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. 

Listen to Dan, Dayna, and Mandey cover basic information on RMDs and how we handle them at the Lantz Team. We also dive into some potential ways to minimize your tax hit from RMDs. 

Listen to Mike and Derek cover the psychology of investing. They go over common investor behaviors, time in the market versus timing the market, and common misconceptions when assessing risk. 

Listen to Dan and Dr. Anthony Balduzzi covering health and wealth. They go over similarities between financial and physical health, the impact a mindset has on health and wealth, and lastly treating health like an investment portfolio. 

Listen to Dan and Dayna covering estate planning. We go over some of the core estate documents, the purpose of each one, and the role they play in an estate plan. 

Listen to Mike and Tracy covering Estate planning. We go over what it is, why it is important, and why everyone should create their own plan. 

Listen to Mike and Derek with Confluence covering the market. We go over what investors should do an election year, geopolitical risks, and how U.S. debt will impact markets going forward.