When it comes to health savings, it can feel like there’s too many options to choose from. In this episode we’re examining the differences between FSAs and HSAs and the investment opportunities these accounts can provide, including potential tax savings.
Could securing a stable income for life be as simple as understanding annuities? If the thought of tax deferral and safeguarding your principal has ever crossed your mind, this is the conversation for you. We’re not holding back as we address the biggest concerns you might have, from the fear of losing control of your funds to the possibility of not living long enough to reap the benefits.
In my 38 years of experience, I’ve noticed a distinct difference in how DINKs and SINKs approach their assets. Unlike individuals planning for generational wealth transfer, DINKs and SINKs often focus on maximizing the use of their wealth during their lifetimes.
It’s not just about saving for retirement; it’s about strategically preparing for the lifestyle changes and financial realities that come with it.
Are you living a DINK (Double Income, No Kids) or SINK (Single Income, No Kids) lifestyle? Our latest podcast episode dives deep into the unique financial strategies and considerations for individuals and couples without direct heirs.
How can we navigate the complexities of asset allocation in financial planning, to balance the rate of return, savings, and time to reach financial goals? That’s just one topic we’re covering in our latest podcast episode, all about setting your new year up for financial success.
We’re back with the Ask The Planman podcast, and in Episode 52 get ready to unlock a whole new dimension of financial planning with our special guest, Mel Lieber, a seasoned premium finance specialist.
Introducing Lisa, the brains behind I-Date Money and a wealth activator, who is transforming the financial landscape with her unique approach to money management (and today’s podcast guest).
Ever wondered how to grow your personal brand successfully? Well, in Episode 50 of “Ask The Planman,” I had a chat with the infamous Brad Lea, a guy who knows a lot about business and branding (because, spoiler, he’s had quite a bit of success in both of those areas). Inside this episode, we talked about all the ways you can build your personal brand confidently.
Does health insurance truly make people healthier? Join us as we explore the potential impact of health insurance on health outcomes and behaviors, unraveling the connection between coverage and well-being. Let’s uncover the truth behind the role of health insurance in fostering a healthier society.
