PODCAST · business
Planning For The Future
by The Podcast Pro Shop
Financial Advisors and Long Term Care Experts talk about tips and tricks to make your money work for you Tax Free.
Episodes
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Planning for the Future with Ron and Karen Dowling
We sit down with Chicago Natives Ron and Karen Dowling of Dowling Legacy And Retirement. Ron and Karen tell us how having a parent in long term care for over 20 years encouraged them to get in to Legacy and Retirement planning.
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Planning for the Future with Philip White From Retirement Logistics Springfield MO
Philip White joins us from Retirement Logistics out of Springfield Mo Philip talks to us about building strategies that best suits your family and situation. To get a Free Copy of Philips book "Protecting Your Assets From Longterm Care" Call 417-408-8100
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Planning for the Future with Eric Lansford of Sound Financial Investments, Tacoma Washington
Eric Lansford joins us from Sound financial Investments. Eric talks about how family and values effect the way you plan for long term care. Building strategies that best suits your family and situation. Learn how feeding your financial health is like a Hive. to get a free copy of Eric's book…
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Planning for the Future with Mitch McAbee of Dominion Capital Management
Mitch McAbee joins us from Dominion Capital Management out of Oklahoma City. When it comes to long term care planning everything starts with a conversation so your advisor can learn about you and your situation to help you create the the plan the best suits your needs. For a Free copy of Mitch's...
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Planning for the Future with Greg DuPont of Dupont and Blumenstiel
Greg DuPont Joins us, he is an Attorney and Author and a Health and Wealth Advocate. Being an attorney and a long term care and wealth management planner gives Greg a perspective that not every planner gets to deal with. from how to avoid probate to durable powers of attorney and how to create…
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Planning for the Future with Micheal Greer of Greer Financial Group of Richmond Va
Micheal Greer President of Greer Financial Group in Richmond Virginia joins us to talk about how long term care planning has changed, To get a free copy of Micheals Book "Tax Free Money for Long Term Care" call 804-427-7784
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Planning for the Future with J. Barry Watts of Savingyoutaxes.com
J. Barry Watts President of Savingyoutaxes.com joins us as we talk about the past present and future of planning for long term care. The bottom line is taxes will keep going up but there are ways to save money on them but it takes some planning. We also talk about how leaving a legacy for your...
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Planning for the Future with Brian Parker of Advanced Financial Concepts LA.
Brian Parker of Advanced Financial Concepts in South East Louisiana joins us as we talk about how longterm care planning has changed. Brian has some great tips on how to convert your life insurance policies or existing annuities into tax free money for long term care. We also talk about what…
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Planning for the Future with The Wrezinski Advisory Group, Bloomington IL
The Wrezinski Advisory Group joins us with over 70 years worth of experience in financial planning. We talk about educating clients and potential clients, we also learn what asset based long term care really means. We dig into how the interstate system has changed our decisions on how we plan for...
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Planning for the Future with Erin Sinclair of Sinclair Financial Solutions St. Louis Mo
Erin Sinclair is the President of Sinclair Financial Solutions and the Author of the new book "Don't Go Broke in a Nursing Home The LGBTQ Edition." We talk about how long term care has changed and the challenges the LGBTQ community has faced over the years planning for the future as a couple.…
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Planning for the Future Dana Trenchfield of Results Retirement & Wealth Management Miami FL
Dana Trenchfield President of Results Retirement and Wealth Management joins us. Dana talks about why she got started in Long Term Care Panning and how educating people about todays programs can help keep your money safe.
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Planning for the Future Billie Miles of Miles Financial Group CA
Billie Miles President of the Miles Financial Group joins us, he is an Author a radio host and a Safe Money Specialist. Billie talks to us about what it means to be a safe money specialist and how to keep your money secure and grow for you.
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Planning For the Future Martha Patterson Geisler Patterson Law CA.
We sit down with Martha Patterson an elder care attorney out of Los Angeles CA, Martha talks with us about Probate and how to avoid it. Martha teaches us how to fill up your wagon when it comes to long term care planning.
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Planning For the Future with Tracie Lampson of LRS Houston TX
Tracie is the President of Lampson Retirement Solutions in Houston Texas .Tracie breaks down Long term care and Retirement planning in to relatable terms to help people better understand the WHY. Listening to her will make the light bulb go off in your head as she makes sense of topics that can…
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Planning For The Future with Scott Leonardi of Complete Solutions Dayton OH
Scott is the President and CEO of Complete Solutions out of Dayton Ohio. Scott is a big believer in educating yourself when it comes to financial planning. Scott's holistic approach to your financial future will have you looking at your finances like you look at your physical health.
