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.

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.

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!

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.

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.

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.

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.

With Guests: Andy Pollock and Andrew Alves.

In this episode, Raymond and Peter Lantz meet with the president of the Southcoast LGBTQ+ Network, Andy Pollock, to discuss the importance of financial and estate planning for LGBTQ+ individuals. They are also joined by LGBTQ+ community member Andrew Alves, who is an office administrator at USA Wealth Group, Inc. The group also discusses the history of the LGBTQ+ movement and the strides that have been taken to get the community where it is today.

With Guests: Atty. Michael Coleman

We are celebrating fathers in this episode of Money Wise with the Money Guys! Raymond C. Lantz Jr. and Attorney Michael Coleman share fond memories of their own fathers while discussing the importance of a father figure in a child's development.

With Guests: Atty. Michael Coleman.

In this episode, Raymond and Pete Lantz discuss the history of Flag Day and its patriotic significance with Attorney Michael Coleman. They go over proper flag etiquette, observations on Flag Day celebrations, and the varying attitude towards the flag that different generations hold.