Episode 363 - The Best Laid Plans of Mice and Men

New Retirement Radio with Dennis Prout Podcast

Player FM - Internet Radio Done Right

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تمت الإضافة منذ قبل eight عام

المحتوى المقدم من Dennis Prout and Shea Petaja. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Dennis Prout and Shea Petaja أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

Standup Comedy "Your Host and MC"

1
Mack Dryden "Dentist Visit" Bonus Show #119 7:46

منذ 10 أيام7:46

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7:46

Send us a text On this very funny short Bonus Show, standup comic Mack Dryden shares his story about going to the Dentist...you'll never believe what happens...Hilarious! Look for Mack Dryden's "NEW" Dry Bar Comedy Special... Please Listen, Enjoy, and Share where you can...Thanks!! Support the show Standup Comedy Podcast Network.co www.StandupComedyPodcastNetwork.com Free APP on all Apple & Android phones....check it out, podcast, jokes, blogs, and More! For short-form standup comedy sets, listen to: "Comedy Appeteasers" , available on all platforms. New YouTube site: https://www.youtube.com/@standupcomedyyourhostandmc/videos Videos of comics live on stage from back in the day. Please Write a Review: in-depth walk-through for leaving a review. Interested in Standup Comedy? Check out my books on Amazon... "20 Questions Answered about Being a Standup Comic" "Be a Standup Comic...or just look like one"…

منذ عام واحد 44:20

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Today’s show title refers to the old axiom that no matter how well things are planned, unexpected problems may arise.

As we age, we may need some help with the details related to our financial lives that only very few can handle. Today’s guests are representatives from Fiduciary Services North. They will discuss the services they provide and understand when they may be needed. Things may not always go as planned. For instance, suppose you had anticipated being fully independent until your last day, but given today’s financial complexities, you need help with the basics of managing your monthly bills. Or, you have real estate that needs to be taken care of, and you’re not able to manage the property(ies) on your own. On the other hand, what if the probate court steps in and requires a guardianship be established to protect you and your estate from potential scammers? We’ll talk about estate settlement, court-appointed conservatorships and durable powers of attorney. Deann will bring stats to help with the details.

We’re thinking you’ll have lots of questions, so … tune in and take control!

108 حلقات

#Business #Trading #Dennis Prout #Shea Petaja #Social Security

Episode 363 - The Best Laid Plans of Mice and Men

New Retirement Radio with Dennis Prout Podcast

20 subscribers

published منذ عام واحد

MP3•منزل الحلقة

Today’s show title refers to the old axiom that no matter how well things are planned, unexpected problems may arise.

We’re thinking you’ll have lots of questions, so … tune in and take control!

108 حلقات

#Business #Trading #Dennis Prout #Shea Petaja #Social Security

كل الحلقات

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Episode 395 - We're Back LIVE in 2025 42:23

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منذ 19 يومًا44:49

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Today, help us welcome Ed Slott as we discuss his unique perspective on the retirement landscape only a CPA with his depth of experience and education can bring. The Wall Street Journa l refers to Ed as “The best source of IRA advice.” That’s one of many reasons we’re having Ed join us as we do periodically. As members of Ed Slott’s Elite IRA Advisor Group, which includes about 500 advisors around the nation, we ask Ed to update you, our listening audience, and share from his perspective. Dennis Prout, Heidi Cartwright and Nathan Prout are all members of this group through Ed Slott and Company. We’ll discuss the most recent updates of the SECURE 2.0 Act, if Roth conversions still make sense and, among other things, discuss the current tax laws and how they might benefit you from an income tax and estate tax planning standpoint. Tune in and take control!…

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Episode 377 - Think...But Don't Overthink 39:29

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Trying to think more deeply about your financial future with so many economic uncertainties feels more like a non sequitur rather than a financial plan. “Where’s the stock market headed?” “What will tax rates be?” “Is our currency stable enough?” These are probably the most common themes that you are trying not to overthink. However, the one thing that we can be certain of is change. Stocks will fluctuate, interest rates will change, and tax rates will increase and decrease. On today’s show, we will discuss two articles: “Investing in Companies at Times of Crisis,” by Capital Group, and “Are You Using the Right Tax Breaks to Boost Investment Returns,” published in The Wall Street Journal . Our hope in discussing these articles is to bring you a bit more logic, clarity and confidence in your investing. This is edge of your seat information you won’t want to miss! Okay … maybe not “edge of your seat,” but certainly good food for thought. Tune in and take control!…

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Roth! Roth! Roth! Can you hear the steady chant from the financial advisors and tax experts around the world? Ed Slott, a Roth enthusiast, believes we have entered a rothification era. On today’s show, we’re about to blow your mind by playing the devil’s advocate. Dare we question the Roth? Is there ever a time when a Roth or Roth conversion may not be the best financial move? Yes. Jon Sluis, CPA and tax expert, from Intrust will join our show and guide us through a lively discussion about the tax implications of Roth conversions. Being wise with money and saving for your financial future is not easy and the answer is not always black and white; there’s a lot of emotion attached to the green stuff. If you dare, join us as we discuss the “other side” of the Roth. Tune in and take control!…

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Episode 376 - Key Strategies for Sustainable Retirement Income Planning 40:11

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“I’m retired, now what?” How does one find that balance between excessive and overly conservative withdrawals? Every retiree’s situation is different. On today’s show, Dennis will uncover some key strategies to help guide you into discovering a withdrawal balance that’s right for you. He’ll also take a closer look at the article, “3 key considerations for sustainable retirement income” by Capital Group. Next, according to the IRS Code Section 2518, the term “qualified disclaimer” means an irrevocable and unqualified refusal by a person to accept an interest in property, but only if one follows the rules. Who knows those rules better than Ed Slott? Heidi will lead us in a discussion based on Ed Slott’s current manual of those rules, as well discuss the possible advantages of planning with disclaimers. You might be surprised by the flexibility that disclaimer planning can offer. Deann will join in the conversation and share timely stats regarding the topics at hand. Tune in and take control!…

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يقوم برنامج مشغل أف أم بمسح الويب للحصول على بودكاست عالية الجودة لتستمتع بها الآن. إنه أفضل تطبيق بودكاست ويعمل على أجهزة اندرويد والأيفون والويب. قم بالتسجيل لمزامنة الاشتراكات عبر الأجهزة.

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Episode 363 - The Best Laid Plans of Mice and Men

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Episode 363 - The Best Laid Plans of Mice and Men