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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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New Retirement Radio with Dennis Prout Podcast
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Now displaying: April, 2017
Apr 26, 2017

Aging Baby Boomers (the wealthiest generation) are inheriting from their parents and preparing to pass more than $30 trillion in assets to their Gen X and millennial children (CNBC) in the next several decades. Do you know the rules when inheriting IRAs, non-qualified annuities, stocks, bonds, mutual funds and even the kitchen sink? Do your children?  Considering that most U.S. middle income households (81%) had flat or falling income between 2004 and 2014 (MarketWatch), every dollar counts.  Secondly, we are going to briefly cover whether or not your IRA is protected from creditors and bankruptcy. Our guest expert, Shannon L. Evans, Esq. of Evans & Associates in Las Vegas, Nevada, contributed to the Ed Slott Newsletter with charts to help us navigate. The laws vary state and affect owners and beneficiaries. With 76.4 million Baby Boomers born between 1946 and 1964, 20% will be 65 or older by 2029. There will be a lot of funds passing from one generation to the next.  Join us today as Dennis teaches you how to inherit.

Apr 18, 2017

Listen as Dennis Prout chats about the importance of estate planning with local attorney Timothy White from Smith Haughey Rice & Roegge of Traverse City, Michigan.  Tim practices law in the areas of Business Law, Probate Litigation, Tax Law and Trusts & Estates.

Apr 18, 2017

Listen to this week's episode as Dennis Prout and Shea Petaja explain the Roth option of various retirement plans such as 401(k), 403(b) and 457(b).  They also explain the TSP Distribution rules.

Apr 3, 2017

If you waited to do your taxes, be depressed no more!  The odds might be in your favor.  This show is about last minute tax tips.  Waiting allows you to catch a few things you might have missed.  It buys time for you to consult about what to do better next year too.  You have until April 18 this year, which is another bonus. Also included in this episode is a fun Social Security quiz from Kiplinger.

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