Categories
Financial Planning For Doctors

Income Protection Tax Positions Interpretation [Video]

AssureMe insurance adviser Caroline Liang recommend Partnerslife policies. Here are Why is Partnerslife: DPC, SBC, PL or Key Person https://youtu.be/evKdZLrjsQQFinancial and Legal Advice https://youtu.be/XkLOYhfnczwFuture Insurability Options https://youtu.be/9C4VN3OpZfUIncome Protection Tax Positions Interpretation https://youtu.be/1EGcM7E8iQ0Life, Trauma, and TPD on BP https://youtu.be/D9H-RVQypbUPartnersLife Adviser Workshop Special Acceptance Terms https://youtu.be/SJCbzOnBNaYIncome Cover Offsets https://youtu.be/YrGNQNMF3vQDisability Cover Critical Illness, Specific Injury and TPD Benefits https://youtu.be/RH6JrPVHg2MIncome Cover Partial disability calculation https://youtu.be/se50pI0m-eABusiness Protection Plan Policies https://youtu.be/Xs8kJIoBvoEClaims Commitments to clients https://youtu.be/lBibexHYAHsCPI Indexation on claims Final https://youtu.be/zu7hI1spKV4Customer Loyalty Discount Final https://youtu.be/W1JCTcV5UaoCPI Indexation on claims Final https://youtu.be/18ue4GGAfr8

Categories
Retirement Planning

Roth Conversions in Retirement – Watch Out! [Video]

Be careful doing Roth Conversions in retirement, it may cause you to pay more for medicare. Have a question for the show? Call or text 574-222-2000 or leave a comment!Want to speak with a Certified Financial Planner™? Visit https://www.korhorn.com/ or call 574-247-5898. LINKS: https://www.medicare.gov/your-medicare-costs/part-b-costshttps://www.ssa.gov/forms/ssa-44-ext.pdfFind more information about the Wise Money Show™ at https://www.korhorn.com/wise-money-showBe sure to stay up to date by following us! Facebook – https://www.facebook.com/WiseMoneyShow ​Twitter – https://twitter.com/WiseMoneyShow ​Instagram – https://www.instagram.com/wisemoneysh…​Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog ​Listen on Podcast: https://link.chtbl.com/WiseMoney ​Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShowMike Bernard, CFP® offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

Categories
Long-Term Care Planning

Estate Planning Essential to Financial Wellness w/Adam Keller & Ana Hernandez-Pace @Empower Series [Video]

View Clifton Ellis Johnson, Founder of EMPOWER Series, Inc. presented by Comerica Bank & AE Media Group LLC with Adam Keller, a Certified Financial Planner™ Practitioner with Three Oaks Advisory Group and Ana Hernandez-Pace, an Attorney for Shutt Law Firm, PLLC discuss the importance of creating and/or maintaining an estate plan and how it is essential to our financial wellness and our loved ones. Topics will include:What is Estate Planning and Incapacitation PlanningWhy is Estate & Incapacitation Planning ImportantComponents of Estate & Incapacitation PlanningBasic and Advance Estate Planning StrategiesDownload pdf Handout: https://files.constantcontact.com/d24c246a601/3bf6882d-e84a-4e8c-8ae5-30b8f3357270.pdfFamily Limited Partnership: https://files.constantcontact.com/d24c246a601/27f879e6-fad5-4f77-b928-0286a89c038f.pdfDonor Advisor Funds: https://files.constantcontact.com/d24c246a601/c0f183e5-ad48-41b7-b555-99f647ba40f0.pdfEstate Planning Documents: https://files.constantcontact.com/d24c246a601/14ed4796-85a0-49d5-bf7d-2367c167493c.pdfInfoGraphic on Estate Planning – https://files.constantcontact.com/d24c246a601/aa6e452e-b931-45ec-a64f-5ce941a47564.pdfMake sure to like our videos and let us know in the comment section below who you would want to see come speak on the Empower Series.To Register for this event or upcoming events please visit: http://www.empowerseries.com/events.htmlFor more content, news or upcoming events, make sure to Subscribe to our Channel.Facebook: https://www.facebook.com/theempowerseriesTwitter: https://twitter.com/Empower_SeriesWebsite: www.empowerseries.comEMPOWER Series, Inc. is a non-profit corporation dedicated to positively impacting the world by inspiring people to thrive. We provide financial coaching, counseling and personal development workshops for students and adults. Local and national speakers share their inspiring personal stories of empowerment along with addressing a financial literacy topic. We believe that individuals and communities have all of the resources within reach to achieve their desired goals.#Entrepreneur #Business #Entrepreneurship #WontStop #Mindset #Success #Hustle #Freedom #BusinessOwner #OnlineBusiness #Coaching #Ambition #Inspire #ThinkBig #Startup #HardWork #Businessman #BeYourOwnBoss #SmallBusiness #Believe #Motivate #Mentor #mentoring #Givingback #InternetBusiness

