The Lantz Financial Team

You've worked for decades and you finally retire. Suddenly, the markets drop. What do you do now?

Dan, Maddie, Sam and Joey discuss the psychological aspect, building out a plan, and how an individual may be able to "buy time". 

Michael Lantz and Derek Raridon discuss how a portfolio can turn into a paycheck during retirement. They go over the mindset shift and various factors an individual may consider when creating an income plan for retirement. 

Q&A about risk with Mike and Logan from the Lantz Team!

Listen to Mike Lantz and guests from Capital Group – Za Nakhooda, ETF specialist and Steve Venetsanopoulos, Senior Vice President – go over ETFs. They discuss the various appeals of the ETF, comparisons to Mutual Funds, and which types of accounts benefit the most from ETFs.

Listen to Mike Lantz and Dan Rohlfing discuss tax planning for the new year. They go over ideas you might consider, such as the One Big Beautiful Bill Act (OBBBA), Roth contributions, tax loss harvesting, among other tax factors.

Listen to Mike Lantz and Lori Johanneson – with @ properties Christie’s International Real Estate – go over various concepts home buyers and sellers should be aware of. They discuss where to start, determining a budget/price, gifting, and any tax implications people may have.

Listen to Mike Lantz and Nathan Beemster - from Charles Schwab Trust Company of Delaware - discuss estate plans and the role a corporate trustee might play in yours. They go over the potential benefits of a corporate trustee, different considerations, and the costs of naming one. 

Derek, Dan and Maddie discuss in general terms some common employee benefits and things you might want to consider during open enrollment season.

Listen to Dan Rohlfing and veteran, author, and financial professional Nick O'Kelly go over the relationship between mental health and finance as well as overcoming the stigma of mental health. They go over Nick's journey throughout his military career, his transition to civilian life in the financial industry, and his decision to write his book, "Stigma" to help others understand and seek the help they need.  

Derek and Logan discuss how dollar-cost averaging and lump sum investing relate to spending time in the market vs timing it. We give a brief intro of DCA and lump sum investing, discuss future valuations of both strategies and go over Investors psychology.