The Lantz Financial Team

Podcast by The Lantz Team

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The Lantz Financial Team dives into multiple aspects of financial planning and investments. The Lantz Team provides informative and applicable insights on topics appropriate for investors. Investment advisory services provided by Lantz Financial, LLC, an SEC registered investment adviser. This podcast is only intended for clients and interested investors residing in states in which we are registered to provide investment advisory services or exempt from registration. Please contact us to determine if the firm provides investment advisory services in the state where you reside. All content on this podcast is for informational purposes only and should not be considered investment advice. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another party’s informational accuracy or completeness. Neither Lantz Financial, LLC nor its representatives provide tax or legal advice, and nothing herein should be construed as such. Always consult with your tax advisor or attorney regarding your specific circumstances.

Kaikki jaksot

24 jaksot

Let's talk ETFs!

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.

24. maalis 2026 - 30 min

What's new about taxes in 2026?

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.

25. tammi 2026 - 28 min

The Road to Homeownership

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.

10. joulu 2025 - 32 min

What role can a corporate trustee play in your estate plan?

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.

19. marras 2025 - 47 min

What to Know for Open Enrollment Season

Derek, Dan and Maddie discuss in general terms some common employee benefits and things you might want to consider during open enrollment season.

27. loka 2025 - 42 min

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