
Advertise on podcast: Planning For The Future
This podcast has
28 episodes
Language
EnglishPublisher
The Podcast Pro ShopExplicit
No
Date created
2020/02/04
Latest episode
2021/11/06
Average duration
32 min.
Release period
44 days
Description
Financial Advisors and Long Term Care Experts talk about tips and tricks to make your money work for you Tax Free.
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Check latest episodes from Planning For The Future podcast
Planning for the Future with Ron and Karen Dowling
2021/11/06
We sit down with Chicago Natives Ron and Karen Dowling of Dowling Legacy And Retirement.
Ron and Karen tell us how having a parent in long term care for over 20 years encouraged them to get in to Legacy and Retirement planning.
Planning for the Future with Philip White From Retirement Logistics Springfield MO
2021/08/12
Philip White joins us from Retirement Logistics out of Springfield Mo Philip talks to us about building strategies that best suits your family and situation. To get a Free Copy of Philips book
"Protecting Your Assets From Longterm Care" Call 417-408-8100
Planning for the Future with Bob Prousalis of PRL Financial in Boston
2021/08/12
Planning for the Future with Eric Lansford of Sound Financial Investments, Tacoma Washington
2020/11/05
Eric Lansford joins us from Sound financial Investments. Eric talks about how family and values effect the way you plan for long term care. Building strategies that best suits your family and situation. Learn how feeding your financial health is like a Hive. to get a free copy of Eric's book "Don't go broke in a nursing home." call 800-267-4969
Planning for the Future with Mitch McAbee of Dominion Capital Management
2020/09/28
Mitch McAbee joins us from Dominion Capital Management out of Oklahoma City. When it comes to long term care planning everything starts with a conversation so your advisor can learn about you and your situation to help you create the the plan the best suits your needs. For a Free copy of Mitch's book Call 405-400-9256
Planning for the Future with Greg DuPont of Dupont and Blumenstiel
2020/08/24
Greg DuPont Joins us, he is an Attorney and Author and a Health and Wealth Advocate. Being an attorney and a long term care and wealth management planner gives Greg a perspective that not every planner gets to deal with. from how to avoid probate to durable powers of attorney and how to create tax free money for long term care. To get a Free Copy of Greg's Book "Protecting your future with tax free long term care" call 614-356-8732
Planning for the Future with Micheal Greer of Greer Financial Group of Richmond Va
2020/08/23
Micheal Greer President of Greer Financial Group in Richmond Virginia joins us to talk about how long term care planning has changed, To get a free copy of Micheals Book "Tax Free Money for Long Term Care" call 804-427-7784
Planning for the Future with J. Barry Watts of Savingyoutaxes.com
2020/08/13
J. Barry Watts President of Savingyoutaxes.com joins us as we talk about the past present and future of planning for long term care. The bottom line is taxes will keep going up but there are ways to save money on them but it takes some planning. We also talk about how leaving a legacy for your family can come in many ways from money to memories. to get a free copy of J. Barry Watts book "Don't go Broke in a nursing home" call 417-429-2124
Planning for the Future with Brian Parker of Advanced Financial Concepts LA.
2020/08/07
Brian Parker of Advanced Financial Concepts in South East Louisiana joins us as we talk about how longterm care planning has changed. Brian has some great tips on how to convert your life insurance policies or existing annuities into tax free money for long term care. We also talk about what makes Louisiana a unique place to live.
Planning for the Future with The Wrezinski Advisory Group, Bloomington IL
2020/08/03
The Wrezinski Advisory Group joins us with over 70 years worth of experience in financial planning. We talk about educating clients and potential clients, we also learn what asset based long term care really means. We dig into how the interstate system has changed our decisions on how we plan for long term care and so much more.
Planning for the Future with Erin Sinclair of Sinclair Financial Solutions St. Louis Mo
2020/08/03
Erin Sinclair is the President of Sinclair Financial Solutions and the Author of the new book "Don't Go Broke in a Nursing Home The LGBTQ Edition." We talk about how long term care has changed and the challenges the LGBTQ community has faced over the years planning for the future as a couple. Erin has an energy and passion that is unmatched wether its helping people with longterm care planning or on the rugby field.
Planning for the Future Dana Trenchfield of Results Retirement & Wealth Management Miami FL
2020/07/16
Dana Trenchfield President of Results Retirement and Wealth Management joins us. Dana talks about why she got started in Long Term Care Panning and how educating people about todays programs can help keep your money safe.
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