Managing Your Wealth: Your Vision, Our Guidance

Join Wealth Advisors, Susan Garbarino and Veronica Roshek, as they discuss the advantages of the Secure 2.0 Act for women. Mueller Financial Services’ team of dedicated professionals is passionate about helping women pursue their goals by educating, empowering, and inspiring them to make wise financial decisions for themselves and their families. For more information, please contact Sue or Veronica, or you can visit our website: https://www.muellerfinancialsolutions.com/services/focused-services/financial-planning-women Susan Garbarino, CFP® Principal / Wealth Advisor sgarbarino@muellersolutions.com 847.649.8817 Veronica Roshek, AIF®, RICP® Wealth Advisor vroshek@muellersolutions.com 941.271.7182 Thank YOU for listening! Visit www.muellerfinancialsolution.com for more information about our firm. Follow us on LinkedIn and YouTube! Securities offered through LPL Financial. Member FINRA / SIPC. Investment advice offered through IHT Wealth Management, a registered investment advisor. IHT Wealth Management and Mueller Financial Services, Inc. are separate entities from LPL Financial.

Join Wealth Advisor, Alex Helms, as he discusses the eight important questions you should consider before purchasing life insurance to help ensure you and your family have the proper amount of coverage. Mueller Financial Services can help you determine the adequate amount of coverage you need by performing what is known as an insurance needs analysis. For more information, please contact Alex, or visit: https://www.muellerfinancialsolutions.com/services/risk-analysis-insurance Alex Helms Wealth Advisor ahelms@muellersolutions.com 630.524.5260 Thank YOU for listening! Visit www.muellerfinancialsolution.com for more information about our firm. Follow us on LinkedIn and YouTube! Securities offered through LPL Financial. Member FINRA / SIPC. Investment advice offered through IHT Wealth Management, a registered investment advisor. IHT Wealth Management and Mueller Financial Services, Inc. are separate entities from LPL Financial.

Join Wealth Advisor, Brian Falls, as he discusses considerations for contributing to a retirement plan. Mueller Financial Services can assist in the development of individualized custom plans as your situation and goals are unique. For more information, visit https://www.muellerfinancialsolutions.com/services/financial-planning/retirement-planning or contact one of our qualified advisors: Brian Falls Wealth Advisor bfalls@muellersolutions.com Thank YOU for listening! Visit www.muellerfinancialsolution.com for more information about our firm. Follow us on LinkedIn and YouTube! Securities offered through LPL Financial. Member FINRA / SIPC. Investment advice offered through IHT Wealth Management, a registered investment advisor. IHT Wealth Management and Mueller Financial Services, Inc. are separate entities from LPL Financial.

Join Wealth Advisor Brennan Hollenbeck along with PKF Mueller Partners, Brian Sullivan and Cathy Kluczny, as they discuss creating the optimal team when looking to sell your business. In this episode, they describe what the optimal team looks like, the tax implications to focus on, and the importance of a financial plan. For more information, visit www.muellerfinancialsolutions.com or contact one of our qualified advisors: Brennan Hollenbeck, AIF® Vice President / Wealth Advisor bhollenbeck@muellersolutions.com Brian P. Sullivan, CPA Audit Partner bsullivan@pkfmueller.com Catherine L. Kluczny, CPA Tax Partner ckluzny@pkfmueller.com Thank YOU for listening! Visit www.muellerfinancialsolution.com for more information about our firm. Follow us on LinkedIn and YouTube! Securities offered through LPL Financial. Member FINRA / SIPC. Investment advice offered through IHT Wealth Management, a registered investment advisor. IHT Wealth Management and Mueller Financial Services, Inc. are separate entities from LPL Financial.

Join PKF Mueller President, Jeffrey A. Delheimer, CPA, and Sal DiTusa as they discuss Tax-Loss Harvesting, a strategy to help turn portfolio losses into tax breaks. For more information, visit www.muellerfinancialsolutions.com or contact one of our qualified advisors: Jeffrey A. Delheimer, CPA President jdelheimer@pkfmueller.com +1 312 346 2347 The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor. No strategy assures success or protects against loss. PKF Mueller and Mueller Financial Services, Inc. Are separate unaffiliated entities. Sal DiTusa is a registered representative with and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through IHT WEALTH MANAGEMENT LLC, a registered investment advisor and separate entity from LPL Financial. Thank YOU for listening! Visit www.muellerfinancialsolution.com for more information about our firm. Follow us on LinkedIn and YouTube! Securities offered through LPL Financial. Member FINRA / SIPC. Investment advice offered through IHT Wealth Management, a registered investment advisor. IHT Wealth Management and Mueller Financial Services, Inc. are separate entities from LPL Financial.

