Make Life Happen
Capstone Planning helps individuals create retirement strategies to help you live well in retirement. using a variety of investment and insurance products to custom suit their needs and objectives. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any comments regarding safety and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Insurance and Annuity product guarantees are subject to the claims-paying ability of the issuing company. No legal advice, options or recommendations are being made in respect to this proposal. You should consult your tax professional or attorney concerning such advice and opinions.
Episodes
9 episodes
Social Security, Annuities & Your Family
Keith Wilfong of Capstone Planning is back talking about the family-oriented approach of Capstone Planning and the different areas of expertise within the company. Keith talks about the future solvency of Social Security and the potential lever...
Your Plan Should Cover It All In Retirement
Keith Wiltfong of Capstone Planning discusses the importance of a 360 retirement plan that covers all aspects of a person's financial life. He emphasizes the need for comprehensive financial planning that includes taxes, investments, insurance,...
RMD's, Diversification and Family
Keith Wiltfong of Capstone Planning discusses the importance of treating clients like family and providing ongoing support and expertise. Keith also highlights the significance of required minimum distributions (RMDs) and the importance of dive...
360 Retirement Planning and Tax Planning vs. Tax Preparation
n this episode of the Make Life Happen podcast, host Paul Gebhardt talks with Keith Wiltfong of Capstone Planning about topics such as the expansion of Capstone Planning's new office, the holistic approach of 360 retirement planning, the import...
Diversification, IRA's and Timing Your Social Security
Keith Wiltfong of Capstone Planning shares stories of the impact of investment decisions on people's lives, highlighting the importance of diversification and avoiding concentrated positions. He also addresses viewer questions about exchange-tr...
Why Stress Testing Your Retirement Plan Is Important
In this episode, Keith Wiltfong talks about the importance of family in their financial planning business and the impact they can make in people's lives. He emphasizes the need for stress testing financial plans to prepare for unexpected events...
Your Social Security, Taxes & Long Term Care
Keith Wilfong discusses the importance of fiduciary standards in financial advising and the difference between suitability and fiduciary standards. He also emphasizes the need for individuals to ask their current advisors about their fiduciary ...
The Importance Of A Fiduciary In Your Retirement Planning
Keith Wolffong of Capstone Planning shares the story of how his family's financial planning practice started and discusses the importance of being a fiduciary. He emphasizes the need for a comprehensive financial plan that takes into account in...
Meet Capstone Planning - Investments, Retirement Planning and More
In this episode of the Make Life Happen podcast, host Keith Wiltfong discusses his book 'Make Life Happen: Your Guide to the Better Retirement Journey'. He explains that the retirement journey is about defining what retirement looks like and co...