Woodmen financial

Commonly Missed Veteran's Benefits

January 15, 2018

Calling All Veterans!  Are you sure you have everything in order to receive the benefits you deserve?

Have you or a loved one ever tried applying for VA benefits and been declined?

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us VA Claims Agent Brian Byars, who shares some great advice on how and with whom you can work to get your affairs in order, and possibly get more benefits than you knew were possible!

Click here to listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

IRA Tax Disasters Waiting to Happen

January 11, 2018

A familiar old saying puts it something like this: "The only sure things in life are death and taxes."

You work hard to save money for retirement, but have you given any thought about what would happen to the funds if you pass?

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Estate Planning Attorney Rex Ritchie, who explains IRA tax traps and bad situations that people often fall into when a well thought out plan isn’t in place.

Click here to listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Commit ~ Connect ~ Create

January 3, 2018

Many of us have made Resolutions for the New Year, and if you haven't yet, you still can!

What’s your New Year’s Resolution – and will you keep it?

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Kevin Gaskell, the man who brought Porsche from bankruptcy to #1, who reveals how you can tap into your inner genius.

Click here to listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

What’s Your Story?

December 27, 2017

These days, we're all bombarded with information and data to review and digest about everything and everyone.

What’s more intriguing, a resume or a personal connection?

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Former Houston Oiler Bo Eason, who shares his personal story of how perseverance and determination took him from runt of the litter to NFL standout.

When his NFL career ended he turned his experiences into an award-winning play, and soon learned how storytelling can build trust and personal connection that people crave in this digital and impersonal world.

Click here to listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

'Tis The Season!

December 21, 2017

Wishing you a wonderful Christmas filled with memories you'll always treasure. Merry Christmas and Happy New Year!

"Thank you for all you do, Merry Christmas from Woodmen Financial Resources!"

Click here to listen to this week's "Real Wealth Weekly" program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Make Your Life Less “Taxing”

December 14, 2017

Many of us don't fully understand the tax system.

How is the tax system set up and what’s the best way to save money on taxes?

What will change if the proposed tax overhaul gets passed?

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Sandy Botkin, CPA, Attorney, Author, and CEO of the Tax Reduction Institute, who answers these questions and more!

Click here to listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

College Admissions Secrets Revealed

December 7, 2017

If you tell a car salesman exactly what you want, you probably won’t get a discount, because he knows you’re not shopping around.

Did you know that colleges are the same way?

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Educational Consultant Coy Howe, who reveals insider secrets to college admissions, and how you can get on the right track to finding the best rates for a college education!

Click here to listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Your Home ~ Or a Nursing Home?

November 30, 2017

Most people wish to stay in their own home for as long as possible.

What if the floors, stairs, doors, and counters you’ve used day after day were suddenly inaccessible? Whether it’s an accident or aging, it could happen to you.

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Rosemarie Rossetti, Creator of the Universal Design Living Laboratory, who shares great information on how you can make your wish a reality!

Click here to listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

BIG Opportunities for the Self Employed

November 22, 2017

Being your own boss has its challenges.

But, it also has some pretty neat perks, like tax deductions!

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us HRA Professional Zach Donner, who explains one of the most overlooked tax deductions - the Health Reimbursement Arrangement - and the awesome opportunity it presents.

Click here to listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Don’t go broke in a Nursing Home!

November 16, 2017

On average, the overall life expectancy, for someone born in 2015, stands at 78.8 years.

People are living longer, but it comes with a cost – literally!

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Don Quante, Author of “Don’t Go Broke in a Nursing Home,” who shatters misconceptions of government elder care assistance, and shares why creating a Long Term Care plan ahead of time can make a huge difference for you and your family.

Click here to listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Who Will Take Care of Mom?

November 9, 2017

Sibling rivalry is normal when you’re young.

But it can be disastrous when middle- and retirement-aged siblings argue over Long Term Care plans for aging parents.

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Financial Professional Pat Foley, who shares a personal story of how his family fell apart when disagreeing over their mother’s care, and why he’s on a mission to promote effective Long Term Care planning so others don’t suffer the same fate.

Click here to listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Understanding the Health Insurance Marketplace

October 30, 2017

The health insurance market is in disarray.

How is it possible to find the best rates?

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Health Insurance Consultant Terry Frett, who gives an update on the marketplace and the ACA, and offers tips on how to get the most out of your remaining options for health insurance.

Click here to listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

What’s your “Why?”

October 25, 2017

You know your retirement will come someday.

How will you spend it, and more importantly – why?

What’s your mission, what are your dreams, and how will you get there?

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Advisor Trainer Jon Baker, who talks about why your retirement goals can be about more than money.

Click here to listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

A Helping Hand for Small Businesses

October 18, 2017

Do you have any friends or family members who are business owners?

Or, how about family or friends who just have some good ideas to help the community?

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Certified SCORE Volunteer Mentor, Earl Humphrey, who shares with us about the SCORE program, and how they mentor businesses so entrepreneurs have someone on their team!

Click here to listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Social Security Success Tips

October 11, 2017

Social Security is an important part of your retirement puzzle.

Do you know how to get the most out of it?

Since it’s such a complicated and ever-changing program, it can be hard to keep well-informed.

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us the much sought-after Social Security Speaker, Tim Kiesling, who reveals some helpful tips to maximize your Social Security benefit!

Click here to listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

The Famous 16 Rules

October 3, 2017

How comfortable are You with the investing?

Investments Legend Sir John Templeton once wrote a fantastic and timeless article on 16 rules for investing.

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Real Wealth Weekly creator and host, Jim Silbernagel, who shares these 15 famous rules, a few “Do’s & Don’ts,” as well as some insight as to how these principles could apply to you.

Click here to listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

In the blink of an eye..

September 28, 2017

She had it all – a great husband, a beautiful daughter, and a thriving career.

What could possibly go wrong?

In the blink of an eye, it all changed.

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Jane Blaufus, who shares the tragic story of how her life changed when her husband passed, and her courageous journey of survival and strength in the aftermath.

Click here to listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

How will Generation Z afford College?

September 20, 2017

Did you know that the average student loan debt in 2017 was $37,172 per student?

College is certainly expensive, but luckily there are people and tools available to help you plan ahead!

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Richard Polimeni, the Chair of the College Savings Foundation, who shares the ins and outs of 529 Plans.

Click here to listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Life Insurance as an Asset

September 11, 2017

When you think of your most valuable assets you probably consider big ticket items such as your home or vehicles.

But, have you considered that Life Insurance could be on the list?

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us 40-year Insurance Industry Veteran John Wheeler, who explains that Life Insurance is so much more than a death benefit, and just how valuable it is!

Click here to listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Are You Assuming Too Much?

September 5, 2017

You know what they say when you assume…

Take a wild guess – how much does Life Insurance cost? According to LIMRA (Life Insurance and Market Research Association), your guess may be 3x-7x more than the actual amount!

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Marv Feldman, of Life Happens (non-profit organization), who is on a mission to not only advocate for Life Insurance and the protection it offers, but to clarify how cost effective it really can be.

Click here to listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

What a Bad Diagnosis Means...

August 30, 2017

...for Your Financial Future

For this week's guest, life changed when his wife was diagnosed with multiple sclerosis.

During his journey to make sure their financial affairs were in order as his wife fought her illness, he found a calling in life to help others who struggle with a neurological condition.

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Estate Planning Attorney Martin Shenkman, who passionately shares some helpful tips for financial and estate planning, so health can be a #1 priority.

Click here to listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

The Longest Vacation of Your Life

August 24, 2017

How much time and effort did you spend on planning your last big vacation – days, weeks, months?

What about your 30+ year vacation (retirement)?  How much time have you spent planning that?

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Financial Professional Eszylfie Taylor, who shares some great tips on how to pinpoint your retirement goals, and what and who you might need to get there.

Click here to listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

The Paycheck That Keeps On Paying

August 15, 2017

There are a lot of “what if’s” in retirement…

What if the market crashes?

What if I outlive my money?

What if I need long-term care?

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Best-Selling Financial Author Tom Hegna, who reveals a unique but commonly misunderstood retirement tool that may have answers to the “WHAT-IFs".

Click here to listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

3 Ways to Give...

August 8, 2017

TIME, TALENT, and TREASURE

Are you interested in giving to charity, but skeptical of how your donations are being used?

"Give Kids The World" is one of the most efficient and amazing charities around. This is a non-profit resort in Central Florida that partners with organizations such as the Make a Wish Foundation to offer children with life-threatening illnesses and their families a weeklong, cost-free vacation.

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Mark Reed, Development Director of "Give Kids The World" Village, who explains how you can help make a child’s wish come true!

Click here to listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

10 Dangerous Misconceptions

August 3, 2017

What do you *really know* about Wills and Trusts?

Forget what you’ve seen on TV dramas! Wills and trusts are very different, and have varying timelines and consequences for you and your loved ones; both before and after your passing.

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Estate Planning Professional Jim Silbernagel, who clears up some common yet potentially dangerous misconceptions about wills and trusts so you can get the conversation started with your own family and financial professional.

Click here to listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Planning for the Unexpected

July 26, 2017

You may be healthy today, but what about tomorrow?

When Mark’s mother was 84 she seemed perfectly healthy, but that all changed in the blink of an eye.

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Financial Professional Mark Wutt, who shares the obstacles he faced when handling his mother’s long-term care arrangements, what he wishes he had done differently, and how you can plan for the unexpected.

Click here to listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

52 Reasons You Have Less Money Than You Could

July 19, 2017

What difference might it make to you, if you had all of the money you actually could have?

Did you know that there are up to 52 ways you can be taxed?

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Financial Standout Rao Garuda, who came to the United States with just $7 in his pocket and a drive to educate himself and others.  What he learned about financial planning and tax law will astonish you!

Click here to listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Reflect. Regroup. Relaunch.

July 12, 2017

“Excuses don’t stop you; Obstacles don’t stop you; Stopping stops you.”