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Planning For The Future with Bill Otto of Beacon Hill Financial Cincinnati OH
Bill is the President and CEO of Beacon Hill Financial out of Cincinnati Ohio. Bill talks to us about crisis planning and asset protection. Bill also breaks down the evolution of long term care and how far it has come.
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Planning For The Future with Bill Wilson of Wilson Financial Group, Los Angeles CA
William (Bill) Wilson celebrates his 38th year doing business in the Financial Service Industry. Mr. Wilson is President and Founder of Wilson Financial Group, Inc. Wilson Financial Group focuses on helping people keep what they work hard for when it comes to their retirement. It's about how you...
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Planning For The Future with Scott Lehigh of Lehigh Retirement Planning and Wealth Preservation Las Vegas NV
Scott comes to us from Las Vegas Nevada with its booming retirement communities making it a unique market for Elder Care Planning. Scott talks about changing times from the multigenerational house holds to families spread across the country. People spend their money differently in Las Vegas and...
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Planning for the Future with Brendon Murphy of Compass Financial Solutions Philadelphia PA
Brendon Murphy comes to us from the City of Brotherly Love with great ideas for all of us to secure our long term care in light of the New normal we are living in. As the world has changed so should the way you look at your financial future and Brendon has some great tips and tricks. Brendon also...
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Planning For The Future with David Morgan President of Reap Companies in Central FL
David Morgan is the President of The Reap Companies out of Central Fla. David has a unique take on your long term planning and financial future. The Days of use it or lose it are long gone and David talks about ways for you to take advantage of these programs and how to do a full financial MRI to...
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Planning For The Future with Joe Allbright of Retire West Texas
Joe Allbright is the President of Retire West Texas. Joe talks about investing and planning for the future with a unique prespective and charm that makes you feel like you have been friends forever. Joe has some great tips for Veterans and those facing health issues like Alzheimers and how to get...
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Planning for the Future with Ali Swofford of Prosperity Partners Knoxville TN
Ali Swofford is a former college professor a NY Times Best Selling Author and Long Term Care Expert, Ali is the President of Prosperity Partners out of Knoxville TN. As a former educator Ali has a unique perspective on Long term care planning, helping people learn how to plan for the future as…
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Planning for the Future Rick Dwyer of Argallus Financial Group Inc.
Rick Dwyer is the President of Argallus Financial Group INC out of Jacksonville FL. Rick is also a New York Times Best Selling Author and Financial Planning expert. Listen to Ricks unique perspective and life experiences that will help you plan for the future.
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Planning for the Future Joe Okros of A2 investment Solutions
Joe is a NY Times best selling Author and LTC Financial Expert. Joe talks about talks about trends and good habits of investing. Plus tips on how to receive Tax Free Money for Long term Care. Joe is from Ann Arbor Michigan and A2 Investment Solutions
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Planning for the Future Mike Janky of MJ Wealth Management
Mike Janky is a Best Selling author, Long term care expert and owner of MJ wealth Management out of Tucson AZ. Mike has great insight on creating Long Term Care plans for you and tips to create Tax Free Money for Veterans,Alzheimers patients and some much more.
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Planning for the Future with Key Planning Partners of Tampa FL
Best Selling Author Marie Colbert and Tom Visello of Key Planning Partners of Tampa Bay Talk about Making your Money work for you when it comes to planning for long term care. Plus how to get Tax Free Money for Veterans, Alzheimers patients and more. How do you make one dollar do the work of…
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Planning for the Future John Jenkins of Axxcess Wealth Management San Diego CA
John Jenkins is a Best Selling Author, Financial Advisor and Long Term Care Expert. John Talks about the best time to start planning for you long term future plus ways to make your money work for you and Tax Free money for Veterans, Alzheimer's Patients and more.
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Frequently Asked Questions
How many episodes does Planning For The Future have?
Planning For The Future currently has 28 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Planning For The Future about?
Financial Advisors and Long Term Care Experts talk about tips and tricks to make your money work for you Tax Free.
How often does Planning For The Future release new episodes?
Planning For The Future has 28 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Planning For The Future?
You can listen to Planning For The Future on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Planning For The Future?
Planning For The Future is created and hosted by The Podcast Pro Shop.
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