100 episodios

Cornerstone Retirement Partners has operated as an independent financial advisory and Medicare firm for over 20 years. On our staff, we have professional financial advisors and Medicare specialists who cross train in a variety of retirement planning specialties. We assist working people with the process of retiring - helping them sign up for Medicare, Social Security, creating income plans from the wealth they have accumulated. We also coordinate with elder law attorneys to help retirees transition their wealth to their spouse or children while qualifying for Medicaid. We recognize that as investment fiduciaries, we are required to act in the best interest of our clients. That's why we take care of all aspects of retirement - not just your 401k.

Cornerstone Retirement Partners Ron Courser

    • Educación

Cornerstone Retirement Partners has operated as an independent financial advisory and Medicare firm for over 20 years. On our staff, we have professional financial advisors and Medicare specialists who cross train in a variety of retirement planning specialties. We assist working people with the process of retiring - helping them sign up for Medicare, Social Security, creating income plans from the wealth they have accumulated. We also coordinate with elder law attorneys to help retirees transition their wealth to their spouse or children while qualifying for Medicaid. We recognize that as investment fiduciaries, we are required to act in the best interest of our clients. That's why we take care of all aspects of retirement - not just your 401k.

    Income Planning

    Income Planning

    📊 Join Ron Courser, CFP® from Cornerstone Retirement Partners for insightful discussions on optimizing income during retirement. From investment insights to budgeting basics, we're here to guide you. Subscribe now for valuable strategies to secure your financial future. 💼 For more information contact Ron Courser, CFP® at (616) 301-2581 and visit our website at www.cornerstone-rp.com.#retirementplanning #financialstability #practicaladvice

    • 17 min
    Structuring Different Kinds Of Income

    Structuring Different Kinds Of Income

    Discover smart ways to structure your income! In this quick video, Ron Courser, CFP® shares practical tips to help you make the most of your earnings and investments to generate tax-advantaged streams of income. Whether you're self-employed or working a traditional job, optimizing your income can lead to greater financial stability. Watch now for actionable advice! Don't forget to subscribe for more content for Your Course To Retirement! For more information contact Ron Courser, CFP® at (616) 301-2581 and visit https://www.cornerstone-rp.com/ #IncomeStrategies #financialtips

    • 16 min
    Gain Control Of Your Taxes

    Gain Control Of Your Taxes

    Unveil Tax Season and Saving Strategies with Ron Courser, CFP®!
    🎙️ Join Ron Courser, CFP®, Owner of Cornerstone Retirement Partners, as he dives into essential tax planning insights in this episode of Your Course To Retirement.
    💼 Host: Ron Courser, CFP®
    📞 Contact: (616) 301-2581
    🌐 Website: https://www.cornerstone-rp.com/
    Discover actionable tips to minimize tax liabilities and maximize savings. With over three decades of experience, Ron shares valuable advice on proactive tax planning, helping you secure a brighter financial future.
    Tune in now to unlock the secrets of tax optimization and take control of your finances! Reach out to Ron Courser, CFP® at Cornerstone Retirement Partners for personalized guidance.

    • 16 min
    Luck vs Planning

    Luck vs Planning

    When planning for retirement, you want confidence. You want to know that your money is going to be well-managed while working towards retirement and protected once you are in retirement. You don't want to go through retirement not spending because you are worried you might not have enough. The retirement that you deserve should be fun, doing all the things you couldn't while you were at work, and it has to be based on a plan. Ron Courser, CFP® can help make sure you are not just relying on luck in retirement, that you actually have a true plan, and can guide you to the retirement you deserve. For more information contact Ron Courser, CFP® at (616) 301-2581 and visit https://www.cornerstone-rp.com/.

    • 12 min
    Tax Prep vs Tax Planning

    Tax Prep vs Tax Planning

    For more updates on when Cornerstone Retirement Partners uploads a new video follow these social medias
    Facebook - https://www.facebook.com/CornerstoneRetirementPartners
    Linkedin - https://www.linkedin.com/company/cornerstone-retirement-partners/
    Twitter - https://twitter.com/Cornerstone_rp
    If you perfer to listen to the videos they will be posted in audio form on this page. https://coursetoretirement.libsyn.com/site?_ga=2.18104057.175116293.1666642908-1281234911.1610478272
    Financial Education
    Find out more information about Cornerstone Retirement Partners, request a consultations, or download the resources mentioned in today’s episode by visiting www.cornerstone-rp.com
    Disclosure: Investment Advisory Services offered through Brookstone Capital Management, LLC (BCM), a Registered Investment Advisor. BCM and Cornerstone Retirement Partners are independent of each other.

    • 10 min
    Why Is 59 1/2 So Important?

    Why Is 59 1/2 So Important?

    For more updates on when Cornerstone Retirement Partners uploads a new video follow these social medias
    Facebook - https://www.facebook.com/CornerstoneRetirementPartners
    Linkedin - https://www.linkedin.com/company/cornerstone-retirement-partners/
    Twitter - https://twitter.com/Cornerstone_rp
    If you perfer to listen to the videos they will be posted in audio form on this page. https://coursetoretirement.libsyn.com/site?_ga=2.18104057.175116293.1666642908-1281234911.1610478272 Financial Education
    Find out more information about Cornerstone Retirement Partners, request a consultations, or download the resources mentioned in today’s episode by visiting www.cornerstone-rp.com
    Disclosure:
    Investment Advisory Services offered through Brookstone Capital Management, LLC (BCM), a Registered Investment Advisor. BCM and Cornerstone Retirement Partners are independent of each other.

    • 7 min

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