Sherri Stephens, President and CEO of Stephens Wealth Management Group, discusses the “ins and outs” of becoming a snowbird/sunbird with fellow Financial Planner and Founder of Pearl Planning, Melissa Joy. Thinking about becoming a snowbird? Not sure where to start? Take a listen to hear more about Sherri and Melissa’s journeys to second home ownership …
Podcast
Cybersecurity
Ryan O’Hara is an entrepreneur, cybersecurity expert, two-time best-selling author, co-host of the Security Squawk podcast, and founder and CEO of Sphinx Cybersecurity. Sphinx Cybersecurity is a Michigan based IT and cybersecurity services firm that helps small and medium sized business manage their cyber risk. Sphinx specializes in keeping businesses, throughout the United States, secure …
Medicare Open Enrollment
Advisor Jill Carr talks with Jamie Segerstrom, a Medicare and Retirement Specialist, about the ins and outs of Medicare and open enrollment. Medicare comes with lots of options, so take a listen to the podcast and find out if any adjustments to your plans might be in order. Jamie Segerstrom became interested in helping other …
Thinking About Downsizing Your Home?
People often think about downsizing when they retire or become empty nesters. What are the things you should know about the current real estate market? How should you prepare for this kind of housing transition? Jill talks to Kristy Cantleberry, a realtor, about the ins and outs of getting your home ready for sale and …
Tax Planning in your Financial Life
Jill Carr talks to Doug Marlow, our new Director of Financial Planning, about different ways that tax planning in your financial life and how it fits into your fiscal picture. We cover Roth conversions, tax location, charitable donations, among other things, in between sharing tax “dad” jokes. Our podcasts will cover topics that we are …
How will you pay for assisted living?
The average cost of a private, single room in an assisted living facility is $4,500 per month? How will you or a loved one pay for assisted living? With 7 out of 10 people requiring assisted living care in their lifetime, it’s an important topic to understand. Medicare won’t cover the cost of a long-term …
Customized Health Care For All
Today I am speaking with Steve Feldman, who is the CEO of Feinberg Consulting. They are based out of West Bloomfield, MI, and they are an intervention, case management, and coaching company that provides innovative and customized health care solutions to individuals and families faced with a challenging illness, injury, behavioral health concern, or complex …
The Secure Act 2.0 & Proposed Changes II
Our podcasts will cover topics that we are passionate about. Jill Carr (SWMG Wealth Advisor) and Jason Guenther (SWMG Wealth Advisor) discuss and share insights intended to shed light on The Secure Act 2.0 and the proposed changes to the bill. On March 29, 2022, the U.S. House of Representatives passed the Securing a Strong …
Travel Planning for Retirees
Our podcasts will cover topics that we are passionate about. Jill Carr (SWMG Wealth Advisor) and Jessica Brown (Owner of Dream Vacations) discuss and share insights intended to help retirees with travel planning (as well as other travel lovers) save time, money, and stress. For more travel planning information, contact Jessica Brown by phone at …
Estate Planning Basics Everyone Should Know
Estate planning is critical to protecting your legacy, no matter your age or wealth. Effective estate planning can help you to avoid unnecessary taxes and legal tie-ups and enable property and money to be distributed according to your wishes. Listen to Jill’s podcast with Attorney Heidi McAra for more information. Our podcasts will cover topics that …