The Confident Retirement Market Domination

Episode Summary:
“The information I am providing is my opinion and not necessarily that of my firm or this platform. I am only providing general educational information and not any customized investment recommendations. You should consult with your Financial Advisor, Tax Advisor or Attorney on your specific situation. Nothing shall be construed as Financial, Tax or legal advice or recommendations”

Phil Blancato, the highly respected President and CEO of Ladenburg Thalmann Asset Management, has almost 35 years of experience in the investment management industry. Phil's viewpoint on investment management and macroeconomic theory has been shaped by his personal journey and background, having grown up in a blue-collar family. His primary focus is helping the everyday person achieve financial success instead of working exclusively with high-net-worth individuals, such as hedge fund leaders or private equity firms. Blancato underscores the importance of grasping macroeconomic trends and how they shape investment decisions, underlining the need to adjust portfolios based on shifting economic environments. With his pragmatic and relationship-oriented approach to investment management, Blancato is devoted to helping his clients attain their financial objectives and retire in comfort.

Here is what to expect on this week’s show:
• Analyzing global economic trends is crucial for making informed investment decisions regarding where to invest.

• Investment strategies involve analyzing global growth, currency strength, and sector performance to inform portfolio decisions on a micro level.

• ETFs, mutual funds, and individual stocks offer unique advantages for investors based on factors like diversification, cost, and tax efficiency.

• What are the unique advantages of ETFs, mutual funds, and individual stocks for investors?

Connect with Phil Blancato
https://www.ladenburg.com/investment-banking/ladenburg-thalmann-co-inc-

Connect with Kris Flammang
https://www.lpfadvisors.com/
Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode Summary:
The information I am providing is my opinion and not necessarily that of my firm or this platform. I am only providing general educational information and not any customized investment recommendations. You should consult with your Financial Advisor, Tax Advisor or Attorney on your specific situation. Nothing shall be construed as Financial, Tax or legal advice or recommendations.

Kristina Caballero is a highly experienced personal injury lawyer, boasting over a decade of experience in the field and a Bachelor's degree in Law from a prestigious university. Specializing in cases related to car accidents and slip-and-fall incidents, she has a firm belief in the importance of personal injury law as a means to protect individuals who have suffered due to the negligence or wrongdoing of others. Her perspective is shaped by her extensive experience in representing numerous clients and securing substantial settlements and verdicts for them. Caballero views personal injury law as a tool for seeking justice and providing support for those who have been wronged, and she emphasizes the importance of legal representation to navigate the complexities of personal injury cases and uphold the rights of victims.

Here is what to expect on this week’s show:
• Establishing a strong client-attorney relationship is crucial in the legal process.
• Specializing in personal injury, medical malpractice, and wrongful death cases requires navigating complex legal issues and providing support to clients during challenging times.
• Financial planning includes guiding clients in post-settlement financial planning, such as setting up annuities, trusts, and investments for long-term sustainability.
• Navigating strict court timelines and handling severe injury cases can be emotionally challenging for legal professionals.

Connect with Kristina Caballero
https://www.linkedin.com/in/kristina-georgiou-esq-97ab4851/

Connect with Kris Flammang
https://www.lpfadvisors.com/team/kristopher-flammang
Learn more about your ad choices. Visit megaphone.fm/adchoices

“The information I am providing is my opinion and not necessarily that of my firm or this platform. I am only providing general educational information and not any customized investment recommendations. You should consult with your Financial Advisor, Tax Advisor or Attorney on your specific situation. Nothing shall be construed as Financial, Tax or legal advice or recommendations.”

Bruce Willey JD, CPA, has served as an accountant, tax and wealth-building specialist for individuals and business owners for over three decades. The founder of American Tax & Business Planning, LLC. Bruce is also an author, sought-after speaker and influential resource for tax law, application knowledge and strategic advisement.

Bruce is focused on creating partnerships with his clients; his specialties include tax minimization, comprehensive and ongoing wealth and tax guidance as well as legacy planning and transition management for individuals and business owners. To reach those goals, Bruce and his team invest in thoroughly understanding each client’s business as well as their needs and objectives; then finding opportunities and creating a master plan for financial choices designed to maximize outcomes while minimizing negative obligations.

Bruce and his team have saved their clients hundreds of thousands of dollars in unnecessary taxes and costs, helping them build their financial foundation, legacy and options.

Listen to this informative The Confident Retirement episode with Bruce Willey about secret systems to strategic tax planning.
 
Here is what to expect on this week’s show:

Why Bruce is a tax preparer and not a planner.

How Bruce picked the services his firm offers.

The difference between reactive vs proactive tax planning

Americans view tax refunds incorrectly.

The amount of retirement from the IRS is alarming.

What is an outsourced CFO and who is a good candidate?

What is the Secret System?

 
Connect with Bruce:
Americantpb.com





Learn more about your ad choices. Visit megaphone.fm/adchoices

The information I am providing is my opinion and not necessarily that of my firm or this platform. I am only providing general educational information and not any customized investment recommendations. You should consult with your Financial Advisor, Tax Advisor or Attorney on your specific situation. Nothing shall be construed as Financial, Tax or legal advice or recommendations.
Looking to invest excess cash? Look no further than this episode of The Confident Retirement, hosted by Kris Flammang. Kris discusses your options for overflow cash in this new solo episode. Kris has been in the financial services industry
Flammang breaks down the pros and cons of savings accounts, money market accounts, CDs, and money market funds. Learn about the benefits of having easy access with lower interest rates through savings accounts, or higher interest rates with flexible check-writing through money market accounts. And don't forget about CDs, which offer even higher interest rates with a laddering strategy. But for those seeking the highest interest rates of all, riskier money market funds may be the way to go. Flammang emphasizes the need to carefully weigh the options and choose the right account based on individual priorities and needs.
 
