Planning Makes it Possible: Recent Episodes
Reiner Financial Group
2020 has been an extremely difficult year on many levels. Wild swings in the equity markets have rattled many investors. What should you expect moving forward? What can be done? In this episode of Planning Makes it Possible, Bill Reiner, CFP®, ChFC®, discusses 7 Steps you can take today to make the best of this challenging financial environment.
Donna Kendrick,CFP® and Bill Reiner, CFP®, CHFC® from Reiner Financial Group discuss the recent market volatility driven by the worldwide economic slowdown attributable to the Corona Virus.
Target Date or Lifecycle Funds have exploded in popularity in the last 10 years. Almost all retirement plans today offer some form of turn key asset allocation fund. What should you know about these funds before investing? Are there differences between them and what should you know about how they work? We discuss all those issues and more in this episode of Planning Makes it Possible.
The most powerful one page in your financial plan is your beneficiary designation form! Often dismissed as simply a required necessity to open an account, the single page beneficiary form is a critical part of ensuring your funds pass how, when and to whom you want. We talk about the use of a beneficiary and the various considerations one faces when using this for estate planning purposes and most common mistakes when it comes to beneficiaries.
Staring your own business? After going through a transition in life, may people seek the independence of self-employment. In today’s marketplace, a “business” can take many different forms and a business plan may be the roadmap to success you need. In this Widow and Wisdom podcast Sandy Fiore shares a bit about her journey and points to consider when starting a business. “
Our topic today is Leave It or Roll it!? Which deals with what to do with your retirement plan when you leave your employer. It’s very common in our practice to work with clients who are transitioning jobs or, who have decided to retire. An important decision that goes along with your exit is how to handle your retirement plan, either 401(k), 403(b) or 457 plan. There are several different options, and in this episode we will review the pros and cons of those options and possibly a few not considered in the past.
Saving for a real estate purchase is a common objective we help our clients to plan for, and achieve. A new home, a rental property or maybe a vacation home are goals many of our clients are working towards. In this Episode of Planning Makes it Possible we talk to Realtor Jayne Thorsen about the basics of purchasing real estate including where to start, timing, and other thoughts around your next real estate purchase.
In this episode we discuss the recent market volatility and the steps clients can consider in dealing with the short term fluctuations of the capital markets.
In Episode 8 with talk with Attorney Peter Gilbert from High Point Law offices on the nuances of Medicaid Planning. Peter discusses important elements of such planning including eligibility, qualifications and various considerations for families when faced with relying on Medicaid for Long Term Care expenses.
In this episode we discuss the basics of life insurance with Frank Branca, Jr. from the Branca Rampart Agency. We cover concepts like determining an adequate amount of coverage, the appropriate type of coverage and why life insurance is such an important part of one's financial plan.
In this episode with speak with Victoria Beerer from Brance Rampart Agency on the importance of Long Term Care Planning and the role Long Term Care Insurance plays in your financial plan.
College planning is one of the most common goals our clients come to us seeking guidance and advice. In this Episode we speak with Jake Rosen from Launchpad Coaching on the role a college coach can play in your college planning and search, along with other important concepts when it comes to preparing for this goal.
Estate planning is important for everyone, regardless of your wealth or standing in life. In this episode we talk with Attorney Michael Frisbie from Weber, Kracht and Chellew and the documents everyone should have as part of the estate plan.
Having adequate protection is a critical part of a comprehensive financial plan. In this episode we speak with Insurance expert Ron Martin from RMG on understanding the basics of property insurance and the role it plays in your financial plan.
In this episode we discuss the recent tax law change with CPA Denise Neason from Bee Bergvall & Co. Denise will share her insights into the most impactful parts of the tax law change and considerations clients can make to their finances to best prepare
In our first Planning Makes it Possible Podcast we review some mortgage basics with Mortgage Professional Rich Chiappetta from Country Mortgage Group.