Planning For The Future

The Podcast Pro Shop
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Financial Advisors and Long Term Care Experts talk about tips and tricks to make your money work for you Tax Free.

  1. 11/06/2021

    Planning for the Future with Ron and Karen Dowling

    We sit down with Chicago Natives Ron and Karen Dowling of Dowling Legacy And Retirement. Ron and Karen tell us how having a parent in long term care for over 20 years encouraged them to get in to Legacy and Retirement planning.

    19 min

  2. 08/12/2021

    Planning for the Future with Philip White From Retirement Logistics Springfield MO

    Philip White joins us from Retirement Logistics out of Springfield Mo Philip talks to us about building strategies that best suits your family and situation. To get a Free Copy of Philips book "Protecting Your Assets From Longterm Care" Call 417-408-8100

    21 min

  3. 08/12/2021

    Planning for the Future with Bob Prousalis of PRL Financial in Boston

    Planning For The Future

    17 min

  4. 11/05/2020

    Planning for the Future with Eric Lansford of Sound Financial Investments, Tacoma Washington

    Eric Lansford joins us from Sound financial Investments. Eric talks about how family and values effect the way you plan for long term care. Building strategies that best suits your family and situation. Learn how feeding your financial health is like a Hive. to get a free copy of Eric's book "Don't go broke in a nursing home." call 800-267-4969

    25 min

  5. 09/28/2020

    Planning for the Future with Mitch McAbee of Dominion Capital Management

    Mitch McAbee joins us from Dominion Capital Management out of Oklahoma City. When it comes to long term care planning everything starts with a conversation so your advisor can learn about you and your situation to help you create the the plan the best suits your needs. For a Free copy of Mitch's book Call 405-400-9256

    35 min

  6. 08/24/2020

    Planning for the Future with Greg DuPont of Dupont and Blumenstiel

    Greg DuPont Joins us, he is an Attorney and Author and a Health and Wealth Advocate. Being an attorney and a long term care and wealth management planner gives Greg a perspective that not every planner gets to deal with. from how to avoid probate to durable powers of attorney and how to create tax free money for long term care. To get a Free Copy of Greg's Book "Protecting your future with tax free long term care" call 614-356-8732

    1h 4m

  7. 08/23/2020

    Planning for the Future with Micheal Greer of Greer Financial Group of Richmond Va

    Micheal Greer President of Greer Financial Group in Richmond Virginia joins us to talk about how long term care planning has changed, To get a free copy of Micheals Book "Tax Free Money for Long Term Care" call 804-427-7784

    33 min

  8. 08/13/2020

    Planning for the Future with J. Barry Watts of Savingyoutaxes.com

    J. Barry Watts President of Savingyoutaxes.com joins us as we talk about the past present and future of planning for long term care. The bottom line is taxes will keep going up but there are ways to save money on them but it takes some planning. We also talk about how leaving a legacy for your family can come in many ways from money to memories. to get a free copy of J. Barry Watts book "Don't go Broke in a nursing home" call 417-429-2124

    29 min
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About

Financial Advisors and Long Term Care Experts talk about tips and tricks to make your money work for you Tax Free.

Information

  • Creator
    The Podcast Pro Shop
  • Years Active
    2020 - 2021
  • Episodes
    28
  • Rating
    Clean
  • Copyright
    © Copyright The Podcast Pro Shop
  • Show Website
    Planning For The Future