The Financial Edge Podcast by Dixon & Company Wealth Managment, LLC

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The Financial Edge Podcast by Dixon & Company Wealth Managment, LLC Sharpening our listeners' money mentality by helping them develop stronger financial habits.

Happy Thanksgiving from our families to yours!
23/11/2023

Happy Thanksgiving from our families to yours!

Thankful Thoughts
03/11/2023

Thankful Thoughts

Things to be thankful for
27/10/2023

Things to be thankful for

Now is the time to start planning!
23/10/2023

Now is the time to start planning!

We're excited to meet you!
18/10/2023

We're excited to meet you!

We're here to help with those budgets!
16/10/2023

We're here to help with those budgets!

Always good to see our friend Eric at Hawthorne Barber Shop
15/05/2023

Always good to see our friend Eric at Hawthorne Barber Shop

Congratulations to our new Financial Advisor Zach Baker.
06/04/2023

Congratulations to our new Financial Advisor Zach Baker.

Our hosts of the Financial Edge Podcast are Tyler Schweigert and Ben Shamberger. Be on the lookout for their intros late...
03/04/2023

Our hosts of the Financial Edge Podcast are Tyler Schweigert and Ben Shamberger. Be on the lookout for their intros later this week!

Lets get you started on the Retirement Roadmap!
31/03/2023

Lets get you started on the Retirement Roadmap!

Help us wish Zach Baker a very Happy Birthday!Happy Birthday Zach, we're thankful for all you do for us and our clients!
27/03/2023

Help us wish Zach Baker a very Happy Birthday!

Happy Birthday Zach, we're thankful for all you do for us and our clients!

24/03/2023
Ben and I had a great lunch as always at Xcaretgrillcantinaws
21/03/2023

Ben and I had a great lunch as always at Xcaretgrillcantinaws

Had a great turnout at the Ragsdale YMCA sharing some info on "budgeting for retirement" and all it's different aspects,...
15/03/2023

Had a great turnout at the Ragsdale YMCA sharing some info on "budgeting for retirement" and all it's different aspects, including Life Insurance, Long Term Care, Investment Management, Social Security Benefits and more!

Devoted Health
The Elderlaw Firm - Greensboro, NC Elder Law Attorneys
SilverSneakers

We had such a great time at Forsyth Humane Society filming the latest episode of the Financial edge Podcast, keep an eye...
14/03/2023

We had such a great time at Forsyth Humane Society filming the latest episode of the Financial edge Podcast, keep an eye out soon for the episode to drop.

If you'd like to review yours, let us know!
13/03/2023

If you'd like to review yours, let us know!

We had a great time this morning at the Ragsdale Mary Perry Family YMCA giving a seminar on "how to be smart with money"...
08/03/2023

We had a great time this morning at the Ragsdale Mary Perry Family YMCA giving a seminar on "how to be smart with money"
We even had some nice goodie bags 😀
Keep an eye out for the schedule of where we will be doing our next seminar.

Mary Perry Ragsdale YMCA

It's important to get into the habit of looking at your accounts daily. This will help you recognize trends, keep up wit...
03/03/2023

It's important to get into the habit of looking at your accounts daily. This will help you recognize trends, keep up with how much you have left, help make sure you're sticking to your written budget, etc.

Simple, obvious principle to understand. . .way harder to follow. We can help get you organized so you can implement thi...
27/02/2023

Simple, obvious principle to understand. . .way harder to follow.

We can help get you organized so you can implement this.

Go out and Support our friends over at Forsyth Humane Society for
22/02/2023

Go out and Support our friends over at Forsyth Humane Society for

The Financial Edge Timeline This is used to determine where you are and what your next step should be. Let us know if yo...
21/02/2023

The Financial Edge Timeline

This is used to determine where you are and what your next step should be. Let us know if you'd like to chat about where you are on The Financial Edge Timeline.

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Opening Hours

Monday 09:00 - 16:00
Tuesday 09:00 - 16:00
Wednesday 09:00 - 16:00
Thursday 09:00 - 16:00
Friday 09:00 - 16:00

Telephone

+13362458626

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