Financial Education is Empowering
We believe financial education is empowering. Empowerment leads to Financial Peace of Mind.
Our goal is to have the most educated client base on topics related to personal finance. We have strong working partnerships with our clients to keep them well informed. To support financial education, our videos offer an easily accessible and convenient way to stay "In the Know" on important financial topics.
Please feel free to email us at firstname.lastname@example.org with your ideas for new topics!
Please Note: No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Washington Wealth Advisors is engaged, or continues to be engaged, to provide investment advisory services. See additional Washington Wealth Advisors disclosures.
Initial Consultation with WWA - It's Complimentary!
Learn more about what to expect at a WWA initial consultation from Managing Partners Maura Schauss, CFP® & Todd Youngdahl, CFP®. Spoiler alert - it's not as overwhelming as you may think!
Your Financial Independence, How to Get There & How We Help
Founder & Managing Partner Maura Schauss, CFP® and Managing Partner Todd Youngdahl, CFP® share all you need to know to begin the journey towards your very own financial independence/retirement.
Learn About 'Fee-Only' & Why It Is Important to Consider When Choosing a Financial Planner
Washington Wealth Advisors is a ‘Fee-Only’ financial firm. Learn why this is important to our clients from our Managing Partners Maura Schauss, CFP® and Todd Youngdahl, CFP®.
A Certified Financial Planner® (CFP®) Credential & Best Interest of Clients
Tune in to Managing Partners Maura Schauss, CFP® and Todd Youngdahl, CFP® to learn why Washington Wealth Advisors was built on the premise that our advisors hold their CFP® credentials.
Our Clients - Who We Work with Most Often
Our clients put time into identifying goals and working with us to align their financial strategy with those goals.
Health Savings Account (HSA) Overview
Managing Partners Maura Schauss and Todd Youngdahl discuss the benefits of a having a Health Savings Account (HSA) plan that could be advantageous to you if you meet the certain eligibility requirements.
Backdoor Roth IRA - An Overview by the Washington Wealth Advisors Team
A Roth IRA is a great retirement savings vehicle with multiple tax benefits. However, income limits exist where yours may be too high to contribute directly to one.
How Your Taxable Savings and Investments Affect Your Tax Return
Welcome to tax season! Join us as we highlight how your interest, dividends, and capital gains impact your tax return each year.
'Financial Terms Explained' Playlist
Our WWA team provides a quick overview of commonly used financial terms you may hear when working with a financial planner. Refresh your understanding and share with friends & family who are beginning their own financial planning journey.
Charitable Giving and Donor Advised Funds
If you consistently give to charities and want to minimize your tax liability, a donor-advised fund might be the answer. Tune in to learn more from Founder & Managing Partner Maura Schauss, CFP®.
Insurance Considerations at Each Life Stage
Managing Partner Todd Youngdahl, CFP® shares the various types of insurance plans to consider at each life-stage in order to protect your hard-earned income and assets.
Indexes & ETFs in Your Investment Strategy
Founder & Managing Partner Maura Schauss, CFP® and Managing Partner Todd Youngdahl, CFP® discuss Index Funds and ETFs and how they may benefit your investment strategy.
What is a Fiduciary and Why Does it Matter?
Founder & Managing Partner Maura Schauss, CFP® defines Fiduciary and why it matters when evaluating financial advisory firms. Fiduciaries are independent and put the needs and best interests of the client first and foremost.
The Benefits of a Roth IRA
Managing Partner Todd Youngdahl, CFP® discusses a Roth IRA, its benefits and considerations. A great account option to review to see if it could or should be used in your retirement planning.
Why We Started Washington Wealth Advisors
Managing Partners Maura Schauss, CFP® and Todd Youngdahl, CFP® share why they created Washington Wealth Advisors - an independent registered investment advisory firm.
WWA Investment Philosophy
Managing Partners Todd Youngdahl, CFP® and Maura Schauss, CFP® share WWA's investment philosophy when working with clients.