Join Wealth Advisor, Alex Helms, for an in-depth discussion on saving for higher education such as College or Trade School. In this podcast episode, we will discuss the importance of savings for your child or grandchild's education, the planning tools Mueller Financial Services can provide, and the various investment vehicles to help achieve those funds. Learn more about Education Planning today: https://www.muellerfinancialsolutions.com/services/financial-planning/education-planning For more information, please contact: Alex Helms Wealth Advisor ahelms@muellersolutions.com 630.524.5260 Thank YOU for listening! Visit www.muellerfinancialsolution.com for more information about our firm. Follow us on LinkedIn and YouTube! Securities offered through LPL Financial. Member FINRA / SIPC. Investment advice offered through IHT Wealth Management, a registered investment advisor. IHT Wealth Management and Mueller Financial Services, Inc. are separate entities from LPL Financial.

Join Brennan Hollenbeck, AIF®, Wealth Advisor, for an in-depth discussion on retirement and investing in a post-COVID world. In this episode, he shares insights on common trending topics such as interest rate hikes, inflation worries, supply chain issues, and the real estate market. For more information, please contact: Brennan Hollenbeck, AIF® Wealth Advisor bhollenbeck@muellersolutions.com 312.888.4638 Learn more about our investment management or retirement planning services: https://www.muellerfinancialsolutions.com/services/investment-management https://www.muellerfinancialsolutions.com/services/financial-planning/retirement-planning Thank YOU for listening! Visit www.muellerfinancialsolution.com for more information about our firm. Follow us on LinkedIn and YouTube! Securities offered through LPL Financial. Member FINRA / SIPC. Investment advice offered through IHT Wealth Management, a registered investment advisor. IHT Wealth Management and Mueller Financial Services, Inc. are separate entities from LPL Financial.

Join Brian Erickson, Wealth Advisor, for a discussion on Socially Responsible Investing (SRI), now most commonly known as Environmental, Social, and Governance (ESG) Investing, and how you might be able to make a positive social impact with your investments. For more information, please contact: Brian Erickson Wealth Advisor berickson@muellersolutions.com 847.649.8167 Learn more about our investment management services: https://www.muellerfinancialsolutions.com/services/investment-management Thank YOU for listening! Visit www.muellerfinancialsolution.com for more information about our firm. Follow us on LinkedIn and YouTube! Securities offered through LPL Financial. Member FINRA / SIPC. Investment advice offered through IHT Wealth Management, a registered investment advisor. IHT Wealth Management and Mueller Financial Services, Inc. are separate entities from LPL Financial.

Join Veronica Roshek, RICP®, AIF®, Wealth Advisor, for an in-depth discussion on financial planning for young families. In this episode, she shares the differences in financial planning for young families, considerations when budgeting for young families, and how families can get help making decisions for their personal financial plan. For more information, please contact: Veronica Roshek, RICP®, AIF® Wealth Advisor vroshek@muellersolutions.com 941.271.7182 Learn more about Mueller Financial Services' Financial Planning services: https://www.muellerfinancialsolutions.com/services/financial-planning Thank YOU for listening! Visit www.muellerfinancialsolution.com for more information about our firm. Follow us on LinkedIn and YouTube! Securities offered through LPL Financial. Member FINRA / SIPC. Investment advice offered through IHT Wealth Management, a registered investment advisor. IHT Wealth Management and Mueller Financial Services, Inc. are separate entities from LPL Financial.

Join Brennan Hollenbeck, AIF®, Wealth Advisor, and Sal DiTusa for an in-depth discussion on diversifying your investments portfolio, ways to accomplish this, and trends in the industry over the last 10 years. For more information, please contact: Brennan Hollenbeck, AIF® Wealth Advisor bhollenbeck@muellersolutions.com 312.888.4638 Learn more about Mueller Financial Services' Investment Management services: https://www.muellerfinancialsolutions.com/services/investment-management Thank YOU for listening! Visit www.muellerfinancialsolution.com for more information about our firm. Follow us on LinkedIn and YouTube! Securities offered through LPL Financial. Member FINRA / SIPC. Investment advice offered through IHT Wealth Management, a registered investment advisor. IHT Wealth Management and Mueller Financial Services, Inc. are separate entities from LPL Financial.

Join Mueller Financial Services, for an in-depth discussion on Social Security. In this episode, she shares how social security works and considerations when claiming. For more information, reach out to one of our trusted advisors. https://www.muellerfinancialsolutions.com/ Thank YOU for listening! Visit www.muellerfinancialsolution.com for more information about our firm. Follow us on LinkedIn and YouTube! Securities offered through LPL Financial. Member FINRA / SIPC. Investment advice offered through IHT Wealth Management, a registered investment advisor. IHT Wealth Management and Mueller Financial Services, Inc. are separate entities from LPL Financial.

