Лучшие подкасты про Alliant Retirement And Investment Services (ARIS (2024)

1
Interest Rate Forecast 25:50

7M ago25:50

25:50

The news is filled with Fed meetings, inflation, and changes to the interest rate policy. For insights on these topics and more, our host Krystian talks with our partner Lawrence Gillum of LPL Financial Research, one of the largest independent investment research teams in the financial industry. Thanks for listening! You can follow us on Facebook, …

1
Get Financially Ready for 2024 18:19

12M ago18:19

18:19

The year's end brings deadlines and choices to be made for a fresh new year. Take a few minutes in your busy holidays to listen to our next episode, and get your financial plan straight for 2024. Thanks for listening! You can follow us on Facebook, LinkedIn and You Tube for new episodes, and educational webinars and articles. Just search for ARIS A…

1
Prepare for Medicare's Open Enrollment 28:32

1y ago28:32

28:32

Are you ready for Medicare's Open Enrollment? Financial Consultants Jim Benages and Brandon Wann join Krystian to answer your questions about Original Medicare, the Medicare Advantage Plan, drug coverage, and how to plan for the different enrollment periods. Thanks for listening! You can follow us on Facebook, LinkedIn and You Tube for new episodes…

1
Ways to Manage Risk in Investing 19:30

1y ago19:30

19:30

You COULD put your money in your mattress, but here in our 20th episode, Krystian discusses tools like asset allocation and diversification that could help balance out your investment risk. Thanks for listening! You can follow us on Facebook, LinkedIn and You Tube for new episodes, and educational webinars and articles. Just search for ARIS Alliant…

1
Life Insurance: Beyond the Clever Commercials 16:36

1y ago16:36

16:36

Krystian breaks down the basics of life insurance, and how it can help with the unexpected in your family's financial security. Thanks for listening! You can follow us on Facebook, LinkedIn and You Tube for new episodes, and educational webinars and articles. Just search for ARIS Alliant to Like and Follow.…

1
Is the 60/40 Portfolio Dead? 20:52

1+ y ago20:52

20:52

Tom and Krystian join forces to discuss the asset allocation approach known as the 60/40 portfolio. In the wake of a rocky 2022, is this still a viable investment strategy? Thanks for listening! You can follow us on Facebook, LinkedIn and You Tube for new episodes, and educational webinars and articles. Just search for ARIS Alliant to Like and Foll…

1
Income and Dividend Strategies 16:41

1+ y ago16:41

16:41

Krystian discusses income and dividend strategies with guest speaker Kevin Simpson of Capital Wealth Planning. A frequent contributor to CNBC, Yahoo Finance and Fox Business, Kevin is the Founder and Chief Investment Officer of Capital Wealth Planning. Thanks for listening! You can follow us on Facebook, LinkedIn and You Tube for new episodes, and …

1
Long-Term Care: Uncross Your Fingers and Take Control of Your Plan 24:43

1+ y ago24:43

24:43

Does your plan for healthcare in retirement involve crossed fingers and a lot of hope? That's most people's default plan: I hope we won't get sick, and if we do, that we'll have the money to pay for care. Tom brings in Guest Speaker Gabe Youel of Brighthouse to talk about including Long-Term Care planning in your retirement plan. Thanks for listeni…

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Minimizing Taxes: A Chat with An Expert on Tax-Managed Investing 20:11

1+ y ago20:11

20:11

Krystian chats with Rob Kuharic of Russell Investments, discussing the ways you can manage your investments, grow your assets without triggering a large tax bill, and keep more money in your pocket. Thanks for listening! You can follow us on Facebook, LinkedIn and You Tube for new episodes, and educational webinars and articles. Just search for ARI…

1
Taxes and Your Retirement: Navigating the New Laws and Legislation 21:40

1+ y ago21:40

21:40

Guest speaker Karen Hoffman of Prudential Financial joins Tom this month! Together they'll attempt to simplify and break down the legislation known as the Secure Act 2.0, passed at the tail end of 2022, and share some tax-saving strategies. Thanks for listening! You can follow us on Facebook, LinkedIn and You Tube for new episodes, and educational …

1
Annuities: Don't Let Me Be Misunderstood 21:27

2y ago21:27

21:27

Good? Bad? Or just Misunderstood? The Invest Savvy team dives into the tricky topic of annuities. Thanks for listening! You can follow us on Facebook, LinkedIn and You Tube for new episodes, and educational webinars and articles. Just search for ARIS Alliant to Like and Follow.Alliant Retirement and Investment Services (ARIS)

1
Social Security: The Million Dollar Question 22:27

2y ago22:27

22:27

Will Social Security be there when I retire? Is there a magic age to start benefits? And…can it make me a millionaire? We discuss all these common questions, and more, on our next episode. Thanks for listening! You can follow us on Facebook, LinkedIn and You Tube for new episodes, and educational webinars and articles. Just search for ARIS Alliant …

1
Year End: Family & Life Changes Checklist 24:14

2y ago24:14

24:14

It’s time to create your Personal Year End List: what happened this year to you and your family? Were there births, deaths, retirements, milestone birthdays, or health changes? Krystian and Tom take a deep dive into the deadlines and tasks around these changes. Thanks for listening! You can follow us on Facebook, LinkedIn and You Tube for new episo…

1
Year End: Tax & Financial Planning Checklist 18:21

2y ago18:21

18:21

December 31st is coming soon! Now's a good time to reflect on the past year, while looking forward to 2023. Let’s take a look at deadlines for taxes, retirement or insurance plan adjustments, and investment changes through a volatile market year. Stay tuned for Part 2: Family and Life Changes Checklist, on December 6th. Thanks for listening! You ca…

