Financial Strategies Institute
Episodes
8 episodes
Episode 008 - Estate Planning with Mary Black
York, Howell and Guymon have been our go to estate planning firm for many years. They have always provided our clients with the sound estate plans needed in retirement planning. We will be chatting with Mary Black today who is an As...
Episode 007 - What You Should Know About Mortgage Rates
In this episode we sit down with Mike Larsen, owner of West Ridge Financial, to learn about current interest rates and what you may want to think about when looking at getting into a mortgage. Join us as we learn from this 22 year expe...
Episode 006 - Personal Touch Tuesday - SteVan Gates, CRPC
Today we interview SteVan Gates, CRPC about his personal life and dive a little deeper into who he is.
Episode 005 - Baby Boomer's Guide to Medicare
On todays show we invited Derek D. Bohne, CLU®, ChFC® to discuss some basics on Medicare planning and some "How To's" when it comes time for you to apply for your own medicare benefits.
Episode 004 - Retirement Considerations With SteVan Gates, CRPC
Join us as SteVan Gates discussed the impact that the markets might have on your income streams in retirement and how one might approach retirement in a different way. stevan@fsiplanners.com801-316-4100
Episode 003 - 3 Tips on Managing Stress
Join in as we look at 3 tips for managing stress levels in retirement!
Episode 002 - Social Security X-Spousal Claiming
Claiming a spousal benefit in retirement is a GAME CHANGER however, if you relate to 50% of our nation and have gone through a divorce you might be wondering how Social Security can still benefit you with a spousal benefit. Well, thankful...
Episode 001 - Retirement Income: Social Security Spousal Benefits
There are over 500 ways to claim your social security benefits! That leaves a lot of room for error and a lot of money possibly left on the table. In this quick tip for retirees we are going to explore spousal benefits and how they ...