The LEARNING library

Tune in to valuable financial insight on WTCM AM 580 at 10:10 a.m. every Thursday to listen and learn while Retirement Planning Expert, Dennis Prout, CFP, Heidi Cartwright, RICP®, Master Elite Advisor℠, FINANCIAL ADVISOR and MANAGING DIRECTOR discuss and answer your questions on the latest financial news, tips, and strategies.

If you miss the Thursday show, you can hear it rebroadcast every Saturday at 9:00 a.m. on AM 580.

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Questions or comments?

Call (231) 947-7675 during the show to talk with Dennis and Heidi on the air.


RECENTLY ADDED

Play The Fundamentals of Lifetime RMDs radio show
The Fundamentals of Lifetime RMDs June 13, 2024

https://proutfinancialdesign.com/wp-content/uploads/2024/06/Prout-061324_Release.mp3Podcast: DownloadDo you know your RMD age? Now that taxes are simplified, there are four RMD ages and no longer just one. On today’s show, we’ll discuss numerous topics regarding RMDs, including: The various ages and what that means; the three steps to fixing a missed RMD; death and its impact on the RMD; work plan […]

Play The TCJA Sunset! radio show
The TCJA Sunset! June 6, 2024

https://proutfinancialdesign.com/wp-content/uploads/2024/06/Prout-060624_Disclaimer.mp3Podcast: DownloadCan anything in the tax law sunset? Yes it can! The Tax Cuts and Jobs Act of 2017, which included several major changes and provisions in the tax code, will see a majority of those changes sunset after 2025. For some, this will mean a tax increase. For others (depending on what, if anything, Congress […]

Play Aging, Medical Care and Estate Planning – A Legal Perspective radio show
Aging, Medical Care and Estate Planning – A Legal Perspective May 30, 2024

https://proutfinancialdesign.com/wp-content/uploads/2024/06/Prout-053024_Release.mp3Podcast: DownloadOn today’s show, elder law attorney Deborah Rysso, of the Rysso Law firm in Traverse City, will discuss navigating all things related to aging, care and estate planning from a legal perspective. Deb has extensive experience with the application of legal documents and how they interact with life’s realities. It’s amazing how interactive the documents […]

Play Strategies Regarding Defined Benefit/Contribution Plans and Withdrawals radio show
Strategies Regarding Defined Benefit/Contribution Plans and Withdrawals May 23, 2024

https://proutfinancialdesign.com/wp-content/uploads/2024/06/Prout-052324_Release_No_LL.mp3Podcast: DownloadOn today’s show, Dennis will detail the characteristics of Defined Benefit Plans and Defined Contribution Plans – including their advantages and disadvantages. So if you have questions about your plans, or want to better understand, this show is for you! Because every investor’s needs are different, when planning for retirement, it is essential to map […]

Play Taxes and Tech Giants On the New Retirement Radio Horizon radio show
Taxes and Tech Giants On the New Retirement Radio Horizon May 16, 2024

https://proutfinancialdesign.com/wp-content/uploads/2024/06/Prout-051624_FInal.mp3Podcast: DownloadHaving just returned from our jaunt to Indianapolis to imbibe our insatiable need for new tax information, we are loaded for bear (if you will) with the most recent tax information related to IRAs, beneficiaries and the travails the mix of the two can cause. We will share this information to help you to […]