Retire with Peace of Mind

Eclectic Associates, Inc.
  • 5.0 (1)
  • Investing

The Retire With Peace of Mind podcast by Eclectic Associates will cover various financial planning and investment management topics to help you have peace of mind before -- and after -- you retire. Carl Lachman hosts, edits, and produces this podcast, and the background music is from Bensound.com. Learn more about Eclectic Associates, a fee-only financial planning and investment management firm, at www.retirewithpeaceofmind.com

Episodes

  1. Mar 15

    Multi-Generational Estate Planning Insights

    Learn how multi-generational estate planning helps protect your family's legacy, reduce conflict, and ensure your wishes are honored across generations.

  2. The Basics of Personal Financial Planning

    01/02/2023

    The Basics of Personal Financial Planning

    Learn the basics of personal financial planning from Eclectic's president, David Little. Saving, Investing, Insurance, Estate Planning, Taxes, & Retirement. This presentation was originally given to a local conference in March of 2022. This episode was hosted, produced, and edited by Carl Lachman. The music is from Bensound.com. Learn more about the fee-only financial planning and investment management services that Eclectic Associates offers at www.retirewithpeaceofmind.com

  3. The Basics of Estate Planning

    01/01/2023

    The Basics of Estate Planning

    What are the basics of estate planning? This podcast explains what you need to know. Austin Dillon, an estate planning attorney in Fullerton, California, originally recorded this interview in May of 2022. This episode was hosted, produced, and edited by Carl Lachman. The music is from Bensound.com. Learn more about the fee-only financial planning and investment management services that Eclectic Associates offers at www.retirewithpeaceofmind.com

  4. California and Retirement Taxes -- Updated 2022

    04/22/2022

    California and Retirement Taxes -- Updated 2022

    This episode is an update to an article by the same name that Russell Hall wrote a few years ago for Eclectic Associates. Russell is a 20-year veteran of financial planning and has particular expertise in taxes. He has written extensively on a variety of topics, and you can find those articles at our website under the Education tab. This episode was hosted, produced, and edited by Carl Lachman. The music is from Bensound.com. Learn more about the fee-only financial planning and investment management services that Eclectic Associates offers at www.retirewithpeaceofmind.com

    27 min

  5. 03/14/2022

    Benefits and Pitfalls of Annuities

    In this episode, we have a conversation with Willie Jones about annuities. We discuss the basics of annuities, how they can be used, and some of the problems with them. Willie is a team consultant with the DPL Financial Partners, a firm which specializes in various insurance products and annuities. Before he joined DPL, Willie spent several years in the insurance and banking industry, and he is a graduate from the University of Kentucky. Although Eclectic Associates doesn't use annuities very often, many new clients that start working with us already own annuities, so we work with experts like Willie when we need help solving an annuity problem. This episode was hosted, produced, and edited by Carl Lachman. The music is from Bensound.com. Learn more about the fee-only financial planning and investment management services that Eclectic Associates offers at www.retirewithpeaceofmind.com

    37 min

  6. 03/12/2022

    How To Be A Good Donor to a Nonprofit Organization

    This episode by Eclectic Associates is a conversation with David Moore about how to be a good donor to a nonprofit organization. David is the Assistant Vice President of Legacy Gift Planning at Chapman University in Orange, California. Carl Lachman is the host and produced this episode, and the music is by Bensound.com. Learn more about the fee-only financial planning and investment management services offered by Eclectic Associates at www.retirewithpeaceofmind.com

    57 min

  7. 03/11/2022

    2022 Tax Update with Mike Giangrande

    This is a detailed 2022 tax update from Mike Giangrande, a tax attorney and partner with the Munson, Eisenman, & Giangrande CPA firm of Fullerton, California. Mike not only prepares taxes and is a tax expert, but he also teaches seminars to over 10,000 tax preparers each year. Because of the detailed and technical nature of this podcast, please email us and request the notes before you start listening to the presentation. Email us at podcast@eclecticassociates.com with a subject line that says "Tax Update Notes" and we will email you the PDF. Learn more about the fee-only financial planning and investment management services that Eclectic Associates offers at www.retirewithpeaceofmind.com

    21 min

  8. 03/10/2022

    Introduction to the Retire With Peace of Mind Podcast

    This short episode is an introduction to the Retire With Peace of Mind podcast by Eclectic Associates. This episode explains that this podcast series has the goal of helping people have peace of mind about their finances and investments both before and after they retire. Carl Lachman is the host, he has produced this episode, and the background music is by Bensound.com. Learn more about the fee-only financial planning and investment management services that Eclectic Associates offers at www.retirewithpeaceofmind.com

    5 min

  9. Season 1 Trailer

    Presenting the Retire With Peace of Mind Podcast

    This short episode is an introduction to the Retire With Peace of Mind podcast by Eclectic Associates. This episode explains that this podcast series has the goal of helping people have peace of mind about their finances and investments both before and after they retire. Carl Lachman is the host, he produced this episode, and the background music is by Bensound.com. Learn more about the fee-only financial planning and investment management services that Eclectic Associates offers at www.retirewithpeaceofmind.com

    5 min

Trailer

About

The Retire With Peace of Mind podcast by Eclectic Associates will cover various financial planning and investment management topics to help you have peace of mind before -- and after -- you retire. Carl Lachman hosts, edits, and produces this podcast, and the background music is from Bensound.com. Learn more about Eclectic Associates, a fee-only financial planning and investment management firm, at www.retirewithpeaceofmind.com

Information

  • Creator
    Eclectic Associates, Inc.
  • Years Active
    2022 - 2026
  • Episodes
    9
  • Rating
    Clean
  • Copyright
    © 2022 Eclectic Associates, Inc.
  • Show Website
    Retire with Peace of Mind