LongView Living: A Financial Education Resource for Physicians and Dentists

LongView Planning Partners
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LongView Living: A Financial Education Resource for Physicians and Dentists

Longview Planning Partners is a registered representative and investment adviser representative of MML Investors Services, LLC. (MMLIS) Member SIPC. Supervisory office located at 10 Cadillac Drive, Suite 300 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.

  1. 11/04/2023

    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

    20min

  2. 04/04/2023

    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

    29min

  3. 28/03/2023

    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

    34min

  4. 21/03/2023

    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

    22min

  5. 14/03/2023

    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

    31min

  6. 07/03/2023

    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)

    16min

  7. 28/02/2023

    Special Care Planning with Garrett East and Kelly Piacenti

    According to the American Caregivers Study completed by Fidelity Investments in 2021, 58% of caregivers are not sure where to turn for planning resources. This episode intends to equip listeners with knowledge to navigate government benefits, special needs trusts versus ABLE accounts, healthcare issues related to financial planning for special needs individual, their families, and caregivers. We'd love to connect with you! To schedule a meeting to learn more, follow this link: Contact (longviewplan.com) CRN202602-3929234

    27min

  8. 23/02/2023

    Types of Advisors ft. Beau Hill, CFP® and Noah Douglas

    How do you choose the right financial advisor for you? There are many different types and it is important to know what each advisor’s purpose is and how they can help you. In this episode, Beau Hill, CFP® and Noah Douglas discuss the roles and responsibilities of the different relationships you may encounter when seeking financial advice.  We'd love to connect with you! To schedule a meeting to learn more, follow this link: Contact (longviewplan.com) CRN202601-3749497

    24min
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4,7
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Sobre

Longview Planning Partners is a registered representative and investment adviser representative of MML Investors Services, LLC. (MMLIS) Member SIPC. Supervisory office located at 10 Cadillac Drive, Suite 300 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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