Retireable

Retireable

By retireableBusinessInvesting
Download on the App Store

Retireable episodes

  • Various Retirement Accounts - Mike Spica

    Join John and Mike as they continue their discussion of all things Retireable.  In this episode, they interview Michael Spica and discuss information regarding retirement accounts.  Mike and John try to get explanations for different types of accounts, how and when they are used, and some best practices with those accounts.  They also continue their discussion of Holistic Happenings, which is the running commentary on Holistic Financial Planning and how it comes up in the regular business activities of both hosts and how it can impact the listeners life and planning.

    Advisor | Financial Services of America (FSA) | Warren (fsa1.com)

     

    #Retireable

    #retirement

    #Savenow

    #Retirementplanning

    #financialservicesofamerica

     

     

    40 min
  • Estate Planning Concerns

    Join Mike and John on this episode as the interview attorney Benjamin Vader.  Ben is on to discuss his law firm and what they see when it comes to Retirement and Estate Planning concerns and issues.  Ben also explains some of the ways a family can do estate planning and what makes up a complete estate plan.  Mike and John also continue their regular discussion to Holistic Happenings and share some examples of what their clients are facing every day.

     

    #financialservicesofamerica

    #retireable

    #retirement

    #holistichappenings

    #estateplanning

    #estateplan

     

    Advisor | Financial Services of America (FSA) | Warren (fsa1.com)

     

     

    31 min
  • Bucket Planning

    Welcome to Retireable, where long time advisors Michael Wallace and John Sauger discuss all things retirement.  In this episode, Mike and John interview Jake Reeder, advisor and planner at Financial Services of America, on how he utilizes a Bucket Planning strategy with his clients and the success they are having with that planning.  They also share a few stories of what is happening to the families they work with in the world of Holistic Planning.

     

    #financialservicesofamerica

    #bucketplanning

    #redzone

    #jakereeder

    #retirementplanning

    #holisticplanning

     

    Advisor | Financial Services of America (FSA) | Warren (fsa1.com)

     

     

    43 min
  • Welcome - Holistic Planning

    Welcome to Retireable, where long time advisors Michael Wallace and John Sauger discuss all things retirement. 

    In this episode, Mike and John interview Richard David James, founder and owner of Financial Services of America, an independent Holistic Planning Company based in Michigan.  They also share a few stories of what is happening to the families they work with in the world of Holistic Planning.

    Advisor | Financial Services of America (FSA) | Warren (fsa1.com)

     

    Insurance products are offered through the insurance business Financial Services of 

    America (FSA). Financial Services of American (FSA) is also a Financial Services practice 
    that offers securities products and services through AE Financial Services, LLC (AEFS), 
    member FINRA/SIPC. Financial Services of America (FSA) is also an Investment Advisory 
    practice that offers investment advisory products and services through FSA Advisors 
    (FSAA), a Registered Investment Advisor. AEFS and FSAA do not offer insurance products. 
    The insurance products offered by Financial Services of America (FSA) are not subject to 
    regulatory requirements and standards of care applicable to registered representatives 
    and are not subject to investment advisory requirements. AEFS, FSAA and FSA are not 
    affiliated companies.
    Any and all other services referenced are an outside business activity not offered through 
    or supervised by AE Financial Services, Inc. (AEFS), member FINRA/SIPC or Financial 
    Services of America Advisors (FSAA), a Registered Investment Advisor. AEFS, FSAA (and 
    any other entities] are all separate and not affiliated entities.
    Financial Services of America (FSA) advisors may refer you to local CPAs for tax services 
    (including our business partnership with FSA Tax & Accounting) and attorneys for estate 
    planning services (including our strategic partnership with Benjamin T. Vader, PLLC), if 
    needed, to coordinate and collaborate with you and your advisor on your holistic 
    financial plan (with proper, written authorization).”
    This podcast is intended for informational purposes only. It is not intended to be used as 
    the sole basis for financial decisions, nor should it be construed as advice designed to 
    meet the particular needs of an individual’s situation.
    Financial Services of America is not permitted to offer and no statement made during 
    this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed 
    by the U.S. Government or any governmental agency. The information and opinions 
    contained herein provided by third parties have been obtained from sources believed to 
    be reliable, but accuracy and completeness cannot be guaranteed by Financial Services 
    of America. 2697647-3/23

    30 min

About Retireable

From the publisher's feed

Have you ever tried to ask someone the specific steps they took to achieve a happy retirement? If you are already successfully retired, have you ever tried to explain to someone how you did it? It…