Wealth Mode

08/16/2021

👉 Stock market vs. real estate vs. your own business?

I had a blast joining the Infinite Financial Freedom podcast with JoshMettle of NEO Home Loans for an enlightening discussion about real diversification in investing.

We exchanged incredible stories from the lives of our family and our clients that contain very important lessons about real diversification.

Even though I was the guest and interviewee, you should listen to this if only for Josh's great wisdom. He's the real deal and I gained a lot of great thoughts and points from him just by being on his show. Can't recommend enough that you subscribe to his show.

Youtube: https://youtu.be/Jfgym-dHUX8
Spotify: https://open.spotify.com/episode/6cKw9CDatJNnd0P5mmIA2v
Apple Podcasts: https://podcasts.apple.com/us/podcast/infinite-financial-freedom/id1559771530

Justin Chidester, founder of Wealth Mode Financial Planning, takes a very balanced and different approach with his financial planning practice by helping you...

05/13/2021

Wealth Mode is hiring!

We're looking for an Administrative Assistant who will start half-time and grow into full-time.

Find full details here:

https://www.wealth-mode.com/jobs/administrative-assistant

01/20/2021

I'd like to announce our newest team member at Wealth Mode Financial Planning - Taylor Wolverton!

As our Paraplanner, Taylor will provide support in client meetings and work behind the scenes to complete research and analysis for our clients’ financial plans.

We are excited to have her valuable contributions as we continue to serve our growing client base nationwide!

12/14/2020

"I can only get financial help if I have a lot of money."

Not true! Financial planning and coaching services are rapidly becoming more accessible.

https://www.cnbc.com/2020/12/10/how-to-decide-between-a-financial-counselor-planner-advisor-or-coach.html?fbclid=IwAR26sk2-0IqIJnvKElrnLX3jkKLIKLlDQefczctFNjnbGzW_D3td3fqdbz0

People giving professional financial advice go by many names, some signal training, registrations and ethics, and some don't.

11/24/2020

We're hiring at Wealth Mode Financial Planning - DON'T APPLY THROUGH FACEBOOK.

Apply at www.wealth-mode.com/jobs

09/02/2020

We're excited to have Mike McCabe join the team at Wealth Mode for the Fall 2020 semester!

Mike started a couple weeks ago and hit the ground running right away in helping build and develop our clients' financial plans.

Welcome Mike!

08/18/2020

I was honored (and a bit nervous) to be invited as a guest on AFCPE's podcast Real Money, Real Experts.

I hope this interview helps you get to know me better as a professional and see my passion for serving people no matter where they're at financially.

This week co-hosts Rebecca Wiggins and Dr. Mary Bell Carlson talk with Justin Chidester, AFC® and CFP® about the art of private practice. In a time when virtual meetings have become essential, Justin has mastered how to manage remote clients with ...

07/31/2020

I shared my thoughts with U.S. News and World Report on this point: many people want good financial advice, but they're not sure how to find someone affordable they can actually trust.

Here are some ideas!

Here are options for middle-class investors seeking solid financial advice.

05/23/2020

I'm excited to introduce and welcome Easton Price as a (virtual) resident intern this summer at Wealth Mode Financial Planning!

As a Financial Planning Assistant, Easton will be providing support in client meetings and working with me behind the scenes to help build, develop, and monitor our clients' financial plans.

I'm excited to work with him as he brings along an energy and passion similar to mine, with a background in financial planning AND counseling!

05/09/2020

I had a lot of fun writing this article.

Whether you live in Utah or not, here are 15 companies headquartered in my great state that you have a good chance of being invested in - whether you knew it or not!

If you own any mutual funds that track or loosely mirror the S&P 500, the S&P 400 Mid-Cap, or the Russell 2000 index, it’s very possible that some you are partially invested in companies “right down the street” from where you live! Have you ever wondered what Utah-based companies yo

04/24/2020

I want to give a big THANK YOU to the students in the Washington State University College of Veterinary Medicine for inviting me to speak yesterday about student loan planning!

These students are dealing with a ton of a lot of adjustments to their education due to COVID-19, but we were able to have an awesome Zoom webinar together. Looking forward to the next one!