Craig Lytle’s content is for educational use & is not intended as advice.

Craig Lytle

You should use your personal intelligence, familiarity with your unique circumstances and relationships with your professional advisers before making any decisions. The purpose of this podcast is to provide an opportunity for you to listen at your own pace. Learning via stories and conversations builds a sense of community. People do things for love and for their love of others. Text ideas, feedback & questions (302) 373-0592.

  1. 03/12/2021

    Captive Insurance, what it is and what it does...

    Income & Estate Planning Partners co-hosted a webinar along with Bureau of Captive and Financial Insurance Products, Delaware Department of Insurance.  Hear Steve Kinion, in his own words talk about captive insurance... what it is and what it does.  Be sure to listen until the end, where TIm Welles and Chris Gallo, from CIC Services explain ways in which captive insurance companies are akin to health savings accounts in some ways. Learn about the process and why you might want to form one.  Is this applicable for your company.  Let's have that conversation: https://us02web.zoom.us/rec/share/924ee8aNkRh1diblioCh4SkfO7ZmacSqAZrKd9w6wO5hW7TmW3rqHaADwf28Cl9j.ksGcRFpISSoxb-nC?startTime=1615488039000

    1h 16m

  2. 12/30/2020

    Yesenia Sanchez is a financial services professional, mother & grandmother.

    Life experiences have led Yesenia Sanchez into financial services. She is passionate about helping women with financial literacy. Check out our conversation and her online courses.

    11 min

  3. 07/09/2020

    Craig talks with Ron Graf, owner of Aurista Technologies, about healthcare reform

    Ron Graf is a small business owner and critical thinker about the state of healthcare in the United States. In this episode, Craig Lytle talks with Ron about his experiences and observations on the topic of healthcare reform opportunities. Listeners will gain an interesting and informative perspective and learn about proposals from experts. Why is the United States ranked 37th while outspending other countries?

    1h 6m

  4. 06/11/2020

    Mac Gardner published The 4 Money Bears. Craig and Mac talk about financial literacy &storytelling

    Mac Gardner is Craig’s guest in this episode. Mac is working on developing “FinLitTech” to digitize financial literacy programs. Listen to the conversation about find out more about the 4 Money Bears.

    15 min

  5. 06/11/2020

    Brad Breeding talks with Craig about retirement communities https://www.mylifesite.net

    Brad Breeding is the author of What’s the deal with RETIREMENT COMMUNITIES? He is a speaker and consultant. The resources Brad makes available will help educate families about retirement living, financial considerations including planning for long term care (with or without insurance) and how you would distinguish one type of retirement community from another. Lean more by visiting: https://www.mylifesite.net

    25 min

  6. 06/11/2020

    Liz Gulliver of Kunik talk with Craig about forming the organization with her partner, Josh.

    Liz Gulliver talks with Craig about parents taking time away from work to raise children, the impact of work on one’s identity and support available. Learn more at https://getkunik.com

    25 min

  7. 05/28/2020

    Audio from Echo Lake income planing/estate planning webinar on Thursday, May 28, 2020

    Money, time, health and longevity are particularly important due to our collective immobility during the COVID-19 pandemic. AARP reports a top concern of Americans is running out of money during retirement. The rules of the game change during accumulation, distribution and preservation phases of life. Data from Genworth’s 2019 Cost of Care Survey helps us understand what we are up against. Find out why TIM is not your friend and how the SECURE ACT & CARES ACT provisions may be meaningful in your life. Https//www.iandeplanning.com

    11 min

  8. 05/27/2020

    May 27, 2020 (PPP) Paycheck Protection Program loan forgiveness documentation requirements

    In this episode, you’ll learn about resources for the description of exactly what documentation you’ll need for the PPP loan forgiveness application.

    8 min
See All (22)

About

You should use your personal intelligence, familiarity with your unique circumstances and relationships with your professional advisers before making any decisions. The purpose of this podcast is to provide an opportunity for you to listen at your own pace. Learning via stories and conversations builds a sense of community. People do things for love and for their love of others. Text ideas, feedback & questions (302) 373-0592.

Information