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Latest Articles Written by our Team
A Life-Changing Ah-ha Moment: What I learned from Dave Ramsey
Financial Advisor Joe Mains reflects on a life-changing lesson he learned from Dave Ramsey during Financial Peace University—and how it reshaped his view of investing, retirement income, and legacy planning. Discover the powerful “10% principle” and what it could mean for your family’s future.


Tactical Portfolios: Navigating Bull and Bear Markets
Markets move in cycles, and successful investing requires both long-term strategy and tactical flexibility. This article explores how strategic and tactical asset allocation can help investors manage risk, respond to changing market conditions, and make retirement withdrawals more efficiently. Learn how a disciplined approach can help navigate both bull and bear markets.

Virtual Webinars with Our Experts

A New Release: Retirement Done Right
What if retirement planning wasn’t just about numbers—but about clarity, confidence, and stewardship for the years ahead?
We’re excited to introduce Retirement Done Right: Biblical Wisdom and Proven Strategies for a Secure Future, a new book from John-Mark Young, CFP®. Written for those who have been faithful in saving and preparing, this book brings together practical financial planning and a biblical perspective to help you navigate one of life’s most important transitions.
To celebrate the release, we’re hosting a special live conversation where John-Mark will share key ideas from the book, provide additional context around some of its most important concepts, and answer your questions.
After years of working with families approaching and living in retirement, John-Mark saw a common pattern—many people have done the right things financially, but still lack a clear, coordinated plan for what comes next. This book was written to bridge that gap.
Inside Retirement Done Right, you’ll gain insight into:
• How to turn your savings into a reliable and sustainable retirement income
• The hidden tax challenges that can impact your long-term plan—and how to prepare for them
• Key Social Security decisions that can significantly affect your future income
• A faith-based perspective that replaces fear with thoughtful, disciplined decision-making
• Practical strategies that many retirees don’t realize are available to them
This isn’t theory—it’s a guide built on real-world experience, designed to help you move from having pieces of a plan to having a clear path forward.
Whether you’re within 5–10 years of retirement or already there, this is an opportunity to gain clarity, ask questions, and walk away with practical next steps.
Our New Book
Our Video Library
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New Highs, Then an Inflation Wake-up Call

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AI Stocks Surge as Markets Hit Record Highs | Strong Jobs Report & Fed Outlook Explained

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Fresh All Time Highs, a Big Week of Mega Cap Earnings, and a Fed Meeting Dead Ahead

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Markets Hit New Highs, But Rally Is Getting Choppy | Earnings, Fed Policy & Oil Explained

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Markets Hit Record Highs as Geopolitical Tensions Ease

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Markets Rally on Ceasefire & Oil Drop

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Markets Bounce Back: What Investors Need to Know Now | Risk-On Rally, Fed Outlook & Iran Impact

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Markets Slide as Oil Surges & Fed Holds Rates | What Investors Need to Know Now

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The Market’s Down - Now What? Biblical & Proven Wisdom For Investors

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The End Game For Tariffs The Media Isn't Talking About & How This Markets Is Trading Like 2018

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Why Your 529 Plan Might Be Costing You Tax Savings Through the AOTC #college #collegesavings

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Retirement Plan Changes in 2025 For Those Ages 60 - 63 #retirementplan #retirementsavings

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Four Reasons Why Tariffs May Be Beneficial to US Stocks & Markets #retirementplan #retirementsavings

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Is your investment strategy outdated? Five Questions To Ask #retirementplan #retirementsavings

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Why Whitaker-Myers Doesn't Like Target Date Funds #retirementplan #retirementsavings #retirementplan

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The Five Retirement Planning Mistakes to Avoid #retirementplan #retirementsavings #retirementplan
Question of the Week

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Meet the Team: Whitaker-Myers Wealth Managers Introduction Video

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Financial Advisor: Joshua Paletta Whitaker-Myers Wealth Managers, Ramsey Solutions Smartvestor Team

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Client Service Team Introductions: Whitaker-Myers Wealth Managers Ramsey Solutions Smartvestor Pro

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What is a Fiduciary? Whitaker-Myers Wealth Managers: Fiduciary Advisors + SmartVestor Pros

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NEW Client Portal/App - Whitaker-Myers Wealth Managers

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Whitaker Myers Wealth Managers 2023 Tax Review & 2024 Tax Outlook

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Get to Know Tim Hilterman, Certified Financial Planner and Chief Financial Planning Officer

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Adopt a Child Christmas Event Whitaker-Myers Wealth and Crossroads Church - #financialadvisor
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