Join Brennan Hollenbeck, AIF®, Wealth Advisor, and Alex Helms, Wealth Advisor, for an in-depth discussion on Technology and the Wealth Management Space. In this episode, they share how the wealth management space, in general, has embraced technology and what Mueller Financial Services has done over the last couple of years to enhance its technology capabilities. For more information, please contact: Brennan Hollenbeck, AIF® Wealth Advisor bhollenbeck@muellersolutions.com 312.888.4638 Alex Helms Wealth Advisor ahelms@muellersolutions.com 630.524.5260 https://www.muellerfinancialsolutions.com/ Thank YOU for listening! Visit www.muellerfinancialsolution.com for more information about our firm. Follow us on LinkedIn and YouTube! Securities offered through LPL Financial. Member FINRA / SIPC. Investment advice offered through IHT Wealth Management, a registered investment advisor. IHT Wealth Management and Mueller Financial Services, Inc. are separate entities from LPL Financial.

Join Brennan Hollenbeck, Accredited Investment Fiduciary®, Wealth Advisor, for an in-depth look into Genesis Planning, a modern, streamlined, and interactive 21st-century approach to financial planning for young professionals, new families, and even those simply looking for customized first-time advice. In this episode, we share why we started Genesis Planning, how it differs from your "average" financial planning, and define two retirement buzzwords among young professionals. For more information, please contact: Brennan Hollenbeck, Accredited Investment Fiduciary® Wealth Advisor bhollenbeck@muellersolutions.com 312.888.4638 https://www.muellerfinancialsolutions.com/services/focused-services/planning-young-professionals Thank YOU for listening! Visit www.muellerfinancialsolution.com for more information about our firm. Follow us on LinkedIn and YouTube! Securities offered through LPL Financial. Member FINRA / SIPC. Investment advice offered through IHT Wealth Management, a registered investment advisor. IHT Wealth Management and Mueller Financial Services, Inc. are separate entities from LPL Financial.

Join Veronica Roshek, Retirement Income Certified Professional, Wealth Advisor, and Sal DiTusa for an in-depth discussion on exit planning for business owners. As a business owner, you may be thinking you're a long way out from needing to think about exit planning. So when should you begin to plan for your exit and how do you start? For more information, please contact our Wealth Advisors today: Veronica Roshek, Retirement Income Certified Professional® Wealth Advisor vroshek@muellersolutions.com 941.271.7182 To learn more, visit www.muellerfinancialsolutions.com. Thank YOU for listening! Visit www.muellerfinancialsolution.com for more information about our firm. Follow us on LinkedIn and YouTube! Securities offered through LPL Financial. Member FINRA / SIPC. Investment advice offered through IHT Wealth Management, a registered investment advisor. IHT Wealth Management and Mueller Financial Services, Inc. are separate entities from LPL Financial.

Join Brent Kalka, CERTIFIED FINANCIAL PLANNER™ professional and Accredited Investment Fiduciary®, Shareholder/Wealth Advisor, and Curtis Wiedeman, CLU® / ChFC®, Wealth Advisor for an in-depth discussion on using Life Insurance as a Roth IRA alternative as part of your retirement savings plan. A Roth IRA or 401(k) plan is a simple place to start when planning for retirement. But, what happens when you have maxed out your contributions or are looking for that next step to enhance your long-term savings strategy? Life Insurance may be an appealing alternative to your Roth IRA. For more information, please contact our Wealth Advisors today: Brent Kalka, CERTIFIED FINANCIAL PLANNER™ professional and Accredited Investment Fiduciary® Shareholder/Wealth Advisor bkalka@muellersolutions.com 847.649.8805 Curtis Wiedeman, CLU® / ChFC® Wealth Advisor cwiedeman@muellersolutions.com 847.649.8808 To learn more, visit www.muellerfinancialsolutions.com. Thank YOU for listening! Visit www.muellerfinancialsolution.com for more information about our firm. Follow us on LinkedIn and YouTube! Securities offered through LPL Financial. Member FINRA / SIPC. Investment advice offered through IHT Wealth Management, a registered investment advisor. IHT Wealth Management and Mueller Financial Services, Inc. are separate entities from LPL Financial.

You're listening to “Managing Your Wealth: Your Vision, Our Guidance,” the Mueller Financial Services, Inc. podcast. In this podcast, our wealth advisors seek to guide your financial goals and priorities by sharing insight into hot button financial topics surrounding retirement, estate, tax, and education planning, business financial services, risk analysis and insurance, investment management, and focus areas such as planning for women and young professionals. Thank YOU for listening! Visit www.muellerfinancialsolution.com for more information about our firm. Follow us on LinkedIn and YouTube! Securities offered through LPL Financial. Member FINRA / SIPC. Investment advice offered through IHT Wealth Management, a registered investment advisor. IHT Wealth Management and Mueller Financial Services, Inc. are separate entities from LPL Financial.