17 episódios

Cathy DeWitt Dunn is the President and CEO of DeWitt and Dunn Financial Services. For over 20 years, Cathy has been helping build successful retirements. In addition to her weekly radio show, heard on several radio stations throughout Texas, her podcast is designed to provide you with solutions to help you retire with confidence.

DeWitt and Dunn Financial Podcast Cathy DeWitt Dunn

    • Investimentos

Cathy DeWitt Dunn is the President and CEO of DeWitt and Dunn Financial Services. For over 20 years, Cathy has been helping build successful retirements. In addition to her weekly radio show, heard on several radio stations throughout Texas, her podcast is designed to provide you with solutions to help you retire with confidence.

    Developing Income with Jared Anderson of Brighthouse Financial

    Developing Income with Jared Anderson of Brighthouse Financial

    Jared Anderson of Brighthouse Financial joins Cathy to discuss some of the newest innovations in developing income for retirees.

    • 21 min
    Multi Generational Income with David Wood (Part 2)

    Multi Generational Income with David Wood (Part 2)

    In part two of her interview with David Wood, Vice President of Lincoln Financial Distributors, Cathy discusses an alternative and/ or supplement to Pensions and Social Security. It can provide an income for you now while also leaving a legacy for your family, which could include a lifetime income.

    • 10 min
    Multi-Generational Income with David Wood (Part 1)

    Multi-Generational Income with David Wood (Part 1)

    In the episode, Cathy discusses setting up a multi-generational income with David Wood, Vice President of Lincoln Financial Distributors. The benefits of providing an income for you now, while also leaving a legacy for your family which could include a lifetime income.

    • 12 min
    The Power of ROTH

    The Power of ROTH

    The ROTH is a great way to save on taxes in retirement. In this episode, Cathy and Steve Ringo (V.P. of DeWitt & Dunn) discuss the tax benefits of ROTH and ways to convert to start saving now.

    • 27 min
    403b's

    403b's

    Cathy and Steve Ringo discuss 403b's with Jacob Tippit who is certified in 403b planning. If you are a teacher, public school employee, or have a 403b, this podcast is a must listen. 

    • 12 min
    Patrick Kelly: Stress-Free Retirement

    Patrick Kelly: Stress-Free Retirement

    Best Selling Retirement Author Patrick Kelly sits down for a candid conversation with Cathy & Steve Ringo to talk about the strategies in his book Stress-Free Retirement. The power of NOT losing Money and still beating inflation on the upside for a successful retirement. 

    • 36 min

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