Articles by Chad Waddoups

Chad is the Vice President of Wealth Management where he oversees a team of advisers providing financial guidance to members of Mountain America Credit Union. Chad earned an MBA from Brigham Young University (BYU) and is a Chartered Retirement Planning Counselor (CRPC).

With years of experience in the financial sector, Chad has been invited to speak at various conferences and industry events and enjoys providing informative content on a range of financial topics.

At the core of Chad's philosophy is a commitment to the success and well-being of members of his team and of the clients they serve.

In his free time, Chad enjoys boating, motorcycle riding, running and spending time with his wife and five wonderful children.

Latest articles by Chad Waddoups

A multigenerational family having dinner together outside.

How to Support Multiple Generations in Your Family Without Gutting Your Own Future

You may be helping aging parents with medical expenses and adult children with living costs. How to care for your family without sacrificing your retirement.

How AI Can Enhance Retirement Planning for Clients and Advisers

AI helps clients have informed retirement planning conversations with advisers. It can also rapidly handle technical work, freeing up an adviser's time to talk.

By Chad Waddoups
Your Employer Doesn't Offer a 401(k)? That's Not a Dead End

Although millions of Americans don't have access to a 401(k), there are plenty of other ways to save for retirement. And the sooner you start, the better.

By Chad Waddoups