Episode 548: Join Steve and Ryan as they delve into the allure and pitfalls of investing in gold. Continuing the discussion, Ryan and Steve explore innovative strategies to maximize your Roth IRA and 401(k) contributions before the upcoming tax changes. Steve Marbert, CFP® & Ryan Borders, CFP®
Richard Young Associates
Investment Management
Augusta, Georgia 83 followers
Investment Management & Financial Planning
About us
Richard Young Associates is an independent investment advisory and financial planning firm located in Augusta, Georgia. We manage over $700 million for clients across the nation. Founded in 1974, our firm initially focused on exceptional financial planning but soon expanded its services and became a pioneer in providing fee-based asset management. We also offer all types of financial planning, including retirement planning. Our well-diversified portfolios are designed to lower risk while capturing asset class rates of return. In addition, our portfolios are focused on asset classes which academic research has shown to produce higher returns, and they are re-balanced over time to maintain their allocations. We are dedicated to helping our clients make smart choices with their money so that they can achieve their dreams through financial freedom and security.
- Industry
- Investment Management
- Company size
- 11-50 employees
- Headquarters
- Augusta, Georgia
- Type
- Privately Held
- Founded
- 1974
- Specialties
- Investment Management, Financial Planning, Retirement Planning, and Business Planning
Locations
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Primary
205 Hudson Trace
Augusta, Georgia 30907, US
Employees at Richard Young Associates
Updates
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Here's Ryan with a smart tip for uncovering hidden savings with just a few phone calls! Ryan Borders, CFP®
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Episode 547: Join Abbie and Justin as they discuss eight essential tasks to complete before you step into retirement. In the second segment, they share strategies for gently initiating long-term care conversations with your loved ones. Abigail Gibson & Justin Folsom
MoneyMD: Retirement Checklist | Senior Dialogues on Apple Podcasts
podcasts.apple.com
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Here's Justin with a loophole for renting your home for 14 days tax-free! Justin Folsom
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Episode 546: Join the conversation with John and Steve as they explore how to bypass the psychological traps that can derail your financial future. They’ll also explore how old fraud schemes with new packaging are shaping 2024's fraud landscape on our latest episode. Steve Marbert, CFP® & John Travis
MoneyMD: Retirement Saboteurs | Fraud Forecast on Apple Podcasts
podcasts.apple.com
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It's time to dust off your estate plan! Steve hits the high points! Steve Marbert, CFP®
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Episode 545: John and Ryan discuss the perks of retiring in phases and having more time for what you love, right now! You’ll also discover how paying half your mortgage payment every two weeks can lead to BIG financial wins this week on MoneyMD! John Travis & Ryan Borders, CFP®
MoneyMD: Phased Retirement | Mortgage Hack on Apple Podcasts
podcasts.apple.com
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Is your life insurance draining your wallet? Find out why a check-up is a must! Abigail Gibson
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Episode 544: Matthew and Justin discuss six questions that can help you decide the best plan for your 401(k) at retirement. They also share some practical tips that can help you learn to prioritize like a pro! Matthew Travis, CFP® & Justin Folsom
MoneyMD: 401(k) Decisions | Priority Power on Apple Podcasts
podcasts.apple.com
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Here's Justin with a powerful way to melt off your debt! Justin Folsom