Money Matters With Dino

Money Matters With Dino

By Dino KatsiametisBusinessInvesting
Download on the App Store

Money Matters With Dino episodes

  • #125 Rebuilding Financially After Divorce

    Divorce is on the rise again. Have you ever sat down to calculate the cost of getting divorced? How does 6 figures sound to start?

    On this show Colleen McNamee from McNamee Mediations and Certified Financial Planner Bart Zandbergen talk to Dino about the enormous financial and emotional cost of divorce. Here are just some of the questions Dino asked Colleen:

    • When Child Support drops off, does that affect your support? What does the court look at in determining spousal/child support?
    • What if your spouse refuses to get a job?
    • Do you believe alimony should end?
    • After a divorce when you’re starting over, what’s the quickest wat to rebuild financial stability?
    1. For past shows and to learn more about the Money matters With Dino community, check us out at www.moneymatterswithdino.com

      Join us on Facebook for updates and please like our page. www.facebook.com/moneymatterswithdino

      Help us spread the word. Please rate our show on itunes and leave comments for us. Tell us what insights you took from this episode.

    33 min
  • #124 The Financial Impact of Divorce on Retirement Plans & Social Security

    Nobody like talking about divorce, but here’s the thing…if you don’t you can cost yourself tens of thousands of dollars.

    On this show Colleen McNamee from McNamee Mediations talks to Dino about the problems that divorce causes for your retirement plans and social security. Here are just some of the questions Dino asked Colleen:

    1. How about social security? I’ve been told my ex-wife get my benefit but my current wife won’t?
    2. What happens when a couple refinances a property that belonged to one spouse before the marriage and then they get divorced?
    3. What happens to property in a divorce with spouse being deported because of the lack of a green card?
    4. How do I get my marital share of my husband’s retirement plan?
    5. When child support drops off, does that affect your spousal support amount?
    6. For past shows and to learn more about the Money matters With Dino community, check us out at www.moneymatterswithdino.com

      Join us on Facebook for updates and please like our page. www.facebook.com/moneymatterswithdino

      Help us spread the word. Please rate our show on itunes and leave comments for us. Tell us what insights you took from this episode.

    18 min
  • #123 Tax Efficient Retirement Planning - David Huisinga

    Nobody like talking about taxes, but here's the thing...a good retirement tax strategies can save you and your heirs hundreds of thousands of dollars.

    On this show David Huisinga from Trilogy Financial Services talks to Dino about tax efficient retirement planning that everyone can benefit from as long as they have the right advisors in their corner. Here are just some of the questions Dino asked David:

    1. What are the most common ways to save for retirement?

    2. Of the different types of plans, which is the most tax efficient?

    3. Don't most people want annual tax deductions?

    4. What is a Roth 401k?

    5. What do you do if your employer doesn't offer a Roth 401K?

    For past shows and to learn more about the Money matters With Dino community, check us out at www.moneymatterswithdino.com

    Join us on Facebook for updates and please like our page. www.facebook.com/moneymatterswithdino

    Help us spread the word. Please rate our show on itunes and leave comments for us. Tell us what insights you took from this episode.

    28 min
  • #122 Portfolio Stress Testing For Retirees

    How can your financial planner help you feel truly comfortable that your retirement savings and income will be there when the time comes? Have you ever heard of portfolio stress testing for retirees? Nothing is guaranteed, but it’s a really good use of technology to help predict all the possibilities that might happen in every market correction in the future. This is the way to be sure you can ride out a Bear market without dipping into your market investments at the wrong time.

    In this episode, Kevin Leon the Regional VP of Trilogy Financial Services goes into details about the portfolio stress test. Dino and Jeff discuss topics like:

    • How do you test the stress of a portfolio?
    • What role does diversification play in retirement?
    • How does a written financial plan relate to a stress test?
    • Is there a particular age group for which you use Monte Carlo testing?
    • What are key questions that make sure that a financial planner is compatible with the client?

    For past shows and to learn more about the Money matters With Dino community, check us out at www.moneymatterswithdino.com

    Join us on Facebook for updates and please like our page. www.facebook.com/moneymatterswithdino

    Help us spread the word. Please rate our show on itunes and leave comments for us. Tell us what insights you took from this episode.

    28 min
  • #121 2014 Divorce Statistics & Information

    Many people who have gone through divorce site it as their darkest time. In fact, the divorce statistics are so staggering in Southern California that it’s truly amazing that people get married at all.

    In this show Colleen McNamee from McNamee Mediations came on to discuss the Top 10 Reasons for Divorce. Here are some of the highlights:

    • What’re the divorce trends currently?
    • Why choose mediation over a divorce attorney?
    • Does a no fault state make divorce more difficult or easier?
    • How does a mediator handle the emotions of a divorce?
    • What are the divorce rates in Southern California?
    • Financial difference between mediation and attorney legal fees?

    For past shows and to learn more about the Money matters With Dino community, check us out at www.moneymatterswithdino.com

    Join us on Facebook for updates and please like our page. www.facebook.com/moneymatterswithdino

    Help us spread the word. Please rate our show on itunes and leave comments for us. Tell us what insights you took from this episode.