Categories
Retirement Planning

Top Tax Moves to Make Near Retirement [Video]

Lots of tax law changes have been proposed, and while that uncertainty looms, making wise tax decisions now is even more important. However, there is no time in life where critical tax planning is more vital than when nearing retirement. What are the top tax moves to make as you near retirement? Our answers and more in this episode of The Wise Money Show. Season 7 Episode 8Have a question for the show? Call or text 574-222-2000 or leave a comment!Want to speak with a Certified Financial Planner™? Visit https://www.korhorn.com/ or call 574-247-5898. Find more information about the Wise Money Show™ at https://www.korhorn.com/wise-money-showBe sure to stay up to date by following us! Facebook – https://www.facebook.com/WiseMoneyShow ​Twitter – https://twitter.com/WiseMoneyShow ​Instagram – https://www.instagram.com/wisemoneysh…​Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog ​Listen on Podcast: https://link.chtbl.com/WiseMoney ​Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShowKevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC.  Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.Intro: (0:00) Segment 1: (0:11) Break 1: (9:27) Segment 2: (13:12) Break 2: (22:29) Segment 3: (24:42) Break 3: (34:03) Segment 4 (34:26) Outro: (47:25)

Categories
Retirement Planning

The Retirement Income Show: Pres. Biden’s Impact On Your Retirement Plan [Video]

How does the Presidents changes affect you?! Watch now!Wood Financial Group, LLC (Subscribe Now!) • Wood Financial Group, LLC https://www.youtube.com/channel/UCkNzmZ0rIV8CsyhCfvDWznA • The Retirement Income Show: https://www.youtube.com/channel/UCA5JTb8OlPmUkkPWx1jb4dg Wood Financial Group, LLC is a local, independent financial services company dedicated to supporting pre-retirees and retirees in growing and preserving assets before and during retirement. Knowing that retirement can last more than thirty years for many clients, we provide smart strategies that can help your money last throughout retirement. We provide investment, tax management and tax reduction strategies, tax preparation services and overall estate planning strategies in developing completefinancial plans. As an independent financial planning company, we represent you and your interests rather than any specific company; we are committed to your needs. Using resources found in large companies while offering niche alternatives of a small firm, we offer objective investment advice grounded in years of experience and insight. Due to our combination of licenses and registrations, we are qualified to work with all types of investments. We can utilize virtually any investment vehicle to help you reachyour financial goals. Where else you can find me: TWITTER: https://twitter.com/wood_financial?lang=en LINKEDIN: https://www.linkedin.com/in/wesleywood1 FACEBOOK: https://www.facebook.com/weswoodofficial/ WEBSITE: https://www.woodfinancialgroup.net TV SHOW : https://retiretv.com RADIO SHOW: http://theretirementincomeshow.net Wood Financial Group, LLC ***Disclaimer: Danny Prestage, a registered representative, offers securities through Triad Advisors, LLC. Member FINRA & SIPC. Wesley Wood, Danny Prestage, and Rachel Biggerstaff (Investment Advisor Representatives) offer Investment advisory services through Key Capital Management, Inc. Key Capital Management, Inc. and Wood Financial Group are not affiliated with Triad Advisors, LLC. Wood Financial Group, LLC #retirement #financialnews #retirementplan

Categories
Retirement Planning

End of Roth Conversions? [Video]

https://www.marketwatch.com/amp/story/congress-is-about-to-kill-this-popular-retirement-tax-move-11632861718https://waysandmeans.house.gov/sites/democrats.waysandmeans.house.gov/files/documents/SubtitleISxS.pdf================================Sign up for email list here. https://mailchi.mp/0a0c258dd676/sign-up-pageFollow me censorship-free!https://joshscandlen.locals.com/https://rumble.com/c/JoshScandlenhttps://mewe.com/i/joshscandlenMy course “Can I Retire” will help reduce your stress when it comes to retirement planning. Get it here:https://retirementplanningschool.teachable.com/p/homeand don’t forget there IS a 30 day money back guarantee if you’re not satisfied!Get my books on Audible here:https://adbl.co/35lVotFWant to support what I’m doing for $10 a month? Join my SubscribeStar page!https://www.subscribestar.com/joshscandlenMy Amazon Product page: https://www.amazon.com/shop/heritagewealthplanningAnything you buy there Amazon pays me a commission. Much appreciated!GET MY BOOKS: ALL are FREE to Kindle Unlimited Subscribers!You Can RETIRE on SOCIAL SECURITY:https://amzn.to/31xKFuNThe Tax Bomb In Your Retirement Accounts: How The Roth IRA Can Help You Avoid It:https://amzn.to/2LHwQptStrategic Money Planning: 8 Easy Ways To Put Your House In Orderhttps://amzn.to/2wKGi50GET ALL MY LATEST BLOGPOSTS:https://heritagewealthplanning.com/blog/

