Legacy Leaders

Transitioning from Classroom to Financial Planning featuring Michael Clanin


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Michael was a former educator, so naturally, his approach to working with clients is through guidance and education. Michael and his wife, Carla, reside in Cedar Rapids and are proud parents of three wonderful children. He enjoys spending time with family and friends, traveling, hiking, biking, and reading. Michael has been in the financial and insurance business for 14 years. He works with clients in the areas of retirement planning, income planning, legacy planning, annuities, life insurance, and Medicare. He is an advocate for the safety and protection of his client’s hard-earned retirement money. Michael is committed to delivering outstanding professional service to his clients and acting with honesty and integrity. He takes great pride in building long-term relationships with his clients to achieve their financial goals in retirement.


Listen to this informative Legacy Leaders episode with Michael Clanin about Risk Reduction, Nursing Home Care, Holistic Approach, Legacy Planning, and Passionate Client Relationships.

Here is what to expect on this week’s show:

  • Discover Michael Clanin's journey from an educator to a financial advisor and how it sets him apart
  • Learn the education-driven approach to minimizing risk and maximizing wealth creation
  • Gain insights into legacy planning that goes beyond simply transferring wealth
  • Understand the significance of being an independent financial advisor and fiduciary
  • Explore alternative ways of securely storing your money, as opposed to traditional banking

  • Connect with Michael Clanin:

    Website: https://safemoney.com/iowa/507-michael-clanin/

    LinkedIn: https://www.linkedin.com/in/michael-clanin-0a567a96/

    Learn more about your ad choices. Visit megaphone.fm/adchoices

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    Legacy LeadersBy Stan Miller & Katie Beth Hand

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