmarttakespodcast@gmail.com (Keith Donnell, Jon Gay) https://financial-smart-takes.simplecast.com/episodes/should-i-sell-qHqiE5SP Stocks are down, and investors have questions. Treasury bond prices are up. Oil prices are down. Should I sell?

Stock markets are notoriously hard to predict.

People are worried. What do we do?

Join us as Keith tackles these questions in detail in this episode of Financial Smart Takes.

Modern Wealth Concepts Website

Email Keith Donnell

Call Keith at 215-782-1877

]]> Should I Sell? Keith Donnell, Jon Gay 00:28:37 stock market, coronavirus, treasury bond, covid-19, market volatility no full 6 71bbaca9-3175-47eb-9fd4-4b5347868185 Setting and Achieving Financial Goals In this Podcast, Keith Donnell discusses the art and discipline of setting and achieving SMART financial goals. SMART goals are more than just a cliché. They are the most important ingredient in making your financial future work. 

Resources:

Modern Wealth Concepts Website: http://www.modernwealthconcepts.com/

Call Keith at 215-782-1877

]]> Wed, 19 Feb 2020 08:35:00 +0000 financialsmarttakespodcast@gmail.com (Keith Donnell) https://financial-smart-takes.simplecast.com/episodes/setting-and-achieving-financial-goals-rkZ4OM1j In this Podcast, Keith Donnell discusses the art and discipline of setting and achieving SMART financial goals. SMART goals are more than just a cliché. They are the most important ingredient in making your financial future work. 

Resources:

Modern Wealth Concepts Website: http://www.modernwealthconcepts.com/

Call Keith at 215-782-1877

]]> Setting and Achieving Financial Goals Keith Donnell 00:21:51 no full 5 511e31a8-fef4-4ec5-a64a-7c92bed9b543 The Estate Planning Gateway The Estate Planning Gateway: Listen in as Keith Donnell discusses one of the most important financial topics of our lifetimes, the Estate Planning Gateway. What is the Estate Planning Gateway? What tools do you need to avoid the common pitfalls of not being prepared for the end of life situations that affects us all? Get the information you need to make smart decisions.

Resources:

Modern Wealth Concepts Website

Email Keith Donnell

Call Keith at 215-782-1877

]]> Wed, 18 Dec 2019 08:31:00 +0000 financialsmarttakespodcast@gmail.com (Keith Donnell) https://financial-smart-takes.simplecast.com/episodes/the-estate-planning-gateway-pKQtKOCH The Estate Planning Gateway: Listen in as Keith Donnell discusses one of the most important financial topics of our lifetimes, the Estate Planning Gateway. What is the Estate Planning Gateway? What tools do you need to avoid the common pitfalls of not being prepared for the end of life situations that affects us all? Get the information you need to make smart decisions.

Resources:

Modern Wealth Concepts Website

Email Keith Donnell

Call Keith at 215-782-1877

]]> The Estate Planning Gateway Keith Donnell 00:31:35 no full 4 15a55e4d-76a4-4144-ac56-d2bcd4d0cfdd Mastering Your Cash Flow To Build Wealth Mastering Your Cash Flow is the most important ingredient in building wealth over time. Listen in as Keith Donnell shares his insights into the process of effectively managing your cash flow to achieve your financial goals and objectives.

Resources:

Modern Wealth Concepts Website

Email Keith Donnell

Call Keith at 215-782-1877

]]> Wed, 20 Nov 2019 08:26:00 +0000 financialsmarttakespodcast@gmail.com (Keith Donnell, Jon Gay) https://financial-smart-takes.simplecast.com/episodes/mastering-your-cash-flow-to-build-wealth-s8plnkxR Mastering Your Cash Flow is the most important ingredient in building wealth over time. Listen in as Keith Donnell shares his insights into the process of effectively managing your cash flow to achieve your financial goals and objectives.

