Money Wise with the Money Guys

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 #568 - Top 10 Costly IRA Mistakes to Avoid

Learn about the biggest mistakes people make with their IRA Accounts and how to avoid them.

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 #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 #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 #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 #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 #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/

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