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Search Results : Financial services

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The following listen on-demand podcasts matched your search results for: Financial services
Faith And Finance
Rob West
September 25, 2024
What Is a CKA? with Sharon Epps
Where there is no guidance a people falls but in an abundance of counselors there is safety - Proverbs At one time finding someone who shared your Christian values and could give you expert financial guidance was quite a challenge But today a nationwide network of Christian financial professionals fills that void Sharon Epps joins us today to explain What is a CKA Sharon Epps is the president of Kingdom Advisors FaithFi s parent organization Kingdom Advisors serves the broad Christian financial industry by educating and equipping professionals to integrate biblical wisdom and financial expertise The Origin of Certified Kingdom [... more]
Faith And Finance
Rob West
August 02, 2024
The High Price of a Home Purchase with Dale Vermillion
Home mortgage rates haven t gone through the roof in recent weeks that s the good news The bad news is that they re already pretty high Coupled with high home values it s an uphill climb for first-time home buyers Will it get easier anytime soon Dale Vermillion joins us today to talk about it Dale Vermillion is the author of Navigating the Mortgage Maze The Simple Truth About Financing Your Home This book covers everything you need to know about securing a mortgage all from a biblical perspective Current Mortgage Rate OutlookThe rates on a -year fixed mortgage [... more]
Faith And Finance
Rob West
April 25, 2024
Managing Chronic Financial Anxiety With Steve Cuss
The Playbook for Chronic AnxietyIt's generated by assumptions expectations false beliefs and false needs So if we can uncover false needs we can learn to die to them and relax into God's sovereignty This is a compelling way to grow in our relationship with faith We can use our anxiety triggers to open our souls up to God's presence What is an assumption you hold about yourself that's unreasonable If you're a perfectionist almost every assumption you hold about yourself is unreasonable Think about it When was the last time you looked at your work and said That was well [... more]
Faith And Finance
Rob West
November 09, 2023
Christian Financial Planner Update with Kurt Cornfield
Do you like helping people get their finances in order Maybe you have a gift for numbers A while back we broke the news about a whole new career field that's opening up the Christian Financial Planner Kurt Cornfield is here today to give us an update Kurt Cornfield is Associate Professor of Financial Planning at Liberty University He's also a Certified Financial Planner and a Certified Kingdom Advisor WHAT IS THE CHRISTIAN FINANCIAL PLANNER PROGRAM Seven Christian universities that have offered certified financial planner CFP programs are adding certified kingdom adviser content So students are learning what the Bible [... more]
Faith And Finance
Rob West
August 31, 2023
What To Ask a Financial Advisor
Without counsel plans fail but with many advisers they succeed Proverbs Well as you know we always recommend you look for a financial advisor with the Certified Kingdom Advisor Designation and you can do that by going to FaithFi com and clicking on Find a CKA When you do you'll also find a long list of questions you can ask potential advisors We're going to give you some of them today though because folks have been asking The first thing you should understand is that the type of advisor you're interviewing will determine what you ask And that only makes [... more]
CBS Sunday Morning
Jane Pauley
December 25, 2022
Good News, Home Videos, Italian Treat Made Behind Prison Walls
Hosted by Jane Pauley In our cover story David Pogue reports the good news headlines you may have missed in Also Grammy-winning superstar Lizzo gives Tracy Smith a tour of her new home Ramy Inocencio looks at the history of the song Amazing Grace Conor Knighton reflects on a childhood recorded on home video Seth Doane meets bakery workers who make an Italian treat behind prison walls And Andrea Bocelli and his children Matteo and Virginia join the Young People's Chorus of New York City in performing two holiday songs See Privacy Policy at https art com privacy and California [... more]
CBS Sunday Morning
Jane Pauley
December 11, 2022
Nancy Pelosi, Flavor Enhancer MSG, Resilience
Hosted by Jane Pauley In our cover story John Dickerson talks with filmmaker Alexandra Pelosi whose new HBO documentary is about her mother House Speaker Nancy Pelosi Also Lee Cowan visits with folk singer-comedians Tom and Dick Smothers Tony Dokoupil profiles singer-songwriter Charlie Puth Robert Costa talks with rapper and TV talk show host Killer Mike Allison Aubrey looks at the controversy over the flavor enhancer MSG See Privacy Policy at https art com privacy and California Privacy Notice at https art com privacy do-not-sell-my-info [... more]
