Jun 16, 2022
If you’ve ever wanted to know more about fixed index annuities, today’s show is for you. We have a special guest who explains what they are, why they can help you, and how they offer stability and reliability.
TIMESTAMPS:
0:28 – Meet Rebecca
1:05 – Allianz
2:50 – Innovation
6:42 – Index thought...
Jun 2, 2022
Clients often come to us with tax questions, so we decided to hire a tax advisor last year that is available to our clients year-round. Today he’s sharing his top tax tips with you.
TIMESTAMPS:
0:32 – Meet Chris Pepper
3:13 – Tax preparation process
5:19 – Chris’ work history
7:08 – Tax returns
7:57 –...
May 19, 2022
Medicare typically begins at age 65, but you need to know how it works long before then. On today’s show, we’re talking with our in-house Medicare specialist about all the things you need to know about this important topic.
TIMESTAMPS:
0:33 – Meet Julie Kovacevich
1:58 – How to qualify
3:15 – Parts A, B and...
Apr 21, 2022
We get so many questions from clients about long-term care options we decided to have a long-term care expert on today’s show. She’ll share some common misconceptions and what you need to know about your future care plans.
TIMESTAMPS:
1:33 – It won’t happen to me
4:18 – My family will take care of me
7:01...
Apr 7, 2022
If you want more of your hard-earned money to go into your family’s pockets instead of to the IRS, today’s show is for you. We’ll explain why you should try an IRA Trust Trilogy.
TIMESTAMPS:
0:28 – IRA trust trilogy
1:45 – Stretch IRAs
3:46 – SECURE Act
4:55 – Three trusts
6:26 – Taxes are due
6:56 –...