13 episodes
A Word On Wealth Stephens Wealth Management Group
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- Business
Welcome to A Word On Wealth. Our podcasts will cover topics that we are passionate about. Financial topics can sometime be tricky and complex. Our goal will be to breakdown our topics into smaller bite size chunks of information that make sense. You don't need to have a vast knowledge of the stock market or a financial background to benefit from our recordings, rather just the contrary. We welcome you to take a listen and if you have questions feel free to contact us 810 732-7411.Stephens Wealth Management Group (SWMG) is a wealth management practice located at 5206 Gateway Centre, Suite 300, Flint, Michigan. You can reach our office at (810)732-7411 Investment advisory services offered by SWMG, a DBA of Stephens Consulting LLC, an SEC registered investment adviser. Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by SWMG, or any non-investment related content, made reference to directly or indirectly in this Podcast will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this podcast serves as the receipt of, or as a substitute for, personalized investment advice from SWMG. To the extent that a listener has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. SWMG is neither a law firm, nor a certified public accounting firm, and no portion of the Podcast content should be construed as legal or accounting advice. A copy of SWMG current written disclosure Brochure discussing our advisory services and fees is available upon request or at www.stephenswmg.com. Content represents the opinion of the speaker and not necessarily that of SWMG.
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Pension & Buy-Outs – Critical Considerations
Are you or someone you know faced with a decision around whether to take your pension or buy-out in a lump-sum or through periodic annuity payments? If so, you probably know it is a complicated decision. How long do you think you’ll live? Does the plan allow for your spouse or heir(s) to receive payment if you die? What is your tax situation and what will it be in the future? How comfortable are you with market ups and downs? How do the options impact your estate ...
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Snowbirds
Sherri Stephens, owner and president of Stephens Wealth Management Group, discusses the “ins and outs” of becoming a snowbird/sunbird with fellow wealth advisor and owner of Pearl Planning, Melissa Joy. Thinking about becoming a snowbird? Not sure where to start? Take a listen to hear more about Sherri and Melissa’s journeys to second home ownership and key considerations for anyone considering the snowbird lifestyle. Buy or Rent. Use the home exclusively or set-...
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Cybersecurity
Ryan O’Hara is an entrepreneur, cybersecurity expert, two-time best-selling author, co-host of the Security Squawk podcast, and founder and CEO of Sphinx Cybersecurity. Sphinx Cybersecurity is a Michigan based IT and cybersecurity services firm that helps small and medium sized business manage their cyber risk. Sphinx specializes in keeping businesses, throughout the United States, secure and ready to handle today’s rapidly evolving world of cybersecurity. Our podcasts will cover topics that ...
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Medicare Open Enrollment
Jill Carr talks to Jamie Segerstrom, a Retirement Specialist, about what you should think about during the Medicare Open Enrollment period. Jamie Segerstrom became interested in helping other seniors get proper health care coverage after helping her own parents. She was able to get them expensive medications for zero dollars due to her research. This led her to starting a career in insurance, where she reviews and places adults in insurance plans to help them get the best and lowest cost...
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Thinking About Downsizing Your Home?
People often think about downsizing when they retire or become empty nesters. What are the things you should know about the current real estate market? How should you prepare for this kind of housing transition? Jill talks to Kristy Cantleberry, a realtor, about the ins and outs of getting your home ready for sale and what to think about for a big decision like this. Our podcasts will cover topics that we are passionate about. Financial topics can sometime be tricky and complex. O...
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How will you pay for assisted living?
Did you know that the average cost of a private, single room in an assisted living facility is $4,500 per month? With 7 out of 10 people requiring assisted living care in their lifetime, it’s an important topic to learn about. And Medicare won’t cover the cost of a long-term stay. What happens when one half of a married couple needs care, and the other spouse doesn’t want to give up all their money to the facility? Listen today as Jill Carr speaks with Amir Abu-Aita, an estate planning and el...