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.
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
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
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
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
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
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
A Great Listen!
I love the idea of looking at where wealth & life intersect and what that means to different people. Great questions, and Kevin really inspired me as I listened to him share his leadership style. 👍🏻