Author: Chad Wotton

Video

Windfall Strategies in Retirement

Chad Wotton

Experiencing a sudden financial windfall, whether it’s from inheritance, winning the lottery, or a bonus, can evoke a mix of emotions. While it’s exciting, it can also feel overwhelming to decide what to do with the money. This video explores key considerations for managing such windfalls effectively.

Categories: Education

Building Generational Wealth With Hard Assets

Chad Wotton

Generational wealth is the idea of building wealth that can last for several generations, allowing you to create a legacy for your family and provide financial security for future generations. One of the most effective ways to build this type of wealth can be through investing in hard assets that…

Categories: Family, Major Life Purchases
Video

3 Ways Gratitude Can Impact Your Money Mindset

Chad Wotton

In today’s video, we’ll share five strategies that can help boost your retirement savings. Keep in mind, each of these strategies may not align perfectly with your financial goals. So, if you have questions, don’t hesitate to seek advice from a financial advisor.

Categories: Education
Video

Teaching Financial Independence

Chad Wotton

Making the transition from High School to college involves making several very key important financial decisions . It’s important to teach your child the impact of financial loans on their future and how to make smart financial decisions while in college.

Categories: Education
Video

Timeless Principles of Investing

Chad Wotton

Changing your investment strategy mid-stream will most likely have a detrimental impact on your results. Focus on what you can control when it comes to your investments. Don’t just think long term; act it too.

Categories: Education

Buying a Boat and Staying Afloat

Chad Wotton

Is owning a boat on your horizon? Do you see yourself paddling a canoe, piloting a motorboat, or perhaps helming a sailboat? Of course, it would be easier and more affordable to pop a canoe on top of your car other than maintaining a moored boat in a popular summer…

Categories: Major Life Purchases

Did You Know? Part V

Chad Wotton

We are back again with the fifth installment of the “Did You Know?” blog series, sharing unique facts about Gainplan. Hopefully some of these will come as a surprise to you as you are reading along!

Categories: Gainplan Facts