Financial Focus – October 2nd, 2024

Financial Focus – October 2nd, 2024

In this week’s episode of Financial Focus, David Nelson joins Gary Determan to dive into several pressing financial issues, including interest rate fluctuations, the influence of global events on the markets, and the critical role of simplifying complex financial matters to empower clients in their decision-making.

Financial Focus – October 2nd, 2024

Financial Focus – September 25th, 2024

In this week’s Financial Focus, Nate Kreinbrink and Mike Steigerwald dive into the confusing world of Medicare, tackling how to choose the right plan and navigate tricky costs like Part B premiums and IRMAA. They highlight how smart financial moves—like Roth conversions—can impact your Medicare bill and stress the importance of simplifying the process with expert advice.

Financial Focus – October 2nd, 2024

Financial Focus – September 18th, 2024

In this episode of Financial Focus, Nate Kreinbrink and Andy Fergurson discuss tax planning strategies, highlighting the benefits of long-term capital gains over ordinary income. They also explain the difference between employer 401(k) matching and maximum contributions, offering advice on traditional vs. Roth 401(k) options.

Financial Focus – October 2nd, 2024

Financial Focus – September 11th, 2024

In this week’s episode of Financial Focus, Nate Kreinbrink discusses pensions and explains the various payout options available to retirees, including single life annuities, beneficiary options, and lump-sum payouts. He also emphasizes the importance of making pension decisions based on individual needs and long-term planning.

Financial Focus – October 2nd, 2024

Financial Focus – August 28th, 2024

In this episode of Financial Focus, Nate Kreinbrink and Mike VanZuiden discuss the upcoming Medicare annual enrollment period, emphasizing the importance of reviewing and possibly changing Medicare plans to ensure they meet individual needs. They also encourage listeners to seek personalized advice to navigate the complexities of Medicare options.