Check the background of the Firm and the Investment Professional(s) on FINRA’s BrokerCheck.
The LEARNING library
Search 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, and co-host Shea Petaja 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.

WTCMlogo

Questions or comments?

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


RECENTLY ADDED

Play Who Will Take Care of You? radio show
Who Will Take Care of You? June 8, 2017

https://proutfinancialdesign.com/wp-content/uploads/2017/06/Who-Will-Take-Care-of-You.mp3Podcast: DownloadTraverse City has made many lists this year, including “Best Place to Retire.” Statistics show that Northern Michigan is one of the fastest-aging areas in the nation. For the first time in our region’s history, there are more people dying than being born. It’s being called a “Silver Tsunami” as more than 10,000 people […]

Play Six 401(k) Rollover Options radio show
Six 401(k) Rollover Options May 25, 2017

https://proutfinancialdesign.com/wp-content/uploads/2017/05/Six-401k-Rollover-Options.mp3Podcast: DownloadRetirement accounts have multiple investment vehicles that can look a lot like Jay Leno’s garage. You can choose from hybrids (mutual funds), or classics (fixed accounts), sports cars (stocks) or utility vehicles (bonds). However, the most common retirement transportation is the 401(k), which is more like an Amtrak train. There are a lot of […]

Play 14 Things for Non-Spouse Inheritors radio show
14 Things for Non-Spouse Inheritors May 18, 2017

https://proutfinancialdesign.com/wp-content/uploads/2017/05/14-Things-for-Non-Spouse-Inheritors.mp3Podcast: DownloadEd Slott did it again, knocking it out of the park with 14 great tips for non-spouse beneficiaries.  The first tip is “touch nothing”!  Before you make a move, talk to an advisor to avoid expensive tax mistakes. More than likely, you are splitting the inherited account and the mandated deadlines are important to […]

Play The Switch radio show
The Switch May 11, 2017

https://proutfinancialdesign.com/wp-content/uploads/2017/05/The-Switch.mp3Podcast: DownloadFor more than 30 years you’ve been programmed to “save, save, save” and invest wisely so that you can retire.  When you retire you then have to learn how to “spend, spend, spend” wisely.  It’s hard to make “The Switch” from one mentality to the next.  You lose freedom with income, but you gain […]

Play Why Are You Waiting radio show
Why Are You Waiting May 4, 2017

https://proutfinancialdesign.com/wp-content/uploads/2017/05/Why-Are-You-Waiting.mp3Podcast: DownloadMore than 800,000 Americans lose their spouses each year, and 700,000 of them are women, according to the U.S. Census Bureau.  Because women generally outlive men, they spend an average of 14 years without a spouse. There are now more than 14 million widows and widowers, accounting for about one-quarter of those over 65. […]