True Classic Wealth Roadmap: Recent Episodes
Tony De Santis
Retirement isn't the end of the journey, but the start of the next leg of the journey. And the True Classic Wealth Roadmap can help make sure you get to where you want to in retirement.
Both are important, but you've probably only done one so far on your road to retirement. Tony explains the difference, and how they work together on this episode of True Classic Wealth Roadmap.
For more information and to schedule a complimentary consultation with Tony De Santis, visit https://trueclassicwealth.com/
Do you know the difference, or do you only think you know? Tony breaks it down, and explains which one (or ones) might be best for your portfolio on this episode of the True Classic Wealth Roadmap.
For more information and to schedule a complimentary consultation with Tony De Santis, visit https://trueclassicwealth.com/
Not your college education, but Tony takes a deeper dive into how life insurance can be used to pay for a child or loved one's college expenses on this episode.
For more information and to schedule a complimentary consultation with Tony De Santis, visit https://trueclassicwealth.com/
Here's an alarming stat: one in three seasoned financial advisors don't actually create financial plans for clients.* Tony talks about how he goes above and beyond with full scale financial planning, at no charge, on this episode.
For more information and to schedule a complimentary consultation with Tony De Santis, visit https://trueclassicwealth.com/
*https://www.fa-mag.com/news/experienced-advisors-not-expanding-services-limra-study-says-72052.html
Tony De Santis discusses the ten most common risks (including one that amplifies all the others), as well as how to mitigate them, on this episode of the True Classic Wealth Roadmap.
For more information and to schedule a complimentary consultation with Tony De Santis, visit https://trueclassicwealth.com/
Yes, beyond "beneficiary receives X amount upon my passing." Tony talks about the many ways life insurance can be utilized, including on yourself during your retirement years.
For more information and to schedule a complimentary consultation with Tony De Santis, visit https://trueclassicwealth.com/
Regardless of what your retirement plans are, paying the least amount of taxes possible is probably part of them. Tony talks about six ways to do just that on this episode.
For more information and to schedule a complimentary consultation with Tony De Santis, visit https://trueclassicwealth.com/
Beyond that it stands for Thrift Savings Plan, of course. Tony discusses what government employees can and should know about this valuable retirement vehicle.
For more information and to schedule a complimentary consultation with Tony De Santis, visit https://trueclassicwealth.com/
Taking the emotion out of your financial planning is easier said than done. Tony discusses how to do it thanks to a strategy he has access to called Market Guard.
For more information and to schedule a complimentary consultation with Tony De Santis, visit https://trueclassicwealth.com/
After you have your (complimentary) meeting with Tony, what happens next? Tony discusses what goes into the planning process and what subsequent (also complimentary) meetings look like on this episode of True Classic Wealth Roadmap.
For more information and to schedule a consultation with Tony De Santis (did I mention that it's complimentary?), visit https://trueclassicwealth.com/
Should everyone avoid annuities? No Should everyone have an annuity? Also no Should you have annuity in your retirement plan? Well... Tony breaks down what you should know about this often misunderstood vehicle on this episode of True Classic Wealth Roadmap. For more information and to schedule a complimentary consultation with Tony De Santis, visit https://trueclassicwealth.com/
Withdrawing from a 401(k): generally a bad idea. But borrowing from a 401(k)? Well, that’s not quite as cut and dry. Tony weighs the pros and cons of a move like this, and more, on the latest episode of the True Classic Wealth Roadmap.
For more information and to schedule a complimentary consultation with Tony De Santis, visit https://trueclassicwealth.com/
If you feel like 2022 wasn't kind to your portfolio, you're not alone. Tony discusses what we should take away as lessons from last year and how to apply them for this year and beyond on this episode of the True Classic Wealth Roadmap.
Catch The True Classic Wealth Roadmap with Tony De Santis every Saturday at 2:00 p.m. MT on KKOB.
For more information and to schedule a complimentary consultation with Tony De Santis, visit https://trueclassicwealth.com/
It sounds weird to say, but it's a common concern among retirees: outliving their savings. And with people living longer these days thanks to medical advances, making your retirement dollars last even longer could amplify that concern. Ton De Santis discusses how to tackle this fear, and hopefully lay it to bed, on this episode of the True Classic Wealth Roadmap.
