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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: July, 2018
Jul 20, 2018

Can you believe that we are halfway through June? I feel like we just finished taxes and winter! And now it’s time to start your IRA planning for the rest of the year. There are nine things you can do to pivot your planning and move in a good direction just in time to open Christmas presents. HA! Too soon?

Jul 20, 2018

You’ve finally reached the destination … your retirement! And now it’s GO TIME! After years and years of making contributions to your company plan, it’s time to roll it over. But how? And where? And when? You’ve been working a long time, and now it’s time to make your money work for you. At Prout FinancialDesign, we think this is one of the most exciting times in planning. Why? Because you have options!

Jul 20, 2018

We’ve all heard the horror stories from our neighbors and friends about their inheritance … or lack thereof. Oh sure, it was “understood” that so-and-so would receive “X” amount, but when it came time, it went to someone else. There is a tremendous amount of grief upon grief when this happens, because it feels like betrayal when we don’t get what was promised. Most of the time, it isn’t on purpose; it was a mistake on the part of the benefactor. And, most of the time, we believe that this will never happen to us.

Listen in to make certain that you have dotted the I’s and crossed the T’s on your beneficiary forms. If you’re the one on the receiving end, you’ll want to approach this topic gently, and we will teach you how.

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