The Lantz Financial Team
The Lantz Financial Team dives into multiple aspects of financial planning and investments. The Lantz Team provides informative and applicable insights on topics appropriate for investors.
Investment advisory services provided by Lantz Financial, LLC, an SEC registered investment adviser. This podcast is only intended for clients and interested investors residing in states in which we are registered to provide investment advisory services or exempt from registration. Please contact us to determine if the firm provides investment advisory services in the state where you reside. All content on this podcast is for informational purposes only and should not be considered investment advice. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another party’s informational accuracy or completeness. Neither Lantz Financial, LLC nor its representatives provide tax or legal advice, and nothing herein should be construed as such. Always consult with your tax advisor or attorney regarding your specific circumstances.
Episodes
24 episodes
Let's talk ETFs!
Listen to Mike Lantz and guests from Capital Group – Za Nakhooda, ETF specialist and Steve Venetsanopoulos, Senior Vice President – go over ETFs. They discuss the various appeals of the ETF, comparisons to Mutual Funds, and which types of accou...
What's new about taxes in 2026?
Listen to Mike Lantz and Dan Rohlfing discuss tax planning for the new year. They go over ideas you might consider, such as the One Big Beautiful Bill Act (OBBBA), Roth contributions, tax loss harvesting, among other tax factors.
The Road to Homeownership
Listen to Mike Lantz and Lori Johanneson – with @ properties Christie’s International Real Estate – go over various concepts home buyers and sellers should be aware of. They discuss where to start, determining a budget/price, gifting, and any t...
What role can a corporate trustee play in your estate plan?
Listen to Mike Lantz and Nathan Beemster - from Charles Schwab Trust Company of Delaware - discuss estate plans and the role a corporate trustee might play in yours. They go over the potential benefits of a corporate trustee, different consider...
What to Know for Open Enrollment Season
Derek, Dan and Maddie discuss in general terms some common employee benefits and things you might want to consider during open enrollment season.
Mental Health, Stigmas, and financial worries with Nick O'Kelly
Listen to Dan Rohlfing and veteran, author, and financial professional Nick O'Kelly go over the relationship between mental health and finance as well as overcoming the stigma of mental health. They go over Nick's journey throughout his militar...
Spending time in the Market vs timing it
Derek and Logan discuss how dollar-cost averaging and lump sum investing relate to spending time in the market vs timing it. We give a brief intro of DCA and lump sum investing, discuss future valuations of both strategies and go over Investors...
RMDs are Coming: Strategies to Minimize Your Tax Hit
Listen to Dan, Dayna, and Mandey cover basic information on RMDs and how we handle them at the Lantz Team. We also dive into some potential ways to minimize your tax hit from RMDs.
Psychology of Investing
Listen to Mike and Derek cover the psychology of investing. They go over common investor behaviors, time in the market versus timing the market, and common misconceptions when assessing risk.
Health and Wealth with Dr. Anthony Balduzzi
Listen to Dan and Dr. Anthony Balduzzi covering health and wealth. They go over similarities between financial and physical health, the impact a mindset has on health and wealth, and lastly treating health like an investment portfolio.
Core Estate Documents
Listen to Dan and Dayna covering estate planning. We go over some of the core estate documents, the purpose of each one, and the role they play in an estate plan.
Intro to Estate Planning: What it is and Why it's Important
Listen to Mike and Tracy covering Estate planning. We go over what it is, why it is important, and why everyone should create their own plan.
Market Update with Confluence
Listen to Mike and Derek with Confluence covering the market. We go over what investors should do an election year, geopolitical risks, and how U.S. debt will impact markets going forward.
Cybersecurity
Listen to Kris and Maddie covering cybersecurity. We go over why it is important, what we do to help protect clients, and strategies to protect your accounts.
International Investing with Federated Hermes
Listen to Mike and Drew with Federated Hermes covering international investing. We go over how it has performed, how it is influenced, and what to look out for.
Tax Planning 2.0
Listen to Dan and Drew covering tax planning. We go over why it is important, how it has changed, and strategies to minimize taxes.
Growth Investing with Winslow Capital
Listen to Mike and Drew with Winslow Capital covering large cap growth investing. We go over how it has performed, what to look out for, and why it's been successful.
Direct Indexing with Vanguard
Listen to Dan and Logan with Vanguard covering direct indexing. We go over what direct indexing is, how it works, and why we use it.
The Lantz Team's Technology Stack
Listen to Mike Lantz and team cover the technology they use to better serve clients. Some topics include Black Diamond, 401k management, tax return analysis, and tools for planning for retirement.
Tax Efficient Investing
The advisors take time to explain the "next generation" of tax efficient investing, direct indexing.
Tax Planning
The Lantz Team is back and better than ever! The team discusses informative information regarding tax planning, setting the ground work for this summer series of podcasts.
Final Steps of The Lantz Way Process
The third installment of the Lantz Way describes the final 3 steps used in the 5 part retirement plan process used at the Lantz financial Team.
