Episode 244: IRA Trust Trustee
We get a lot of questions about trusts. Who should get one? Who shouldn’t? What are the long-term ramifications? Is it a bad idea to name a trust as t...
New Retirement Radio with Dennis Prout Podcast
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About
The days of simple retirement planning are gone and those who can manage their own portfolio are choosing not to. Prout Financial Design began over 25 years ago as an education based financial planning practice. Dennis Prout, Certified Financial Planner, believes that each client should not only understand their finances, they should be actively involved in the decisions made. Join the conversation! Dennis' radio show can be heard LIVE every Thursday at 10 am on News Talk 580 am or you can listen here instead. Thanks for tuning in! Advisory Services offered through Capital Asset Advisory Services, a Limited Liability Company, and a Registered Investment Advisor. Prout Financial Design does not provide tax, accounting, or legal services. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency.
Episode 243: Where Were You?
Twenty years later and we can all remember the exact moment the attacks on 9/11 happened. I (Shea) was standing at the Folgarelli’s deli counter watch...
Episode 242: Should You Spend More?
Perhaps one of the best and most rewarding conversation topics we can have with clients is, “You should spend more.” This isn’t the advice they were e...
Episode 240: Inflation Up
As the economy rebounds, the question remains, “What about inflation?” According to Joel Naroff, Chief Economist at Naroff Economics, LLC, “We are tra...
Episode 241: No Going Back
What better way to celebrate our new and improved studio than to have familiar guests join us! The Bill Marsh Brothers (Jamie, Bill Jr. and Mike) are ...
Episode 239: It Takes a Team
What makes someone more comfortable in retirement? Studies show four things: guaranteed income, little debt, a clear spend-down strategy and employer-...
Episode 238: On A Positive Note
Perhaps we’ve been overemphasizing COVID-19 stats, but it’s difficult to look at the numbers without becoming concerned. So much has shifted over the ...
Episode 237: The Power of Discipline
“It’s not the economy that’s going to determine your next six years, it’s your philosophy” said the late Jim Rohn, entrepreneur author and speaker. Hi...
Episode 236: Plan to Give Now
During the last year and a half, many charities that have relied on fundraising events and in-person relationship building have suffered. The financia...
Episode 235: The Covid 19 Effect
I’m not sure about you, but it seems nothing short of surreal to be shopping in stores without a mask and shield. Eating out at a restaurant is thrill...