In this episode, Anthony welcomes Jason Lee, a financial planner extraordinaire who helps people in retirement and other financial plannings. Jason joins Anthony today to explain what retirement plans are and their benefits to you — including the 401K, the IRA, and the Roth IRA. Listen as they talk about every bit of information you need to know about your retirement plan, how you can maximize them, and what strategies you can do in using your benefits.
Summary: (1) Update your health care docs; (2) Change your power of attorney; (3) Check if some things can’t be changed; (4) Update your will…
In this episode, Anthony interviews Mark Willis. Mark is a Certified Financial Planner, a bestselling author, the host of the award-winning podcast, Not Your Average Financial Podcast, and the owner of Lake Growth Financial Services. He specializes in late-stage college savings planning and today he shares how to pay for college without going broke.
Jonathan Pritchard joins Anthony for this episode. Jonathan has been traveling the world and entertaining audiences as a Mentalist, even appearing on America’s Got Talent. He now offers consulting services as the communication skills he has perfected through his line of work are transferable and beneficial to businesses and individuals alike. We hear about Jonathan’s beginnings, his television appearances, explanations of mentalism with specific examples, and who Jonathan can help.
In this episode, Anthony welcomes Benjamin Brandt to the show. Benjamin is a Certified Financial Planner and the Founder/President of Capital City Wealth Management, a Bismarck, North Dakota fee-only financial planning company. Listen Ben educates with his tips and as he answers questions on retirement for millennials.
Anthony chats with Brit Foshee, an experienced entrepreneur with a demonstrated history investing in both real estate and small business with an emphasis on multifamily assets. Tune in as Brit walks us through how he started with $8,000 just after the housing crisis to reach the real estate success he currently has now.
In this episode, Anthony interviews his friend Jason Lee, an insurance and financial advisor. Jason has been in the insurance industry for almost 12 years after taking over his father’s business in 2007. Today, he walks us through life insurance and answers common questions people ask regarding it, including, the difference in term and whole life insurance, the pros and cons of both, when to buy an insurance, and a lot more. Tune in as he and Anthony give you, our listeners, the information you need to know before getting an insurance.
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