We're back with another episode of Invest Savvy!  We're presented with opportunities throughout the year to give to charity, but how do we make it a part of our routine?  How do we maximize our donation so that the funds best help our chosen cause?  Join Krystian and Brooke to discuss the opportunities for giving wisely. 

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The news is filled with Fed meetings, inflation, and changes to the interest rate policy. For insights on these topics and more, our host Krystian talks with our partner Lawrence Gillum of LPL Financial Research, one of the largest independent investment research teams in the financial industry.

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The year's end brings deadlines and choices to be made for a fresh new year. Take a few minutes in your busy holidays to listen to our next episode, and get your financial plan straight for 2024. 

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Are you ready for Medicare's Open Enrollment? Financial Consultants Jim Benages and Brandon Wann join Krystian to answer your questions about Original Medicare, the Medicare Advantage Plan, drug coverage, and how to plan for the different enrollment periods.

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You COULD put your money in your mattress, but here in our 20th episode, Krystian discusses tools like asset allocation and diversification that could help balance out your investment risk.  

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Krystian breaks down the basics of life insurance, and how it can help with the unexpected in your family's financial security. 

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Tom and Krystian join forces to discuss the asset allocation approach known as the 60/40 portfolio. In the wake of a rocky 2022, is this still a viable investment strategy? 

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Krystian discusses income and dividend strategies with guest speaker Kevin Simpson of Capital Wealth Planning. A frequent contributor to CNBC, Yahoo Finance and Fox Business, Kevin is the Founder and Chief Investment Officer of Capital Wealth Planning. 

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Does your plan for healthcare in retirement involve crossed fingers and a lot of hope?  That's most people's default plan: I hope we won't get sick, and if we do, that we'll have the money to pay for care.  Tom brings in Guest Speaker Gabe Youel of Brighthouse to talk about including Long-Term Care planning in your retirement plan. 

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Krystian chats with Rob Kuharic of Russell Investments, discussing the ways you can manage your investments, grow your assets without triggering a large tax bill, and keep more money in your pocket. 

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