CBS Sunday Morning
Jane Pauley
December 04, 2022
Twitter, Brendan Fraser, Child Welfare Services
Hosted by Jane Pauley In our cover story Luke Burbank looks at Elon Musk's chaotic reign since buying Twitter Plus Erin Moriarty examines how some families are being broken up in the name of protecting children Lee Cowan talks with actor Brendan Fraser about his acclaimed performance in The Whale And Robert Costa talks with Rep Jamie Raskin and The New Yorker's David Remnick about the impending January th Committee report See Privacy Policy at https art com privacy and California Privacy Notice at https art com privacy do-not-sell-my-info [... more]
CBS Sunday Morning
Jane Pauley
November 27, 2022
War Veteran, Squash, Mass Shootings
Hosted by Jane Pauley In our cover story David Pogue rides a submersible to the wreck of RMS Titanic Also John Blackstone sits down with Grateful Dead co-founder Bob Weir David Martin profiles a wounded Ukraine veteran who travels to the U S for a prosthetic leg Seth Doane talks with Italian tenor Andrea Bocelli who had recorded a Christmas album with his children Martha Teichner examines how mass shootings are being memorialized And Allison Aubrey meets a chef and a vegetable breeder who set out to create a better-tasting squash See Privacy Policy at https art com privacy and [... more]
CBS Sunday Morning
Jane Pauley
November 20, 2022
Eat, Drink and be Merry
Jane Pauley hosts our annual Food Issue Featured Luke Burbank on the highlights of cannabis cuisine Martha Teichner visits Le Bernardin chef Eric Ripert Tracy Smith talks with Linda Ronstadt about her memoir that celebrates family and food Ben Tracy examines how farmers are adapting to climate change Seth Doane visits pizza makers in Naples Holly Williams profiles a Ukrainian chef promoting his country's culinary culture Jim Axelrod on the rise of halal meats Elaine Quijano on the Filipino vegetable ube making inroads in America Mo Rocca meets the young proprietor of a landmark NYC butcher shop Kelefa Sanneh samples [... more]
CBS Sunday Morning
Jane Pauley
November 06, 2022
Crying in Public, Sylvester Stallone, Daylight Saving Time
Hosted by Jane Pauley In our cover story Jim Axelrod looks at the cultural shift over crying in public Plus Lesley Stahl talks with Steven Spielberg about his latest film the semi-autobiographical The Fabelmans Lee Cowan interviews Sylvester Stallone star of the new streaming series Tulsa King Tracy Smith sits down with Cameron Crowe who's turned his film Almost Famous into a Broadway musical David Pogue looks at the problems behind Daylight Saving Time See Privacy Policy at https art com privacy and California Privacy Notice at https art com privacy do-not-sell-my-info [... more]
CBS Sunday Morning
Jane Pauley
October 30, 2022
Jamie Lee Curtis, The Power of Love, Fighting Cancer
Hosted by Jane Pauley In our cover story Robert Costa looks at the threat posed by hundreds of Republican election deniers running for office Also Tracy Smith talks with actress Jamie Lee Curtis Norah O'Donnell joins U frontman Bono for a visit to the Dublin of his past Kelefa Sanneh meets a girl whose genetically-modified T cells beat cancer Seth Doane interviews British writer Ian McEwan about his new novel Lessons And remembering Jerry Lee Lewis one of the founding fathers of rock 'n' roll See Privacy Policy at https art com privacy and California Privacy Notice at https art [... more]
CBS Sunday Morning
Jane Pauley
October 23, 2022
Formula One Racing Comes to America and and Comedian Gabriel "Fluffy" Iglesias
Hosted by Jane Pauley In our cover story Kristine Johnson talks with Formula One racers about the sport's increasing popularity in the U S Also John Dickerson and Bob Woodward discuss the Washington Post reporter's conversations with former President Donald Trump now available in an audiobook Rita Braver interviews novelist John Irving Anthony Mason sits down with rocker Nathaniel Rateliff Tracy Smith talks with comedian Gabriel Fluffy Iglesias Martha Teichner explores the legacy of New York City urban planner Robert Moses and we look back at Ed Bradley's Minutes report on the murder of Emmett Till See Privacy Policy at [... more]
Finishing Well
Hans Scheil
October 22, 2022
Inherited IRA Update For 2023
Hans and Robby are back again this week with a brand new episode This week Hans and Robby discuss the update for inherited IRA's for the upcoming year Don't forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com Find us on YouTube Cardinal Advisors [... more]
CBS Sunday Morning
Jane Pauley
October 16, 2022
A Nation Divided?
