Money Wise with the Money Guys

MoneyWise #572 - 8 Facts About Annuities Every Retiree Should Know

In this episode, Raymond and Pete Lantz discuss the complex world of annuities. They go over what they are, how they work, and what they do for retirement income. If you have ever wondered why an annuity is a financial product that many retirees consider, this is the episode for you!

MoneyWise #571 - Crucial Conversations to Have With Your Parents as They Age

In this week's episode the Lantz family discusses crucial conversations to have with your parents as they age, and how to keep those conversations respectful, dignified, and easy to understand. Raymond and Pete are joined on the show this week by Atty. Tenney Lantz, who offers her insight on the best way to communicate with aging parents and how to give them the kindness they deserve.

MoneyWise #570 - Crafting Your Legacy: Essential Steps in Your Estate Planning Journey

This week Raymond C. Lantz Jr. is joined by special guest Attorney Michael Coleman to discuss the purpose of estate planning and how it is a crucial step on your retirement journey.

MoneyWise #569 - 4 Common But Faulty Assumptions That Could Ruin Your Retirement

Join Raymond and Pete Lantz in this episode as they discuss common misconceptions about saving for retirement, and how you can avoid making mistakes when planning for the future.

MoneyWise #568 - Top 10 Costly IRA Mistakes to Avoid

In this episode, Raymond and Pete Lantz discuss the complex and confusing world of IRA accounts. They delve into what an IRA account is, the different kinds you can have, and the pros and cons associated with each one. If you currently have an IRA account or are considering opening one, listen to this show and learn the top 10 most common mistakes to avoid.

MoneyWise #567 - Insurance Market Update with Sheryl Marciano

With Guests: Insurance Agent Sheryl Marciano.

In this episode, Peter Lantz is joined by insurance agent Sheryl Marciano and administrative assistant Andrew Alves to discuss why rising insurance costs have not yet cooled. Peter also announces that there is a new member of the Lantz family, and his name is Bruschi! Bruschi is a golden retriever puppy and he has already started to learn the importance of financial planning!

MoneyWise #566 - Unraveling Medicare Misconceptions with Peggy Vollmer

With Guests: Medicare Specialist Peggy Vollmer

In this episode, Ray and Pete sit down with Medicare specialist Peggy Vollmer to discuss the common misconceptions that people have about the various Medicare policies and cost breakdowns.

MoneyWise #565 - Utilizing A Retirement Income Checklist

In this episode, Raymond and Peter Lantz discuss the need to regularly update and review your retirement income checklist. If you do not have a retirement income checklist, you should call our office and request one to start tracking your finances and expected income today.

MoneyWise #564 - Preparing for Funeral Planning and Burial Planning with Kara Andrea and Alyssa Croteau

With Guests: Kara Andrea and Alyssa Croteau

In this episode, Raymond C. Lantz Jr. is joined by special guest Atty. Michael Coleman to interview Kara Andrea and Alyssa Croteau. Kara and Alyssa are both funeral directors that have a keen insight into the business of funerals and burials, and they offer their insight into the cost, process, and significance of funerals and burials in 2023.

MoneyWise #563 - Declaring Your Financial Independence

Happy 4th of July!

In this episode, Raymond and Peter Lantz celebrate Independence Day and discuss how you can take charge of your finances to secure a better financial future for you and your family.

Copyright 2018