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New Retirement Radio with Dennis Prout Podcast

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.
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Now displaying: June, 2019
Jun 28, 2019

By a landslide, the 401(k) retirement savings account is the most common savings vehicle for most folks. It’s accessible at most companies and has tax advantages that will encourage you to save, including a Roth 401(k) option. The more progressive companies require people to “opt out” instead of “into” the 401(k) plan being offered. Pretty cool, eh? (said with a strong northern Michigan accent). So, how does one take advantage of this option to save? When can you take the money out? Should you roll it over when you retire? Why do some advisors dislike the 401(k) option?

We’re pretty sure this show will be one that you won’t want to miss! You’ve been saving, so learn how to be a bit more clever when you do.

Jun 27, 2019

Learn about the importance of having difficult conversations with your family members about estate planning and inheriting family assets.  Whether you are the parent or the child, it is not always an easy topic to bring up.

Jun 25, 2019

The man, the myth, the IRA legend – Ed Slott – is calling in today for a LIVE broadcast!

What will we talk about? The better question is, “What won’t we talk about?”

From missed retirement account deadlines to tax advantages of a Roth IRA – no topic will be off-limits! So be ready to call in with your questions. This show will be a full hour of non-stop information that will help you navigate the complexities of retirement planning as it relates to taxes.

Jun 19, 2019

When it comes to saving for retirement, one of the biggest mental blocks for people is that the accounts are protected. In other words, there are rules about how much you can put in, take out and when. Considering all the rules, it’s no surprise that mistakes are made, and they can be costly. The question then becomes, which ones can be fixed? Which ones can’t? Ed Slott gives this example: If a non-spouse beneficiary of an inherited IRA attempts a rollover, there is no going back. If the money comes out, it cannot be returned; inherited IRAs can only be transferred. A rollover of an inherited IRA is a fatal error, and no one can un-ring that bell.

Tune in today to learn about the ins and outs of fixing IRA and retirement plan mistakes.

Jun 7, 2019

Women live longer than men. Women spend less time in the workforce due to child-rearing years and caretaking for their families. Women make less on the dollar than men. Almost two-thirds of Americans living with Alzheimer’s are women. Are the stats stacked against women and their financial security?

Fidelity study of more than 8 million investment accounts concluded that women’s portfolios tend to deliver higher returns. We tend to save more, take fewer risks and are patient to build a financial plan rather than fixate on investment performance.

Women take notice! You are good at this!

Join us today as I (Shea) interview Heidi Thompson about how women can use accessible resources to create the financial security they are looking for.

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