Cornerstone Retirement Blueprint Podcast

If you’ve ever wanted to know more about fixed index annuities, today’s show is for you. We have a special guest who explains what they are, why they can help you, and how they offer stability and reliability.

 

TIMESTAMPS: 

0:28 – Meet Rebecca

1:05 – Allianz

2:50 – Innovation

6:42 – Index thought capability

9:43 – Volatility-controlled indexes

13:00 – No additional fees

 

MORE INFORMATION: 

https://www.cornerstonevegas.com/cornerstone-retirement-podcast/

Clients often come to us with tax questions, so we decided to hire a tax advisor last year that is available to our clients year-round. Today he’s sharing his top tax tips with you.

 

TIMESTAMPS: 

0:32 – Meet Chris Pepper

3:13 – Tax preparation process

5:19 – Chris’ work history

7:08 – Tax returns

7:57 – What to bring

8:59 – Changing tax laws

10:30 – Withholdings

13:00 – Client questions

14:33 – Capital gains

18:10 – Write-offs

20:05 – Side businesses

 

MORE INFORMATION: 

https://www.cornerstonevegas.com/cornerstone-retirement-podcast/

Medicare typically begins at age 65, but you need to know how it works long before then. On today’s show, we’re talking with our in-house Medicare specialist about all the things you need to know about this important topic.

 

TIMESTAMPS: 

0:33 – Meet Julie Kovacevich

1:58 – How to qualify

3:15 – Parts A, B and D

4:52 – Deductions

6:59 – Medicare plans

10:09 – Choosing your doctor

11:20 – How to enroll

14:30 – Saving money on prescriptions

17:44 – Medicare commercials

18:55 – When to sign up?

20:42 – Review Medicare?

 

MORE INFORMATION: 

https://www.cornerstonevegas.com/cornerstone-retirement-podcast/

At Cornerstone, we have a lot of different services to help clients with investing. Today we’re talking about investment planning and the self-storage real estate market. Our guest is Rigo Medina, Senior Regional Vice President at Pacific Oak Capital Markets.  

TIMESTAMPS: 

2:40 – Rigo’s background

3:54 – Self-storage portfolio

5:23 – Institutional and retail investors

9:02 – Big box companies vs. mom and pop

14:05 – Lifestyle changes

 

Connect with our guest: https://www.linkedin.com/in/rigo-medina-65406747/ 

 

MORE INFORMATION: 

https://www.cornerstonevegas.com/cornerstone-retirement-podcast/

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 – When to start planning

8:32 – Different types of long-term care

9:38 – Alternative plans

15:45 – Big news out of Washington state

20:09 – Asset-based long-term care

 

MORE INFORMATION: 

https://www.cornerstonevegas.com/cornerstone-retirement-podcast/

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 – Special needs children

9:23 – Giving children more income

13:45 – A lifetime strategy

15:09 – A sacred asset

 

MORE INFORMATION: 

https://www.cornerstonevegas.com/cornerstone-retirement-podcast/

Today we’re talking about a topic that clients ask us about a lot – what is a charitable remainder trust? How does it work? How can it benefit you? We’ll share the answers in today’s show.

 

TIMESTAMPS: 

0:41 – What is a charitable remainder trust?

2:25 – Difference between donor-advised fund

3:02 – How it works

6:30 – Capital gains taxes

7:45 – Selling a business

10:19 – Tax benefits

13:52 – Leaving money to children

17:00 – Leaving 10%

 

MORE INFORMATION: 

https://www.cornerstonevegas.com/cornerstone-retirement-podcast/

Today we’re talking about a donor-advised fund. Find out how this niche charitable planning technique has helped some of our clients and could help you, too.  

 

TIMESTAMPS: 

1:27 – Donor-advised fund

4:15 – Bunching

7:42 – Why use this technique

8:40 – Super bunching

10:30 – Growth

11:42 – Highly appreciated assets

 

MORE INFORMATION: 

https://www.cornerstonevegas.com/cornerstone-retirement-podcast/

What is the difference between a will and a trust? Find out on the difference on today’s episode as well as the importance of an estate planning attorney.

 

TIMESTAMPS: 

0:35 – Meet Jeremy

2:06 – Focusing on estate planning

2:55 – Will vs. trust

4:00 – Levels of probate

5:21 – Higher net worth

10:40 – Asset protection trusts

14:30 – LLC vs. Series LLC

 

MORE INFORMATION: 

https://www.cornerstonevegas.com/cornerstone-retirement-podcast/

Today, we’re joined by one of our core partners, Tony Parish, who is the chief investment officer for Alphastar Capital Management. Hear his thoughts on investing in 2022 and why he suggests hunkering down.

 

TIMESTAMPS: 

1:00 – Outlook for 2022

5:02 – Interest rates and inflation

7:07 – Raising interest rates

9:22 – How will 2022 play out?

11:48 – Don’t sell out of investments

12:40 – Dealing with emotions

15:08 – Clients looking for alternatives

17:09 – Moving to cash

20:25 – BetaShield vs. S&P

24:39 – Fees

 

MORE INFORMATION: 

https://www.cornerstonevegas.com/cornerstone-retirement-podcast/