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The Independent Wealth Planner Strategies Podcast

Business & Economics Podcasts

Independent Wealth Planner Strategies with Jennifer Lang. Bringing No-Market Risk Education To Pre-Retirees and Retirees.

Location:

United States

Description:

Independent Wealth Planner Strategies with Jennifer Lang. Bringing No-Market Risk Education To Pre-Retirees and Retirees.

Language:

English


Episodes
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How To Protect Your Retirement In a Down Market | A Look At FIAs ~ Episode #7

8/4/2019
How To Protect Your Retirement In a Down Market | Free Annuity eBook Have you ever lost money in the Stock Market? Last year we had a pretty good year in the Stock Market. Hopefully it will keep going up. But what happens if it goes down? How much more of your money are you willing to lose? How would that affect your income? How much would it affect your income if the market dips for another couple of years? If you could lock in your returns and position your money so you could not...
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Business Owner Succession Planning Dos and Don'ts ~ Episode #5

6/6/2019
Are you a business owner? Do you know the Dos and Don'ts of Business Owner Retirement Planning and Succession? Do you know how to avoid the taxation traps of employer owned life insurance? In this webinar you will learn: *What a Business Continuation Strategy Is *Why a Buy-Sell Agreement Is Needed *What Some of the Planning Issues Are *How To Use a Cash Value Life Insurance Policy To Fund a Buy - Sell Agreement *What Commercial Premium Financing Is *The Benefits of Commercial...

Duration:00:44:21

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Creating Lifetime Income with 401(k) Rollovers ~ Episode #4

4/23/2019
In this webinar you will learn: How To Start Planning For Retirement Advantages of the 401k Rollover Annuity What is a 401k Rollover and When Can It Occur Risk of Rolling Your 401(k) or IRA into an Annuity Free Ebook for Attending If you would like help from a professional who can guide you, Jennifer Lang can assist you. Connect directly with a financial professional. You can request a personal strategy session to discuss your needs and...

Duration:00:40:26