"My legs became paralyzed, but my life did not, and neither did my passion nor my zeal to make a difference in life, and be successful."

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us David Cooks, a motivational speaker, who talks about leadership, teamwork and overcoming obstacles you may face.

Click here to listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Man on a Mission: Innovation and Insurance

July 5, 2017

The Insurance Industry is constantly changing.

So what does that mean for our Health Insurance and other coverages?

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Ted Nickel, the Insurance Commissioner for WI, who set out on a mission to better understand and better serve the diverse insurance marketplace by personally visiting hundreds of companies and advocating for consumers like you.

Click here to listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Aging and Denial: Where will you end up?

June 28, 2017

When asked “Where would you like to spend the last years of your life?” most people will say anything but a nursing home.

But without a plan, what will happen when you need round-the-clock care – and furthermore, how will your care be funded?

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Attorney and Senior Advocate Carolyn Rosenblatt, who explains what happens when you have a good plan, or no plan, in place.

Click here to listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Don’t Worry, Retire Happy!

June 21, 2017

Are you worried about running out of money in retirement?

What tools and strategies are available to help protect your retirement income despite all the risks?

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Tom Hegna, best-selling Author of “Paychecks and Playchecks” and “Don’t Worry, Retire Happy!”, who shares some great tips we can discuss with our own financial professionals.

Click here to listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Unmasking the Sequence of Returns Risk

June 14, 2017

How certain are you of your retirement funds relative to various risk factors?

How is it possible that people with the same portfolio as you, could end up with more  money, even if your investment returns are better?

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Jason Smith, CEO of the Clarity 2 Prosperity Mastermind Group, who explains the Sequence of Returns Risk – a multi-faceted risk to your retirement funds that you may never have even heard of.

Click here to listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Marriage, Money, and Managing Life

June 7, 2017

Are you sacrificing your love life for your work life or vice versa?

Would you like some great real-life tips on marriage, money, & managing life?

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Business Coach Kelly Clements, who specializes in helping busy business people achieve balance so that they and their spouses can live a fulfilling life in and out of the office.

Click here to listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

The Value of Life

June 1, 2017

Life is precious - and fragile.

Anyone with experience among grieving families gains a deep understanding of this truth.

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us special guest Ken Feinberg, who explains how valuable life really is.

As Special Master of the 9/11 Compensation Fund, he had the honorable and sobering task of calculating the dollar amount given to the families of those who had lost their lives that day.

Click here to listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Mom and Dad are aging – what now?

May 25, 2017

Have you ever had to drop everything to take care of a family member?

If you have, then you know that it’s not only time you’re giving – it costs physical, emotional, and financial resources, too.

So how can you protect yourself and your aging parents?

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Senior Care Counselor Annalee Kruger, who shares amazing stories and helpful tips on why and how it’s important to gather the family and get a plan in place!

Click here to listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Millennial Misconceptions

May 16, 2017

Are you a saver or a spender?

Are you saving for retirement?  More importantly, who taught you financial responsibility?  What do you wish you had known sooner?

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us 30-year-old Real Wealth® team member Jade Paczelt, who describes what she thought of financial professionals before she joined the team, and how and why those misconceptions were changed.

Click here to listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Congratulations to Heather Lindsley!

May 9, 2017

Heather Lindsley, of Woodmen Financial Resources, was recently elected President of NAIFA-Wisconsin (National Association of Insurance & Financial Advisors - Wisconsin).

We asked Heather a few questions, and we're happy to share her responses with you.

What are your priorities in your new role?

With the transition to 1 state-wide local, I will oversee 4 committees to make sure that we continue to provide value to the members across the state. We will hold advocacy events, continuing education, and social engagements.

What are some of the challenges facing your constituents?

Currently there are 2 hot topics – Obamacare and DOL regulation. Both of these were put into place outside of the normal method of creating a bill and passing it. All we could do was educate as to the unintended consequences brought about by the regulations. We are headed back to DC in May to again discuss this issues. We will be over 600 members in DC, and every member of government will see a NAIFA member -- and we will present a unified message with real life stories. It is very impactful.

How do the Green Bay News Network readers benefit from the services NAIFA and / or your members provide?

Without NAIFA, the death benefit proceeds of life insurance would be taxable. The relationships built between our members and the legislators is key to making sure when there is any kind of situation, the average person is represented – NAIFA represents everyone.

Why did you agree to take this position?

There are times when you know it is right to give back to your industry. NAIFA, just like the financial services industry, is continually getting older. We need to start getting younger professionals involved. I may not be the youngest member of NAIFA, but if we want to start attracting younger people, those of us who are in the middle have to do more to pave the way.

What else is new and exciting with you, Heather?

Our firm is growing and we have added a second administrative person. This is going to enable us to have more client education events and be in front of more people on a weekly basis. People do not just wake up one day and say "today is the day I'm going to get my financial affairs in order," it is an education process, and when they feel comfortable with a concept they are more likely to embrace it.

The Green Bay News Network thanks Heather for taking the time to share her responses with our members and readers!

Also, In this week's episode of Real Wealth® Weekly, Heather brings us Rosemarie Rossetti, who explains how her bills were paid when she had no money coming in.

Click here to listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

What if you couldn’t go to work tomorrow?

May 3, 2017

You probably have auto insurance and health insurance, right?

Did you know that it’s possible to insure your paycheck as well?

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Corey Anderson, “The Disability Insurance Geek,” who explains how this commonly misunderstood coverage actually works, and how you can protect your most valuable asset – your income.

Click here to listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Where Investing Meets Philanthropy

April 25, 2017

As Aesop is said to have put it, "No act of kindness, no matter how small, is ever wasted." Each of us, if we listen, is being called to leave the world better than we found it.

Philanthropy dollars aren’t the only way to make a difference though!

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Gloria Nelund, Impact Investing Specialist and Co-Founder of TriLinc Global, who explains how developing economies around the world provide both investment and philanthropic opportunities.

Tune in to learn how socially responsible small- and mid-sized businesses in 3rd world countries get support and give back.

Click here to listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Prepare for the Unknown: How Taxes Affect Retirement

April 18, 2017

Unless you have a crystal ball, you just can’t tell what the tax rules, laws, and brackets will be when you retire.

So what will happen to that IRA nest egg that hasn’t been taxed yet?

How much could you lose?

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Ed Slott, one of the nation's most renowned CPAs, who explains how taxes can take a toll on your retirement funds, and what you can do about it.

Click here to listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

10 Common Mistakes When Naming Powers of Attorney

April 11, 2017

You can get just about anything online these days, even legal documents!

But the devil is in the details, so it’s time to dust off those old documents and make sure you haven’t made any of these 10 common mistakes when naming Powers of Attorney.

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Jim Silbernagel, the creator and host of Real Wealth®, who tells us what happens if we have the wrong box checked or the wrong terminology, and some great tips to make sure we’re all up to date!

Click here to listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Good Credit Saves You Money

April 4, 2017

We all have a credit score, but what do the numbers really mean?

How can a few adjustments save you money?

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Credit Specialist Chuck Harris, who shares the “do-s and don’ts” of credit, and explains why having a good credit report can save you big-time.

Click here to listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

The Real Cost of "Saving Money" on Insurance

March 27, 2017

"...You could save...on your insurance."

You see TV commercials all the time that advertise how easy it is to save money on insurance and the convenience of buying online, but at what cost?

What corners are being cut?

And, will you pay more later?

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Insurance Professional Gretchen Hefner-Evans, who points out items that are often under-insured, and tells real stories of how costly that can actually be when a buyer is uninformed.

Click here to listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Inheritance Gone Wrong

March 22, 2017

You may be concerned about running out of money in retirement.

But, have you given any thought about what to do with the excess?

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Financial Consultant Denise Appleby, who shares shocking stories of tax disasters that occurred when IRA beneficiaries weren’t properly designated, or when beneficiaries collected the funds without proper advice.

Click here to listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

What Does the Internet Say About You?

March 14, 2017

You probably do some online research or crowdsourcing when searching for a new mechanic, hair stylist, or other kinds of services.

So who is researching YOU?

Today, people such as employers, landlords, college admissions officers, and other important decision makers are learning about you online - in addition to evaluating you in person.

What will they find?

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Sam Richter, Sales Intelligence Specialist, who explains why nothing we do online is private, and what we can do to protect our digital reputations.

Click here to listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

No Necktie Needed

March 6, 2017

Looking for a Financial Advisor?

When you think of a financial advisor do you picture a man?  

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Juli McNeely, Financial Professional and former President of the National Association of Insurance and Financial Advisors.

In her new book,“No Necktie Needed,” she tells the story of how she thrived in a male-dominated industry, and how she’s inspiring her fellow advisors to educate and engage women as more and more females become primary breadwinners and decision-makers. She shares these same details with you in this week's program.

Click here to listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Tuition On Sale

February 28, 2017

College is not only important and expensive, but it is also a business with marketing resources and “deals” to give out at its discretion.

You don't want to pay more than you have to, but how do you know if you’re getting a good offer?

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Educational Consultant Coye Howe, who learned the ins and outs so that prospective students have someone on their side, and now he shares his experience with us!

Click here to listen to Listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Top 10 Tech Tips to Stay Safe

February 21, 2017

Just one click of a button can make you a victim of cyber-crime.

This being the case, how do you stay safe in a world dominated by computers and technology?

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us IT expert Brad Otto, who shares insider secrets on how to avoid cyber-crime so we can protect our devices and digital valuables.

Tune in for some great tips and discounts, too!

Click here to listen to Listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Nest Eggs Beware!

February 15, 2017

You’ve worked hard, you’ve saved well, and now you have an impressive Nest Egg for retirement!

But do you also have a contingency plan in place if you become ill and need extended care?

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Dr. Robert Pokorski, Vice President & Medical Director, Individual Life Insurance at Prudential Financial, who explains how easily your Nest Egg could be drained if you don’t have all your bases covered!

