The Legacy Builder

Ascent Financial

Ascent Financial takes an in-depth look at all things related to business transition planning, wealth management, and insurance planning. The team focuses on topics surrounding the finances and interpersonal relationships that help create a lasting legacy.

  1. 03/12/2021

    #126 Retirement Income Planning

    Jared and Myron talk about ways they can genuinely help people prepare for retirement. People look at climbing a mountain as a big challenge, but rocker climbers will tell you the path down is often more treacherous. When people enter retirement, having a strategy will allow their funds to sustain them through the years ahead.

  2. 03/12/2021

    #125 Wll you pay taxes on the seed or the harvest?

    Join Jared and Myron, discussing tax strategy post-2020 election. How can you be more tax advantageous? Taxes are probably one of the most significant impacts on retirement planning. Ascent's ultimate goal is to make sure that a person with limited resources, receives the best value.  Myron brings the "Power of Zero" book to the discussion. A book that provides its readers with a road map of how to get to the zero percent tax bracket., virtually eliminating the tax risk.  How does COVID-19 impact out future taxes? Take a listen.

  3. 01/25/2021

    #118 Common Tax Related Transition Planning Mistakes

    When designing a transition plan for your business, there are a lot of components to keep in mind. One of them is making sure that the plan is tax efficient. Today, Ascent shares four tax planning mistakes to avoid when creating your transition plan.

  4. 01/25/2021

    #117 Tax Planning After the Election

    Tax planning after the election may seem daunting, but Ascent is here to help.

  5. 01/25/2021

    #116 Ascent Financial takes a look at Living Benefits

    In this episode, Ascent Financial takes a look at living benefits and how they can be a great asset for many families.

  6. 12/01/2020

    #101 No More Drama! Understanding the Behavioral Styles in a Team

    Every person has a behavioral style. Understanding our behavioral style, and the styles of those on within our organization or family, can drastically improve communication and relationships. In this episode, we focus on a specific assessment called the DiSC. Learn how the different behavioral styles within each of us can be used to build powerful teams.

  7. 12/01/2020

    #109 The Myths of Life Insurance Planning for Business Owners

    Life insurance planning is different for business owners. In this episode, Ben Bernard, the Managing Insurance Director at Ascent, talks about some of the myths surrounding life insurance planning for business owners, and the best practices to consider.

  8. 12/01/2020

    #102 No more drama! Conflict resolution in a business

    It is almost inevitable that given enough time, there will be conflict in a business or in a family. Al Bennett, a Business Planning Consultant at Ascent, talks about how to professionally address conflict, and get the team back on the track to success.

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About

Ascent Financial takes an in-depth look at all things related to business transition planning, wealth management, and insurance planning. The team focuses on topics surrounding the finances and interpersonal relationships that help create a lasting legacy.

Information

  • Creator
    Ascent Financial
  • Years Active
    2020 - 2021
  • Episodes
    20
  • Rating
    Clean
  • Copyright
    © Ascent Financial