Financial Strategies Institute

York, Howell and Guymon have been our go to estate planning firm for many years.  They have always provided our clients with the sound estate plans needed in retirement planning.  We will be chatting with Mary Black today who is an Associate Attorney with York, Howell and Guymon about the importance of having a proper estate plan.

Mary Black Bio
https://www.yorkhowell.com/our-people/mary-black/

In this episode we sit down with Mike Larsen, owner of West Ridge Financial, to learn about current interest rates and what you may want to think about when looking at getting into a mortgage. 
Join us as we learn from this 22 year experienced veteran to learn more about today's environment on mortgage interest rates. 

Financial Strategies Institute
SteVan Gates
801-316-4100
www.fsiplanners.com

West Ridge Financial 
Mike Larsen
801-971-3956
www.westridgefinancial.com

Today we interview SteVan Gates, CRPC about his personal life and dive a little deeper into who he is.   

On todays show we invited Derek D. Bohne, CLU®, ChFC® to discuss some basics on Medicare planning and some "How To's" when it comes time for you to apply for your own medicare benefits.

Derek Bohne's Profile
Schedule a 15-Minute Phone Consultation Here
[email protected]
801-316-4100

Join us as SteVan Gates discussed the impact that the markets might have on your income streams in retirement and how one might approach retirement in a different way. 

[email protected]
801-316-4100

Join in as we look at 3 tips for managing stress levels in retirement!

Claiming a spousal benefit in retirement is a GAME CHANGER however, if you relate to 50% of our nation and have gone through a divorce you might be wondering how Social Security can still benefit you with a spousal benefit.  Well, thankfully you have options.  Listen to this quick tip of the day to find out how this might help you in your retirement. 

There are over 500 ways to claim your social security benefits!  That leaves a lot of room for error and a lot of money possibly left on the table.  In this quick tip for retirees we are going to explore spousal benefits and how they will impact your income prior and during retirement.  Take a listen and let us know what you think here!