Click here to listen to Listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Alternative Investment Options

February 7, 2017

Successful investments can include stocks, bonds, money market funds, and more.

Have you considered exploring investment options outside of the norm?

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us  Ryan Parson, National Speaker on Alternative Investing, who explains some of the benefits of investing in Real Estate, and how we can find out if this option is right for us!

Click here to listen to Listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Big Changes Coming in 2017: The Pros & Cons

February 1, 2017

Are you planning on retiring someday?

The financial services industry is going through a massive overhaul via the Department of Labor! While this may not be front page news for the average citizen, this has huge implications for the way you will be able to seek out and pay for advice that helps you save for retirement.

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Dale Brown, CEO of the Financial Services Institute, who helps us weigh the pros and cons of the changes, and fills us in on what to expect.

Click here to listen to Listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

5 Financial Misconceptions

January 24, 2017

It is often said today that "Information is Power."  Well, that could be true - depending on the source and quality of the information!

In this age of information, it’s nearly impossible to distinguish good from bad advice – especially when it comes to something as complicated and unpredictable as the finance world.

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Financial Professional Frank Lojewski, who lists the top 5 financial misconceptions, and gives great tips on how to avoid bad advice so we can focus on making and achieving our goals.

Click here to listen to Listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

10 Tax Tips for 2017

January 17, 2017

Yes, indeed, it's Tax Time Again!

Are you dreading tax season or do you work with a CPA?

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Neil Narveson, CPA, who shares insider secrets to help create deductions, and explains that a whole team of financial professionals amounts to moving parts in the machine that is your financial plan.

Click here to listen to Listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

How to Plan for the “What Ifs” of Retirement

January 10, 2017

The “What Ifs” of retirement planning can be intimidating, but it is possible to plan for the unknown.

How long will you stay healthy enough to work?

How expensive will retirement be?

How long will you live?

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Dr. Michael Finke, Dean of the American College of Financial Services, who explains that although no one has a crystal ball, a roller coaster future doesn’t have to mean financial disaster!

Click here to listen to Listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

"Because I Said I Would"

January 4, 2017

You've heard it said, "My word is my bond." You've probably also noticed that this doesn't always hold up.

How often do people fall short of fulfilling their promises?

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Alex Sheen, founder of the nonprofit organization Because I Said I Would, who left a successful career behind and set out to make the world a better place by helping people keep their word. Tune in to find out how it all started and hear just a few examples of the lives forever changed.

Click here to listen to Listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Finding Happiness in a Negative World

December 27, 2016

What Makes You Happy?

Wouldn’t you think that owning a multi-million dollar business, having a brand new car and losing 10 pounds would make you happy?

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Todd Patkin, who had it all and then had a nervous breakdown. Todd shares with us his unique story on finding happiness in today’s negative, stress-filled world. He’s personally been through it all and was still able to bounce back from rock bottom.

Click here to listen to Listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

A New Look On Loans

December 21, 2016

Whether you’re a farmer or a metropolitan business owner, some people spend their lives in and out of banks getting loans and paying them back.

Did you know that it’s possible to borrow from yourself instead?

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Mary Jo Irmen, author of "Farming Without the Bank," who shares with us how she helps people like farmers with huge operating expenses get out of the banking system.

Click here to listen to Listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Do You Have This Egg In Your Financial Basket?

December 13, 2016

Tuition has gone up more than 50% since 1999 and there’s no sign of it slowing down.

Luckily, there are a lot of great tools to help you plan and save so you or your loved ones can afford higher education!

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us John Wheeler, a 40+ year veteran in the Insurance Industry, who shares with us one out-of-the-box savings tool we might not have considered!

Click here to listen to Listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

The Gift That Gives Back

December 6, 2016

It’s the season of giving! There are more than just personal and emotional benefits from charitable giving; there are tax benefits, too.

But how do you know if you’re getting the deductions you expect? And if not, how do you create them?

In this week's episode, Heather Lindsley, of Woodmen Financial Resources, brings us Jim Silbernagel, the Host of Real Wealth® Weekly, who helps us to start the holiday season right by sharing with us how to navigate tax and estate planning tools we may not have even known about.

Click here to listen to Listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Do You Self-Sabotage?

November 29, 2016

Are you succeeding on purpose, or do you live each day just hoping to get by?

Can you train yourself to stop self-sabotaging and start living with intention?

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Mark Pruss, Mentor and Coach to professional athletes, who believes you can choose to live differently.

Join us as he shares the emotional and physical obstacles he overcame, the science behind his coaching philosophy.

Click here to listen to Listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Saving & Spending: Secrets of Centenarians

November 14, 2016

Did you know that centenarians are the fastest growing segment of the American population?

The odds of living a long and vivacious life are increasing all the time.

So, how do we make the most out of our years?

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Author Steve Franklin, who traveled the country interviewing centenarians, and now he shares their wisdom with us!

Click here to listen to Listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Elder Financial Abuse

November 8, 2016

Do you know the Truth about Elder Financial Abuse?

Did you know that more than $36 billion is stolen from the elderly every single year?

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Carolyn Rosenblatt, RN turned Senior Attorney and Advocate, who explains why it happens, who is doing it, and what you can do prevent it from happening to the ones you love.

Click here to listen to Listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Should We Worry About The National Debt?

November 1, 2016

We often hear politicians talk about the federal budget and the national debt.

But, do we citizens really know how bad the national debt is?

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us David Walker, bestselling author of “Comeback America!”, who shows us not only how bad the problem is, but how everyday Americans of any background or political affiliation can come together to fix it!

Click here to listen to Listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Living Shouldn't Cost More than Dying

October 25, 2016

Have you or anyone you know delayed going to the hospital because of the cost?

You shouldn’t have to fear financial illness from personal illness, but luckily there’s Critical Illness Insurance!

Never heard of it? ...

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Don Hansen, Critical Illness Insurance Advocate, who explains how it works; so you might focus on your health instead of your wallet.

Click here to listen to Listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Health Insurance: Get Ready for Open Enrollment

October 17, 2016

Are you prepared for Open Enrollment?

Listening to the news these days, it’s hard not to be concerned and confused about it.

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Terry Frett, Health Insurance Consultant, to shed a little light on what’s happening to all the big carriers, what could happen after the presidential election, and why consumers have the ball in their court to demand changes.

Click here to listen to Listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Her Father Passed Without A Plan

October 11, 2016

A Survivor’s Story

Each of us has been through good times and bad times, ups and downs, as we've moved through life.

Have you ever experienced something difficult, and wished you could prevent it from happening to others?

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Financial Professional Tiana Ronstadt, who witnessed her widowed mother's struggle to survive emotionally and financially, and vowed to help others prepare for the worst while they hope for the best. 

Click here to listen to Listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

4 Financial Faux Pas

October 3, 2016

If you have investments and a smartphone, then you know how easy it is to get caught up with checking the market on a day-to-day basis. But is that a good idea?

What happens when you make emotional and reactive decisions instead of thinking about the long-term plan?

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Dave Alison, of the Clarity 2 Prosperity Mastermind Group, who discusses the psychology behind investment strategies, and offers suggestions to help you stay on track.

Click here to listen to Listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Protect Your Family When Life Happens

September 26, 2016

Can you navigate your way through insurance options to make sure your family is protected when “Life Happens?"

Life Insurance is a powerful protection tool, but finding the right kind can be tricky.

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Marv Feldman, CEO of the Life Happens Non-profit Organization, to share why they’re so passionate about Life Insurance Awareness Month, and to help you understand your options.

Click here to listen to Listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

The Asset You Didn’t Know You Had

September 19, 2016

When you take inventory of your assets, are you remembering to include all of them?

Did you know that some types of Life Insurance can be so valuable, that they are an asset comparable to real estate?

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us John Wheeler, 40-year veteran in the insurance industry & well-known speaker in the financial services industry, who compares Term vs. Whole Life Insurance Policies, to renting vs. buying a home!

Click here to listen to Listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

A Risk You Don't Have To Take

September 12, 2016

When Summer died unexpectedly, she left behind a 9 month old son and, thankfully, life insurance for her family.

Sadly, Hannah’s mother wasn’t as prepared.

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us real life stories from "Life Happens," that show what a difference Life Insurance, or a lack thereof, can make.

Click here to listen to Listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

9/11 - A Lesson in Life Insurance

September 6, 2016

It’s the anniversary of 9/11 this week, and it’s a solemn reminder of how valuable life is.

While it's difficult to think that the unthinkable could happen to us, or to those we love, many of us know first-hand that the unexpected can, and sometimes does happen.

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Insurance Professional David Buckwald, who was the Life Insurance Agent for a company based in the World Trade Center on 9/11, and saw first-hand the difference it can make.

Click here to listen to Listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Back to School Special...

August 30, 2016

How To Fund Your Dreams

With student loan debt passing the one trillion mark, is higher education out of reach?

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Mary Morris, Chair of the College Savings Foundation, who reveals some tools and strategies you can implement to make college a dream come true for you or your loved ones.

Click here to listen to Listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Retire Strong & Live Long

August 23, 2016

Are You Properly Planning for Your Retirement?

With medical technology getting more and more advanced every day, life expectancy, and therefore retirement, is getting longer and longer.

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Gerontologist Kelly Ferrin, who explains why financial professionals consider longevity when retirement planning.

Click here to listen to Listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Woodmen Financial Launches New Website

August 18, 2016

Offering a fresh new look, and a wide array of tools and resources, Woodmen Financial Resources has launched their new website.

"We encourage you to explore our site and learn more about what we can do for you. If you have any questions or would like more information about our firm or the services we offer, please call us."

When you visit the new website at WoodmenFinancial.org, please check out the Welcome Video on their home page; it features our very own Heather Lindsley, who is a weekly news contributor to the Green Bay News Network.

To Listen to Heather's Real Wealth® Weekly program for this week, Please Click Here.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Catching up with Heather Lindsley

August 11, 2016

Back in February, we introduced you to Heather Lindsley, of Woodmen Financial Resources.  As many of you know, Heather is not only a dedicated and busy professional; she is also a committed community volunteer.