Resources:

Modern Wealth Concepts Website

Email Keith Donnell

Call Keith at 215-782-1877

]]> Mastering Your Cash Flow To Build Wealth Keith Donnell, Jon Gay 00:29:03 no full 3 877b90aa-e0ad-474e-b45e-96f5abf83fc7 Retirement in America Join us as Keith Donnell discusses the unique challenges facing the American workforce planning for retirement in the age of do-it-yourself retirement plans.  Learn to break through the obstacles in your path to planning the retirement of your dreams.

Resources:

Modern Wealth Concepts Website

Email Keith Donnell

Call Keith at 215-782-1877

]]> Wed, 23 Oct 2019 07:21:00 +0000 financialsmarttakespodcast@gmail.com (Keith Donnell, Jon Gay) https://financial-smart-takes.simplecast.com/episodes/retirement-in-america-0WivzB5v Join us as Keith Donnell discusses the unique challenges facing the American workforce planning for retirement in the age of do-it-yourself retirement plans.  Learn to break through the obstacles in your path to planning the retirement of your dreams.

Resources:

Modern Wealth Concepts Website

Email Keith Donnell

Call Keith at 215-782-1877

]]> Retirement in America Keith Donnell, Jon Gay 00:30:11 no full 2 608ef2b5-3db4-4efc-9c82-f8d6e5c13d09 Trailer Meet Keith Donnell, of Modern Wealth Concepts, located just outside Philadelphia, Pennsylvania.  Keith explains why he is only responsible to you, his clients.  Also, Keith explains financial empowerment - and why it's so important. 

Resources:

Modern Wealth Concepts Website: http://www.modernwealthconcepts.com/

Call Modern Wealth Concepts at 215-782-1877.

]]> Mon, 16 Sep 2019 07:09:00 +0000 financialsmarttakespodcast@gmail.com (Keith Donnell, Jon Gay) https://financial-smart-takes.simplecast.com/episodes/trailer-yboQNFyd Meet Keith Donnell, of Modern Wealth Concepts, located just outside Philadelphia, Pennsylvania.  Keith explains why he is only responsible to you, his clients.  Also, Keith explains financial empowerment - and why it's so important. 

Resources:

Modern Wealth Concepts Website: http://www.modernwealthconcepts.com/

Call Modern Wealth Concepts at 215-782-1877.

]]> Trailer Keith Donnell, Jon Gay 00:03:28 no trailer 2 a8543b2a-0b20-485c-9ad8-6b523c9c4fc3 5 Keys To Financial Life Empowerment In our first episode, Keith Donnell, President and Founder of ModernWealthConcepts LLC, explains the 5 Keys to Financial Life-Empowerment. Those keys are:

  1. Develop clear and deeply ingrained priorities to guide you in decision making
  2. Spend less than you earn in order to generate excess cash for savings and investment
  3. Avoid credit card debt in order to minimize the expenses of over-consumption and high interest rates
  4. Own assets that go up in value over time – equity ownership is the investment “of choice” for building wealth over time
  5. Take full advantage of the “corporate wealth building machine” – lucrative, tax advantaged, savings and investment opportunities

Resources:

Modern Wealth Concepts Website

Email Keith Donnell

Schedule Free Consultation 

Call Keith at 215-782-1877

]]> Mon, 16 Sep 2019 07:04:00 +0000 financialsmarttakespodcast@gmail.com (Keith Donnell, Jon Gay) https://financial-smart-takes.simplecast.com/episodes/5-keys-to-financial-life-vpVMn4nd In our first episode, Keith Donnell, President and Founder of ModernWealthConcepts LLC, explains the 5 Keys to Financial Life-Empowerment. Those keys are:

  1. Develop clear and deeply ingrained priorities to guide you in decision making
  2. Spend less than you earn in order to generate excess cash for savings and investment
  3. Avoid credit card debt in order to minimize the expenses of over-consumption and high interest rates
  4. Own assets that go up in value over time – equity ownership is the investment “of choice” for building wealth over time
  5. Take full advantage of the “corporate wealth building machine” – lucrative, tax advantaged, savings and investment opportunities

Resources:

Modern Wealth Concepts Website

Email Keith Donnell

Schedule Free Consultation 

Call Keith at 215-782-1877

]]> 5 Keys To Financial Life Empowerment Keith Donnell, Jon Gay 00:26:58 no full 1