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Wealth and Life

Wealth and Life

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Wealth and Life is a business podcast hosted by Tony D'Amico. It has 21 episodes, with the latest published December 2021.

Each person has their own definition of what it means to be wealthy, and each person has their own definition of success for their life. Where Wealth and Life meet is what you will explore with Financial Planner, Consultant, Speaker and Business Owner, Tony D'Amico. You'll hear stories from successful individuals and business owners about how they navigated the inevitable challenges that arose as they achieved each new level of success. And, you'll get insights and strategies from leading wealth planning professionals on how to take your financial plan to the next level. Check out wealthandlife.com, where Tony will cover the latest in comprehensive retirement planning, planning for business owners and family wealth management.

business ·en ·21 episodes

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Title
1

Ep #21: 3 Levels of Care

2

Ep #20: The Power of Compounding

3

Ep #19: Inflation: Managing Your Resources for the Future

4

Ep #18: Roth Conversions: An Important Tax Planning Strategy

5

Ep #17: The Power of After-Tax Contributions Into Your Retirement Plan for Alexion, Cleveland Clinic, & Ford Employees with Marissa Beyer

6

Ep #16: The Importance of Quality Conversations Between a Client and Their Advisor When the Going Gets Tough with Marie Swift

7

Ep #15: Making the Most of Your Planning Meeting with Marissa Beyer and Brian Eberhardt

8

Ep #14: How to Optimize Your Social Security Benefits with Brandon P. Smith

9

Ep #13: Market Returns, Inflation and Taxes - Where Do We Go From Here?

10

Ep #12: Everything You Need to Know About Medicare with Kevin Lowden

11

Ep #11: Improving Your Communication Skills with Joel Weldon, Hall of Fame Speaker and Speech Coach

12

Ep #10: Trump vs. Biden – Does the Stock Market Care Which Party Wins?

13

Ep #09: Proactive Planning to Be Prepared for Uncertainty with Brian Eberhardt and Amy D'Amico

14

Ep #08: High Impact Personal & Business Tax Planning Strategies with Taki Bitounis

15

Ep #07: Investing for Long-Term Success with Christian Newton

16

Ep #06: Business Planning to Thrive In All Market Conditions with John Furey

17

Ep #05: Straightforward Life, Long Term Care & Disability Insurance Strategies with Kurt Thomas

18

Ep #04: Personal & Business Insurance That Keeps You Protected with Michelle Hirsch

19

Ep #03: Bootstrapping Ownership with Dr. John Oswald

20

Ep #02: Estate Planning with a Focus On Family Harmony with Cindy Steeb

21

Ep #01: Building A Dream Career with Fox 8's Kevin Salyer

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