Wealth and Life

Today we are going to be talking about the three levels of care that a financial advisor, insurance agent, or broker-dealer can provide. From the suitability standard to the best interest standard and the fiduciary duty, I will be explaining the details of each level of care so that you can identify the best advisor for your needs.

You can find show notes and more information by clicking here: https://www.fidatowealth.com/wealthandlife/episode-21    

Compound interest has the ability to make your money work for you, instead of you working for your money. Compounding is—quite literally—money multiplying itself. Luckily, it is not as complicated as it may sound. In this episode, I will be explaining how you can grow your bank account whilst putting in minimal long-term effort, as well as the common missteps to avoid along the way.

You can find show notes and more information by clicking here: https://bit.ly/3BZ0Y6z  

Stable and predictable inflation is generally good for the economy—and for your finances. It helps money sustain its value and makes it simpler for everyone to plan how, where, and when they spend their hard-earned dollars. So, in this episode, I will be explaining how inflation affects you and how you can maximize your resources for the future.

You can find show notes and more information by clicking here: https://bit.ly/2ZoHpGj 

A Roth IRA conversion is a very powerful tool for your retirement. If your taxes rise because you earn more (putting you in a higher tax bracket), a Roth IRA conversion may save you a considerable amount of money over the long term. So, in this episode, I will be discussing this important tax planning strategy and the steps you can take now to utilize this tool.

You can find show notes and more information by clicking here: https://bit.ly/2X791yl  

As advisors, we’re always trying to set our clients up for success. Oftentimes we are looking for ways to maximize benefits, and this includes contributions into 401(k) plans. However, there may be one key step you’re missing in your retirement saving plan. So, to join in on this conversation today is Marissa Beyer, a Lead Wealth Advisor at Fidato Wealth. We will be discussing how to make after-tax contributions to a 401(k), the strategy behind this, and why it may be beneficial to you.

You can find show notes and more information by clicking here: https://bit.ly/3B9fVTs 

During the onset of the pandemic, there was a big opportunity created for advisors to step up and serve their clients in a meaningful way through quality conversations. It is no surprise that communication was truly the backbone of that, as it is a key component to creating valued relationships in most aspects of life. Our guest today is Marie Swift, the President and CEO of Impact Communications, and in this episode, she will be sharing some of her findings from a recent report she conducted titled Conversations that Matter.

You can find show notes and more information by clicking here: https://bit.ly/3qwSJK0  

One of the best things advisors can provide for clients is an annual review of their financial situation and progress. That’s why we make a point to prepare for these meetings and ensure we provide the most value to our clients, while also ensuring their success. So what measures do we put in place to do this? To help discuss this topic more in-depth are two of our lead advisors at Fidato Wealth, Marissa Beyer and Brian Eberhardt.

You can find show notes and more information by clicking here: https://bit.ly/3irDLTn 

One of the most important and biggest decisions for people heading into retirement is centered around Social Security benefits. In this episode, I’m joined by Brandon P. Smith, a Public Affairs Specialist for the Social Security Administration. He joins the show today to share insight on Social Security benefits and how you can put these benefits to work for you.

You can find show notes and more information by clicking here: https://bit.ly/3vQdJwv

Financial planning and investment management are always about opportunity versus risk. However, things are changing quickly in the current market and due to this changing environment, certain things are no longer front of mind. So today, Tony D’Amico joins Amy D’Amico to explain how to navigate the challenges being faced and how these changes may affect financial plans moving forward.

You can find show notes and more information by clicking here: https://bit.ly/3tPHVaF 

Medicare is such an important topic—and something that most people should be considering as they near the age of 65. On top of this being a big decision, there is a lot of tax planning associated with Medicare, as well. Here today to help us discuss this topic is Kevin Lowden, Account Manager for RetireMEDiQ. Listen in as Kevin shares how to determine the best plan for your needs and whether you should stay on your group plan or switch to Medicare.

You can find show notes and more information by clicking here: https://bit.ly/3kVLhoO