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Financial and retirement planning guidance with Brian Doe of Livingworth Wealth Advisors, based in the lake country of Georgia.

Make The Dough Rise Brian Doe

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Financial and retirement planning guidance with Brian Doe of Livingworth Wealth Advisors, based in the lake country of Georgia.

    Ep 14: Death - A Pain In The Heirs

    Ep 14: Death - A Pain In The Heirs

    This episode's topic isn't a fun one, but we'll do our best to make it educational and try to lighten the mood along the way. We'll discuss some of the common misconceptions people have about how to structure an end of life plan. We'll discuss beneficiaries, help you understand probate, talk about consolidation & survivorship titling. If you think a simple will is enough to handle a lot of these decisions, you should listen to this episode because we'll show you things a will doesn't address and go over the proper ways to make sure your family is taken care of during this tough financial and emotional situation.

    Ep 13: 2020 - I Can See Clearly Now

    Ep 13: 2020 - I Can See Clearly Now

    To kick off the new year we're going to tackle one of the most popular financial investment vehicles out there... the 401(k). Why is it a bad thing to be a "401(k) Millionaire" and just how big of trouble are you in if a majority of your savings is hanging out in one of these accounts? We'll answer those questions and more as we look to start the new decade off with some clarity and a well defined financial resolution.

    Ep 12: Looking Back At The Decade

    Ep 12: Looking Back At The Decade

    Another decade is coming to a close. We'll use that as an opportunity to take stock in what's happened both personally and financially on a broader scale the past 10 years and see what lessons we can learn for 2020 and beyond.

    Ep 11: The Real Hole In Medicare

    Ep 11: The Real Hole In Medicare

    Long-term care. It's the real hole in Medicare's coverage. We promised in the previous episode we'd come back to this topic, so let's spend some time breaking down your options for addressing the long-term care need. Do you know your care options? What about hybrid life insurance policies or annuities with a long-term care benefit? Are reverse lines of credit worth exploring? Brian will take us through these items and more on today's show.

    Ep 10: Medicare & Swiss Cheese

    Ep 10: Medicare & Swiss Cheese

    Brett Danko joins Brian Doe again to discuss one of Brett's most passionate subjects, Medicare. Brett has a "famous" analogy to make Medicare easier to understand, and yes, it might make you a little hungry if you're a fan of swiss cheese. The two will cover all the different Medicare options and how they go about helping clients decide which routes are the best to take.

    Ep 9: No Quotas, No Bonuses

    Ep 9: No Quotas, No Bonuses

    Special guest Brett Danko, managing partner of Main Street Financial Solutions (MSFS), joins the show today to talk about the special relationship between Livingworth Wealth Advisors and MSFS. They'll discuss the origin of their relationship and why this particular structure is so beneficial to clients. They'll also discuss the differences between different financial designations and what it truly means to be a "financial advisor".

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