SWAT Retirement Strategy Hour

Auteur(s): Mike DiPaula and Sarah Flora
Écouter gratuitement

  • Résumé

  • Listen to Mike DiPaula & Sarah Flora every Saturday from 2pm – 3pm on WCBM-AM!

    To learn more visit: Flora & DiPaula Wealth Partners

    Insurance products are offered through the insurance business Flora & DiPaula Wealth Partners, Inc. Flora & DiPaula Wealth Partners, Inc. is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by Flora & DiPaula Wealth Partners, Inc. are not subject to investment Advisor requirements.
    Copyright Brandon Davis
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Épisodes
  • Tackling the Risks of Taxes and Inflation - January 11, 2025

    Tackling the Risks of Taxes and Inflation - January 11, 2025
    Jan 22 2025
    Retirement can offer confidence and fulfillment, but it can also come with financial challenges that can undermine long-term security if left unaddressed. The foundation of a confident retirement may lie in identifying and preparing for the major financial risks that could potentially derail your plans.

    To learn more visit: Flora & DiPaula Wealth Partners

    Insurance products are offered through the insurance business Flora & DiPaula Wealth Partners, Inc. Flora & DiPaula Wealth Partners, Inc. is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by Flora & DiPaula Wealth Partners, Inc. are not subject to investment Advisor requirements.
    Voir plus Voir moins
    53 min
  • Retirement Planning - Three of the Most Important Questions - January 4, 2025

    Retirement Planning - Three of the Most Important Questions - January 4, 2025
    Jan 22 2025
    Retirement planning hinges on addressing three foundational questions. Firstly, there’s a pressing need to debunk myths about life expectancy and its frequent misuse in financial decision-making. Relying too heavily on misleading statistics, especially when determining sustainable withdrawal rates from savings, can be perilous.

    To learn more visit: Flora & DiPaula Wealth Partners

    Insurance products are offered through the insurance business Flora & DiPaula Wealth Partners, Inc. Flora & DiPaula Wealth Partners, Inc. is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by Flora & DiPaula Wealth Partners, Inc. are not subject to investment Advisor requirements.
    Voir plus Voir moins
    53 min
  • Working with You to Preserve Your Financial Future - December 21, 2024

    Working with You to Preserve Your Financial Future - December 21, 2024
    Jan 22 2025
    Choosing a financial advisor can feel overwhelming, especially with so many options and titles to sort through—financial planner, broker, investment advisor—it’s hard to know where to start. And when you’re trusting someone with your life savings, getting it right is important.

    To learn more visit: Flora & DiPaula Wealth Partners

    Insurance products are offered through the insurance business Flora & DiPaula Wealth Partners, Inc. Flora & DiPaula Wealth Partners, Inc. is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by Flora & DiPaula Wealth Partners, Inc. are not subject to investment Advisor requirements.
    Voir plus Voir moins
    53 min

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