The Lantz Financial Team

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. 

Listen to Kris and Maddie covering cybersecurity. We go over why it is important, what we do to help protect clients, and strategies to protect your accounts. 

Listen to Mike and Drew with Federated Hermes covering international investing. We go over how it has performed, how it is influenced, and what to look out for. 

Listen to Dan and Drew covering tax planning. We go over why it is important, how it has changed, and strategies to minimize taxes. 

Listen to Mike and Drew with Winslow Capital covering large cap growth investing. We go over how it has performed, what to look out for, and why it's been successful.