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Financial Advisors and Long Term Care Experts talk about tips and tricks to make your money work for you Tax Free.... more
FAQs about Planning For The Future:How many episodes does Planning For The Future have?The podcast currently has 28 episodes available.
November 06, 2021Planning for the Future with Ron and Karen DowlingWe sit down with Chicago Natives Ron and Karen Dowling of Dowling Legacy And Retirement.Ron and Karen tell us how having a parent in long term care for over 20 years encouraged them to get in to Legacy and Retirement planning....more20minPlay
August 12, 2021Planning for the Future with Philip White From Retirement Logistics Springfield MOPhilip White joins us from Retirement Logistics out of Springfield Mo Philip talks to us about building strategies that best suits your family and situation. To get a Free Copy of Philips book "Protecting Your Assets From Longterm Care" Call 417-408-8100...more21minPlay
November 05, 2020Planning for the Future with Eric Lansford of Sound Financial Investments, Tacoma WashingtonEric Lansford joins us from Sound financial Investments. Eric talks about how family and values effect the way you plan for long term care. Building strategies that best suits your family and situation. Learn how feeding your financial health is like a Hive. to get a free copy of Eric's book "Don't go broke in a nursing home." call 800-267-4969...more25minPlay
September 28, 2020Planning for the Future with Mitch McAbee of Dominion Capital ManagementMitch McAbee joins us from Dominion Capital Management out of Oklahoma City. When it comes to long term care planning everything starts with a conversation so your advisor can learn about you and your situation to help you create the the plan the best suits your needs. For a Free copy of Mitch's book Call 405-400-9256...more35minPlay
August 24, 2020Planning for the Future with Greg DuPont of Dupont and BlumenstielGreg DuPont Joins us, he is an Attorney and Author and a Health and Wealth Advocate. Being an attorney and a long term care and wealth management planner gives Greg a perspective that not every planner gets to deal with. from how to avoid probate to durable powers of attorney and how to create tax free money for long term care. To get a Free Copy of Greg's Book "Protecting your future with tax free long term care" call 614-356-8732...more1h 4minPlay
August 23, 2020Planning for the Future with Micheal Greer of Greer Financial Group of Richmond VaMicheal Greer President of Greer Financial Group in Richmond Virginia joins us to talk about how long term care planning has changed, To get a free copy of Micheals Book "Tax Free Money for Long Term Care" call 804-427-7784...more33minPlay
August 13, 2020Planning for the Future with J. Barry Watts of Savingyoutaxes.comJ. Barry Watts President of Savingyoutaxes.com joins us as we talk about the past present and future of planning for long term care. The bottom line is taxes will keep going up but there are ways to save money on them but it takes some planning. We also talk about how leaving a legacy for your family can come in many ways from money to memories. to get a free copy of J. Barry Watts book "Don't go Broke in a nursing home" call 417-429-2124...more29minPlay
August 07, 2020Planning for the Future with Brian Parker of Advanced Financial Concepts LA.Brian Parker of Advanced Financial Concepts in South East Louisiana joins us as we talk about how longterm care planning has changed. Brian has some great tips on how to convert your life insurance policies or existing annuities into tax free money for long term care. We also talk about what makes Louisiana a unique place to live....more32minPlay
August 03, 2020Planning for the Future with The Wrezinski Advisory Group, Bloomington ILThe Wrezinski Advisory Group joins us with over 70 years worth of experience in financial planning. We talk about educating clients and potential clients, we also learn what asset based long term care really means. We dig into how the interstate system has changed our decisions on how we plan for long term care and so much more....more42minPlay
FAQs about Planning For The Future:How many episodes does Planning For The Future have?The podcast currently has 28 episodes available.