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®
Richard Young Associates
Investment Management
Augusta, Georgia 81 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
-
Primary
Get directions
205 Hudson Trace
Augusta, Georgia 30907, US
Employees at Richard Young Associates
Updates
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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
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Episode 543: Is retiring early the secret to a happier life? Zach and Abbie investigate. They also explore how extraordinary wealth can come from very ordinary habits! Zachary Albanese, CFP® & Abigail Gibson
MoneyMD: Retiring Early | Wealth Building on Apple Podcasts
podcasts.apple.com
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Need quick cash for real estate? John may have a solution for you! John Travis
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Episode 542: This week Zach and Matthew investigate the starting salary required to offset college costs. They also unpack ten effective tactics for cutting your health insurance bills. Matthew Travis, CFP®& Zachary Albanese, CFP®
MoneyMD: College ROI | Health-Care Savings on Apple Podcasts
podcasts.apple.com
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Here's Matthew with tips on choosing worthwhile home improvements. Matthew Travis, CFP®
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Episode 541: Ever wonder how to tackle unfair charges on your credit card? John and Abbie break it down into simple do's and don'ts. They also give you a heads-up on the true cost of buying an annuity—they’re easy to misunderstand! John Travis & Abigail Gibson
MoneyMD: Chargebacks | Annuities on Apple Podcasts
podcasts.apple.com
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Choosing beneficiaries? "Per stirpes" is key! John Travis