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Join our hosts, Financial Consultants Krystian Cieplucha and Tom Davia, as they walk us through the fundamentals of investing, helping us to make informed and better decisions with our money, and discussing what we need to do to prepare for the road ahead._______________________________________________ Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or i ...
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The news is filled with Fed meetings, inflation, and changes to the interest rate policy. For insights on these topics and more, our host Krystian talks with our partner Lawrence Gillum of LPL Financial Research, one of the largest independent investment research teams in the financial industry. Thanks for listening! You can follow us on Facebook, …
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The year's end brings deadlines and choices to be made for a fresh new year. Take a few minutes in your busy holidays to listen to our next episode, and get your financial plan straight for 2024. Thanks for listening! You can follow us on Facebook, LinkedIn and You Tube for new episodes, and educational webinars and articles. Just search for ARIS A…
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Are you ready for Medicare's Open Enrollment? Financial Consultants Jim Benages and Brandon Wann join Krystian to answer your questions about Original Medicare, the Medicare Advantage Plan, drug coverage, and how to plan for the different enrollment periods. Thanks for listening! You can follow us on Facebook, LinkedIn and You Tube for new episodes…
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You COULD put your money in your mattress, but here in our 20th episode, Krystian discusses tools like asset allocation and diversification that could help balance out your investment risk. Thanks for listening! You can follow us on Facebook, LinkedIn and You Tube for new episodes, and educational webinars and articles. Just search for ARIS Alliant…
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Life Insurance: Beyond the Clever Commercials
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Krystian breaks down the basics of life insurance, and how it can help with the unexpected in your family's financial security. Thanks for listening! You can follow us on Facebook, LinkedIn and You Tube for new episodes, and educational webinars and articles. Just search for ARIS Alliant to Like and Follow.…
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Tom and Krystian join forces to discuss the asset allocation approach known as the 60/40 portfolio. In the wake of a rocky 2022, is this still a viable investment strategy? Thanks for listening! You can follow us on Facebook, LinkedIn and You Tube for new episodes, and educational webinars and articles. Just search for ARIS Alliant to Like and Foll…
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Krystian discusses income and dividend strategies with guest speaker Kevin Simpson of Capital Wealth Planning. A frequent contributor to CNBC, Yahoo Finance and Fox Business, Kevin is the Founder and Chief Investment Officer of Capital Wealth Planning. Thanks for listening! You can follow us on Facebook, LinkedIn and You Tube for new episodes, and …
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Long-Term Care: Uncross Your Fingers and Take Control of Your Plan
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24:43
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Does your plan for healthcare in retirement involve crossed fingers and a lot of hope? That's most people's default plan: I hope we won't get sick, and if we do, that we'll have the money to pay for care. Tom brings in Guest Speaker Gabe Youel of Brighthouse to talk about including Long-Term Care planning in your retirement plan. Thanks for listeni…
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Minimizing Taxes: A Chat with An Expert on Tax-Managed Investing
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Krystian chats with Rob Kuharic of Russell Investments, discussing the ways you can manage your investments, grow your assets without triggering a large tax bill, and keep more money in your pocket. Thanks for listening! You can follow us on Facebook, LinkedIn and You Tube for new episodes, and educational webinars and articles. Just search for ARI…
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Taxes and Your Retirement: Navigating the New Laws and Legislation
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Guest speaker Karen Hoffman of Prudential Financial joins Tom this month! Together they'll attempt to simplify and break down the legislation known as the Secure Act 2.0, passed at the tail end of 2022, and share some tax-saving strategies. Thanks for listening! You can follow us on Facebook, LinkedIn and You Tube for new episodes, and educational …
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Good? Bad? Or just Misunderstood? The Invest Savvy team dives into the tricky topic of annuities. Thanks for listening! You can follow us on Facebook, LinkedIn and You Tube for new episodes, and educational webinars and articles. Just search for ARIS Alliant to Like and Follow.By Alliant Retirement and Investment Services (ARIS)
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Social Security: The Million Dollar Question
