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.
28 Aug 202352min
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.
28 Aug 202352min
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 associa...
13 Aug 202352min
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...
9 Aug 202352min
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 Me...
9 Aug 202352min
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 ...
9 Aug 202352min
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 bot...
9 Aug 202352min
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...
9 Aug 202352min