1
Let's talk Medicare with an Expert 18:30

2y ago18:30

18:30

This month Tom talks to "Medicare Nerd", Joanne Giardini-Russell, who talks clients through the Medicare process, helping them enroll in an insurance plan they will actually understand. Join us as she shares common mistakes, tips regarding pre-existing conditions, and what to do when Joe Namath comes on TV. Thanks for listening! You can follow us o…

1
Estate Planning: Taxes, Kids, and DIY 18:49

2y ago18:49

18:49

In our continued look at estate planning, we’ll discuss how taxes can affect your plan, tell some horror stories and pitfalls, and see if it makes sense to do all this planning on your own v. working with an attorney. Thanks for listening! You can follow us on Facebook, LinkedIn and You Tube for new episodes, and educational webinars and articles. …

1
Estate Planning: Avoiding a Dickensian Nightmare 18:03

2y ago18:03

18:03

Creating an estate plan is a key component of every financial plan, no matter your tax bracket. Our next episode goes into wills, trusts, and probate, with the occasional detour into the novels of Charles Dickens. Thanks for listening! You can follow us on Facebook, LinkedIn and You Tube for new episodes, and educational webinars and articles. Just…

1
Retirement Planning for Women 17:29

2+ y ago17:29

17:29

Women have unique challenges to consider when planning for retirement. Join Krystian and special guest, Financial Consultant Kim Kennedy, as they discuss their roles in helping women investors find their retirement path. Thanks for listening! You can follow us on Facebook, LinkedIn and You Tube for new episodes, and educational webinars and article…

1
Retirement and Taxes: Let’s talk about Roth IRA Conversions 20:34

2+ y ago20:34

20:34

Taxes are inevitable, so let’s talk about the retirement strategy known as the Roth IRA Conversion. We’ll break down the basic rules and strategies to get the most out of your retirement savings. Thanks for listening! You can follow us on Facebook, LinkedIn and You Tube for new episodes, and educational webinars and articles. Just search for ARIS A…

1
Building a Financial Plan 16:42

2+ y ago16:42

16:42

What makes a good financial plan? We believe it has to be easy to understand and implement, giving us the confidence to make savvy financial decisions. Let’s talk through what that means for you. Thanks for listening! You can follow us on Facebook, LinkedIn and You Tube for new episodes, and educational webinars and articles. Just search for ARIS A…

1
Preparing For That First Meeting 17:26

2+ y ago17:26

17:26

Once you’ve chosen the right Financial Consultant, what happens next? Our hosts break down the Who, What, Where of that crucial first meeting. Thanks for listening! You can follow us on Facebook, LinkedIn and You Tube for new episodes, and educational webinars and articles. Just search for ARIS Alliant to Like and Follow.…

1
Finding a Financial Advisor: Part 2 14:06

2+ y ago14:06

14:06

Continuing our theme from Episode 1, we’ll next visit investing on our own, tips on doing your homework, and explain terms like Fiduciary and the letters after an advisor’s name. Thanks for listening! You can follow us on Facebook, LinkedIn and You Tube for new episodes, and educational webinars and articles. Just search for ARIS Alliant to Like an…

1
Finding a Financial Advisor: Part 1 14:21

2+ y ago14:21

14:21

A topic so important, so jam-packed with decisions, we needed to present it in 2 parts. Join our premiere podcast episode as we break down the Whys and Why Nots of working with a Financial Advisor. Thanks for listening! You can follow us on Facebook, LinkedIn and You Tube for new episodes, and educational webinars and articles. Just search for ARIS…

1
Invest Savvy: a new podcast by Alliant Retirement and Investment Services 1:02

2+ y ago1:02

1:02

Alliant Retirement and Investment Services (just call us ARIS) is excited to announce our new podcast, Invest Savvy: advice you need to know. Join our hosts, Financial Consultants Krystian Cieplucha and Tom Davia, as they break down questions and topics that all of us – whether we are seasoned investors or new– need to know. Thanks for listening! Y…

Подкасты, которые стоит послушать

Подкасты на тему Alliant Retirement And Investment Services (ARIS

Подкасты, которые стоит послушать

1
Invest Savvy: Advice You Need to Know

Alliant Retirement and Investment Services (ARIS)

1
Interest Rate Forecast 25:50

1
Get Financially Ready for 2024 18:19

1
Prepare for Medicare's Open Enrollment 28:32

1
Ways to Manage Risk in Investing 19:30

1
Life Insurance: Beyond the Clever Commercials 16:36

1
Is the 60/40 Portfolio Dead? 20:52

1
Income and Dividend Strategies 16:41

1
Long-Term Care: Uncross Your Fingers and Take Control of Your Plan 24:43

1
Minimizing Taxes: A Chat with An Expert on Tax-Managed Investing 20:11

1
Taxes and Your Retirement: Navigating the New Laws and Legislation 21:40

1
Annuities: Don't Let Me Be Misunderstood 21:27

1
Social Security: The Million Dollar Question 22:27

1
Year End: Family & Life Changes Checklist 24:14

1
Year End: Tax & Financial Planning Checklist 18:21

1
Let's talk Medicare with an Expert 18:30

1
Estate Planning: Taxes, Kids, and DIY 18:49

1
Estate Planning: Avoiding a Dickensian Nightmare 18:03

1
Retirement Planning for Women 17:29

1
Retirement and Taxes: Let’s talk about Roth IRA Conversions 20:34

1
Building a Financial Plan 16:42

1
Preparing For That First Meeting 17:26

1
Finding a Financial Advisor: Part 2 14:06

1
Finding a Financial Advisor: Part 1 14:21

1
Invest Savvy: a new podcast by Alliant Retirement and Investment Services 1:02

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