We caught up with Heather this week, and learned some interesting details about this very active member of our local community:

Heather presently serves as Secretary/Treasurer of the National Association of Insurance and Financial Advisors-Wisconsin (NAIFA-Wisconsin), and she is also their President-elect. She has won NAIFA's Quality Award every year since 2010, and has been instrumental in helping her local achieve the Bobo Award in 2013 and 2015.

She is also a Million Dollar Round Table (MDRT) Foundation Committee Member - and led the effort to raise $3,500 for Agape House in Lake Geneva.

She serves as the Golden House - "Show of Strength" Fundraiser Committee Chairperson, as well as being a Board Member of the "Bridge Between Retreat Center" in Denmark, Wisconsin.

Additionally, Heather serves as a Guardian for the Old Glory Honor Flights:

The honor flight missions would not be successful without the help of our guardians. Guardians play a vital role by ensuring that every veteran has a safe and memorable experience. Guardians are responsible to physically assist the veterans during their honor flight. All Guardians are responsible for attending a training session and cover the cost of their trip.

We are proud to have Heather Lindsley as a friend and member of the Green Bay News Network!

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

"Riches to Rags" ~ How Don Learned His Lesson

August 10, 2016

Have you ever heard of enormous wealth being squandered by the 2nd or 3rd generation?

Then, have you ever asked yourself "How in the world did that happen?"

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Don Chamberlin, a self-confessed money squanderer turned Financial Educator, as he shares his personal story of “Riches to Rags,” and how anyone can learn from his experience.

Click here to listen to Listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

A Woman's Worth

August 3, 2016

A woman wears many hats:

- Mother

- Wife

- and, in many cases, Head of the House

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Financial Professional Tiana Ronstadt, to share with us about unique financial considerations for women in any stage of their lives, and how they can work towards financial stability for themselves, or for the entire family.

Click here to listen to Listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

What’s Your Story?

July 27, 2016

Have you noticed that real, personal communication is becoming rare, even as we become more electronically connected?

Is this simply "the way it goes," or can we do something about it?

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Former Houston Oiler Bo Eason, who shares his personal story of how perseverance and determination took him from runt of the litter to NFL standout. 

When his NFL career ended he turned his experiences into an award-winning play, and soon learned how storytelling can build trust and personal connections that people crave in this digital and impersonal world.

Click here to listen to Listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Time To Travel!

July 19, 2016

Do you like to travel?

Have you ever wondered if group travel is worth it?  Can tour companies truly take the hassle out of travel, giving you the freedom to enjoy the experiences of which you’ve always dreamed?

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Scott Lopas, owner of Kettle Moraine Tours, who reveals insider secrets of the group travel industry; including real examples of rates and destinations.

Click here to listen to Listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Social Security: Maximize & Thrive

July 13, 2016

Do you understand Social Security? Really?

Social Security is widely used but is also one of the least understood retirement tools.

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Tim Kiesling, a nationally-recognized Social Security Speaker and Consultant, who explains how the newest changes could affect your retirement.

Click here to listen to Listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Confronting the Broken Higher Education System

July 5, 2016

Is college worth it?

Turns out, it’s not the education that counts; it’s the quality of the education, that makes the difference.

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Dr. Michael Lovell, President of Marquette University, who shares the ways in which he confronts a broken higher education system, that isn’t properly preparing students for the real world.

Click here to listen to Listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Where are the best places to retire?

June 28, 2016

Well, what matters most to you ?

Climate?

Low property taxes?

Part-time employment opportunities?

The community?

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Financial Columnist Richard Eisenberg, to help us clarify and prioritize our wants and needs, so we can enjoy our Golden Years!

Click here to listen to Listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

9 Things "You Thought" Were Insured

June 22, 2016

Your home may be insured, but is everything inside of it protected as well?

Don’t wait until claim time to find out!

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Insurance Professional Gretchen Evans, who lists 9 commonly overlooked items, from toys to pets, that could be putting you at risk for liability. Then, Gretchen shows us what we can do about them.

Click here to listen to Listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

How Does Money Affect Your Marriage?

June 15, 2016

In the best of marriages, the worst of marriages, and in all marriages in between, money is a factor to be considered.

You won't want to miss out on this important information.

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Tiana Ronstadt, owner of Power Women Investing, who explains how money plays a role in marriage and divorce, and what you can do to stay on your feet.

Click here to listen to Listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

You Really Do Make a Difference!

June 7, 2016

Did you know that YOU are the most effective and impressive means of positive change in the world?

Millions of average Americans’ small donations have not only made big differences, but continue to make the world a better place.

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Karl Zinsmeister, VP of the Philanthropy Roundtable, to share with us real stories about the impact of generous American donors, such as the creation of radar to help win WWII, and more!

Click here to listen to Listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

How To Win-Win-Win At Work

May 31, 2016

To help balance out the election year rhetoric of corporate greed, this week we zoom in on companies that practice Conscious Capitalism

In Conscious Capitalism, employees and CEOs alike share in a culture of trust, integrity, and a belief in a higher purpose.

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Professor Raj Sisodia, Award Winning Author and Founding Member of the Conscious Capitalism Movement, who explains why caring companies overwhelmingly succeed more than those who seek only profits on the backs of others.

Click here to listen to Listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Don't Take Your Paycheck for Granted!

May 23, 2016

It’s Disability Income Insurance Awareness Month ...

But, how does it work?

What benefits would your Social Security pay out?

Do you have a group Disability Income plan at work?

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Disability Income Insurance Professional Corey Anderson, to break it down; so you'll have the knowledge to find out what's covered, what’s still at risk, and what you can do to protect your paycheck.

Click here to listen to Listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Beating Cancer, And Paying the Bills

May 19, 2016

He was a young professional who had it all...

...a booming family business, a beautiful wife, healthy kids, and he was in the best shape of his life…

...until he was diagnosed with stage four cancer.

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Jason Mendelsohn, co-founder and President of Ashar Group, LLC, a nationally licensed firm specializing in the secondary market sector for estate and business-planning professionals.

Jason shares with us his story of beating cancer, AND keeping his bills paid!

Click here to listen to Listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Tired? Stressed Out? Would You Like To Feel Great Again?

May 11, 2016

Food is medicine!

Some foods give you energy, while others can help you fall asleep. 

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Wellness Coach Ramona Fasula, to explain the medicinal effects of certain foods, and why toxic foods can leave you feeling sluggish.

Click here to listen to Listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Could You Live Without Income?

May 4, 2016

Everyone knows what Health Insurance is; it pays for your healthcare.

But what pays your bills while you are in the hospital?

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Camille Snyder, a Disability Insurance Specialist with the Guardian Life agency, to share her story, and help you protect your income.

Camille was a 23-year-old, living a young professional’s dream, so she thought additional insurance wasn’t necessary yet. And then she was diagnosed with cancer...

Click here to listen to Listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Protecting Yourself From High Deductibles

April 27, 2016

Do You Have Critical Illness Insurance?

Are your health insurance deductibles getting higher and higher?

How can you protect yourself and your family from financial devastation, if any of you should get diagnosed with a critical illness?

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Author, Entrepreneur and Insurance Expert,Don Hansen, to help us all learn about the increasingly popular (and increasingly useful) insurance that can help balance high deductibles – Critical Illness Insurance!

Click here to listen to Listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Molly Shannon's Brush With Tragedy

April 18, 2016

Behind the Laughter

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Actress Molly Shannon.

You may remember Molly from Saturday Night Live, but behind the laughter is a real person who has experienced real hardships.

After a car accident claimed the lives of her mother, sister, and cousin, Molly now serves as a Life Insurance Advocate; so that others can learn how to protect themselves from financial hardships in the wake of tragedy.

Click here to listen to Listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

From Piles ... To Files!

April 12, 2016

Secrets of a Professional Organizer

It’s Spring Cleaning time! Whether it’s your junk drawer or the entire cluttered basement, just the thought of going through it all can be daunting –

...but it’s not impossible!

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Professional Organizer Laura Gramann, to explain how important it is to organize your important documents and treasured keepsakes. 

Tune in to learn the steps and tools to help you get it done, so you have more time and space for the important things in your life!

Click here to listen to Listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Heather Lindsley is Featured Guest on National Online Program

April 7, 2016

Every Week, Heather Lindsley, one of our Green Bay News Network Members, presents Real Wealth® Weekly, in which we hear from various experts in the financial arena.  Well, This Week, Heather is the Featured Guest!

Whether she’s a stay-at-home mom or a working professional, a woman’s unique role requires unique planning. Heather Lindsley, LUTCF, has seen first-hand how a woman’s input on financial strategizing can make a huge positive impact. We invite you to tune in to learn how men and women can work together to create a well-rounded plan.

Click here to listen to Listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Why Time Equals Money

March 30, 2016

Are you finding it harder and harder to understand IRAs?

The good news is that the varieties are meant to encourage you to save, but the bad news is that it can be difficult to understand.

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Gary Maack-Magnussen, Attorney and Financial Consultant, to help us navigate the ins and outs of IRAs, so we can start compounding our savings!

Click here to listen to Listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Live Long & Prosper!

March 23, 2016

How long will you live?

Financial Professionals can help you plan for retirement, but will you be healthy enough to enjoy it?

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Financial Planner and Wealth Channel Contributor Frank Lojewski, who reveals how a holistic approach to retirement planning can help you to live long and prosper!

Click here to listen to Listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Economic Mega-Sale!

March 17, 2016

Do you like to shop sales?

Then, learn how to turn a bad economic situation into Mega-Sale!

Not all debt is bad if you have a good financial teacher and a good strategy.

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Robert Kiyosaki, Author of several best-selling Personal Finance books - including "Rich Dad - Poor Dad," to explain to work a negative situation to our benefit.

Click here to listen to Listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Don't Be a Victim!

March 10, 2016

Do you watch the crime reports on the news and think “that would never happen to me?"

