8 episodios
Financial Strategies Institute David Gates
-
- Economía y empresa
Financial strategies designed for a successful retirement plan. Learn the many tips and tricks for a successful retirement from financial advisors with over 90 years of proven experience. Planners are Registered Representatives of and offer securities through Securities America, Inc., member FINRA/ SIPC. Advisory services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisor. Financial Strategies Institute is not affiliated with the Securities America companies. Securities America and its representatives do not provide tax or legal advice. Please consult the appropriate professional regarding your specific situation. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation.
-
Episode 008 - Estate Planning with Mary Black
York, Howell and Guymon have been our go to estate planning firm for many years. They have always provided our clients with the sound estate plans needed in retirement planning. We will be chatting with Mary Black today who is an Associate Attorney with York, Howell and Guymon about the importance of having a proper estate plan.
Mary Black Bio
https://www.yorkhowell.com/our-people/mary-black/ -
Episode 007 - What You Should Know About Mortgage Rates
In this episode we sit down with Mike Larsen, owner of West Ridge Financial, to learn about current interest rates and what you may want to think about when looking at getting into a mortgage.
Join us as we learn from this 22 year experienced veteran to learn more about today's environment on mortgage interest rates.
Financial Strategies Institute
SteVan Gates
801-316-4100
www.fsiplanners.com
West Ridge Financial
Mike Larsen
801-971-3956
www.westridgefinancial.com -
Episode 006 - Personal Touch Tuesday - SteVan Gates, CRPC
Today we interview SteVan Gates, CRPC about his personal life and dive a little deeper into who he is.
-
Episode 005 - Baby Boomer's Guide to Medicare
On todays show we invited Derek D. Bohne, CLU®, ChFC® to discuss some basics on Medicare planning and some "How To's" when it comes time for you to apply for your own medicare benefits.
Derek Bohne's Profile
Schedule a 15-Minute Phone Consultation Here
derek@fsiplanners.com
801-316-4100 -
Episode 004 - Retirement Considerations With SteVan Gates, CRPC
Join us as SteVan Gates discussed the impact that the markets might have on your income streams in retirement and how one might approach retirement in a different way.
stevan@fsiplanners.com
801-316-4100 -
Episode 003 - 3 Tips on Managing Stress
Join in as we look at 3 tips for managing stress levels in retirement!