Wealth and Life

Tony D'Amico
  • 5,0 (2)
  • INVESTISSEMENT
Wealth and Life

Each person has their own definition of what it means to be wealthy, and each person has their own definition of success for their life. Where Wealth and Life meet is what you will explore with Financial Planner, Consultant, Speaker and Business Owner, Tony D’Amico. You’ll hear stories from successful individuals and business owners about how they navigated the inevitable challenges that arose as they achieved each new level of success. And, you’ll get insights and strategies from leading wealth planning professionals on how to take your financial plan to the next level. Check out wealthandlife.com, where Tony will cover the latest in comprehensive retirement planning, planning for business owners and family wealth management.

  1. Ep #21: 3 Levels of Care

    17/12/2021

    Ep #21: 3 Levels of Care

    Today we are going to be talking about the three levels of care that a financial advisor, insurance agent, or broker-dealer can provide. From the suitability standard to the best interest standard and the fiduciary duty, I will be explaining the details of each level of care so that you can identify the best advisor for your needs. You can find show notes and more information by clicking here: https://www.fidatowealth.com/wealthandlife/episode-21

    9 min
  2. Ep #20: The Power of Compounding

    19/11/2021

    Ep #20: The Power of Compounding

    Compound interest has the ability to make your money work for you, instead of you working for your money. Compounding is—quite literally—money multiplying itself. Luckily, it is not as complicated as it may sound. In this episode, I will be explaining how you can grow your bank account whilst putting in minimal long-term effort, as well as the common missteps to avoid along the way. You can find show notes and more information by clicking here: https://bit.ly/3BZ0Y6z

    10 min
  3. Ep #19: Inflation: Managing Your Resources for the Future

    15/10/2021

    Ep #19: Inflation: Managing Your Resources for the Future

    Stable and predictable inflation is generally good for the economy—and for your finances. It helps money sustain its value and makes it simpler for everyone to plan how, where, and when they spend their hard-earned dollars. So, in this episode, I will be explaining how inflation affects you and how you can maximize your resources for the future. You can find show notes and more information by clicking here: https://bit.ly/2ZoHpGj

    9 min
  4. Ep #18: Roth Conversions: An Important Tax Planning Strategy

    17/09/2021

    Ep #18: Roth Conversions: An Important Tax Planning Strategy

    A Roth IRA conversion is a very powerful tool for your retirement. If your taxes rise because you earn more (putting you in a higher tax bracket), a Roth IRA conversion may save you a considerable amount of money over the long term. So, in this episode, I will be discussing this important tax planning strategy and the steps you can take now to utilize this tool. You can find show notes and more information by clicking here: https://bit.ly/2X791yl

    14 min
  5. Ep #17: The Power of After-Tax Contributions Into Your Retirement Plan for Alexion, Cleveland Clinic, & Ford Employees with Marissa Beyer

    13/08/2021

    Ep #17: The Power of After-Tax Contributions Into Your Retirement Plan for Alexion, Cleveland Clinic, & Ford Employees with Marissa Beyer

    As advisors, we’re always trying to set our clients up for success. Oftentimes we are looking for ways to maximize benefits, and this includes contributions into 401(k) plans. However, there may be one key step you’re missing in your retirement saving plan. So, to join in on this conversation today is Marissa Beyer, a Lead Wealth Advisor at Fidato Wealth. We will be discussing how to make after-tax contributions to a 401(k), the strategy behind this, and why it may be beneficial to you. You can find show notes and more information by clicking here: https://bit.ly/3B9fVTs

    27 min
  6. Ep #16: The Importance of Quality Conversations Between a Client and Their Advisor When the Going Gets Tough with Marie Swift

    16/07/2021

    Ep #16: The Importance of Quality Conversations Between a Client and Their Advisor When the Going Gets Tough with Marie Swift

    During the onset of the pandemic, there was a big opportunity created for advisors to step up and serve their clients in a meaningful way through quality conversations. It is no surprise that communication was truly the backbone of that, as it is a key component to creating valued relationships in most aspects of life. Our guest today is Marie Swift, the President and CEO of Impact Communications, and in this episode, she will be sharing some of her findings from a recent report she conducted titled Conversations that Matter. You can find show notes and more information by clicking here: https://bit.ly/3qwSJK0

    41 min
  7. Ep #15: Making the Most of Your Planning Meeting with Marissa Beyer and Brian Eberhardt

    18/06/2021

    Ep #15: Making the Most of Your Planning Meeting with Marissa Beyer and Brian Eberhardt

    One of the best things advisors can provide for clients is an annual review of their financial situation and progress. That’s why we make a point to prepare for these meetings and ensure we provide the most value to our clients, while also ensuring their success. So what measures do we put in place to do this? To help discuss this topic more in-depth are two of our lead advisors at Fidato Wealth, Marissa Beyer and Brian Eberhardt. You can find show notes and more information by clicking here: https://bit.ly/3irDLTn

    19 min
  8. Ep #14: How to Optimize Your Social Security Benefits with Brandon P. Smith

    21/05/2021

    Ep #14: How to Optimize Your Social Security Benefits with Brandon P. Smith

    One of the most important and biggest decisions for people heading into retirement is centered around Social Security benefits. In this episode, I’m joined by Brandon P. Smith, a Public Affairs Specialist for the Social Security Administration. He joins the show today to share insight on Social Security benefits and how you can put these benefits to work for you. You can find show notes and more information by clicking here: https://bit.ly/3vQdJwv

    55 min
Tout afficher (21)

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À propos

Each person has their own definition of what it means to be wealthy, and each person has their own definition of success for their life. Where Wealth and Life meet is what you will explore with Financial Planner, Consultant, Speaker and Business Owner, Tony D’Amico. You’ll hear stories from successful individuals and business owners about how they navigated the inevitable challenges that arose as they achieved each new level of success. And, you’ll get insights and strategies from leading wealth planning professionals on how to take your financial plan to the next level. Check out wealthandlife.com, where Tony will cover the latest in comprehensive retirement planning, planning for business owners and family wealth management.

Informations

  • Création
    Tony D'Amico
  • Années d’activité
    2020 - 2021
  • Épisodes
    21
  • Classification
    Tous publics
  • Site web de l’émission
    Wealth and Life

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