MFC-Live! (from My Financial Coach)
By My Financial Coach
Our host Enpo Tu will be asking questions to leading industry experts across several finance related fields such as tax savings, real estate investing, legacy planning, charitable giving, employee turnover prevention and so much more! Some of our special guests include our Subject Matter Experts, Dr. Arthur Laffer, and many more soon to come!
Learn more about us at www.myfinancialcoach.com
MFC-Live! (from My Financial Coach)Apr 15, 2024
7 Things to Ask Your Financial Professional - with Ryan Bennett
Enpo puts the pressure on to demonstrate how a financial advisor would react to being asked a series of questions before being hired.
We will be answering these questions:
- Does it concern you when a client brings a list of initial questions?
LIST OF QUESTIONS:
- How are you compensated?
- Do you have any minimums or quotas that you have to meet?
- What licenses, registrations and/or designations do you hold?
- Are you a fiduciary in all transactions?
- Can you review your U4 or any other relevant disciplinary history with me?
- Do you provide comprehensive financial planning or do you perform elements of it?
Referenced Article: https://myfinancialcoach.com/portfolio/aapl-seven-things-to-know-before-hiring-a-financial-planner/
Prenups - with Kaylin Dillon
Prenups aren’t so scary. But where do you start exactly? In our new MFC-Live! interview we ask the “Prenup Coach”, Kaylin Dillon her thoughts.
We will be answering these questions:
- How do you start the conversation about getting a prenup?
- Is a Postnup less acceptable than a Prenup?
- How costly of a process is getting a prenup?
- What order should I take these steps in?
https://myfinancialcoach.com/kaylin-dillion/
Student Loans - with Chris Pfanstiel
Chris Pfanstiel explores student loan repayment strategies, potential program changes, federal loan intricacies, consolidation, and refinancing in this insightful discussion.
We will be answering these questions:
- What are the struggles that those with high balances of student loans will face?
- What is the direction of the student loan programs: how will they change?
- When someone has to start repaying student loans, what payment plan will they have?
- What are strategies to pay back student loans as fast as possible?
- Does it make sense to refinance student loans?
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For Educational Purposes Only – Not to be relied upon as financial, tax, or legal advice.
The information presented is for educational purposes only and derived from sources assumed to be reliable
Any examples used are hypothetical and not representative of any specific strategy or situation.
Enpo Tu and My Financial Coach are not affiliated with HTK.
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Charitable Strategies - with Bill Lloyd
Learn how you can save on taxes, support charitable causes, and secure your financial future! Don't miss out on these incredible opportunities Bill Lloyd shares with us in the latest episode of MFC-Live!
Addressing Burnout - with Jenn Evans
Meet Jenn Evans, a dedicated healthcare professional with a background as an OBGYN. She knows firsthand the importance of addressing burnout in high-stress careers. Checkout our new MFC - Live! interview to get her insights and strategies for tackling burnout.
Real Estate - with Craig Calentino
We're Back! In our newest interview with Craig Calentino, we will be discussing the pros and cons of buying rental property vs. buying primary residence.
We will be answering these questions:
- Does It Still Make Sense To Purchase Property?
- Why Shouldn’t I Wait Until Interest Rates Go Down?
- Does a Certain Down Payment Amount Guarantee Favorable Rates?
- Do You Think That The Real Estate Environment is Good To Be In As a Business Owner?
- What Level of Control Does the Tenant Currently Have When Renting?
Interested in My Financial Coach? Check out our website!
https://myfinancialcoach.com/
Sheltering Income - with Peter Hibbard
In our latest interview with Peter Hibbard, we will be discussing how highly compensated individuals able to shelter their income while preventing taxes by using a captive insurance company.
Interested in My Financial Coach? Check out our website!
https://myfinancialcoach.com/
Gifting - with Joe Henehan
Discussing the Secure Act, generation skip taxes, and ensuring that your grandchildren receive the gifts that you want to give them when you pass away.
Employee Retention - with Don Curristan
Are you as a company owner experiencing a high turnover rate? Do you feel that you compensate your employees enough, but it still seems that they would rather go elsewhere given the opportunity?
In this episode of MFC-Live! we will be sitting down with Don Curristan answering the burning question of “Why am I unable to keep my most valuable employees?”
Unbiased Advice - with Dr. Arthur Laffer
Dr. Arthur Laffer is an economist well known as a member of President Reagan’s Economic Policy Advisory Board from 1981 through 1989. Today, he is the founder and chairman of Laffer Associates, and Laffer Investments.
Read more about Dr. Laffer here.
In this episode, he will be answering the question of why it is so important to have unbiased financial advice.
Taxes and Legacy Planning - with Michael Penney
In this episode, we will be discussing what steps you should take if you want to leave the most amount of money to your children, and not let so much slip through your fingers for taxes after you pass away. Let’s sit down with our subject matter expert, Michael Penney to learn more!
Legacy Planning - with Jay Knighton
Are you considering options when It comes to passing your wealth on to your children someday? Are you not sure what things you should consider when creating a trust?
You might find some value in this interview with one of our subject matter experts, Jay Knighton.
Your future self will thank you.
Charitable Giving With A Foundation - with Doug Hostetler
We’re back! It’s another episode of MFC Live! from My Financial Coach. In this video, we will be discussing the different options you have when it comes to charitable giving with your foundation. And who better to discuss this with than our Subject Matter Expert: Doug Hostetler