https://proutfinancialdesign.com/wp-content/uploads/2024/09/Prout-080124_Release_Disclaimer.mp3Podcast: DownloadRetirement planning is not only about saving for your future, but also about leaving a legacy, like an inheritance for your loved ones. But what if there were another way, a tax-saving strategy, other than leaving an inheritance after one’s passing? Dennis is back and ready to discuss Ed Slott’s gifting strategies to help identify […]

https://proutfinancialdesign.com/wp-content/uploads/2024/09/Prout-071824_Release_TaxDisclaimer.mp3Podcast: DownloadOn today’s show, get ready for a listening adventure as we discuss … the economy! Specifically, we’ll talk about navigating the current economy in a world of uncertainty, as well as charitable giving through the lens of the IRA Qualified Charitable Distribution. So, strap on your helmets as we attempt to determine what’s happening and […]

https://proutfinancialdesign.com/wp-content/uploads/2024/08/Prout-071124_Release.mp3Podcast: DownloadWhen discussing the state of the current American economy, we find ourselves at a place in time when negativity and uncertainty seem to take center stage. However, what if there were a glimmer of economic hope within these dark and uncertain times? On today’s show, we hope to illuminate a positive perspective as the United […]

https://proutfinancialdesign.com/wp-content/uploads/2024/08/Prout-062724_Release.mp3Podcast: DownloadWhat? It’s mid-year already? Just yesterday, as my wife Jill and I walked around Boardman Lake, a gentleman reminded us that the days are getting shorter. (His wife, however, was not happy with that!) Being that we’re halfway through the year, we think it’s a great time to cover your frequently asked questions about Social […]

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 […]