Peter Mallouk and his guest, Wealth Manager Dan Mathews, discuss how to manage the health insurance conundrum if you’re not working – and not yet Medicare-eligible. By planning, you can offset, at least partially, the financial impacts to your traditional healthcare benefits. Listen in as we explore these topics in the latest podcast episode.

Peter Mallouk and his guest, Wealth Manager Mike Giefer, discuss the roles of initiative and discipline in setting a firm financial foundation, and how starting young lets time work for you instead of against you. Listen in as we explore these topics in the latest podcast episode

Peter Mallouk and his guest, Wealth Manager Dan Mathews, separate FSA from HSA, and reveal how to get the most appropriate health insurance coverage for the lowest fixed cost. They also discuss the under-the-radar lifetime savings offered by an HSA. Listen in as we explore these topics in the latest podcast episode.

Peter Mallouk and his guest, Director of Financial Planning Jeff Stolper, discuss how earning interest on interest through the power of compounding builds savings. Though the concept is centuries old, the practice can work through anyone’s lifetime. Listen in as we explore these topics in the latest podcast episode.

Peter Mallouk and his guest, Tax Director Scott Hipp, discuss why income tax preparation should result from strategy, and not from form-filling. They explain that the client-preparer relationship should have year-round benefits and not just focus on an April 15-driven deadline. Listen in as we explore these topics in the latest podcast episode.

Peter Mallouk and his guest, Wealth Manager and Estate Attorney Ryan Dryer, discuss the opportunities and limits of asset gifting - and a commonly held myth. Though many people yearn to be generous, their overall financial plan is an important consideration before they act. Listen as we explore these topics in the latest podcast episode.

Peter Mallouk and his guest, Wealth Manager Jerrod Pearce, CFP®, CPA, discuss why an investment’s tax implications should be a consideration, but not a motivation. They share the dangers of “falling in love” with a particular holding, and how that can paralyze us from acting to create a long-term, diversified portfolio. Listen in as we explore these topics in the latest podcast episode.

Peter Mallouk and his guest, Wealth Manager Andrew Horsman, discuss the sense of honor and peace of mind that come with a multi-generation financial plan. Having family members on the same financial page strengthens relationships, leaving more time for “real talk” instead of transactional conversations. Listen as we explore these topics in the latest podcast episode.

Peter Mallouk and his guest, Managing Director Ryan Swartz, discuss how a needs-based portfolio can push back on the gravitational pull of a bear market. With bonds and alternate investments, investors can mitigate the double-whammy of depressed values and portfolio withdrawals during a down market. Listen as we explore these topics in the latest podcast episode.

Peter Mallouk and his guest, Estate and Business Planning Attorney Seamus Smith, share planning tools designed for thoughtful and protective asset management and distribution after an owner’s death. Staging beneficiaries’ access to assets over time provides protections from life’s temptations and vulnerabilities. Listen as we explore these topics in the latest podcast episode.