Email Us
Sign In
Email Us
Log In
Email Us

Wes Johnson on NPR: Creating a Solid Financial Plan

In today’s age of widespread and available information, Wes Johnson, CFP® says he continues to be amazed at the misconceptions and mistakes he uncovers regarding a financial plan. Click the link below to listen to the replay.

[link_button link=”https://www.southcarolinapublicradio.org/post/creating-solid-financial-plan” size=”large” color=”#0D4F8B” align=”left”]LISTEN TO THE REPLAY [/link_button]





Wes Johnson, CFP®


“A full-fledged financial plan will take into account all aspects of your household finances. A plan starts with setting goals – for example, paying for college, paying for a wedding, setting a travel budget, setting realistic income goals for retirement that factor in inflation. Inflation may not be a huge deal if you’re 70 years old, but if you’re in your 40’s, inflation will have a huge impact on your financial plan.” —Wes Johnson, CERTIFIED FINANCIAL PLANNER™. Click here to learn more about Wes.

Click here to listen to the full South Carolina Business Review radio interview.







Contact Us

Please feel free to contact us any time with questions, or to request more information.

[contact-form-7 id=”6264″ title=”Contact page contact form”]

 

[hr width=”1px” color=”#A9A9A9″ style=”dashed”][/hr]

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual security. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing. Economic forecasts set forth may not develop as predicted. All performance referenced is historical and is no guarantee of future results. Indexes are unmanaged and cannot be invested into directly.

Get the Weekly Market Commentary by Email

Short insights, once a week—no spam, unsubscribe anytime.

* indicates required

Read More Recent Insights

Weekly Bottom Line

Kevin Warsh takes the helm of the Federal Reserve after his nomination was confirmed by the Senate this week. Inflation spiked in April, with CPI up 3.8% year-on-year, as higher energy prices filtered through the economy. This in turn weighed on retail sales during the month, with real sales down

Read More »

Energy Shock Expected to Hit Prices Harder Than the Economy

Headlines surrounding the Middle East have dominated investor attention since late February. While uncertainty remains elevated, diplomatic negotiations have supported equities, even as fixed income and commodity markets continue to reflect potential risks. Recent economic data suggest the U.S. economy muddles on, though supply chain disruptions, higher shipping costs, and

Read More »

May 2026 Market Update: Strong Stocks, Modest Bonds

April was a strong month for stocks and a more modest month for bonds. Because portfolios generally include a mix of both, results were positive overall for many allocations, but varied depending on how each portfolio is structured.
In this month’s update, Doug walks through the market drivers behind those results and how to think about what you may be seeing across your accounts. It’s a helpful reminder of how different parts of a portfolio can behave in different environments—and why allocation matters.

Read More »