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Cornerstone Retirement Blueprint Podcast

Join your host Jammie Avila as he shares his thoughts on a wide variety of financial topics surrounding retirement strategy, investment management, tax planning and more!

Jammie Avila is the managing partner and co-founder of Cornerstone Wealth Management with offices in Las Vegas and Henderson, Nevada.

Get more information at www.cornerstonevegas.com or by calling 702-252-5252.

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 –...