Money Wise with the Money Guys
by Raymond C. Lantz Jr.
Join Ray and Pete Lantz as they discuss all things financial, from estate planning to social security with the goal of helping you manage your finances better. Attorneys Tenney Lantz and Michael Coleman are frequent guests, specializing in preserving wealth and asset protection.Additionally, many special guests from our community join Ray and Pete, sharing their knowledge to educate the public.Money Wise on WBSM 1420AM has provided audiences with relevant financial discussion for the past 6 years. Join us and see why people continue to tune in.Tenny Lantz and Michael Coleman are not affiliated with USA Wealth Group. USA Wealth Group does not provide legal advice. Guest appearances are for informational purposes only. Insurance products are offered through the insurance business USA Wealth Group, Inc. USA Wealth Group, Inc. is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does no
Episodes
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#617 A Salute to Veteran's Day
With Guests: Carol Freitas, Westport Veterans" Services Officer
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#616 Small Business Conversations with Ian Abreu of Silmo Syrup & Matt Rooney of Black Bass Grille
With Guests: Ian Abreu of Silmo Syrup & Matt Rooney of Black Basse Grille
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#615 "Beyond the Mission: United Way of New Bedford in Action" Conversations with President and CEO Michelle Neves Hantman"
With Guests: United Way of New Bedford, President and CEO Michelle Neves Hantman
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#614 Why You Need An Estate Plan
With Guests: Lantz Law, Inc., Attorney Tenney Lantz, and Attorney Michael Coleman
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#613 Understanding Medicare
With Guests: Attorney Tenney Lantz
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#612 Alzheimer's & Estate Planning
With Guests: Attorney Tenney Lantz
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#611 Retirement Planning Amidst Political Change
With Guests:
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#610 Proper Planning
With Guests: Attorney Tenney Lantz
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#609 Beating the Odds: Moves for a Sound Retirement
With Guests: Randi Gibbons "Investment Advisor Representative
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#607 Market Swings & Tax Tides
With Guests: Randi Gibbons
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#605 Important Questions & Answers for Older Adults
With Guests: Lantz Law, Inc., Attorney Michael Coleman
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#604 A Trio Of Challenges Women Face: Wealth, Longevity & Retirement Planning
With Guests: Tenney Lantz & Randi Gibbons
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#603 Longevity Is The New Retirement Equation
With Guests:
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#600 Financial Literacy - Holistic Wealth Planning
Randi Gibbons
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#599 Understanding Social Security
With Guests: Randi Gibbons
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#597 Tips To Help You Spring Clean Your Finances
With Guests:
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#596 Wills vs. Trusts & Estate Planning with Attorney Michael Coleman
With Guests: Lantz Law Inc., Attorney Michael P. Coleman
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MoneyWise #595 Women & Finances
With Guests:
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MoneyWise #594 How To Set Up A Small Business
With Guests:
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MoneyWise #592 Financial Planning for College
With Guests: Kimberly Gioioso
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MoneyWise #587 Top New Years Resolutions and How to improve your Credit Score
With Guests: Randi Gibbons
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MoneyWise #585 Charitable Giving
With Guests:
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MoneyWise #584 Real Estate Buying and Selling 2023/24 Part 2
With Guests: USA Realty, Inc., Realtor Susan Mathews
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MoneyWise #583 Real Estate Buying and Selling in 2023/24
With Guests: USA Realty, Inc., Realtor Susan Mathews
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MoneyWise #582 Year-End Tax Planning
With Guests: Attorney Tenney Lantz
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MoneyWise #581 Money Saving Tips
With Guests: Attorney Tenney Lantz
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MoneyWise #579 Veteran's Day Salute 2023
With Guests:
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MoneyWise #577 Grandparents and Financial Planning
With Guests: Randi Gibbons
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MoneyWise #576 Senior Scams with guest Randi Gibbons
With Guests:
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MoneyWise #573 - Navigating the Medicare Maze with Peter Wilmot
In this week's episode, Raymond and Pete Lantz are joined by medicare specialist Peter Wilmot, who gives an expert analysis and breakdown on the different parts of Medicare. The trio also discusses the mistakes people commonly make during the open enrollment period and common misconceptions held...
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MoneyWise #572 - 8 Facts About Annuities Every Retiree Should Know
In this episode, Raymond and Pete Lantz discuss the complex world of annuities. They go over what they are, how they work, and what they do for retirement income. If you have ever wondered why an annuity is a financial product that many retirees consider, this is the episode for you!