    27 min
  • #120 Written Financial Plans

    The bottom line when it comes to good financial planning is to put your goals in writing starting today through the moment you pass your assets to your heirs. Writing your goals into a sound financial strategy has an incredible ability to clear and focus your mind and habits.

    In this episode, Jeff Seuferling from Trilogy Financial Services discusses the process of writing a solid financial plan. Dino and Jeff discuss topics like:

    • Planning with a low income
    • Leveraging time to create wealth
    • The Evolution of the Written Financial Plan
    • Technology and the Financial Plan

    For past shows and to learn more about the Money matters With Dino community, check us out at www.moneymatterswithdino.com

    Join us on Facebook for updates and please like our page. www.facebook.com/moneymatterswithdino

    Help us spread the word. Please rate our show on itunes and leave comments for us. Tell us what insights you took from this episode.

    28 min
  • #120 Proven System To Flip 400 Houses

    Making the decision to be an Entrepreneur is not an easy one. It’s filled with fears and doubts, but also the excitement of possibilities. The great thing is that no matter what industry you are in, the fundamentals of owning your own business are the same.

    In this episode, Justin Williams from House Flipping HQ is on to discuss how he went from debt to flipping over 400 houses. Dino and Justin discuss topics such as:

    • How focus will make you rich
    • Knowledge leads to success
    • Building A System For Flipping Houses
    • Business Coaching
    • Preparing For A Changing Market
    • Having A Partner vs. Do It Yourself
    • “The E-myth”

    For past shows and to learn more about the Money matters With Dino community, check us out at www.moneymatterswithdino.com

    Join us on Facebook for updates and please like our page. www.facebook.com/moneymatterswithdino

    Help us spread the word. Please rate our show on itunes and leave comments for us. Tell us what insights you took from this episode.

    43 min
  • #119 Quick Tips To Financial Success

    Would you like some practical tips for financial success? Of course you would and here’s why. Regardless of whether you make a lot of money or not, you can have a healthy retirement if you follow a few simple rules.

    In this show Kevin Leon, the Regional VP of Trilogy Financial Services will change your perspective in 30 minutes of great information. Here are some of the highlights:

    • Paying off Credit Cards for success
    • When to pay off the house
    • Using cash
    • To buy or lease a car
    • Difference between a Roth IRA vs a Regular IRA
    • Unmet expectations
    • Finances

    For past shows and to learn more about the Money matters With Dino community, check us out at www.moneymatterswithdino.com

    Join us on Facebook for updates and please like our page. www.facebook.com/moneymatterswithdino

    Help us spread the word. Please rate our show on itunes and leave comments for us. Tell us what insights you took from this episode.

    29 min
  • #118 The Future of Credit and What It Means To You

    Credit has been both an incredible benefit and detriment to Americans over the years depending entirely on how diligent someone had been. Good credit can save you thousands of dollars a year, while bad credit can cost you thousands a year. The challenge is that so often what the credit bureaus are looking for is not only confusing, but it changes consistently.

    Derek Boyd from Credit Law Solutions is highly respected in the area of credit repair supported by a very high number of 5 star reviews on yelp. In this episode Derek explains in detail what credit means and how it can be improved. Here are some of the questions Dino asked Derek:

    • What’s the normal amount you can increase someone’s credit score?
    • What makes a good credit repair company?
    • Can you help anyone repair their credit?
    • Is credit repair a quick fix or does it last?
    • How much does credit repair cost?
    • Can you help someone through a Bankruptcy?

    For past shows and to learn more about the Money matters With Dino community, check us out at www.moneymatterswithdino.com

    Join us on Facebook for updates and please like our page. www.facebook.com/moneymatterswithdino

    Help us spread the word. Please rate our show on itunes and leave comments for us. Tell us what insights you took from this episode.

    28 min
  • #117 Protect Your Assets With Estate Planning

    Why would you want to work your whole lives just to give all of your assets away to the government and other 3rd parties at the time of your death? The answer is that you wouldn’t; nor would you want to have little or no control over medical decisions if you’re injured.

    Tom Walden, Senior VP of Investments with Trilogy Financial Services came on to discuss these and other very impactful reasons to sit down with an estate planning professional.

    • Why is estate planning important for your clients?
    • What is probate and/or what would trigger probate?
    • What does Guardianship for Minors mean?
    • Are there taxes due at someone’s death?
    • As A Financial Advisor How can you help a client save on Estate Taxes?
    • How do your clients start the estate planning process

    For past shows and to learn more about the Money matters With Dino community, check us out at www.moneymatterswithdino.com

    Join us on Facebook for updates and please like our page. www.facebook.com/moneymatterswithdino

    Help us spread the word. Please rate our show on itunes and leave comments for us. Tell us what insights you took from this episode.

    28 min

About Money Matters With Dino

From the publisher's feed

Whether it's insurance, investments, tax planning, real estate, or anything else that affects your personal wealth, I ask the questions and look for resources that help you make the best financial…

More shows like Money Matters With Dino

Your Money, Your Wealth by Your Money, Your Wealth

Your Money, Your Wealth

799 Listeners