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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: December, 2018
Dec 26, 2018

This year, we are experiencing the most significant tax reform since 1986. What have we learned since then? Instead of speaking for ourselves, we’ve invited CPA  Jonathan Sluis on the air to discuss the pros and cons of the new tax plan. After assessing his current clients’ situations, he anticipates that over 86% of them will benefit from the new plan.

How? He will tell you!

Tune in today to find out what you need to know when filing your 2018 taxes. Here’s a hint: It’s all about perspective, strategy and simplicity!

Dec 26, 2018

Fewer than half of the population has a written will, and even fewer business owners have a formal succession plan. Recently interviewed by The Ticker, Curtis Kuttnauer of Golden Circle Advisors said, “In the United States, there are over 70 million Baby Boomers, with 11,000 turning 65 years old every day.  Of these … it is estimated there is one business owner turning 65 years old every 57 seconds. There are 12 million businesses that are expected to be sold in the next 10 to 15 years, representing $15 trillion worth of assets.”

Let that sink in.

Today, Shea will be interviewing two business owners – Dennis Prout himself and Casey Petz. Both are advisors for different reasons and both have worked with clients who are transitioning their businesses. They want you to consider creating a succession plan that will preserve your legacy and the families that depend on you.

Dec 26, 2018

Listen to this episode and hear Dennis Prout discuss the variety of retirement accounts available and even give some example situations for saving.

 

Dec 12, 2018

Of the 200 business owners surveyed by Wilmington Trust Corporation, 58% of them have not created a transition plan. When asked why, 78% of them said that they enjoy running their company. Even more shocking, 45% of these business owners are over the age of 65. From our observations, an entrepreneur may have an easier time facing death than their last day of work.  Today’s special guest, Casey Petz, is a coach for entrepreneurs. When his father passed away unexpectedly, Casey was left with a family business to unravel … and it started at his father’s hospital bedside.  Casey knows full well the fallout from failing to plan.

Dec 10, 2018

Election day is behind us, and the holidays are in front of us. Before the end-of-the year distractions and commotion begin, let’s get ahead of the New Year with a checklist from Ed Slott. We know that the last thing on your mind will be your retirement accounts, but understand that missing deadlines can be expensive.  That being said, there are 19 ways to prepare for 2019!

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