Ted Koppel hosts our special broadcast exploring the ways in which America has drifted apart and how we can still come together Stories include Why some Oregonians want to move the border to become part of Idaho a visit to Teton County Wyoming home to the widest income divide in America conversations with musician-activist John Legend and TV producer Norman Lear a look back on our country's violent political history the polarization generated by talk radio and the corrosive effects of social media an examination of why blue collar jobs are stigmatized and a workshop held by Braver Angels a [... more]
Planning Matters Radio
Peter Richon
October 15, 2022
Financial Updates With Erin Kennedy & Peter Richon | Should You Take that Pension Buy Out Now?
Rising interest rates will cause lump sum pension buyouts to be significantly lower in That has a lot of pre-retirees wondering if they should be considering an early retirement Peter with Richon Planning walks through several important questions you should ask yourself before accepting that buyout Peter recommends to Erin Kennedy that you sit down with a trusted financial advisor who can help you create a plan that incorporates not only the value of your lump sum buyout but also factors in other income sources tax planning and your legacy goals There is no cookie-cutter answer to this question But [... more]
CBS Sunday Morning
Jane Pauley
October 09, 2022
Dwayne "The Rock" Johnson, Julia Roberts, John David Washington on Broadway
Hosted by Jane Pauley In our cover story Erin Moriarty looks at the influence of the consulting firm McKinsey amp Company Plus Jane Pauley interviews Oscar-winning actress Julia Roberts starring in Ticket to Paradise Tracy Smith sits down with Dwayne The Rock Johnson star of Black Adam Kelefa Sanneh talks with John David Washington making his Broadway debut in a revival of The Piano Lesson Conor Knighton profiles bluegrass guitarist Billy Strings Martha Teichner visits chef Erin French at her Maine restaurant The Lost Kitchen and David Pogue checks out the newly-renovated David Geffen Hall at New York's Lincoln Center [... more]
CBS Sunday Morning
Jane Pauley
October 02, 2022
Top Secret, John Stamos, CIA Museum
Hosted by Jane Pauley In our cover story David Martin delves into the classification of government secrets Plus Norah O'Donnell visits a museum of CIA spycraft Seth Doane talks with actress Cate Blanchett about her new film T r John Dickerson discusses with Maggie Haberman her new book about Donald Trump Confidence Man Tracy Smith profiles actor John Stamos Kris Van Cleave looks at the aftermath of Hurricane Ian See Privacy Policy at https art com privacy and California Privacy Notice at https art com privacy do-not-sell-my-info [... more]
Finishing Well
Hans Scheil
September 17, 2022
Life Insurance Tax Shelter
Hans and Robby are back again this week with a brand new episode This week Hans and Robby discuss using life insurance as a tax shelter Don't forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com Find us on YouTube Cardinal Advisors [... more]
Finishing Well
Hans Scheil
September 10, 2022
Lifetime Income Plan
Hans and Robby are back again this week with a brand new episode This week Hans and Robby discuss the sounds too good to be true but it is lifetime income plan Don't forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com Find us on YouTube Cardinal Advisors [... more]
Finishing Well
Hans Scheil
September 03, 2022
IRA Beneficiaries
Hans and Robby are back again this week with a brand new episode This week Hans and Robby discuss IRA beneficiaries Don't forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com Find us on YouTube Cardinal Advisors [... more]
Planning Matters Radio
Peter Richon
August 20, 2022
2022 EP0820 | Planning Matters Radio | Get To Know Peter Richon
Who is Peter Richon What is Richon Planning What is Planning Matters Radio Watch as Peter Richon owner of Richon Planning and Planning Matters Radio discusses who he is and what he stands for And along the way mention a few giggle worthy stories of his time as being a financial advisor fiduciary for many people and many places across the United States This is Planning Matters Radio hope you enjoy [... more]
Planning Matters Radio
Peter Richon
July 16, 2022