Think again! Crime is everywhere; in parking lots, online, and maybe even in your own backyard!

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Jeff Whisler, Personal Safety Specialist, to share some simple safety tips that can help all of us reduce the likelihood of becoming targets of crime.

Click here to listen to Listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Financial Advice: Self-Help ~ Or Sound, Professional Advice?

March 1, 2016

Most of us need some help in putting together and managing our finances; especially if we're looking for financial well-being.

Would you get treatment from a doctor who hasn’t seen your history?

Then don’t be fooled by promises of financial freedom, from celebrities who don’t know your finances! 

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Michael Markey, Financial Advisor and Co-Founder of Legacy Financial Network, to debunk celebrity, one-size-fits-all advice, and to help get us all on the path to real wealth!

Click here to listen to Listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Real Wealth Isn't About Money

February 25, 2016

Doesn't it feel great to give to charity?

As wonderful as that feels, it's important to realize that kindness can be so much more than an occasional donation.

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Leigh Clark, Creator of Kindleigh Art. 

She experienced first-hand how random acts of kindness can give you meaning in this fast-paced and impersonal world, and turned it into her life's mission. She shares with us how each of us can make a difference!

Click here to listen to Listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Are You Overpaying on Taxes?

February 17, 2016

If so ... STOP!

Have you baked treats for a religious gathering, or driven around to deliver Girl Scout Cookies?

Then you are eligible for tax deductions!

Taxes are the #1 expense in America, so it can certainly pay off when you take all the deductions to which you're entitled.

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Sandy Botkin, CPA, Attorney, Author, and CEO of the Tax Reduction Institute, to show us how business owners and employees alike can reduce the amount of taxes they must pay.

Click here to listen to Listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Meet Heather Lindsley

February 10, 2016

The Compass Newspaper, the nationally renowned Catholic newspaper of the Diocese of Green Bay, announced on February 8th the honorees for the 2016 Faith That Works Awards.

We're delighted to announce that one of our Green Bay News Network Members is among this year's honorees: Heather Lindsley, of Woodmen Financial Resources.

Heather joined Woodmen Financial Resources in June 2013. She specializes in the area of life insurance analysis, as well as medicare, long term care, and retirement income. She brings a great perspective in understanding a client's financial situation, and is respected in the local financial professional community.

Heather has been in the financial services industry for more than 10 years. She has earned the Life Underwriters Training Council (LUTCF) designation. She is an active member of the National Association of Insurance and Financial Advisors (NAIFA), and holds positions on the board at local and state levels.

We asked Heather about her feelings upon hearing that she was being recognized by the Diocese of Green Bay, for putting her faith to work in the marketplace:

"I am so honored to have even been nominated; 'shocked, speechless' I think are the best words I could use to describe how I felt when I received the letter. Anyone who knows me will tell you that does not happen very often. I go about my days doing what I love, and giving whenever and wherever I can. It’s not about the recognition, it’s about the small difference I hope to make in someone else’s life."

Heather shared a bit about why she chose this particular profession, and what she most enjoys about her work:

"I love helping people turn their hopes and dreams into reality! Retiring with dignity, and creating financial security for families is so rewarding. I don’t consider the people I work with to be “clients,” they are friends and extensions of my family. There is no better reward than to be invited to a family event, and be introduced as a friend, or to end an appointment with a hug instead of a handshake. To hear 'I can sleep so much better at night,' or 'I never thought this was possible,' really makes me feel good. I never have the urge to skip work, because I don’t consider it work. I absolutely LOVE what I do!"

"It is because of what I do, that I have the relationships that have enabled me to become more involved in the community around me. There is great joy in giving of one's self, and even more joy when you can inspire in those around you the desire to give back."

Lastly, we asked Heather if there was one thing she'd like all of our Members and Readers to know:

"My door is always open, and I look forward to meeting new people every day. I have a judgement-free policy; no one should feel like they are just a number, or that they don’t have the assets to need a financial plan. Whether you have a question that needs to be answered, or need help putting a budget in place, you are always welcome."

Woodmen Financial Resources is a full service financial services firm based in Green Bay, Wisconsin. They assist clients throughout the U.S. who want objectivity without any product/sales influence.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Special Needs Financial Planning

February 9, 2016

Do You Know What You Need to Know?

There is so much to consider for those whose livelihoods depend on a complicated balance of family support, government services, privatized care, and more.

What will happen to your special needs child when you pass away?

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us the Founder of Protected Tomorrows, Mary Anne Ehlert, CFP®, who has devoted her life to providing financial advice to families with special needs. Now you can learn the dos and don’ts from someone who knows!

Click here to listen to Listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Economic Lemons? Make Lemonade!

February 3, 2016

Does the economic news seem sour at times?

An economic downturn doesn’t have to mean loss for you!  With the right information, any American can plan to make the most out of the economic future.

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Financial Advisor Van Mueller, to share with us the financial strategies of the rich and famous.

Click here to listen to Listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Super Successful Thinkers

January 26, 2016

How DO "Super Successful" People Think?

What does success look like?

How does it make you feel?

What can you contribute to make that happen?

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Kevin Gaskell, CEO of Porsche, to share how he took the company from near-bankruptcy to over 500% growth in just four years - and how You can grow from Great to Greater!

Click here to listen to Listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Do Your Kids Overspend?

January 21, 2016

Dr. John Whitcomb has the answer!

How do you explain budgets and priorities to an adolescent who “needs” smart phones and gaming systems and clothes and music lessons and cars?

Are your kids’ expenses costing you a fortune?

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Author and Physician John Whitcomb, to share with us how giving our kids control of the money, can ultimately teach them the value of responsibility.

Click here to listen to Listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

ACA - Obamacare Deadline Jan 31st.

January 12, 2016

The January 31st Insurance Deadline under the Affordable Care Act ~ commonly known as Obamacare ~ is fast approaching!

Do you know all you should know?

Are you a little confused about the choices, coverages, and requirements?

Should you risk going uninsured?

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Health Insurance Professional Carrie Weyer, who breaks down the jargon, so we can make informed decisions.

Click here to listen to Listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Why Have Insurance?

January 5, 2016

Did you know that life insurance is not only affordable, but that it's more useful than you may think?

Are you aware that many different benefit options are available?

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Insurance Expert and Fox News Radio Contributor Danny O'Connell, who explains the possibilities from his first-hand experiences with hard times, and how insurance helped keep his family afloat.

Click here to listen to Listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Become Educated about Money

December 30, 2015

Money can make your life either better ... or worse.

What is your relationship with it?

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Ronco Johnson, Advisor, Author, and Inspirational Speaker.

Through his financial planning experiences with clients and professional athletes, he realized the need for public education and founded The Ronco Johnson Foundation for Financial Literacy.  Ronco shares with us why financial education is so important, how to leverage opportunities with any budget, and create a life and work environment that you’ll love!

Click here to listen to Listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Women's Educational Seminar ~ January 11th!

December 22, 2015

Heather Lindsley, of Woodmen Financial Resources, will be presenting a Women's Educational Seminar on Monday, January 11th, 1pm-6pm, at the Ashwaubenon Library:

Women & Money

Together we'll take a look at some of the unique financial challenges women often face, and then some of the steps women can take to take charge of their financial future.

Registration is Free; please sign up at the library, or by phone at 920-448-5872.

Heather specializes in the area of life insurance analysis, retirement planning and income as well as Medicare, and long term care. She brings a great perspective in understanding a client's financial situation, and is respected in the local financial professional community.

Heather has been in the financial services industry for more than 12 years. She is active in the financial service community, participating in Business Networking Institute (BNI), holding positions on the local and state boards of the National Association of Insurance and Financial Advisors (NAIFA), and is the current President of the Foundation for Insurance and Financial Education, Inc. (FIFE). She also holds a Series 6, 63, and 65 securities registration, and is a Registered Representative of Woodbury Financial Services, Inc.

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

 

Successful Retirement

December 10, 2015

What are the keys to a successful retirement?

Do you know how to turn assets into income?

What do you know about managing risk?

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Joe Jordan, a seasoned financial professional and founder of The Retirement Institute, to help answer these questions - and show us how to maintain a lifestyle-sustaining income in retirement.

Click here to listen to Listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

The Best Places to Retire

November 30, 2015

Where are the best places to retire?

What matters most to you

Climate?

Low property taxes?

Part-time employment opportunities?

The community?

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Financial Columnist Richard Eisenberg, to help us clarify and prioritize our wants and needs, so we can enjoy our Golden Years!

Click here to listen to Listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Retirement Re-Defined

November 23, 2015

How to Cover Your Bases --

How do you define retirement?

Do you have a plan to fund it?  There are so many options out there - the key is to pick one!

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Financial Gerontologist, Kelly Ferrin, who studies retirement, healthcare costs and the role of the family.  

With Kelly's help, you'll find out what to discuss with your financial professional so you can make sure your bases are covered.

Click here to listen to Listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

 

 

planning for future comfort and independence

November 17, 2015

No one wants to become a financial burden to their children, but how you can prevent that from happening?

The answer is in proper planning!

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Rob Horkheimer, Home Accessibility Consultant and Physical Therapist.

Rob discusses cost-effective home modifications, new technological advancements, and essential considerations that families on any budget can use to plan for future comfort and independence.

Click here to listen to Listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Centenarian's success

November 9, 2015

Secrets to Success from America's Wisest

Could You benefit from the collected wisdom of hundreds of years?  Quite Possibly, Yes!

Benjamin Franklin once said "Early to bed and early to rise, makes a man healthy, wealthy, and wise." Nobody understands truth of that statement better than centenarians.

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Dr. Steve Franklin, author of the book Celebrate 100: Centenarian Secrets to Success in Business and Life, to share with us the wisdom assembled from surveys of over 500 centenarians living across the United States. You'll hear their insights on managing money, enjoying and thriving at work, and living a successful, fulfilling life.

Click here to listen to Listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Aging Well!

November 2, 2015

Do You Have a Plan for Aging Well?

