Ep 7: Traditional Vs Roth

Ep 11: Mailbag - Using Social Security To Pay Off The House

On this week's show, we will answer some listener questions that have been sent in. We will discuss investing excess money from downsizing, keeping assets separate in a marriage, and if it's a good idea to start taking social security in order to pay off your house. CONTACT Website: https://unifiedwealthplanning.com/ [https://unifiedwealthplanning.com/] Phone: 260-338-2379 Email: marsha@unifiedwealthplanning.com Location: Fort Wayne, Indiana Click the following link to get your no-cost Tax Free Retirement Toolkit! https://hza007oh.pages.infusionsoft.n [https://hza007oh.pages.infusionsoft.net/]

Ep 10: Can’t Get No Satisfaction... Or Can You?

Want to know the secrets to experiencing satisfaction in retirement? We’ve discovered five key situations to which your financial plan needs to lead you. If you can key in on these five points, you’ll have a high chance to achieve retirement satisfaction. CONTACT Website: https://unifiedwealthplanning.com/ [https://unifiedwealthplanning.com/] Phone: 260-338-2379 Email: marsha@unifiedwealthplanning.com Location: Fort Wayne, Indiana Click the following link to get your no-cost Tax Free Retirement Toolkit! https://hza007oh.pages.infusionsoft.n [https://hza007oh.pages.infusionsoft.net/]

Ep 9: Going Against Grain

Being a good advisor isn’t about winning a popularity contest or just saying the same things that everyone else in the industry says. It’s about giving the best advice that you can for each individual situation. On today’s show, we’re going to peel back the curtain to discuss some areas where a good financial advisor’s opinions might go against the grain with mainstream ideas in the industry. CONTACT Website: https://unifiedwealthplanning.com/ [https://unifiedwealthplanning.com/] Phone: 260-338-2379 Email: marsha@unifiedwealthplanning.com Location: Fort Wayne, Indiana Click the following link to get your no-cost Tax Free Retirement Toolkit! https://hza007oh.pages.infusionsoft.n [https://hza007oh.pages.infusionsoft.net/]

Ep 8: How Procrastination Dooms Your Financial Future

People have many reasons for procrastinating when it comes to putting a retirement plan together. Let’s explore some of those excuses and why they can be dangerous, and talk about how to overcome them. CONTACT Website: https://unifiedwealthplanning.com/ [https://unifiedwealthplanning.com/] Phone: 260-338-2379 Email: marsha@unifiedwealthplanning.com Location: Fort Wayne, Indiana Click the following link to get your no-cost Tax Free Retirement Toolkit! https://hza007oh.pages.infusionsoft.n [https://hza007oh.pages.infusionsoft.net/]

Ep 7: Traditional Vs Roth

It seems that most people don’t have a clear picture of whether they should contribute to a traditional IRA or a Roth. Let’s discuss how to determine what’s best for you… CONTACT Website: https://unifiedwealthplanning.com/ [https://unifiedwealthplanning.com/] Phone: 260-338-2379 Email: marsha@unifiedwealthplanning.com Location: Fort Wayne, Indiana Click the following link to get your no-cost Tax Free Retirement Toolkit! https://hza007oh.pages.infusionsoft.n [https://hza007oh.pages.infusionsoft.net/]