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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: May, 2019
May 28, 2019

Typically, we interview CPAs prior to tax season to help listeners as they prepare their taxes. This year, however, we had a different idea: We interviewed a CPA post-tax season too. Jon Sluis, president of Intrust Solutions, sat down with our two advisors, Dennis Prout and Heidi Thompson, to discuss the after-tax math. Learn what worked for most in the 2018 season and what you’ll need to do in the coming year. We’ll focus a good portion of the show on solo entrepreneurs.

May 23, 2019

Do you feel it? Spring is HERE! Most days you can walk outside without a jacket, the grass is greener and there are buds on the trees. And Tax Day is finally behind us! It’s time for new beginnings, and a great opportunity to have a “spring cleanup” conversation.

That means we’re going back to the basics of financial planning, starting with the letter “B” for budgets. Then we’ll discuss ways to cut expenses, save for retirement and buy insurance.

Regardless of age, income or retirement status, it’s always good to take a second look and see where there is room for improvement.

May 21, 2019

We could do a weekly segment on Social Security alone. The stats are astounding:

  • In 1940, the life expectancy of a 65-year-old was almost 14 years; today it is just over 20 years
  • December 2018, the average monthly benefit was $1,461
  • By 2035, the number of Americans 65 and older will increase from approximately 49 million today to more than 79 million
  • There are currently 2.8 workers for each Social Security beneficiary. By 2035, there will be 2.2 covered workers for each beneficiary

That being said, let's chat more about it today on NEW Retirement Live!

Find out why 2019 is a key year for Social Security, how divorce affects your accounts, and when to choose between a lump sum or a bigger Social Security benefit.

 

May 10, 2019

Week after week, we talk about saving, saving, saving! So that one day you can spend, spend, spend! What if we talked about how to spend your money now? That’s the silver lining to Tax Day for those of you who are getting refunds. The IRS processed 26.9 million individual tax refunds as of February 8, the second week of tax season, and the average refund issued was $1,949. (cnbc.com)

Perhaps you’ve already decided what’s happening with that money. But in case you need more ideas, we want to help you!

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