How do you imagine living your Golden Years? One of the keys to aging well, is having a plan in place to provide care and comfort during your later years.

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Jesse Slome, of the American Association for Long-Term Care Insurance, to discuss different ways you can plan now to enjoy flexibility and freedom in your future.

Click here to listen to Listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Plan Now to Avoid College Debt

October 26, 2015

Benjamin Franklin once said, “An investment in knowledge pays the best interest.”

Today, the average college student leaves with $30,000 in debt, and tuition is rising every year!

How can we help our younger generations invest in their future without a large burden of debt?

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Roger Michaud, of the College Savings Foundation, to discuss different approaches you can take to plan for your children’s or grandchildren’s educational opportunities in the future.

Click here to listen to Listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

The Art of Why

October 20, 2015

What drives our actions?

What role does uncertainty, habit, and a need for protection play in our decisions?

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Steve Luckenbach, financial advisor and author of the new book The Art of Why.

Steve discusses the “why” of our actions, so we can learn how take advantage of the way we think; in order to get the results we want.

Click here to listen to Listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

What's Happening With Healthcare?

October 13, 2015

Are you ready for healthcare annual enrollment on November 1st?

Between network providers, prescription coverage, premium rates and tax credits, there are a lot of pieces to consider.  We would all do well to learn what factors to examine, and how you can find a great fit when it comes time to update or change our plans.

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us client advocate and industry consultant Terry Frett, to discuss updates and trends in health insurance.

Click here to listen to Listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Economic Trends that could Affect Your Wallet

October 6, 2015

In our global world, our personal choices and finances are more connected than ever before.

How do current choices made by the millennial generation, and the financial situation in Greece and Europe affect our global economy?

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Gibran Nicholas, Real Estate Expert and Trend-Spotter, to explore some of the recent trends in the market that may have a financial impact for which we need to prepare.

Click here to listen to Listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Taking a New Look at Life Insurance

September 28, 2015

The landscape of life insurance has changed quite a bit over the past several years.

Are you aware of the many changes?

Do you understand how these changes impact your life and your future?

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Industry expert Jim Kerley, to discuss new research findings on how Americans can afford, use, and better understand life insurance. Learn about new things to consider when using life insurance as a tool for financial security while living, in your estate plan, and as a business owner.

Click here to listen to Listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Position Yourself for Financial Success

September 22, 2015

Is it possible to create financial certainty when facing an uncertain future?

With an unpredictable market, changing horizons of Medicare, social security and taxes... how can you prepare a bright financial future for yourself?

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Insurance veteran Van Mueller, to discuss how you can strategize for success.

Click here to listen to Listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

How to be sure you and your family don't lose everything

September 15, 2015

As the saying goes, "It's a tough world out there."

If you didn't wake up tomorrow, would your family be able to pay the bills?

Or, would they struggle to make ends meet, on top of dealing with the grief of losing a family member?

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Craig Wiklund, Senior Partner at Wiklund & Bond Financial Services, to share his heartfelt story of how he helped his dear friend and client build a meaningful plan to protect his family and business - just in time.

We can all learn from his example of how to cover our bases; in the case of the unexpected.

Click here to listen to Listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

The Importance of Life Insurance

September 8, 2015

Is Owning Life Insurance Worth It?

Did you know: 100 million Americans have no life insurance, and only 40% of those insured have their own individual policy?

In this week's episode of Real Wealth® WeeklyHeather Lindsley, of Woodmen Financial Resources, brings us Marv Feldman, CEO of LifeHappens.org.

As we observe Life Insurance Awareness Month, Marv will discuss the importance of life insurance and the resources made available by Life Happens.

Click here to listen to Listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Life Insurance ~ A Monthly Premium, or An Asset?

September 1, 2015

Do you consider insurance to be an asset, or just another premium you pay each month?

With life insurance, it is truly an asset - as long as your policy is in force, it will contractually pay a death benefit.

What if your need for life insurance isn't there anymore?

What if you can't afford the premiums, but still need some coverage?

In this week's episode of Real Wealth® WeeklyHeather Lindsley, of Woodmen Financial Resources, helps you explore some valuable alternatives to letting your life insurance policy lapse and losing that asset.

Click here to listen to Listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

How to Make The Most of Your Retirement Savings

August 25, 2015

Are You asking Yourself the Right Questions about Your Retirement Plan?  

Are you asking your Financial Advisor?

How much money should you be saving for retirement?

What’s the difference between a Roth IRA and a 401(k)?

What’s the best option for your financial situation and your tax bracket?

As an employer, what plan should you set up for your team?

In this week's episode of Real Wealth® WeeklyHeather Lindsley, of Woodmen Financial Resources, brings us Jim Silbernagel, CFP®, LUTCF, the originator and host of Real Wealth®, to explore your options for maximizing your retirement contributions.

Click here to listen to Listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Buying a House?

August 18, 2015

One of the biggest purchases you will make in your lifetime is your home.

Between the series of financing decisions, piles of legal paperwork, and the process of touring properties, it can be a lot to manage!

Do you have the right professionals on your team?

What needs to happen between making the decision to become a homeowner, and closing on a property?

In this week's episode of Real Wealth® WeeklyHeather Lindsley, of Woodmen Financial Resources, brings us Real Estate Expert Scott Stortz, to consider these and other critical questions to help you find your ideal home.

Click here to listen to Listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

One Thing That Schools are Not Teaching Your Kids

August 11, 2015

How do the tech-savvy millennial generation and the financial industry fit together?

As young consumers, aged 18-35, what should they consider when planning for a bright future?

In this week's episode of Real Wealth® WeeklyHeather Lindsley, of Woodmen Financial Resources, brings us Juli McNeely, President of the National Association of Insurance and Financial Advisors, to discuss the financial tools available to millennials, and how they can plan now to achieve their goals.

Learn what millennials might consider when choosing an advisor, and what resources they can use to empower themselves financially.

Click here to listen to Listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

The 529 College Savings Plan

August 4, 2015

A little bit of preplanning can help alleviate debt for students and open up financial options for the whole family.

Can you think of a better gift to offer future generations than education?

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us 529 College Savings expert Jeff Roche, to discuss the major advantages of 529 plans, their influence on taxes and student financial aid, and what costs can be covered by this financial tool outside of a classic 4-year degree.

Click here to listen to Listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Career Opportunities and Job Placement Tips

July 28, 2015

Are you:

Considering a new Field of Study?

Preparing for a Job Interview?

Looking for Career Advancement?

The employment landscape can seem daunting!

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Job Placement Coordinator Tom Sinsky, who advises students on the interview process at South Coast College.

Whether you’re a young adult just joining the workforce, or an established professional,you'll learn about the basic ingredients to success in today's ever-changing job market.

Click here to listen to Listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Do you know what is in your own financial "best interest?"

July 14, 2015

The Department of Labor has proposed a new regulation on the financial industry, requiring a three party contract that may bring unexpected consequences to the client.

What do the buzzwords "best interest" mean in legal terms, and how can the consumer become informed about these changes?

In this Special Episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Juli McNeely, President of the National Association of Insurance and Financial Advisors, as she discusses the possible impact of this new regulation on both the financial industry and the average American.

Click here to listen to Listen to this week's program.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Trusts, Wills, Powers of Attorney...

July 7, 2015

You may have created a will, but there are a few other critical documents to consider that people often overlook.

How well versed are you as to the advantages of, and differences existing among trusts, wills, and healthcare and financial powers of attorney?

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Attorney Rob Melick, who helps us to take a look at the power of putting these documents in place, and the protection they offer to family members -- during health events, and in your legacy.

Click here to listen to Listen to this week's program,

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

"There's no place like home!"

July 1, 2015

As we consider our futures, many people would prefer to stay in their home well into retirement and beyond.

It is essential to have a Long Term Care plan, whether that involves insurance, home remodeling for accessibility, or putting family support in place.

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Rob Horkheimer, a practicing physical therapist, accessibility consultant, and national instructor, as he discusses what to consider when putting together the pieces of a Long Term Care plan.

Click here to listen to Listen to this week's program

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Are You Linked In?

June 24, 2015

Have you checked out LinkedIn?

If not, you need to! As an employee or an employer, this networking site is full of tools for you. You can use it to find a new job, market your business, connect with the right people for prospecting - the possibilities are endless!

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us LinkedIn guru Wayne Breitbarth, who shares some tips on making the most of this powerful website.

Click here to listen to Listen to this week's program

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

The New Retirement Paradigm

June 16, 2015

In the 1800s, 65 was "old," and the life expectancy was 47years. Today, we are living decades longer.

It might be time to change the way we think about retirement.

What age do you consider to be "old?"

Instead of retiring cold turkey when you turn 65,why not think now about how you want to enjoy your Golden Years?

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Kelly Ferrin, Gerontologist, Author and Speaker, to discuss Life Planning; what you're retiring "into," is likely more important as what you're retiring from.

Click here to listen to Listen to this week's program

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

MAXIMIZING Social Security

June 10, 2015

Here's an Interesting Fact: Social Security workers legally aren’t allowed to tell you about a benefit you may be eligible for, unless you specifically ask!

Do you know the maximum benefits you’re entitled to with Social Security?

Do you know how much you can expect to receive from Social Security when you retire?

What changes if you’re a surviving spouse?

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Robin Mueller, educator and Social Security expert, with advice that can help you receive more from your Social Security benefits.

Click here to listen to Listen to this week's program

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Estate Planning: What to Do, and What Not to Do!

June 2, 2015

Celebrities have access to the best resources when it comes to financial and estate planning, yet they still make the same mistakes we make!  If you either don’t have a plan, or the plan you have is out of date, things can get messy -- quickly.

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Danielle and Andy Mayoras, husband-and-wife legacy expert attorneys who have lent their expertise to hundreds of media sources, including: ABC News, The Wall Street Journal, Forbes, Access Hollywood, and Entertainment Tonight. just to name a few.