2022 EP0716 | PLANNING MATTERS RADIO | FINANCIAL CONFLICTS
Do you remember a time when the news anchor on TV told you what happened in the world and left it up to you to formulate an opinion In today's world it seems we have to view everything with jaded glasses do extra research to verify what we are told and gather other information from different sources just to draw our conclusion about what we can believe Tune in this week as Peter Richon discusses a few of the potential conflicts in today's financial world Contact Peter Richon at - or visit the website at https richonplanning com [... more]
Planning Matters Radio
Peter Richon
June 18, 2022
2022 EP0618 | Planning Matters Radio | ETFs vs Mutual Funds
You should never invest in something you don't understand which is why Peter with richonplanning and erinkennedy are breaking down the similarities and differences between Exchange Traded Funds or ETFs and mutual funds ETFs have become very popular recently and experts predict global ETF assets will total more than trillion by the end of But before investing in this growing trend Peter recommends you weigh the pros and cons of each by walking through these questions -How are they managed -How are they traded -What are the costs -What about Tax Efficiency If you'd like Peter's help determining which investment [... more]
Finishing Well
Hans Scheil
June 04, 2022
Revisiting MYGAS
Hans and Robby are back again this week with a brand new episode This week's show is all about revisiting MYGAS aka multi-year guaranteed annuity Hans and Robby go over the details and help you decide if this is what you need Don't forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com Find us on YouTube Cardinal Advisors [... more]
Finishing Well
Hans Scheil
May 28, 2022
IRA Beneficiaries And The Ten Year Rule
Hans and Robby are back again this week with a brand new episode This week's show is all about the new regulations for with IRA beneficiaries as well as a discussion on the ten year rule Don't forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com Find us on YouTube Cardinal Advisors [... more]
Finishing Well
Hans Scheil
April 30, 2022
The Standard Deduction For 2022
Hans and Robby are back again this week with a brand new episode This week's show is about taxes Hans and Robby has you covered when it comes to information and tips on the standard deduction for Don't forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com Find us on YouTube Cardinal Advisors [... more]
Planning Matters Radio
Peter Richon
April 28, 2022
Financial Literacy Month
Interest compounding inflation bonds FINRA annually tests the American public's knowledge of basic financial concepts Peter Richon of RichonPlanning discusses these topics as well as Traditional vs Roth IRA's the recent and upcoming Fed rate hikes and where you can get a secure interest on savings right now on this week's show [... more]
Finishing Well
Hans Scheil
April 16, 2022
Mult-Year Guaranteed Annuity
Hans and Robby are back again this week with a brand new episode This week's show is all about MYGA or multi-year guaranteed annuity Is this the right course of action for you and your loved ones This show has the information you seek to make that determination Don't forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com Find us on YouTube Cardinal Advisors [... more]
Finishing Well
Hans Scheil
April 02, 2022
Inheriting An IRA
Hans and Robby are back again this week with a brand new episode This week's show is all about what you can expect if you inherit an IRA What should you do first and what about the new tax laws Those questions and more will be answered so you've come to the right podcast Don't forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com [... more]
Finishing Well
Hans Scheil
March 26, 2022
IRA Money Used For a Hybrid Long Term Care Life Insurance Policy
Hans and Robby are back again this week with a brand new episode This week's title is a mouthful for sure Luckily you have Hans and Robby here to give you a mind full of information to help you make informed and educated choices Don't forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com Find us on YouTube Cardinal Advisors [... more]
Planning Matters Radio
Peter Richon
February 13, 2022
2022 EP0212 - Planning Matters Radio - Caring For Loved Ones
