
How Should I Be Invested?
We break down how to choose an aggressive or conservative portfolio using two factors that actually matter: when you’ll need the money and how you react when markets drop. You’ll hear why the same S&P 500 dip can be a di

Hosted by Cody Stansell · 🇺🇸 US · EN-US · 28 episodes
Established thought leaders with verified media credentials.
Welcome to the Stansell Wealth Planning Podcast, where faith and financial wisdom come together to help you build a prosperous future. Hosted by Cody Stansell, Owner and Senior Wealth Advisor, this podcast offers expert advice on financial planning for individuals, families, and business owners looking to create a life of purpose and fulfillment. In each episode, we cover a range of topics, including investment strategies, tax planning, retirement preparation, and wealth management—always rooted in integrity and Christian values. Whether you're beginning your financial journey or seeking to refine your approach, this podcast provides actionable insights and solutions to help you achieve lasting financial peace. Join us for practical tips, inspiring conversations, and thoughtful financial planning guidance. Ready to take the next step in your financial journey? Visit StansellWealth.com for a free consultation or call to start your path toward financ
Cody Stansell hosts Stansell Wealth Planning Podcast, a business show with 28 episodes published.

We break down how to choose an aggressive or conservative portfolio using two factors that actually matter: when you’ll need the money and how you react when markets drop. You’ll hear why the same S&P 500 dip can be a di

We break down how employee stock options actually work, from strike price and vesting to the moment taxes show up on your W-2. We also explain how exercise timing, holding periods, and cashless exercise can change your r

We break down RSUs, PSUs, and ESPP stock compensation so you understand what you own, when taxes hit, and what choices you actually control. We also share a practical framework for deciding when to sell, when to hold, an

We break down how to decide between paying off debt and investing, then lay out a clear plan for tackling multiple balances without losing momentum. Cody compares the snowball method and avalanche method with a simple sp

We break down why so many people feel like their home and auto insurance keeps climbing and what can actually be done about it. We talk with independent agent Micah LaBorde about how shopping works, why “bundle and save”

We break down what a brokerage investment account is and why it can be the most flexible place to invest surplus cash after you’ve handled the basics. We explain where it fits in a smart money order, how taxes work, and

We break down Medicare decisions that can stick for years, especially the choices you make when you first become eligible at 65. We also explain how Medicare fits into long-term retirement planning so you can reduce pena

We share an eight-step plan to turn a cash bonus into lasting progress, from tax clarity to smart spending, debt payoff, savings, and flexible investing. Along the way we bust withholding myths and show how to align your

We bring on CPA Sheilah Smith to break down the biggest 2026 tax updates and the real-world “gotchas” that trip people up during tax season. We also get practical about receipts, missing tax forms, business bookkeeping h

We explore how a secure digital vault can remove chaos from loss, protect families from financial friction, and preserve stories that define a life. Gerard Ibarra shares the personal event that led to building Keep It Sa

We break down what Trump Accounts are, who actually benefits, and why they function as retirement seeds rather than college funds. We compare them with 529 plans and plain brokerage accounts so you can choose the right t

We break down what truly drives mortgage rates, why Fed cuts don’t guarantee cheaper mortgages, and how to use timing, credit tiers, and smarter products to your advantage. Mason shares practical pre-approval timelines,

We unpack Roth vs pretax with clear rules of thumb, why Roth is a tax code not an account, and how RMDs can create a tax spike you don’t need. A real case study shows how targeted Roth conversions and a 50-50 balance can

If you couldn’t speak tomorrow, who would decide what happens—to your care, your kids, and your money? We sat down with estate planning attorney Janelle Creme to make sense of wills, trusts, and the documents that actual

New year, new leverage. We’re resetting your money with a simple 2026 playbook that trades vague goals for specific actions you can automate and track. We walk through how to crush consumer debt with clear timelines, bui

What Are Smart Ways To Pay Off All Your Debts? Feeling crushed under the weight of debt? You're not alone. The burden of financial obligations keeps countless Americans awake at night, affecting everything from their men

How Much Life Insurance Do I Need? Death and taxes may be inevitable but understanding exactly how much life insurance you need doesn't have to be complicated. In this eye-opening episode, Senior Wealth Advisor Cody Stan

Tax Planning 101: Strategies For Today And In The Future? Minimizing your tax burden requires more than just annual filing strategies—it demands a lifetime perspective on wealth management. In today's riveting discussion

What Does It Mean To Have A Fiduciary Financial Advisor, And Why Is It Important? Finding the right financial advisor isn't just about credentials—it's about connection, compatibility, and comprehensive expertise that al

How Much Should I Contribute To My 401(k) Or 403(b)? Ever wondered if you're putting too much—or too little—into your retirement accounts? This question plagues nearly every working adult, but the answer isn't as straigh
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Stansell Wealth Planning Podcast is hosted by Cody Stansell. The show is categorised under business and has published 28 episodes.
Stansell Wealth Planning Podcast has published 28 episodes.
Stansell Wealth Planning Podcast regularly covers business. It sits in the business category.
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Episodes of Stansell Wealth Planning Podcast average 20 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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