Haussmann Financial Podcast

529 Plans with Doug Lewis

Are you familiar with 529 Accounts and the tax benefits they can have? These accounts can be an effective wealth planning tool, but it's essential that you know how to use them properly. On this episode, we welcome guest Doug Lewis to help us know the most important information for 529 accounts. Check out 8:45 to hear the difference between parents owning a 529 account and grandparents owning a 529 account. Click here [https://www.haussmannfinancial.com/] to learn more about Haussmann Financial. This episode is hosted by Trudy Haussmann.  Trudy has been in the financial services industry since 1985, graduating from the University of California, Los Angeles, with degrees in economics and political science. She is a Certified Financial Planner™ (CFP®). As president of Haussmann Financial, Trudy focuses on asset allocation analysis, retirement planning, insurance, and investment advice, providing ethical guidance free of conflicts. She also educates clients on navigating financial challenges and designs plans to safeguard savings from future expenses like long-term medical care. Trudy is a member of the Financial Planning Association and conducts seminars on various financial planning topics. Visit our website www.haussmannfinancial.com if would like to know more about Haussmann Financial or call us at (800)773-8700 to schedule an appointment with one of our advisors. Trudy Haussmann, CFP®, CA Insurance License #0756590 Trudy Haussmann, CFP® is a Registered Representative with, and securities and advisory services are offered through, LPL Financial, a registered investment advisor. Member FINRA/SIPC. Patrick Danly, Financial Advisor; CA Insurance License. #0F88078 Patrick Danly is a Financial Advisor with, and securities and advisory services offered through, LPL Financial, a registered investment advisor, member FINRA/SIPC.

Navigating the Medicare System with Jill Takahashi

Are you making the most of your Medicare options? Understanding the different parts of Medicare can help you choose the right plan for you. Knowing when your election period is, working with a professional, and understanding how your financials affect your Medicare cost are all key factors to maximizing your Medicare benefits. There is no cost to working with a Medicare professional, so start today! Check out 7:22 to hear how to enroll in Medicare if you are not already collecting benefits. Click here [https://www.haussmannfinancial.com/] to learn more about Haussmann Financial. This episode is hosted by Trudy Haussmann and Jill Takahashi. Trudy has been in the financial services industry since 1985, graduating from the University of California, Los Angeles, with degrees in economics and political science. She is a Certified Financial Planner™ (CFP®). As president of Haussmann Financial, Trudy focuses on asset allocation analysis, retirement planning, insurance, and investment advice, providing ethical guidance free of conflicts. She also educates clients on navigating financial challenges and designs plans to safeguard savings from future expenses like long-term medical care. Trudy is a member of the Financial Planning Association and conducts seminars on various financial planning topics. Jill is a licensed and trained independent insurance agent. She is certified with many top Medicare Advantage, Prescription Drug and Medicare Supplement insurance plan carriers. She represents most major companies with a Medicare contract and is qualified to answer any questions you may have. Jill provides services through Legacy Partners General Agency, LLC in Tustin, CA. Click here [https://livewellins.com/] to work with Jill or contact her directly at (714) 478-7109 [tel:(714) 478-7109] (TTY 711 M-SU, 8am-8pm) or email jill@livewellins.com [jill@livewellins.com]. Visit our website www.haussmannfinancial.com if you would like to know more about Haussmann Financial or call us at (800)773-8700 to schedule an appointment with one of our advisors. Trudy Haussmann, CFP®, CA Insurance License #0756590 Trudy Haussmann, CFP® is a Registered Representative with, and securities and advisory services are offered through, LPL Financial, a registered investment advisor. Member FINRA/SIPC. Patrick Danly, Financial Advisor; CA Insurance License. #0F88078 Patrick Danly is a Financial Advisor with, and securities and advisory services offered through, LPL Financial, a registered investment advisor, member FINRA/SIPC.

