The Lantz Way: Recent Episodes
The Lantz Financial Team
The Lantz Way is a three part podcast series that introduces the retirement process used at the Lantz Financial team. This podcast is broken up into three episodes, each diving deep into details explaining the Lantz Way.
Listen to Mike Lantz and guests from Capital Group – Za Nakhooda, ETF specialist and Steve Venetsanopoulos, Senior Vice President – go over ETFs. They discuss the various appeals of the ETF, comparisons to Mutual Funds, and which types of accounts benefit the most from ETFs.
Listen to Mike Lantz and Dan Rohlfing discuss tax planning for the new year. They go over ideas you might consider, such as the One Big Beautiful Bill Act (OBBBA), Roth contributions, tax loss harvesting, among other tax factors.
Listen to Mike Lantz and Lori Johanneson – with @ properties Christie’s International Real Estate – go over various concepts home buyers and sellers should be aware of. They discuss where to start, determining a budget/price, gifting, and any tax implications people may have.
Listen to Mike Lantz and Nathan Beemster - from Charles Schwab Trust Company of Delaware - discuss estate plans and the role a corporate trustee might play in yours. They go over the potential benefits of a corporate trustee, different considerations, and the costs of naming one.
Derek, Dan and Maddie discuss in general terms some common employee benefits and things you might want to consider during open enrollment season.
Listen to Dan Rohlfing and veteran, author, and financial professional Nick O'Kelly go over the relationship between mental health and finance as well as overcoming the stigma of mental health. They go over Nick's journey throughout his military career, his transition to civilian life in the financial industry, and his decision to write his book, "Stigma" to help others understand and seek the help they need.
Derek and Logan discuss how dollar-cost averaging and lump sum investing relate to spending time in the market vs timing it. We give a brief intro of DCA and lump sum investing, discuss future valuations of both strategies and go over Investors psychology.
Listen to Dan, Dayna, and Mandey cover basic information on RMDs and how we handle them at the Lantz Team. We also dive into some potential ways to minimize your tax hit from RMDs.
Listen to Mike and Derek cover the psychology of investing. They go over common investor behaviors, time in the market versus timing the market, and common misconceptions when assessing risk.
Listen to Dan and Dr. Anthony Balduzzi covering health and wealth. They go over similarities between financial and physical health, the impact a mindset has on health and wealth, and lastly treating health like an investment portfolio.
Listen to Dan and Dayna covering estate planning. We go over some of the core estate documents, the purpose of each one, and the role they play in an estate plan.
Listen to Mike and Tracy covering Estate planning. We go over what it is, why it is important, and why everyone should create their own plan.
Listen to Mike and Derek with Confluence covering the market. We go over what investors should do an election year, geopolitical risks, and how U.S. debt will impact markets going forward.
Listen to Kris and Maddie covering cybersecurity. We go over why it is important, what we do to help protect clients, and strategies to protect your accounts.
Listen to Mike and Drew with Federated Hermes covering international investing. We go over how it has performed, how it is influenced, and what to look out for.
Listen to Dan and Drew covering tax planning. We go over why it is important, how it has changed, and strategies to minimize taxes.
Listen to Mike and Drew with Winslow Capital covering large cap growth investing. We go over how it has performed, what to look out for, and why it's been successful.
Listen to Dan and Logan with Vanguard covering direct indexing. We go over what direct indexing is, how it works, and why we use it.
Listen to Mike Lantz and team cover the technology they use to better serve clients. Some topics include Black Diamond, 401k management, tax return analysis, and tools for planning for retirement.
The advisors take time to explain the "next generation" of tax efficient investing, direct indexing.
The Lantz Team is back and better than ever! The team discusses informative information regarding tax planning, setting the ground work for this summer series of podcasts.
The third installment of the Lantz Way describes the final 3 steps used in the 5 part retirement plan process used at the Lantz financial Team.
Episode 2 of the Lantz Way focuses on the psychological aspect of retirement and the assets/liabilities/sources of income to account for when making retirement decisions.
Episode 1 of the Lantz way dives into the history behind Mikes retirement process and gives a broad overall description of the 5 step retirement plan.