Money Wise with the Money Guys

MoneyWise #582 Year-End Tax Planning

With Guests: Attorney Tenney Lantz

MoneyWise #581 Money Saving Tips

With Guests: Attorney Tenney Lantz

MoneyWise #573 - Navigating the Medicare Maze with Peter Wilmot

In this week's episode, Raymond and Pete Lantz are joined by medicare specialist Peter Wilmot, who gives an expert analysis and breakdown on the different parts of Medicare. The trio also discusses the mistakes people commonly make during the open enrollment period and common misconceptions held about the program.

They also discuss our upcoming seminars on Estate Planning and Retirement Income Strategies, which you can sign up for by visiting our website here: https://usawealthgroup.com/attend-an-event/

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.
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