You'll want to hear them discuss what the rich and famous are doing right and wrong when it comes to their wills and estate plans, including the stories of Marvin Gaye, Joan Rivers, Robin Williams and Paul Walker.

Click here to listen to Listen to this week's program

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Communicating with Millennials

May 26, 2015

According to a recent article by Psychology Today, "94% of college students say the top word to describe their life is 'overwhelmed.'" With Google, Facebook, smartphones, and apps, we can get answers instantly, and we're constantly connected.

Is it "too much?"

Is it "not enough?"

With Social Media, there is a lack of depth and authenticity, which makes it difficult for young adults to build meaningful relationships.

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Brian Flynn, Counselor and Coach to young adults of the Millennial Generation, who shares with us perspective on what we can do to pass on our values to the new generations, and to strengthen our own connections in a significant way.

Click here to listen to Listen to this week's program

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

How a 23 Year Old Survives Cancer

May 19, 2015

If you’re earning a paycheck, this week’s podcast is for you.

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Camille Snyder, who was a healthy, independent 23-year-old moving her way up in her sales career.

She couldn’t believe the doctors when they told her she had stage four cancer – she was young, healthy, a non-smoker… Cancer didn’t even run in her family!

Six months of savings got her through less than three months of expenses, and she was out of work for two whole years.

You will want to hear Camille tell her story of how she survived cancer both physically and financially.

Click here to listen to Listen to this week's program

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Free Prescription Medications

May 12, 2015

Have Marketplace Insurance High Deductibles left you wondering how you can afford both health care and the prescription medications you need?

Roughly 100 million Americans qualify for prescription drug assistance – are you one of them?

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Don Hansen of FreeRx, to talk about a program that provides low-income Americans with free prescription drugs.

Listen in to find out how to take advantage of this program, and receive your free prescriptions right at home, direct from the manufacturer.

Click here to listen to Listen to this week's program

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Managing & Reducing Your Biggest Expense

May 6, 2015

Income taxes are most Americans’ biggest expense, and many people overpay

Are there deductions of which you’re not taking advantage, because you’re not aware of them?

Are there deductions you’re not taking, simply because you don’t want to ‘raise a red flag’ for the IRS?

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Sandy Botkin, CPA and CEO of the Tax Reduction Institute, to share some of the most overlooked deductions, as well as to discuss the value of using a tax-tracking tool, which can make things much easier if you have to go through an audit, as well as ensures you are not missing out on any important deductions.

Click here to listen to Listen to this week's program

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Dealing with the Loss of a Spouse

April 30, 2015

The grief of losing a life partner is devastating, and dealing with finances is an added burden – especially if you were never really part of the “money conversation.”

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Kathleen Rehl, a widow herself, who has a passion to share her story with her “widowed sisters.” She’ll share stories and advice on:

How to cope with emotions

How to deal with financial pressures

and How to avoid financial missteps

If you know someone who is widowed, be sure to share Kathleen’s wisdom to help them through this difficult time.

Click here to listen to Listen to this week's program

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

2015 Tax Surprises

April 23, 2015

Tax regulations are changing drastically, especially with Obamacare, which is classified as a tax.

Were you surprised by your tax return this year?

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us CPA Larry Fortenberry, who has been counseling clients on tax returns and financial planning for several decades.

Larry fills us in on why your return may be different than what you expected, and what steps you can take to reduce your tax liability going forward.

Click here to listen to Listen to this week's program

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Critical Illness Insurance ~ Coming Soon to the U.S.A.

April 14, 2015

Dr. Marius Barnard is known for 2 things:

Performing the first successful heart transplant, along with his brother, Dr. Christian Barnard.

And, after witnessing the devastating financial impact on his patients, lobbying the insurance industry to create Critical Illness Insurance

Join Real Wealth® this week to learn why this insurance is popular in other countries, and will be soon in the United States.

Click here to listen to Listen to this week's program

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Budget Problems & Solutions

April 9, 2015

According to USDebtClock.org, as of March 2015, the US National Debt is over $18 trillion.

That comes out to be $154,112 of debt per taxpayer!

Let’s take into account unfunded liabilities, such as Social Security and Medicare – we’re in the red about $811,450/taxpayer!

Is there a plan to turn this around?

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Congressman Paul Ryan of Wisconsin, to give his take on what our options are, and why we need to act on this issue now before it gets worse.

Click here to listen to Listen to this week's program

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Breaking the "Money Silence"

March 31, 2015

How is your relationship with money as a couple?

Even if you love and trust your spouse to 'handle the finances,' not participating in the money conversation puts you in a vulnerable position if something were to happen to them.

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Wealth Psychology Expert Kathleen Burns Kingsbury, to share how to break through the 'Money Silence' and have a healthy relationship with your money and your partner.

Click here to listen to Listen to this week's program

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

New Regulations Bring New IRA Options & Incentives

March 26, 2015

Last July, the Treasury passed some new regulations that give incentive for people to do longevity planning with their retirement dollars.

Do You Know All that you Should Know about these new regulations and incentives?

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us one of the nation’s leading income planning experts, Curtis Cloke, to discuss some techniques on how to make your money last as long as you do in retirement.

Click here to listen to Listen to this week's program

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Huge Opportunities in the Financial Services Industry

March 17, 2015

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Professor John Gilliam, who heads up the Financial Services Department at Texas Tech University.

The Financial Services industry has Huge Opportunities for you:

10,000 Baby Boomers are Retiring every day.

Social Security isn’t sustainable.

Healthcare Costs are rising.

Americans need financial guidance now more than ever!

Dr. Gilliam offers you direction on the different career paths available in the industry, and how you can get involved.

Click here to listen to Listen to this week's program

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Our Country's Debt Problem

March 9, 2015

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Former US Comptroller General David Walker, who tells it like it is when it comes to our country's debt problem.

We are facing budget deficits, rising debt, doubtful Medicare and Social Security...

How can this be happening to the richest country in the world?

Click here to listen to David's hope and vision for the future of our country, and how you can help.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Explode Your Revenues With LinkedIn

March 3, 2015

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us LinkedIn guru Wayne Breitbarth, who shares some tips on making the most of this powerful website.

As an employee or an employer, this networking site is full of tools for you.

You can use it to find a new job

Market your business

Connect with the right people for prospecting

The possibilities are endless!

Click here to listen to This Week's Podcast.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

The April Surprise

February 23, 2015

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us health benefits expert, Terry Frett.

Do you know how the Affordable Care Act is going to impact you in 2015?

Are you going to be impacted by the “April Surprise” that could potentially cost many Americans hundreds, if not thousands of dollars?

You'll want to listen carefully, and take notes, while Terry shares the latest news regarding the Affordable Care Act.

Click here to listen to This Week's Podcast.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Your Auto and Your Home ~ How's Your Coverage?

February 17, 2015

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Auto and Homeowners Insurance Expert, Gretchen Evans, discussing the two ways to save on auto and home-owners insurance - Claim Time, and Premium Time.

Are you sure you have the best coverage for you?

Gretchen shares several ways that you can save on your auto and homeowners insurance without compromising your coverage.

Click here to listen to This Week's Podcast.

For more information, contact:

Heather Lindsley LUTCF
(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

“Riches to Rags” ~ It Happens....and Quickly!

February 10, 2015

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Don Chamberlin, Founder and CEO of the financial and tax planning firm The Chamberlin Group, based in St. Louis Missouri, who shares with us the tragic financial losses of such giants as...

“... Cornelius Vanderbilt, Joseph Pulitzer, and August Fruehart, the grandfather of this week’s guest. It seems impossible that these ultra-wealthy families could go broke in just a few generations! No matter how much money you start with, if you don’t understand how it works, you could lose it all...”

Don is a member of the Million Dollar Round Table’s (MDRT) elite Top of the Table. MDRT is the Premier Association of Financial Professionals, where members are recognized for their outstanding professionalism and knowledge in doing what’s best for their clients.

Today, you can learn from his mistakes as a 3rd generation heir to the family fortune.

Click here to listen to This Week's Podcast.

For more information, contact:

Heather Lindsley LUTCF
(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

“OK GOOGLE...”

February 3, 2015

It's become so much a part of our world, that most of us can hardly remember a time when we didn't “Google” whatever it was for which we needed information.

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Google Executive Darren Pleasance, who offers some answers to these questions:

What makes Google the #1 search engine in the world?

How has Google been able to create and innovate exponentially better than other businesses?

How are things like the Fitbit and the Self-Driving Car going to change the world as we know it?

Would You like to learn how to apply Google's principles to your own life, and achieve success?

Click here to listen to This Week's Podcast.

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833

(920) 499-8852

hlindsley@woodmenfinancial.org

woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Calling the Right Play, Before the Game's Over

January 28, 2015

According to a 2013 article by Wyatt Investment Research, more than 78% of NFL stars will file bankruptcy within five years. In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Ken Ruettgers, former NFL offensive lineman for the Green Bay Packers.

Ken founded a non-profit organization called Game’s Over, which helps professional athletes transition into retirement. Ken shares information with us today, that can help each of us to avoid making costly financial mistakes.

Click here to listen to This Week's Podcast

For more information, contact:

Heather Lindsley LUTCF
(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Inspiration Born of Experience

January 22, 2015

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Roger Sweaney, a cancer, epilepsy, and stroke survivor, who wants to help us to avoid what happened to him:

Roger survived three life-threatening medical crises, only to lose a prestigious six-figure-job, house, all financial assets, his children’s college fund and being abandoned by his spouse. Learn from Roger’s experiences, and learn how appropriate insurance coverage can make a world of difference.


Click here to listen to This Week's Podcast

For more information, contact:

Heather Lindsley LUTCF
(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Social Security: A Question of When & How

January 13, 2015

As we consider taking our Social Security Benefits, each of us need to be asking the right questions:

Do I know the maximum benefits I'm entitled to with Social Security?

Do I know how much yI can expect to receive from Social Security when I retire?

What changes if I'm a surviving spouse?

