Retireable
Have you ever tried to ask someone the specific steps they took to achieve a happy retirement? If you are already successfully retired, have you ever tried to explain to someone how you did it? It is an extremely difficult subject to know and navigate, and ideally we only learn the steps once in our lives. Welcome to Retireable, where long time advisors Michael Wallace and John Sauger discuss all things retirement. Mike and John draw on a long history of working with families at or near retirement age to achieve their retirement goals and dreams in order to share that knowledge with the audience. They’ll also interview professionals in all aspects of retirement life to gain more insight to share with the listener. Finally, they will spend time each episode using examples from families they work with who are having great success in their ”Retireable” time of life.
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Episodes
Wednesday Nov 09, 2022
Wednesday Nov 09, 2022
Join John and Mike as they continue their discussion of all things Retireable. In this episode, they interview Michael Spica and discuss information regarding retirement accounts. Mike and John try to get explanations for different types of accounts, how and when they are used, and some best practices with those accounts. They also continue their discussion of Holistic Happenings, which is the running commentary on Holistic Financial Planning and how it comes up in the regular business activities of both hosts and how it can impact the listeners life and planning.
Advisor | Financial Services of America (FSA) | Warren (fsa1.com)
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Wednesday Oct 26, 2022
Wednesday Oct 26, 2022
Join Mike and John on this episode as the interview attorney Benjamin Vader. Ben is on to discuss his law firm and what they see when it comes to Retirement and Estate Planning concerns and issues. Ben also explains some of the ways a family can do estate planning and what makes up a complete estate plan. Mike and John also continue their regular discussion to Holistic Happenings and share some examples of what their clients are facing every day.
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#retireable
#retirement
#holistichappenings
#estateplanning
#estateplan
Advisor | Financial Services of America (FSA) | Warren (fsa1.com)
Wednesday Oct 12, 2022
Wednesday Oct 12, 2022
Welcome to Retireable, where long time advisors Michael Wallace and John Sauger discuss all things retirement. In this episode, Mike and John interview Jake Reeder, advisor and planner at Financial Services of America, on how he utilizes a Bucket Planning strategy with his clients and the success they are having with that planning. They also share a few stories of what is happening to the families they work with in the world of Holistic Planning.
#financialservicesofamerica
#bucketplanning
#redzone
#jakereeder
#retirementplanning
#holisticplanning
Advisor | Financial Services of America (FSA) | Warren (fsa1.com)
Wednesday Sep 28, 2022
Wednesday Sep 28, 2022
Welcome to Retireable, where long time advisors Michael Wallace and John Sauger discuss all things retirement.
In this episode, Mike and John interview Richard David James, founder and owner of Financial Services of America, an independent Holistic Planning Company based in Michigan. They also share a few stories of what is happening to the families they work with in the world of Holistic Planning.
Advisor | Financial Services of America (FSA) | Warren (fsa1.com)
Insurance products are offered through the insurance business Financial Services of America (FSA). Financial Services of American (FSA) is also a Financial Services practice that offers securities products and services through AE Financial Services, LLC (AEFS), member FINRA/SIPC. Financial Services of America (FSA) is also an Investment Advisory practice that offers investment advisory products and services through FSA Advisors (FSAA), a Registered Investment Advisor. AEFS and FSAA do not offer insurance products. The insurance products offered by Financial Services of America (FSA) are not subject to regulatory requirements and standards of care applicable to registered representatives and are not subject to investment advisory requirements. AEFS, FSAA and FSA are not affiliated companies.Any and all other services referenced are an outside business activity not offered through or supervised by AE Financial Services, Inc. (AEFS), member FINRA/SIPC or Financial Services of America Advisors (FSAA), a Registered Investment Advisor. AEFS, FSAA (and any other entities] are all separate and not affiliated entities.Financial Services of America (FSA) advisors may refer you to local CPAs for tax services (including our business partnership with FSA Tax & Accounting) and attorneys for estate planning services (including our strategic partnership with Benjamin T. Vader, PLLC), if needed, to coordinate and collaborate with you and your advisor on your holistic financial plan (with proper, written authorization).”This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.Financial Services of America is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Financial Services of America. 2697647-3/23