Monthly Archives: April 2023

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Where to Start Planning Your Retirement (Ep.12)

Education, Finances, Financial Advisor, Financial Planning, Retirement, Uncategorized, Wealth, , , , , , , , , , ,

When planning for your retirement we like to ask the important questions, check your portfolio and gather all the information necessary prior to offering you a plan. When it comes to retirement, a one size fits all mindset can cause you to miss out on unique opportunities specific to your situation. 

In this episode, Jeff Brimhall, PhD, CFP®, CFA, and Benjamin Cummings, PhD, CFP®, discuss a number of investment strategies such as contributing to a Roth IRA or a 401K and which one will work best for you based on your unique situation. Join us as you start your ideal retirement planning to live out your golden years the way you desire. 

Jeff and Benjamin discuss: 

  • How a Roth IRA might be the best account type for you
  • How to determine your retirement planning steps based on your age 
  • The tax advantages you can gain depending on the type of account
  • How you can determine the right amount and way to save for retirement
  • And more

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Why You Should Start Investing In A 529 Plan with Richard Ellis (Ep.11)

Education, Finances, Financial Advisor, Financial Planning, Retirement, Uncategorized, Wealth, , , , , , , , , , , ,

Do you have children or grandchildren who have yet to graduate from high school? Are you wondering how you can offer them a timeless gift this year that supports their future goals? 

Investing in a 529 plan might just be the perfect fit for you. 

In this episode, Jeff Brimhall, PhD, CFP®, CFA, and Benjamin Cummings, PhD, CFP®, talk with Richard Ellis, executive director at my529 to discuss what exactly a 529 plan is, how it compares to other savings plans and why you should start investing sooner rather than later. He also talks about transferring it from one beneficiary to another and what will happen to the plan if it is not used for education. 

Richard discusses: 

  • The benefits of having a 529 plan depending on the state you live in
  • How you can get a tax advantage on education expenses by investing in a 529 plan
  • Some reasons people start a 529 plan early for their children 
  • And more

 

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About Our Guest: 

Richard Ellis is a seasoned professional with experience working at all levels of state and local government. His primary expertise is in investment of public funds, debt issuance and budgeting. Richard has extensive experience speaking and training large and small groups. He has served on several boards and commissions helping develop policy and strategic initiatives. Richard also has experience working with various constituencies to find solutions to problems and continue the advancement of programs.

 

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