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Robin Mueller, an educator and Social Security expert, with advice that can help us receive more from our Social Security benefits.

Click here to listen to This Week's Podcast

For more information, contact:

Heather Lindsley LUTCF
(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

What Stops YOU from Saving for Retirement?

December 30, 2014

Assuming we live long enough, retirement will come, either by choice or by necessity. Are you saving enough so as to be adequately prepared?

You know you should be saving for retirement, but what is it that stops you?

Is it that you feel you don’t make enough money to save?

Is it that the amount you can save is so minimal, it’s not worth it?

After paying for necessities like new clothes and your phone, there’s nothing left?

In this week's episode of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources, brings us Simon Reilly, who coaches financial advisors and business owners, and has a proven track record since 1990 of helping others create more profit in less time.

Click here to listen to This Week's Podcast

For more information, contact:

Heather Lindsley LUTCF
(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Spending Time, or Investing it Wisely?

December 23, 2014

It has been said that many of us spend more time picking out a shirt or a blouse for the day, that we spend on actually preparing for the day.

A similar situation often arises when it comes to health insurance coverage.

How much time do you spend planning a vacation? If you spend about five hours, you’re like most Americans. Do you spend the same amount of time selecting the right health insurance plan? How much time would you spend on it if you knew there was a possibility to save an average of $750?

In this week's Real Wealth® Weekly podcast, Heather Lindsley, of Woodmen Financial Resources, brings us benefits expert, Chad Schneider, who provides us with valuable information about selecting the right health insurance plan.

Click here to listen to This Week's Podcast

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org
Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Are You Prepared for the Unexpected?

December 16, 2014

How a 23-Year-Old Survives Cancer Physically and Financially

In this week's Real Wealth® Weekly podcast, Heather Lindsley, of Woodmen Financial Resources, brings us the incredible story of Camille Snyder:

...a healthy, independent 23-year-old moving her way up in her sales career. She couldn’t believe the doctors when they told her she had stage four cancer – she was young, healthy, a non-smoker… Cancer didn’t even run in her family! Six months of savings got her through less than three months of expenses, and she was out of work for two whole years.

This week's show is a “Must Listen,” whether or not you think you're prepared for the unexpected.

Click here to listen to This Week's Podcast

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Managing the Financial Impact of Alzheimer's

December 9, 2014

Alzheimer's is a type of dementia that causes problems with memory, thinking, and behavior. Symptoms usually develop slowly, and get worse over time, becoming severe enough to interfere with daily tasks.

Did you know that more than 5 million Americans are living with Alzheimer’s Disease?

Every 67 seconds, another American is diagnosed.

Listen to Real Wealth® this week to learn the 10 signs of Alzheimer’s Disease, and what planning tools are available to help families protect their lifestyles and financial security when a healthcare issue like Alzheimer’s arises.

Click here to listen to This Week's Podcast


For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org

woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Main Street Philanthropy

December 2, 2014

When we work to leave a financial legacy to our children, we certainly intend our gift to be one that will be of lasting benefit.

We’ve all heard the classic “rags to riches” tales of the American Dream, but did you know that, according to a recent article by CNN.com, 90% of the time, a family’s fortune is gone by the third generation?

In this week's issue of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources , brings us Ryan Ponsford, a Financial Advisor and Co-Developer of “Main Street Philanthropy;” a program in which young people are taught how to be informed givers.

Sounds like important information for young people of all ages...

Click here to listen to This Week's Podcast

For more information, contact:

Heather Lindsley LUTCF
(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org
woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Do You Have The Vision to Succeed?

November 25, 2014

While each of us would certainly like to succeed, there are questions we need to answer before we can achieve real success:

What does success look like?

How does it make you feel?

What can you contribute to make that happen?

In this week's issue of Real Wealth® Weekly, Heather Lindsley, of Woodmen Financial Resources , brings us Porsche CEO Kevin Gaskell, who shares with us his philosophy on growing from Great to Greater.

Having taken Porsche from the brink of failure to over 500% growth in just four years, Kevin obviously knows something from which we can all benefit.

Click here to listen to This Week's Podcast

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org

woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

“Live Long, and Prosper!”

November 18, 2014

Many of us likely recognize those as the words of Mr. Spock – of Star Trek fame. In that context, the words were a greeting, similar to “Good Morning.”
In today's economy, we might well rephrase them into a question: “If you live long, will you prosper?

Heather Lindsley, of Woodmen Financial Resources, brings us this week's issue of “Real Wealth Weekly,” in which Dr. Greg Salsbury, author of Retirementology, discusses the topic “But What if I Live?

For more information, contact:

Heather Lindsley LUTCF

(920) 499-8833
(920) 499-8852

hlindsley@woodmenfinancial.org

woodmenfinancial.org

Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Introducing “Real Wealth Weekly”

November 5, 2014

Heather Lindsley, of Woodmen Financial Resources, has a great, new podcast service to share with you.

It's called “Real Wealth Weekly,” and features weekly and archived podcasts on a variety of financial topics, including:

Business

Economy

Education

Investments

Insurance

Retirement

Taxes
...And More

Check out “Real Wealth Weekly” today.

For more information, contact:

Heather Lindsley LUTCF
(920) 499-8833
(920) 499-8852
hlindsley@woodmenfinancial.org
woodmenfinancial.org
Woodmen Financial Resources
1234 S. Ridge Road, Green Bay, WI 54304

Business Owners and Self-Employment Tax ~ What You Need To Know

October 27, 2014

Among the many details to which an independent business owner must attend are taxes. And, for entrepreneurs, there's more than income tax and payroll tax.

Along with the independence of entrepreneurship comes responsibility and, for many business owners, that means paying self-employment tax (SE tax) in addition to regular tax. You are considered self-employed if you run your business either by yourself or with a partner. SE tax covers both Social Security and Medicare taxes, which wage earners also pay. Their taxes are deducted from their pay, and then matched by their employers, who handle payment to the IRS. Entrepreneurs like yourself are on your own.

...The IRS describes the federal income tax as a “pay-as-you-go” tax, which requires business owners like yourself to plan ahead. If you anticipate owing tax of $1,000 or more, you’ll need to estimate the amount and pay it throughout the tax year, typically in quarterly installments. So, if you are self-employed and do not have income tax withheld, you’ll need to pay estimated tax equal to 90% of your current-year tax liability or 100% of what you paid the previous year. If your AGI on last year’s return was more than $150,000, the percentage requirement increases to the lesser of 110% of last year’s tax or 90% of this year’s tax. Please bear in mind that failure to pay estimated taxes may result in penalties.

Heather Lindsley at Woodmen Financial Resources can help you navigate and understand the various taxes and regulations that may apply to your business.

To Contact Heather, Call 920-499-8833.

You may also contact Heath via emai at Heather L. Lindsley, LUTCF

Read More About Self-Employment Taxes

Do You Know Your A-B-Cs...and Ds of Medicare?

October 10, 2014

An important time of the year, “Open Enrollment,” begins on October 15th. During this time, Medicare participants have the opportunity to make choices and changes in their Medicare coverage and plans.

Are you looking for a lower premium?

Do you need prescription drug coverage?

Have your healthcare needs changed?

Heather Lindsley, a Registered Representative of Woodmen Financial Resources, reminds us:

Open enrollment period is the time to determine whether your current plan will cover your treatment, and what your potential out-of-pocket costs may be. If your current plan doesn't meet your health-care needs or fit within your budget, you can switch to a plan that may work better for you.

Determining what coverage you have now and comparing it to other Medicare plans can be confusing and complicated.

For assistance with Open Enrollment, and any of your other financial questions, you may contact Heather by calling 920-499-8833 x111, or (Cell) 920-609-7844, or via email at: hlindsley@woodmenfinancial.org

How much life insurance do you need?

September 8, 2014

Your life insurance needs will depend on a number of factors, including the size of your family, the nature of your financial obligations, your career stage, and your goals. 

 
 

The 2014 Social Security Trustees Report: What Does the Future Hold?

August 7, 2014

Every year, the Trustees of the Social Security Trust Funds release a report to Congress on the current financial condition and projected financial outlook of the program. This year's report, released on July 28, contains valuable information about the health of Social Security that may help you understand how your Social Security benefits might be affected. 

Woodmen Financial Joins The Network

July 11, 2014

Heather Lindsley with Woodmen Financial Resources has joined the GB News Network!

She specializes in the area of life insurance analysis as well as medicare, long term care, and retirement income. She brings a great perspective in understanding a client's financial situation and is respected in the local financial professional community. Heather has been in the financial services industry for more than 10 years. She has earned the Life Underwriters Training Council (LUTCF) designation. She also holds a Series 6 and 63 securities registration and is a Registered Representative of Woodbury Financial Services, Inc.

Woodmen Financial Resources is a full service financial services firm based in Green Bay, Wisconsin. We assist clients throughout the U.S. who want objectivity without any product/sales influence.
Our highest priority is to create value and financial confidence for our clients by offering the following comprehensive services:

  •   Portfolio analysis

  •   Asset Allocation design

  •   Investment management

  •   Insurance Planning

  •   Estate planning

  •   Retirement planning

  •   College funding strategies

We recognize that our clients lead active and complex lives. They understand that managing their investments is more complicated and time-consuming than ever before. They acknowledge that working with specialized investment professionals can provide them with a level of confidence.

Currently you are able to access a term life insurance quoting tool that allows you to shop the level of coverage you are interested in with the companies that you would like to do business with. All premiums from Preferred Plus to Sandard along the same row. No longer will you be shown only one premium, only to find out later you qualified for a higher premium. The specific underwriting guideline chart for each insurance company is available for you to review. This allows you to match the lowest premium that fits your profile based on the underwriting criteria used by the insurance company.

Once you decide on the insurance company, product, and amount you can apply online or contact Heather for help in completing the application. No matter what your needs are, we welcome the opportunity to serve you.

Welcome to the network, Woodmen Financial Resources, and thank you for all you do for our community!