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Will Social Security be there when I retire? Is there a magic age to start benefits? And…can it make me a millionaire? We discuss all these common questions, and more, on our next episode. Thanks for listening! You can follow us on Facebook, LinkedIn and You Tube for new episodes, and educational webinars and articles. Just search for ARIS Alliant …
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Year End: Family & Life Changes Checklist
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It’s time to create your Personal Year End List: what happened this year to you and your family? Were there births, deaths, retirements, milestone birthdays, or health changes? Krystian and Tom take a deep dive into the deadlines and tasks around these changes. Thanks for listening! You can follow us on Facebook, LinkedIn and You Tube for new episo…
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Year End: Tax & Financial Planning Checklist
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December 31st is coming soon! Now's a good time to reflect on the past year, while looking forward to 2023. Let’s take a look at deadlines for taxes, retirement or insurance plan adjustments, and investment changes through a volatile market year. Stay tuned for Part 2: Family and Life Changes Checklist, on December 6th. Thanks for listening! You ca…
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This month Tom talks to "Medicare Nerd", Joanne Giardini-Russell, who talks clients through the Medicare process, helping them enroll in an insurance plan they will actually understand. Join us as she shares common mistakes, tips regarding pre-existing conditions, and what to do when Joe Namath comes on TV. Thanks for listening! You can follow us o…
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In our continued look at estate planning, we’ll discuss how taxes can affect your plan, tell some horror stories and pitfalls, and see if it makes sense to do all this planning on your own v. working with an attorney. Thanks for listening! You can follow us on Facebook, LinkedIn and You Tube for new episodes, and educational webinars and articles. …
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Estate Planning: Avoiding a Dickensian Nightmare
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Creating an estate plan is a key component of every financial plan, no matter your tax bracket. Our next episode goes into wills, trusts, and probate, with the occasional detour into the novels of Charles Dickens. Thanks for listening! You can follow us on Facebook, LinkedIn and You Tube for new episodes, and educational webinars and articles. Just…
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Women have unique challenges to consider when planning for retirement. Join Krystian and special guest, Financial Consultant Kim Kennedy, as they discuss their roles in helping women investors find their retirement path. Thanks for listening! You can follow us on Facebook, LinkedIn and You Tube for new episodes, and educational webinars and article…
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Retirement and Taxes: Let’s talk about Roth IRA Conversions
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Taxes are inevitable, so let’s talk about the retirement strategy known as the Roth IRA Conversion. We’ll break down the basic rules and strategies to get the most out of your retirement savings. Thanks for listening! You can follow us on Facebook, LinkedIn and You Tube for new episodes, and educational webinars and articles. Just search for ARIS A…
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What makes a good financial plan? We believe it has to be easy to understand and implement, giving us the confidence to make savvy financial decisions. Let’s talk through what that means for you. Thanks for listening! You can follow us on Facebook, LinkedIn and You Tube for new episodes, and educational webinars and articles. Just search for ARIS A…
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Once you’ve chosen the right Financial Consultant, what happens next? Our hosts break down the Who, What, Where of that crucial first meeting. Thanks for listening! You can follow us on Facebook, LinkedIn and You Tube for new episodes, and educational webinars and articles. Just search for ARIS Alliant to Like and Follow.…
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Continuing our theme from Episode 1, we’ll next visit investing on our own, tips on doing your homework, and explain terms like Fiduciary and the letters after an advisor’s name. Thanks for listening! You can follow us on Facebook, LinkedIn and You Tube for new episodes, and educational webinars and articles. Just search for ARIS Alliant to Like an…
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A topic so important, so jam-packed with decisions, we needed to present it in 2 parts. Join our premiere podcast episode as we break down the Whys and Why Nots of working with a Financial Advisor. Thanks for listening! You can follow us on Facebook, LinkedIn and You Tube for new episodes, and educational webinars and articles. Just search for ARIS…
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Invest Savvy: a new podcast by Alliant Retirement and Investment Services
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Alliant Retirement and Investment Services (just call us ARIS) is excited to announce our new podcast, Invest Savvy: advice you need to know. Join our hosts, Financial Consultants Krystian Cieplucha and Tom Davia, as they break down questions and topics that all of us – whether we are seasoned investors or new– need to know. Thanks for listening! Y…
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