WOW Me! - Women on Wealth Management Education

Keystone Capital Management Group
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WOW Me! - Women on Wealth Management Education

Everything you wanted to know about financial planning but were afraid to ask! The all-women team at Keystone Capital Management Group wants to empower you to lay the foundation to your financial success. The best time to start preparing for your retirement is NOW! So . . . What's Your Question? If you don't ask, you'll never know!! Email us at team@keystonegroupaz.com and we'll answer it on an upcoming show..

  1. AUG 8

    Why are My Home Owners Insurance Premiums Skyrocketing?

    25 Quick Minutes on Important Facts and Things to know about insurance premiums including: Factors Driving Premium Increases Potential Strategies for Managing these Costs Future Trends and Solutions Presented by Brian Vivadelli, LUTCF

    35 min

  2. JUN 7

    Quick Guide to Cashing Government Bonds

    25 Quick Minutes on Important Facts and Things to know about BONDS including: What kind of bonds can be cashed in? What happens if bonds are lost? What happens to uncashed bonds when you die? Presented by Kim Dyer, Financial Advisor

    29 min

  3. MAY 2

    LinkedIn Strategies

    25 quick minutes on important facts and things to know about LinkedIn including: How to leverage the capabilities of LinkedIn Understand how to0 get better referrals and introductions from existing LinkedIn connections Ho to expand your presence and brand (personal or professional) on LinkedIn

    32 min

  4. APR 5

    Social Security Benefits 2024

    25 Quick Minutes on Important Facts and Things to know about SOCIAL SECURITY BENEFITS including: When to file for your social security benefits. Why it is important to establish an online account with the Social Security Administration. Clarification on spousal benefits and how to claim them. Presented by Pamela Prine, Financial Advisor and NSSA® Certifcate Holder (National Social Security Advisor)

    33 min

  5. MAR 8

    How to be Scam Resistant

    25 Quick Minutes on Important Facts and Things to know about Scams including: Anatomy of a Scam Scam Statistics AZ and US Scam Protection Tips and Tools P resented by Joyce Petrowski, R.O.S.E. Founder

    44 min

  6. JAN 4

    Your Autopsy Questions Answered

    25 Quick Minutes on Important Facts and Things to know about AUTOPSIES including: What is a Postmortem Exam? What Determines if an Autopsy is necessary? Can I Request an Autopsy? Answers to other Frequently Asked Questions Presented by Sean Thompson, Funeral Director

    32 min

  7. 11/03/2023

    Trusts - Why or Why Not?

    25 Quick Minutes on Important Facts and Things to know about TRUSTS including: The difference between Revocable and Irrevocable Trusts Why even though a Trust is great, it may be too much for some people (think trust funding) Pour Over Will – what it is and what it isn’t? Presented by Healther L. Fish, Licensed Fiduciary

    33 min

  8. 10/05/2023

    Ed Slott IRA Insights

    25 Quick Minutes on Important Facts and Things to know about a Donor-Advised Fund including: Mandatory ROTH Catch-Up Rule Beneficiary Payout Rules Little Known Nuances of IRA Account Rules Presented by Kim Dyer, Financial Planner and Ed Slott Seminar Attendee

    32 min
See All (61)

About

Everything you wanted to know about financial planning but were afraid to ask! The all-women team at Keystone Capital Management Group wants to empower you to lay the foundation to your financial success. The best time to start preparing for your retirement is NOW! So . . . What's Your Question? If you don't ask, you'll never know!! Email us at team@keystonegroupaz.com and we'll answer it on an upcoming show..

Information

  • Creator
    Keystone Capital Management Group
  • Years Active
    2020 - 2024
  • Episodes
    61
  • Rating
    Clean
  • Copyright
    © Keystone Capital Management Group

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