Wealth Management of the Carolinas, Inc

Wealth Management of the Carolinas, Inc Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Wealth Management of the Carolinas, Inc, Financial service, 1028 Lee-Ann Drive Suite 220, Concord, NC.

11/21/2022

Learn with Rodney Harris as they discuss why having a financial advisor is crucial to a solid
retirement plan and what their philosophies are when providing advice. We hope you enjoy this week's edition of Game Plan For Retirement and make sure to give Rodney Harris a call at (704)782-7233.

11/11/2022

Tune into 2022 EP0813 Taxes from Rodney Harris as he discusses how taxes can affect retirement. And casting the opinion of himself and many other advisors on what taxes may be doing in the future

https://lnkd.in/d5RqDFyW

08/13/2022

Tune in this week as Rodney Harris discusses taxes. How they can affect retirement. And casting the opinion of himself and many other advisors on what taxes may be doing in the future. Contact Rodney Harris at (704)782-7233 and visit the website at www.wealthmanagementcarolinas.com.

07/30/2022

Rodney Harris is founder of Wealth Management of the Carolinas. On this edition of Your Game Plan For Retirement, Rodney discusses your investments and the current market and economic environment. What should we be doing with our investments and retirement accounts? Rodney specifically addresses the concerns of those in or nearing retirement, a time where market downturns can be particularly impactful on your lifetime financial outlook. Rodney takes a fiduciary approach to setting up investment allocations and generate retirement income for his clients, and discusses that process and the available financial options to accomplish growth and income while reducing volatility on this edition of Your Game Plan For Retirement.

Tune in this week as Rodney Harris discusses one of the most critical topics for everyone: Income. Rodney Harris is a tr...
07/16/2022

Tune in this week as Rodney Harris discusses one of the most critical topics for everyone: Income. Rodney Harris is a trained Series 65, Investment Advisor Representative ready to answer any questions you have about creating income from your investments. Contact Rodney Harris at (704) 782-7233 to go over any questions you have or to get your plan examined. Wealth Management Of The Carolinas hopes you enjoy another edition of Your Game Plan For Retirement. https://www.wealthmanagementcarolinas.com/podcast

06/30/2022

How do we find solid financial information and guidance? Rodney Harris is a Series 65 Registered Financial Consultant addressing confusion in the financial world. Rodney Harris can help make sure your Game Plan For Retirement has you on the right track. To learn more call (704) 782-7233 or visit the website at https://www.wealthmanagementcarolinas.com/

06/23/2022

Current and economic conditions have savers and investors justifiably concerned about their financial future. Costs are higher, the market is lower, everything is getting more expensive while we are simultaneously losing money. How can we make sure that we are on track and making progress towards financial and retirement success. Rodney Harris discusses these issues and the approach he takes for clients at Wealth Management of the Carolinas on this week’s edition of Your Game Plan For Retirement.

Current stock market and economic conditions have savers and investors justifiably concerned about their financial futur...
06/18/2022

Current stock market and economic conditions have savers and investors justifiably concerned about their financial future. Costs are higher, the market is lower, everything is getting more expensive while we are simultaneously losing money. How can we make sure that we are on track and making progress towards financial and retirement success. Rodney Harris discusses these issues and the approach he takes for clients at Wealth Management of the Carolinas on this week’s edition of Your Game Plan For Retirement. https://www.wealthmanagementcarolinas.com/podcast

05/25/2022

Market volatility is a relatively common occurrence, so why does it catch savers and investors by surprise? More importantly, what should we do when we encounter periods of . Rodney Harris sheds light on why your answer to these questions need to be formulated well beforehand and how to view those volatile periods as your best .

Listen to this week's on opportunities amid volatility: https://www.wealthmanagementcarolinas.com/podcast/episode/32a885b2/2022-ep0521-rodney-harris-market-volatility

https://youtu.be/q8h4-g7dcPw

05/25/2022

continues through the month of May. The has reversed course and the market generally does not like change. Since 2008, the has been lowering interest rates and simultaneously buying trillions in US . They knew they were taking a risk with simulative policies and putting all this cheap liquidity out into the open market. To put it simply, money (liquidity) has been plentiful and cheap to access. Now, to try and battle the Fed is looking to remove some of the excess stimulus and make accessing money more expensive, and they are doing it pretty quickly.
We understand that market downturns and volatility can make you feel anxious. We welcome your questions and would be happy to talk through your concerns. Please call Rodney Harris with questions, or schedule a complimentary consultation.
https://www.wealthmanagementcarolinas.com/contact-us
Listen to or watch Rodney's full on market volatility:
https://www.wealthmanagementcarolinas.com/.../2022-ep0521...
https://youtu.be/q8h4-g7dcPw

Address

1028 Lee-Ann Drive Suite 220
Concord, NC
28025

Telephone

+17047827233

Website

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