Catch The True Classic Wealth Roadmap with Tony De Santis every Saturday at 2:00 p.m. MT on KKOB.
For more information and to schedule a complimentary consultation with Tony De Santis, visit https://trueclassicwealth.com/
This is the time of year where a lot of people feel especially charitable and, if you feel like making your donations go further than usual, Tony's discusses how you can do just that on this episode of The True Classic Wealth Roadmap. Also, how dividend stocks could work in your portfolio, and why to avoid mutual funds in an estate plan.
Catch The True Classic Wealth Roadmap with Tony De Santis every Saturday at 2:00 p.m. MT on KKOB.
For more information and to schedule a complimentary consultation with Tony De Santis, visit https://trueclassicwealth.com/
And is there such as thing as too much of it? Tony breaks down what a properly diversified portfolio should look like on this episode of The True Classic Wealth Roadmap (spoiler: more doesn't necessarily mean better).
Catch The True Classic Wealth Roadmap with Tony De Santis every Saturday at 2:00 p.m. MT on KKOB.
For more information and to schedule a complimentary consultation with Tony De Santis, visit https://trueclassicwealth.com/
According to a new study, we make financial decisions based 90% off emotions and only 10% off logic. And that formula could add up to an uncomfortable retirement. Tony De Santis discusses how to take the emotions out of the plan on this episode of the True Classic Wealth Roadmap.
Catch The True Classic Wealth Roadmap with Tony De Santis every Saturday at 2:00 p.m. MT on KKOB.
For more information and to schedule a complimentary consultation with Tony De Santis, visit https://trueclassicwealth.com/
How do indexes, like the Dow Jones Industrial Average, work? Tony De Santis explains this and more on this episode of the True Classic Wealth Roadmap.
Catch The True Classic Wealth Roadmap with Tony De Santis every Saturday at 2:00 p.m. MT on KKOB.
For more information and to schedule a complimentary consultation with Tony De Santis, visit https://trueclassicwealth.com/
Catch The True Classic Wealth Roadmap with Tony De Santis every Saturday at 2:00 p.m. MT on KKOB.
For more information and to schedule a complimentary consultation with Tony De Santis, visit https://trueclassicwealth.com/
Catch The True Classic Wealth Roadmap with Tony De Santis every Saturday at 2:00 p.m. MT on KKOB.
For more information and to schedule a complimentary consultation with Tony De Santis, visit https://trueclassicwealth.com/
Catch The True Classic Wealth Roadmap with Tony De Santis every Saturday at 2:00 p.m. MT on KKOB.
For more information and to schedule a complimentary consultation with Tony De Santis, visit https://trueclassicwealth.com/
Catch The True Classic Wealth Roadmap with Tony De Santis every Saturday at 2:00 p.m. MT on KKOB.
For more information and to schedule a complimentary consultation with Tony De Santis, visit https://trueclassicwealth.com/
Catch The True Classic Wealth Roadmap with Tony De Santis every Saturday at 2:00 p.m. MT on KKOB.
For more information and to schedule a complimentary consultation with Tony De Santis, visit https://trueclassicwealth.com/
Catch The True Classic Wealth Roadmap with Tony De Santis every Saturday at 2:00 p.m. MT on KKOB.
For more information and to schedule a complimentary consultation with Tony De Santis, visit https://trueclassicwealth.com/
Catch The True Classic Wealth Roadmap with Tony De Santis every Saturday at 2:00 p.m. MT on KKOB.
For more information and to schedule a complimentary consultation with Tony De Santis, visit https://trueclassicwealth.com/
Catch The True Classic Wealth Roadmap with Tony De Santis every Saturday at 2:00 p.m. MT on KKOB.
For more information and to schedule a complimentary consultation with Tony De Santis, visit https://trueclassicwealth.com/
Catch The True Classic Wealth Roadmap with Tony De Santis every Saturday at 2:00 p.m. MT on KKOB.
For more information and to schedule a complimentary consultation with Tony De Santis, visit https://trueclassicwealth.com/
Catch The True Classic Wealth Roadmap with Tony De Santis every Saturday at 2:00 p.m. MT on KKOB.
For more information and to schedule a complimentary consultation with Tony De Santis, visit https://trueclassicwealth.com/