Segment 1 (3:34): Our first guests today are Brad, Brian, and Andrew from The Stamm Law Firm. We first discuss how estate planning can connect into the corporate business world, which The Stamm Law Firm handles, too! Andrew then shares how business are a multi facet asset to consider. Finally, hear how they help in passing a business on to someone in your family or someone not in your family. To learn more about everything they can do for you, please visit HERE!
Segment 2 (19:51): Next we welcome Steve Elwell, CFP and Partner-in-Chief Investment Officer, from Level Financial Advisors. Today Linda and Steve discuss social security. First Steve discusses who qualifies for social security and when you normally start using your social security. Next Steve shares the average social security payment is. Finally, hear how different retirement strategies can give you more or less retirement money. To learn more about what they can do for you, please visit HERE!
Segment 3 (37:28): Then we welcome Sally, Karen, and Lisa from The Clarity Group. First hear why it is important to think about your Medicare plan as you are turning 65. Next hear how they are available to help you all year long. Then hear about their Medicare 101 classes. Finally, hear how they offer several different plans so you will find the perfect plan for you! To learn more, please visit HERE!
Segment 4 (48:53): We wrap up the show with Danielle and Annie from The McGuire Group. First they discuss Monoclonal Antibody Infusions- tune in to hear what that is. Next hear why this is important to you during the pandemic. Danielle and Annie share why/how this is different from the COVID-19 vaccine. Finally, hear the qualifications to receive these infusions. To find out more, please visit HERE!