Don’t just leave your extra funds in a low-interest savings account! Listen to this informative The Confident Retirement episode with Kris Flammang about what to do with your excess cash.
 
Here is what to expect on this week’s show:

Maximizing excess cash in savings accounts and more

Pros and cons of different account types

Considering your individual priorities and needs

 
Connect with Kris:
LPFadvisors.com
Learn more about your ad choices. Visit megaphone.fm/adchoices

The information I am providing is my opinion and not necessarily that of my firm or this platform. I am only providing general educational information and not any customized investment recommendations. You should consult with your Financial Advisor, Tax Advisor or Attorney on your specific situation. Nothing shall be construed as Financial, Tax or legal advice or recommendations.

In this installment of The Confident Retirement podcast, featuring Kris Flammang, we delve into the intricate realm of tax litigation, emphasizing the pivotal role of seasoned expertise. Karen Tenenbaum, a distinguished tax attorney with a remarkable tenure of 39 years, bolstered by an LL.M. in Taxation and credentials as a Certified Public Accountant. As the visionary founder of Tenenbaum Law, P.C., based in Melville, NY, Karen has dedicated the past quarter-century to advocating for individuals and businesses ensnared in the complexities of IRS and New York State tax disputes.

Renowned for her profound acumen in tax law, Karen Tenenbaum is a venerated figure on the lecture circuit, imparting her extensive knowledge on IRS and NYS tax matters to esteemed professional groups such as the NYS Society of CPAs, the NCCPAP Accounting and Tax Symposium, AAA-CPA, and the New York State Society of Enrolled Agents, among others. In her current roles as the Chair of the Suffolk County Bar Association Tax Law Committee and the Vice Chair of the NYS Society of CPAs Relations with IRS Committee, she continues to shape the discourse in tax law, while her firm steadfastly champions the resolution of tax dilemmas for a myriad of clients.

Tune in to this enlightening episode of The Confident Retirement with Karen Tenenbaum for a discourse replete with sophisticated insights into the nuances of tax law.

Highlights of this week's episode include:

An exploration of the circumstances under which the government may initiate the withdrawal of funds from personal accounts.

A discussion on the strategic significance of carving out a specialized niche in the vast landscape of professional practice.

Prudent strategies to mitigate the risk of triggering a tax audit.

An overview of New York's commendable initiative for voluntary disclosure, a program exemplary in its approach to tax regulation.



Connect with Karen:
https://www.litaxattorney.com/




Learn more about your ad choices. Visit megaphone.fm/adchoices

“The information I am providing is my opinion and not necessarily that of my firm or this platform. I am only providing general educational information and not any customized investment recommendations. You should consult with your Financial Advisor, Tax Advisor or Attorney on your specific situation. Nothing shall be construed as Financial, Tax or legal advice or recommendations.”

Born into a medical family, Trish Butcher has dedicated her professional career to advocating for and assisting physicians and other healthcare professionals. After having her own son, she transformed her passion into a modern law practice that focuses on helping guide young families and the medical community to protect their hard-earned assets and family with personalized and comprehensive life & legacy planning. Whether her clients are just starting their career or looking to protect their medical legacy, married or single, have babies or children who are grown, Trish helps her clients craft a plan that achieves their goals for their legacy and loved ones today and for years to come.
 
Trish graduated from the University of Georgia followed by the Emory University School of Law in 2013. While studying at Emory, she interned with the Medical Association of Georgia (MAG) and later transitioned into the role of Legal Counsel. After MAG, Trish transitioned to private practice and assisted healthcare professionals with a wide variety of legal matters while working with Hamil Little PC. After advanced training with the New Law Business Model, Trish became a licensed Personal Family Lawyer and Family Business Lawyer® in order to step away from the antiquated billable hour and ensure that she can become the trusted advisor for her clients to look to for a lifetime of guidance, protection, and love.
 
Trish is an avid University of Georgia fan, a wife, and proud mother of Max (and two fur babies).
 
Listen to this dynamic The Confident Retirement Podcast episode with Trish Butcher. Her honesty and care for people is on top. There are a lot of things that she imparted. The most important thing is that whatever the practice area she focuses on, she shares her passion in making a difference in an individual’s life and know that she was able to help.

Here is what to expect on this week’s show:
·Trish shares the story behind how she chose to be a lawyer, what’s her original plan when she entered law school, and why she opened up her own law firm.
·Learn more about estate planning by knowing Trish’s firsthand experience on an estate plan that gone bad.
·What is Trish’s motivation for specializing in special needs planning and what does this plan do?
· “Making a difference in people’s life.” This is what Trish loves most about the business.
·Trish clarifies the misconception that attorneys are intimidating to talk to.
·Trish tells us a story of a recent satisfying experience that includes covering the blind spots of her client. Learn more about Trish’s, what she loves to do, her personal stories.
· Learn more about Trish’s, what she loves to do, her personal stories, and experiences, achievements, and things that she is looking forward to.
 
Connect with Trish Butcher/Butcher Health Law
www.butcherhealthlaw.com
 
Connect with Kris
Website: https://www.lpfadvisors.com/
LinkedIn: https://www.linkedin.com/in/kristopher-flammang-lpfadv/
Twitter: @kflammang
Learn more about your ad choices. Visit megaphone.fm/adchoices