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Yahoo! Finance: Joel Callagan Featured in “The 7 best questions to ask your financial advisor in the new year”

Joel Callagan

- CFP®, CEPA®, CLTC®, NSSA®

12/01/2025

3 minutes

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Joel Callagan, CFP®, CEPA®, CLTC®, NSSA®, Vice President and Financial Advisor at Wealth Enhancement, was featured by Yahoo! Finance in the article, “The 7 best questions to ask your financial advisor in the new year”  

Joel Callagan, vice president at Wealth Enhancement Group, recommended a first-quarter conversation with your advisor about giving strategies. "The One Big Beautiful Bill codified the changes in the Tax Cuts and Jobs Act that significantly changed the ability to deduct charitable giving," Callagan explained. Your advisor can identify when more aggressive strategies make sense, such as superfunding a donor-advised fund. 

Access the full article here: https://finance.yahoo.com/personal-finance/investing/article/questions-to-ask-a-financial-advisor-211901722.html?guccounter=1 

Head shot of Joel Callagan

Vice President, Financial Advisor

Los Angeles, CA

Joel launched his career in the financial services industry in 2014. As a Financial Advisor, Joel believes in empowering clients to feel in control of their financial futures. He tailors his advice for each client with creative financial planning and expertise that will help them achieve their long-term personal and financial goals. Married with a young son, Joel enjoys cooking, playing basketball and, more recently, pickleball in his free time. 

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