On this week's program Peter Richon addresses the financial protection we strive to offer our family through having a plan in place that takes into consideration the fact that we will not always be here to support them ourselves The plan and assets provide the support when we can't [... more]
Planning Matters Radio
Peter Richon
January 30, 2022
2022 EP0129 - Planning Matters Radio - 8 Retirement Tips For 2022
We all probably have a laundry list of things we look back on and could say we would have should have done things differently This is especially painful when it comes to our money This week Planning Matters Radio discusses some of the most common mistakes to hopefully help you avoid them [... more]
Planning Matters Radio
Peter Richon
January 23, 2022
2022 EP0122 Planning Matters Radio Top Concerns
What if I get sick injured or die While we hate to think of these mortal questions as financial issues they very much are These are only a couple of questions watch and see what Peter Richon has to say about it [... more]
Finishing Well
Hans Scheil
January 22, 2022
Long Term View of Care
Hans and Robby take a long term view at the types of concerns you may encounter as you get older We're talking things like heath care and finances for example Don't forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com Find us on YouTube Cardinal Advisors [... more]
Planning Matters Radio
Peter Richon
January 16, 2022
2022 EP0115 - Planning Matters Radio - Know Your Advisor
What are the most exciting or most disappointing moments I have experienced as an advisor This is just one of the many questions you can ask Peter Richon to find out answers to your questions just call at - [... more]
Finishing Well
Hans Scheil
January 01, 2022
It Take Three to Tango: Safety, Liquidity, and Growth
Hans and Robby and guest Tom Griffith discuss Safety Liquidity and Growth How do they relate to each other and which of the three is most important to your financial well being Don't forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com Find us on YouTube Cardinal Advisors [... more]
Finishing Well
Hans Scheil
December 25, 2021
Tax-Free Retirement Savings
Hans and Robby discuss tax-free retirement savings and the three different tax characterizations or situations your money might be in including a taxable account a tax deferred account or a tax-free account Don't forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com Find us on YouTube Cardinal Advisors [... more]
Finishing Well
Hans Scheil
December 18, 2021
Whole vs Term Life Insurance
Hans and Robby discuss the two different types of life insurance Term and Whole and specially what type you should have in retirement Don't forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com Find us on YouTube Cardinal Advisors [... more]
Planning Matters Radio
Peter Richon
December 05, 2021
2021 EP1204 PLANNING MATTERS RADIO - Identifying Opportunities
END OF YEAR PLANNING RMDs are usually a big end of year to-do This year they are not required but perhaps a conversation about tax planning should be happening instead Listen as Peter Richon discusses this topic and more on this week's episode [... more]
Finishing Well
Hans Scheil
November 20, 2021
New Required Minimum Distributions for 2022
With quickly approaching Hans and Robby go over some need to know details about new RMD's and RMD Levels Don't forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com Find us on YouTube Cardinal Advisors [... more]
Finishing Well
Hans Scheil
November 06, 2021
Money Ladder Strategies
Hans and Robby are talking retirement this week There is a lot to go over like annuities and so much more Don't forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com Find us on YouTube Cardinal Advisors [... more]
Planning Matters Radio
Peter Richon
October 28, 2021
2021 EP1023 - PLANNING MATTER RADIO
On this edition of the show Peter Richon discusses planning for withdrawals distributions and creating retirement income in an efficient manner [... more]
Finishing Well
Hans Scheil
October 23, 2021
The Estate Tax Wake-Up Call of 2022
Hans and Robby discuss the Build Back Better Bill what you need to know and how it might affect you if the bill is passed Don't forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com Find us on YouTube Cardinal Advisors [... more]
