Wealth and Life
Each person has their own definition of what it means to be wealthy, and each person has their own definition of success for their life. Where Wealth and Life meet is what you will explore with Financial Planner, Consultant, Speaker and Business Owner, Tony D’Amico. You’ll hear stories from successful individuals and business owners about how they navigated the inevitable challenges that arose as they achieved each new level of success. And, you’ll get insights and strategies from leading wealth planning professionals on how to take your financial plan to the next level. Check out wealthandlife.com, where Tony will cover the latest in comprehensive retirement planning, planning for business owners and family wealth management.Podcasts
Ep #21: 3 Levels of Care
Published: Dec. 17, 2021, 8 a.m.Duration: 9 minutes 27 seconds
Listed in: Business
Ep #20: The Power of Compounding
Published: Nov. 19, 2021, 8 a.m.Duration: 9 minutes 48 seconds
Listed in: Business
Ep #19: Inflation: Managing Your Resources for the Future
Published: Oct. 15, 2021, 7 a.m.Duration: 9 minutes 3 seconds
Listed in: Business
Ep #18: Roth Conversions: An Important Tax Planning Strategy
Published: Sept. 17, 2021, 7 a.m.Duration: 13 minutes 50 seconds
Listed in: Business
Ep #17: The Power of After-Tax Contributions Into Your Retirement Plan for Alexion, Cleveland Clinic, & Ford Employees with Marissa Beyer
Published: Aug. 13, 2021, 7 a.m.Duration: 27 minutes 24 seconds
Listed in: Business
Ep #16: The Importance of Quality Conversations Between a Client and Their Advisor When the Going Gets Tough with Marie Swift
Published: July 16, 2021, 7 a.m.Duration: 40 minutes 37 seconds
Listed in: Business
Ep #15: Making the Most of Your Planning Meeting with Marissa Beyer and Brian Eberhardt
Published: June 18, 2021, 10 a.m.Duration: 18 minutes 51 seconds
Listed in: Business
Ep #14: How to Optimize Your Social Security Benefits with Brandon P. Smith
Published: May 21, 2021, 10 a.m.Duration: 55 minutes 7 seconds
Listed in: Business
Ep #13: Market Returns, Inflation and Taxes - Where Do We Go From Here?
Published: April 30, 2021, 10 a.m.Duration: 36 minutes 11 seconds
Listed in: Business
Ep #12: Everything You Need to Know About Medicare with Kevin Lowden
Published: March 19, 2021, 10 a.m.Duration: 59 minutes 22 seconds
Listed in: Business
Ep #11: Improving Your Communication Skills with Joel Weldon, Hall of Fame Speaker and Speech Coach
Published: Feb. 5, 2021, 11 a.m.Duration: 51 minutes 30 seconds
Listed in: Business
Ep #10: Trump vs. Biden Does the Stock Market Care Which Party Wins?
Published: Sept. 11, 2020, 10 a.m.Duration: 21 minutes 6 seconds
Listed in: Business
Ep #09: Proactive Planning to Be Prepared for Uncertainty with Brian Eberhardt and Amy DAmico
Published: Aug. 28, 2020, 10 a.m.Duration: 48 minutes 1 second
Listed in: Business
Ep #08: High Impact Personal & Business Tax Planning Strategies with Taki Bitounis
Published: July 24, 2020, 10 a.m.Duration: 1 hour 2 minutes 31 seconds
Listed in: Business
Ep #07: Investing for Long-Term Success with Christian Newton
Published: July 10, 2020, 10 a.m.Duration: 1 hour 9 minutes 45 seconds
Listed in: Business
Ep #06: Business Planning to Thrive In All Market Conditions with John Furey
Published: June 26, 2020, 10 a.m.Duration: 50 minutes 27 seconds
Listed in: Business
Ep #05: Straightforward Life, Long Term Care & Disability Insurance Strategies with Kurt Thomas
Published: June 12, 2020, 10 a.m.Duration: 45 minutes 58 seconds
Listed in: Business
Ep #04: Personal & Business Insurance That Keeps You Protected with Michelle Hirsch
Published: May 29, 2020, 10 a.m.Duration: 1 hour 10 minutes 52 seconds
Listed in: Business
Ep #03: Bootstrapping Ownership with Dr. John Oswald
Published: May 15, 2020, 10 a.m.Duration: 33 minutes 56 seconds
Listed in: Business
Ep #02: Estate Planning with a Focus On Family Harmony with Cindy Steeb
Published: May 1, 2020, 10 a.m.Duration: 1 hour 30 minutes 11 seconds
Listed in: Business
Ep #01: Building A Dream Career with Fox 8s Kevin Salyer
Published: April 9, 2020, 3:08 p.m.Duration: 41 minutes 42 seconds
Listed in: Business