EPISODE 5:

Solving the Puzzle of Insurance — with Lisa Reynolds

April 21, 2021

It’s not just you; Selecting the right insurance plan can be very challenging and, at times, difficult to understand.

Today, on this episode of the SimplyAdvised podcast we speak with Lisa Reynolds, the founder and owner of Lisa Reynolds Insurance Agency, LLC. Lisa guides listeners through the puzzle of insurance, she explains the importance of insurance, how it can protect you, why you need it, and touches on the essential questions you should be asking your agent!

In this episode, you will learn:

• The different pieces in your insurance puzzle 
• The importance of working with someone you trust
• What it means to be an independent insurance agency
• Questions you should be asking your insurance agent
• The importance of insurance 
• And more.

Fill in the pieces to your insurance puzzle with Lisa Reynolds today! 

Resources: Lisa Reynolds Insurance Agency, LLC : (573) 778-1516 | Lisa Reynolds LI | Lisa Reynolds FB

EPISODE 4:

The IRA Exit Strategy BluePrint – with Brad Gotto

January 8, 2021

In this SimplyAdvised episode we meet with Brad Gotto, an RICP advisor and one of the founding partners at Fiat Wealth Management. Brad walks us through a unique strategy to exit your IRA’s and discusses the concerns people have with taxes in retirement. 

In this episode, you will learn:

• How the Tax Cuts and Jobs Act of 2017 applies to you
• How your deferred investments can become part of what we call the widow/widower tax 
• What the three tax buckets are
• What tools are used for tax control and how they can help you
• And more

Tune in now to learn more about this unique and educational approach to the IRA Exit Strategy!

Resources: Fiat Wealth Management: (952) 462-9116 | Brad Gotto | Events Calendar | SimplyAdvised

EPISODE 2:

The Advantage of Roths In Your Portfolio — With Kelly Boyd

November 2, 2020

Is your retirement plan set up so that you know that your money will last in a tax-favored way?

In this episode, Matt Halloran speaks with Kelly L. Boyd, AIF®, a trusted financial planner with InvestWise Financial LLC, as she shares her expertise on Roth conversions. Kelly discusses some of the challenges that clients face when it comes to planning for retirement and answers your questions about how a Roth IRA or Roth conversion can help you achieve your dream retirement. 

In this episode, you will learn:

• What a Roth IRA is and how it works
• How the Roth conversion process works for a 401(k), 403(b) and other investment accounts
• What could happen if you take your RMD from your Roth IRA too early 
• What could happen if you contribute too much into a Roth IRA
• The basics of Roth IRA spousal benefits
• Why is it important to frequently confirm your beneficiary
• And more!

Tune in to this episode to learn how to include Roth IRAs in your retirement planning! 

Resources: InvestWise Financial | Kelly L. Boyd | Kelly Boyd – Email | (586)-331-3177 | Simply Advised

EPISODE 3:

Your Ultimate Guide To the Bucket Strategy — With Mason Gorris

November 13, 2020

Today, Mason Gorris, an InvestWise Financial LLC financial planner, shares his knowledge and experience about the bucket strategy. You’re about to discover why applying this strategy can benefit your long-term retirement plan and stop you from making emotional investment decisions. 

In this episode, you will learn:

• What the bucket strategy is
• What the three components are in the bucket strategy
• How to incorporate the bucket strategy in your financial plan
• Reasons for you to consider this strategy over other investment plans
• How the bucket strategy can help protect your money from inflation
• And more!

Tune in to this episode to discover how you can implement the bucket strategy in your long-term retirement plan!

Resources: InvestWise Financial | Mason Gorris on LinkedIn | Mason Gorris on Facebook | Simply Advised

Episode – Your Ultimate Guide To the Bucket Strategy  — With Mason Gorris

November 13th 2020

Would you like to take a simplified approach to financial planning that gives you a buffer during market volatility?

Today, Mason Gorris, an InvestWise Financial LLC financial planner, shares his knowledge and experience about the bucket strategy. You’re about to discover why applying this strategy can benefit your long-term retirement plan and stop you from making emotional investment decisions.

In this episode, you will learn:

• What the bucket strategy is
• What the three components are in the bucket strategy
• How to incorporate the bucket strategy in your financial plan
• Reasons for you to consider this strategy over other investment plans
• How the bucket strategy can help protect your money from inflation
• And more!

Tune in to this episode to discover how you can implement the bucket strategy in your long-term retirement plan!

Resources: InvestWise Financial | Mason Gorris on LinkedIn | Mason Gorris on Facebook | Simply Advised

EPISODE 1:

The Family Estate Organizer With a Heart

With Dean Thurman

October 23, 2020

What is one of the greatest gifts we can give to the next generation?

In this episode, Dean Thurman AIF®, the co-founder and senior partner of InvestWise Financial, LLC shares a unique gift that will help families prepare and bring them closer together after the loss of a loved one.  

In this episode, you will learn:

• What the family estate organizer with a heart is and how it works
• What heart-warming questions and sections are contained in this organizer 
• How the process works and the beneficial outcomes to family members
• Why the value of our organizer is so unique compared to other service professionals 
• And more

Tune in now to learn more about the Family Estate Organizer and how it can bring your family closer together! 

Resources: InvestWise Financial | (289) 594 -8113 | Dean Thurman