Private Duty Homecare with Marinela Angeles

Do you need to locate care for an aging loved one? Private duty homecare is a non-medical, in-home care service for seniors recovering from an operation or with an advancing condition such as dementia or Alzheimer’s. Understanding what services are available and the pricing options  are essential to choosing the right care for your loved ones. Check out 4:47 to hear when to start considering in-home care. Click here [https://www.haussmannfinancial.com/] to learn more about Haussmann Financial. This episode is hosted by Trudy Haussmann and Marinela Angeles.  Trudy has been in the financial services industry since 1985, graduating from the University of California, Los Angeles, with degrees in economics and political science. She is a Certified Financial Planner™ (CFP®). As president of Haussmann Financial, Trudy focuses on asset allocation analysis, retirement planning, insurance, and investment advice, providing ethical guidance free of conflicts. She also educates clients on navigating financial challenges and designs plans to safeguard savings from future expenses like long-term medical care. Trudy is a member of the Financial Planning Association and conducts seminars on various financial planning topics. Marinela Angeles is the Operations Manager for OC Homecare Services and the CEO of Hospice & Palliative Care of California. As an expert in home care, Marinela builds relationships with prospective and current clientele. She oversees all administrative, clerical record keeping, and coordination of care duties at assigned home sites and serves as a community liaison for OC Homecare Services. Visit our website www.haussmannfinancial.com if you would like to know more about Haussmann Financial or call us at (800)773-8700 to schedule an appointment with one of our advisors. Trudy Haussmann, CFP®, CA Insurance License #0756590 Trudy Haussmann, CFP® is a Registered Representative with, and securities and advisory services are offered through, LPL Financial, a registered investment advisor. Member FINRA/SIPC. Patrick Danly, Financial Advisor; CA Insurance License. #0F88078 Patrick Danly is a Financial Advisor with, and securities and advisory services offered through, LPL Financial, a registered investment advisor, member FINRA/SIPC.

Living Trusts Part 2: Four Common Mistakes

What should you be careful of when creating a living trust? In this episode, Trudy is breaking down the four common mistakes people make when creating a living trust. If you missed it, check out the episode "Creating a Living Trust" to learn more about why a living trust is important before you tune into this episode about common mistakes. Check out 5:33 to hear the tax implications of a living trust and how to avoid making tax mistakes with your living trust. Click here [https://www.haussmannfinancial.com/] to learn more about Haussmann Financial.  This episode is hosted by Trudy Haussmann. Trudy has been in the financial services industry since 1985, graduating from the University of California, Los Angeles, with degrees in economics and political science. She is a Certified Financial Planner™ (CFP®). As president of Haussmann Financial, Trudy focuses on asset allocation analysis, retirement planning, insurance, and investment advice, providing ethical guidance free of conflicts. She also educates clients on navigating financial challenges and designs plans to safeguard savings from future expenses like long-term medical care. Trudy is a member of the Financial Planning Association and conducts seminars on various financial planning topics. Visit our website www.haussmannfinancial.com if you would like to know more about Haussmann Financial or call us at (800)773-8700 to schedule an appointment with one of our advisors. Trudy Haussmann, CFP®, CA Insurance License #0756590 Trudy Haussmann, CFP® is a Registered Representative with, and securities and advisory services are offered through, LPL Financial, a registered investment advisor. Member FINRA/SIPC. Patrick Danly, Financial Advisor; CA Insurance License. #0F88078 Patrick Danly is a Financial Advisor with, and securities and advisory services offered through, LPL Financial, a registered investment advisor, member FINRA/SIPC.

Reviewing 401Ks with Erin Baldi

Do you know where all of your 401K money is? 401Ks are retirement accounts provided through employers. When we change jobs, we can often lose track of where we have these accounts and how much money is in them. There are 4 main options for managing these savings. We will explain the benefits and drawbacks of each option and how to make the most of your funds. Check out 4:43 to hear what we recommend most often for keeping track of 401K retirement savings. Click here [https://www.haussmannfinancial.com/] to learn more about Haussmann Financial. This episode is hosted by Trudy Haussmann and Erin Baldi. Trudy has been in the financial services industry since 1985, graduating from the University of California, Los Angeles, with degrees in economics and political science. She is a Certified Financial Planner™ (CFP®). As president of Haussmann Financial, Trudy focuses on asset allocation analysis, retirement planning, insurance, and investment advice, providing ethical guidance free of conflicts. She also educates clients on navigating financial challenges and designs plans to safeguard savings from future expenses like long-term medical care. Trudy is a member of the Financial Planning Association and conducts seminars on various financial planning topics. Erin is a graduate of the University of Southern California Marshall School of Business, where she earned a degree in Business Administration with a dual emphasis in Marketing and Real Estate Finance.  Erin also holds a Meeting Planning Certification from California State University at Fullerton.  As Director of Public Relations, Erin is responsible for scheduling educational seminars, providing clients information on changes in their retirement benefits and helping clients navigate through the retirement process. Please contact Erin if you have any questions regarding preparing for your retirement. She will provide you with information on upcoming events or assist in scheduling an appointment with one of our advisors.  Erin can be reached at Extension 228. Visit our website www.haussmannfinancial.com if you would like to know more about Haussmann Financial or call us at (800)773-8700 to schedule an appointment with one of our advisors. Trudy Haussmann, CFP®, CA Insurance License #0756590 Trudy Haussmann, CFP® is a Registered Representative with, and securities and advisory services are offered through, LPL Financial, a registered investment advisor. Member FINRA/SIPC. Patrick Danly, Financial Advisor; CA Insurance License. #0F88078 Patrick Danly is a Financial Advisor with, and securities and advisory services offered through, LPL Financial, a registered investment advisor, member FINRA/SIPC.