PODCAST · business
Premier Retirement with Matt Pontius
by Matthew Pontius
Matt Pontius, founder and owner of Premier Wealth Partners, expands upon the financial landscape and discusses Retirement Planning and Wealth Management to include : Income planning, Investment planning, tax planning, healthcare planning and legacy planning.www.premierwealthllc.com
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13
401K & IRA Questions
401k rollovers, IRA rollovers, questions and concerns from clients and prospects.
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12
The Client Experience
What clients can expect throughout the discussion process with Premier Wealth.
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11
Four Questions About Retirement
Four Questions About Retirement with Matt Pontius.
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10
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9
The Secure Act 2.0
Discussing retirment planning and the Secure Act 2.0. Discussing tax planning and investment planning as it relates to new legislature.
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8
Would You Rather
Retriement planning and having some fun with a "would you rather" scenario.
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7
Your Financial Rubik's Cube
Discussing financial planning and the complexities as well as the inter-twined elements of the planning process.
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6
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5
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4
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3
Getting To Know Premiere Wealth
Personal and Firm Background, scope of work of the firm.
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2
Retiring Today
Retiring Today, retirement concerns, economic outlook, investing, preparing for retirment.
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1
The Banking Collapse of 2023
Banking Crisis, retirement concerns, economic outlook, investing, preparing for retirment.
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ABOUT THIS SHOW
Matt Pontius, founder and owner of Premier Wealth Partners, expands upon the financial landscape and discusses Retirement Planning and Wealth Management to include : Income planning, Investment planning, tax planning, healthcare planning and legacy planning.www.premierwealthllc.com
HOSTED BY
Matthew Pontius
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