Categories
Retirement Planning

Navigating High Market Challenges | 7 Figure Annuity Sales Podcast | Ep. 162 [Video]

Navigating High Market ChallengesChad likes to say, “How do you make an unrealized gain a realized gain? You protect it!” In this episode, Chad and Caleb help you navigate high market challenges by discussing client urgency and perception.________________________Hi, I’m Chad Owen, I am a one-person $210M+ fixed annuity producer. I make all my own calls, run all my appointments, write my own applications, and do all my own follow-up calls. I also have an academy where I train agents like you on how to produce like I do. It’s with that that I would like to invite you to learn the skills I have developed and the secrets I have discovered in my ten years of fixed annuity production. Check out all I have to offer in the links belowCheck out my FREE Annuity Training Resources!https://www.theannuitysalescoach.com/Find third-party training to help you improve your annuity sales production!https://rragentsacademy.com/Is your FMO earning your overrides? Check out THE Annuity FMO…https://retirementrealizedfinancial.com/Find me online!LinkedIn: https://www.linkedin.com/in/chad-c-owen/Facebook: https://www.facebook.com/theannuitysalescoachTune into my podcast: 7-Figure Annuity SalesAvailable on Itunes, Spotify, and Google Music

Categories
Retirement Planning

27. Everything You Ever Wanted to Know About Social Security But Were Too Afraid to Ask [Video]

Historically, many Americans have planned to rely on Social Security to get them through retirement. But what happens if Social Security isn’t enough to help you secure the retirement you want and know you deserve?In this episode, J. Barry Watts discusses some of those tough questions about Social Security, and helps you to understand how you can optimize that benefit to become your largest financial asset.Barry discusses:- The age at which you should start to file for Social Security- The minimum qualifications for Social Security – A breakdown of how Social Security is funded- How to maximize your Social Security benefit should your spouse pass away – How to avoid taxes on your Social Security- And moreResources:How to Have More Tax Free Income in RetirementConnect With Barry Watts:office@savingyoutaxes.com 800-278-1755SavingYouTaxes.comLinkedIn: J Barry WattsLinkedIn: SavingYouTaxesDisclosure: The content has been made available for informational and educational purposes only, and is not intended to be a substitute for professional tax and investment advice always seek the advice of your own qualified advisor with any questions you may have regarding taxes and investing.

Categories
Retirement Planning

How and Why to Track Your Numbers | 7 Figure Annuity Sales Podcast | Ep. 160 [Video]

How and Why to Track Your NumbersTracking your numbers can show you the areas in your process that need improvement, and whether or not a specific lead company works for you. In this episode, Chad and Caleb discuss what you should be tracking and how it helps you make adjustments to your business over time. ________________________Hi, I’m Chad Owen, I am a one-person $210M+ fixed annuity producer. I make all my own calls, run all my appointments, write my own applications, and do all my own follow-up calls. I also have an academy where I train agents like you on how to produce like I do. It’s with that that I would like to invite you to learn the skills I have developed and the secrets I have discovered in my ten years of fixed annuity production. Check out all I have to offer in the links belowCheck out my FREE Annuity Training Resources!https://www.theannuitysalescoach.com/Find third-party training to help you improve your annuity sales production!https://rragentsacademy.com/Is your FMO earning your overrides? Check out THE Annuity FMO…https://retirementrealizedfinancial.com/Find me online!LinkedIn: https://www.linkedin.com/in/chad-c-owen/Facebook: https://www.facebook.com/theannuitysalescoachTune into my podcast: 7-Figure Annuity SalesAvailable on Itunes, Spotify, and Google Music

Categories
Retirement Planning

Keep Up Or Get Left Behind | 7 Figure Annuity Sales Podcast | Ep. 159 [Video]

Keep Up Or Get Left BehindHaving a system and process in place helps productivity massively. Also, the ability to pivot and stay up to date is just as important. In this episode, Chad and Caleb discuss the advantage of being tech-savvy, having the right tools, and having a system in place.________________________Hi, I’m Chad Owen, I am a one-person $210M+ fixed annuity producer. I make all my own calls, run all my appointments, write my own applications, and do all my own follow-up calls. I also have an academy where I train agents like you on how to produce like I do. It’s with that that I would like to invite you to learn the skills I have developed and the secrets I have discovered in my ten years of fixed annuity production. Check out all I have to offer in the links belowCheck out my FREE Annuity Training Resources!https://www.theannuitysalescoach.com/Find third-party training to help you improve your annuity sales production!https://rragentsacademy.com/Is your FMO earning your overrides? Check out THE Annuity FMO…https://retirementrealizedfinancial.com/Find me online!LinkedIn: https://www.linkedin.com/in/chad-c-owen/Facebook: https://www.facebook.com/theannuitysalescoachTune into my podcast: 7-Figure Annuity SalesAvailable on Itunes, Spotify, and Google Music