32 episodes
LongView Living: A Financial Education Resource for Physicians and Dentists LongView Planning Partners
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- Business
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4.7 • 7 Ratings
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Longview Planning Partners is a registered representative and investment adviser representative of MML Investors Services, LLC. (MMLIS) Member SIPC. Supervisory office located at 12 Cadillac Drive, Suite 440 Brentwood, TN 37027, 615-309-6300. MMLIS Registered representatives do not provide tax and/or legal advice. The views and opinions expressed are those of the program participants and are not necessarily those of MML Investors Services LLC. The material is not intended as recommendations appropriate for you. You should strongly consider seeking advice from your own investment professional.
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Taxation of Life Insurance with John Jordan, CPA and Bryan Hurlbut
Bryan Hurlbut and John Jordan join us for a discussion about how common insurance products are taxed.
CRN202603-4133529 -
Living a meaningful life with Stephanie Anderson, MD and Jason Schultz, CFP®
Former military member, author, chef, entrepreneur and accomplished physician, Stephanie Anderson joins Jason Schultz for an inspiring discussion about overcoming challenges and refusing to allow a situation or person hold you hostage.
We'd love to connect with you! To schedule a meeting to learn more, follow this link: Contact (longviewplan.com)
CRN202603-4061114 -
Cybersecurity and Technology Risks with Jason Schultz, CFP® and James Heffernan
How is your information protected? Today’s episode educates listeners on how institutions such as MassMutual continuously assess the risk and vulnerability of changes to the security of its infrastructure. Ethical Hacker, James Heffernan, provides tips for how you can help enhance your cyber security efforts.
We'd love to connect with you! To schedule a meeting to learn more, follow this link: Contact (longviewplan.com)
CRN202602-3988136 -
457 Plans with Louis Holmes, Jennifer Jenkins, and Darrin Yappen, AIF, RF, CBFA, CRPS
A Top Hat Plan is a 457(b) plan sponsored by a non-governmental 501(c) employer, which must cover only a select group of key management employees. In a hospital setting this typically includes physicians and high-level executives. Today’s episode educates on the features of a Top Hat 457 Plan.
We'd love to connect with you! To schedule a meeting to learn more, follow this link: Contact (longviewplan.com)
CRN202602-3900794 -
Disability Income Insurance Premium Factors with Andrew Stone and Cooper Smith
Do you have the knowledge to make educated decisions when reviewing your current coverage or purchasing new disability income insurance? Andrew Stone and Cooper Smith discuss factors that can contribute to the cost of owning a disability income insurance policy.
We'd love to connect with you! To schedule a meeting to learn more, follow this link: Contact (longviewplan.com)
CRN202602-3956229 -
Understanding FRED Economic Data with Marcus Esposito and Keith Taylor
The Fed’s dual mandate prescripts a focus on stable prices and maximum employment. But that’s not all the Federal Reserve does – it also makes data available to everyday people. That’s where FRED, or Federal Reserve Economic Data comes into play. Keith Taylor, our guest on this episode, is responsible for the strategic direction of FRED and family in the Research Division of the Federal Reserve Bank of St. Louis.
Click this link to access the FRED website: https://fred.stlouisfed.org
We'd love to connect with you! To schedule a meeting to learn more, follow this link: Contact (longviewplan.com)