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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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Jan 27, 2020

It’s hard to believe that it’s 2020. As a kid I (Shea) would try to imagine what the year would look like. I hoped for flying cars, robot butlers and world peace. I never imagined working full time, paying a mortgage and living what would still be considered “real life.” I certainly didn’t predict that AM radio would still be alive and well and that I’d be on it! Lucky me!

What are you predicting this year? We’ve been hearing from quite a lot of entrepreneurs that they would like to sell their businesses. It feels like a good time to cut ties, but where does one land in this transaction? I have Tim Cartwright (Heidi's brother), advisor and partner at Fifth Avenue Family Office® in Naples, Florida. He’s been in the mergers and acquisitions business long enough to offer sound advice. Hindsight is 20/20, and he’s going to share it with you today.

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