Finishing Well
Hans Scheil
September 18, 2021
Insurance to Stay in Your Home
We take a close look at the insurance that allows you to stay in your own home Don't forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com Find us on YouTube Cardinal Advisors [... more]
Finishing Well
Hans Scheil
September 11, 2021
Social Security Survivor Benefits
This week Hans and Robby go over social security survivor benefits and what all that entails Don't forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com Find us on YouTube Cardinal Advisors [... more]
Finishing Well
Hans Scheil
August 28, 2021
Medicare Naked
We're talking Medicare without supplemental insurance this week Don't forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com Find us on YouTube Cardinal Advisors [... more]
Finishing Well
Hans Scheil
August 21, 2021
Settle Matters Quickly: Bypass Probate
Avoid a long-drawn out process and learn how to bypass probate Don't forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com Find us on YouTube Cardinal Advisors [... more]
Planning Matters Radio
Peter Richon
August 08, 2021
2021 EP0807 Planning Matters Radio The Landon Podcast
Listen and learn as Landon Holland and Peter Richon talk about the basics of financials while Peter Richon a well-known fiduciary in the Raleigh area answers some questions during this episode hope you enjoy it [... more]
Planning Matters Radio
Peter Richon
July 27, 2021
2021 EP0717 - PLANNING MATTERS RADIO - THE DEBBIE BLOYD INTERVIEW
Peter Richon interviews DLB Mortgage CEO Debbie Bloyd to discuss the nation's housing market and signals for the economy we should be paying attention to [... more]
Planning Matters Radio
Peter Richon
July 27, 2021
2021 EP0717 - PLANNING MATTERS RADIO - THE DEBBIE BLOYD INTERVIEW
Peter Richon interviews DLB Mortgage CEO Debbie Bloyd to discuss the nation's housing market and signals for the economy we should be paying attention to [... more]
Finishing Well
Hans Scheil
July 24, 2021
Don't Risk It! Avoid Medicare Late Penalties
Medicare enrollment comes with a lot of deadlines and timelines paired with penalties and taxes if you miss these There is no reason to fear Medicare penalties and we can assist to determine if your group coverage is creditable Don't forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com [... more]
Finishing Well
Hans Scheil
July 03, 2021
Beginning with the End in Mind: Life Insurance
Begin with the end in mind Hans and Robby go over the difficult but necessary topic of life insurance for retirees Don't forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com [... more]
Finishing Well
Hans Scheil
June 26, 2021
Retirement Income: Buckets of Money
Hans and Robby discuss the Buckets of Income Strategy Don't forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com [... more]
Finishing Well
Hans Scheil
June 19, 2021
401K to Fund Long-Term Care
Hans and Robby discuss Hybrid Long Term Care Don't forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com [... more]
Finishing Well
Hans Scheil
June 12, 2021
Hybrid Long Term Care
Hans and Robby discuss Hybrid Long Term Care Don't forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com [... more]
Finishing Well
Hans Scheil
May 22, 2021
Income Tax: 2025 Sunset
Hans and Robby talk about current tax brackets and retirement planning under these parameters Don't forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com [... more]
Finishing Well
Hans Scheil
May 15, 2021
Estate Transfer On Demand
Hans and Robby talk about estate transfer on demand Don't forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com [... more]
Finishing Well
Hans Scheil
May 08, 2021
Income Riders
Hans and Robby talk about income riders this week and how they provide one of the only guarantees in making sure you don't outlive your money Don't forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com [... more]
Planning Matters Radio
Peter Richon
May 04, 2021
20 PLANNING MATTERS RADIO - CRYPTO & GOLD - COINBASE IPO GUEST JOSEPH GISSY
In this episode Peter Richon welcomes guest Joseph Gissy to discuss the recent COIN CoinBase direct listing and on the place of Cryptocurrency and Gold in a portfolio and how to invest [... more]
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