Cornerstone Retirement Blueprint Podcast

Jammie Avila
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Cornerstone Retirement Blueprint Podcast

Join your host Jammie Avila as he shares his thoughts on a wide variety of financial topics surrounding retirement strategy, investment management, tax planning and more! Jammie Avila is the managing partner and co-founder of Cornerstone Wealth Management with offices in Las Vegas and Henderson, Nevada. Get more information at www.cornerstonevegas.com or by calling 702-252-5252. Registered Representatives offer securities through Independent Financial Group, LLC (IFG), Member FINRA/SIPC. Investment Advisor Representatives offer Advisory services through Independent Financial Group, LLC (IFG), a Registered Investment Adviser. We are registered to offer securities in : AL, AZ, CA, CO, FL, IL, ID, KY, MD, NM, NE, NV, NY, OH, OK, OR, TN, TX, UT, VA, SD, SC, WI, WY & WA. Cornerstone Wealth Management, Cornerstone Tax Advisory and IFG are unaffiliated entities.

  1. 2022/06/16

    Ep 22: All About Fixed Index Annuities

    If you’ve ever wanted to know more about fixed index annuities, today’s show is for you. We have a special guest who explains what they are, why they can help you, and how they offer stability and reliability.   TIMESTAMPS:  0:28 – Meet Rebecca 1:05 – Allianz 2:50 – Innovation 6:42 – Index thought capability 9:43 – Volatility-controlled indexes 13:00 – No additional fees   MORE INFORMATION:  https://www.cornerstonevegas.com/cornerstone-retirement-podcast/

    18 分钟

  2. 2022/06/02

    Ep 21: Our In-House Tax Expert Shares Top Tips

    Clients often come to us with tax questions, so we decided to hire a tax advisor last year that is available to our clients year-round. Today he’s sharing his top tax tips with you.   TIMESTAMPS:  0:32 – Meet Chris Pepper 3:13 – Tax preparation process 5:19 – Chris’ work history 7:08 – Tax returns 7:57 – What to bring 8:59 – Changing tax laws 10:30 – Withholdings 13:00 – Client questions 14:33 – Capital gains 18:10 – Write-offs 20:05 – Side businesses   MORE INFORMATION:  https://www.cornerstonevegas.com/cornerstone-retirement-podcast/

    23 分钟

  3. 2022/05/19

    Ep 20: How to Prepare for Medicare

    Medicare typically begins at age 65, but you need to know how it works long before then. On today’s show, we’re talking with our in-house Medicare specialist about all the things you need to know about this important topic.   TIMESTAMPS:  0:33 – Meet Julie Kovacevich 1:58 – How to qualify 3:15 – Parts A, B and D 4:52 – Deductions 6:59 – Medicare plans 10:09 – Choosing your doctor 11:20 – How to enroll 14:30 – Saving money on prescriptions 17:44 – Medicare commercials 18:55 – When to sign up? 20:42 – Review Medicare?   MORE INFORMATION:  https://www.cornerstonevegas.com/cornerstone-retirement-podcast/

    25 分钟

  4. 2022/04/21

    Ep 19: Common Misconceptions About Long-Term Care

    We get so many questions from clients about long-term care options we decided to have a long-term care expert on today’s show. She’ll share some common misconceptions and what you need to know about your future care plans.   TIMESTAMPS: 1:33 – It won’t happen to me 4:18 – My family will take care of me 7:01 – When to start planning 8:32 – Different types of long-term care 9:38 – Alternative plans 15:45 – Big news out of Washington state 20:09 – Asset-based long-term care   MORE INFORMATION:  https://www.cornerstonevegas.com/cornerstone-retirement-podcast/

    28 分钟

  5. 2022/04/07

    Ep 18: How an IRA Trust Trilogy Can Benefit Your Family

    If you want more of your hard-earned money to go into your family’s pockets instead of to the IRS, today’s show is for you. We’ll explain why you should try an IRA Trust Trilogy.   TIMESTAMPS: 0:28 – IRA trust trilogy 1:45 – Stretch IRAs 3:46 – SECURE Act 4:55 – Three trusts 6:26 – Taxes are due 6:56 – Special needs children 9:23 – Giving children more income 13:45 – A lifetime strategy 15:09 – A sacred asset   MORE INFORMATION:  https://www.cornerstonevegas.com/cornerstone-retirement-podcast/

    18 分钟

  6. 2022/03/17

    Ep 17: Is a Charitable Remainder Trust Right for You?

    Today we’re talking about a topic that clients ask us about a lot – what is a charitable remainder trust? How does it work? How can it benefit you? We’ll share the answers in today’s show.   TIMESTAMPS:  0:41 – What is a charitable remainder trust? 2:25 – Difference between donor-advised fund 3:02 – How it works 6:30 – Capital gains taxes 7:45 – Selling a business 10:19 – Tax benefits 13:52 – Leaving money to children 17:00 – Leaving 10%   MORE INFORMATION:  https://www.cornerstonevegas.com/cornerstone-retirement-podcast/

    22 分钟

  7. 2022/03/03

    Ep 16: Have You Used This Charitable Planning Technique?

    Today we’re talking about a donor-advised fund. Find out how this niche charitable planning technique has helped some of our clients and could help you, too.     TIMESTAMPS:  1:27 – Donor-advised fund 4:15 – Bunching 7:42 – Why use this technique 8:40 – Super bunching 10:30 – Growth 11:42 – Highly appreciated assets   MORE INFORMATION:  https://www.cornerstonevegas.com/cornerstone-retirement-podcast/

    17 分钟

  8. 2022/02/10

    Ep 15: Estate Planning Expert Explains Wills vs. Trusts and More

    What is the difference between a will and a trust? Find out on the difference on today’s episode as well as the importance of an estate planning attorney.   TIMESTAMPS:  0:35 – Meet Jeremy 2:06 – Focusing on estate planning 2:55 – Will vs. trust 4:00 – Levels of probate 5:21 – Higher net worth 10:40 – Asset protection trusts 14:30 – LLC vs. Series LLC   MORE INFORMATION:  https://www.cornerstonevegas.com/cornerstone-retirement-podcast/

    20 分钟
查看全部 21 集

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4.7
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关于

Join your host Jammie Avila as he shares his thoughts on a wide variety of financial topics surrounding retirement strategy, investment management, tax planning and more! Jammie Avila is the managing partner and co-founder of Cornerstone Wealth Management with offices in Las Vegas and Henderson, Nevada. Get more information at www.cornerstonevegas.com or by calling 702-252-5252. Registered Representatives offer securities through Independent Financial Group, LLC (IFG), Member FINRA/SIPC. Investment Advisor Representatives offer Advisory services through Independent Financial Group, LLC (IFG), a Registered Investment Adviser. We are registered to offer securities in : AL, AZ, CA, CO, FL, IL, ID, KY, MD, NM, NE, NV, NY, OH, OK, OR, TN, TX, UT, VA, SD, SC, WI, WY & WA. Cornerstone Wealth Management, Cornerstone Tax Advisory and IFG are unaffiliated entities.

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