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MoneyWise #571 - Crucial Conversations to Have With Your Parents as They Age
In this week's episode the Lantz family discusses crucial conversations to have with your parents as they age, and how to keep those conversations respectful, dignified, and easy to understand. Raymond and Pete are joined on the show this week by Atty. Tenney Lantz, who offers her insight on the...
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MoneyWise #570 - Crafting Your Legacy: Essential Steps in Your Estate Planning Journey
This week Raymond C. Lantz Jr. is joined by special guest Attorney Michael Coleman to discuss the purpose of estate planning and how it is a crucial step on your retirement journey.
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MoneyWise #569 - 4 Common But Faulty Assumptions That Could Ruin Your Retirement
Join Raymond and Pete Lantz in this episode as they discuss common misconceptions about saving for retirement, and how you can avoid making mistakes when planning for the future.
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MoneyWise #568 - Top 10 Costly IRA Mistakes to Avoid
In this episode, Raymond and Pete Lantz discuss the complex and confusing world of IRA accounts. They delve into what an IRA account is, the different kinds you can have, and the pros and cons associated with each one. If you currently have an IRA account or are considering opening one, listen to...
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MoneyWise #567 - Insurance Market Update with Sheryl Marciano
With Guests: Insurance Agent Sheryl Marciano. In this episode, Peter Lantz is joined by insurance agent Sheryl Marciano and administrative assistant Andrew Alves to discuss why rising insurance costs have not yet cooled. Peter also announces that there is a new member of the Lantz family, and his...
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MoneyWise #566 - Unraveling Medicare Misconceptions with Peggy Vollmer
With Guests: Medicare Specialist Peggy Vollmer In this episode, Ray and Pete sit down with Medicare specialist Peggy Vollmer to discuss the common misconceptions that people have about the various Medicare policies and cost breakdowns.
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MoneyWise #565 - Utilizing A Retirement Income Checklist
In this episode, Raymond and Peter Lantz discuss the need to regularly update and review your retirement income checklist. If you do not have a retirement income checklist, you should call our office and request one to start tracking your finances and expected income today.
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MoneyWise #564 - Preparing for Funeral Planning and Burial Planning with Kara Andrea and Alyssa Croteau
With Guests: Kara Andrea and Alyssa Croteau In this episode, Raymond C. Lantz Jr. is joined by special guest Atty. Michael Coleman to interview Kara Andrea and Alyssa Croteau. Kara and Alyssa are both funeral directors that have a keen insight into the business of funerals and burials, and they...
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MoneyWise #563 - Declaring Your Financial Independence
Happy 4th of July! In this episode, Raymond and Peter Lantz celebrate Independence Day and discuss how you can take charge of your finances to secure a better financial future for you and your family.
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MoneyWise #562 - Financial Planning for the LGBTQ+ Community with Andy Pollock
With Guests: Andy Pollock and Andrew Alves. In this episode, Raymond and Peter Lantz meet with the president of the Southcoast LGBTQ+ Network, Andy Pollock, to discuss the importance of financial and estate planning for LGBTQ+ individuals. They are also joined by LGBTQ+ community member Andrew...
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MoneyWise #561 - Father's Day Show
With Guests: Atty. Michael Coleman We are celebrating fathers in this episode of Money Wise with the Money Guys! Raymond C. Lantz Jr. and Attorney Michael Coleman share fond memories of their own fathers while discussing the importance of a father figure in a child's development.
About this show
Join Ray and Pete Lantz as they discuss all things financial, from estate planning to social security with the goal of helping you manage your finances better. Attorneys Tenney Lantz and Michael Coleman are frequent guests, specializing in preserving wealth and asset protection.Additionally, many special guests from our community join Ray and Pete, sharing their knowledge to educate the public.Money Wise on WBSM 1420AM has provided audiences with relevant financial discussion for the past 6 years. Join us and see why people continue to tune in.Tenny Lantz and Michael Coleman are not affiliated with USA Wealth Group. USA Wealth Group does not provide legal advice. Guest appearances are for informational purposes only. Insurance products are offered through the insurance business USA Wealth Group, Inc. USA Wealth Group, Inc. is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does no
Hosted by
Raymond C. Lantz Jr.