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Hosted by Haussmann Financial · EN-US · 17 episodes
Established thought leaders with verified media credentials.
Answering the Frequently Asked Questions we have received from our Clients over the last 30 years
Haussmann Financial hosts Haussmann Financial Podcast, a business show with 17 episodes published.
Are you familiar with 529 Accounts and the tax benefits they can have? These accounts can be an effective wealth planning tool, but it's essential that you know how to use them properly. On this episode, we welcome guest
Do you need to locate care for an aging loved one? Private duty homecare is a non-medical, in-home care service for seniors recovering from an operation or with an advancing condition such as dementia or Alzheimer’s. Und
What should you be careful of when creating a living trust? In this episode, Trudy is breaking down the four common mistakes people make when creating a living trust. If you missed it, check out the episode "Creating a L
Do you have a living trust? A living trust can protect your family in estate planning to avoid the probate process which can be slow and expensive. So, what is a living trust? In this episode Trudy is breaking down who c
Are you making the most of your Medicare options? Understanding the different parts of Medicare can help you choose the right plan for you. Knowing when your election period is, working with a professional, and understan
Do you know where all of your 401K money is? 401Ks are retirement accounts provided through employers. When we change jobs, we can often lose track of where we have these accounts and how much money is in them. There are
What happens to all my things when I die? We can't escape the inevitable, and how we prepare for what happens when we die will majorly impact the experience of our friends and families when the time comes. There's a lot
What does a financial advisor do, anyway? In this episode, Pat is talking about the role of a Financial Advisor and what they can do for your family. With his life-time of sailing experience, Pat draws fun similarities t
Are you prepared for potential long term care needs? It is all too common that a loved one will grow old and need long term care. Do you know the options for your loved ones and yourself if this need should arise? In thi
Is preparing for retirement different for men and women? How can women prepare their finances for longevity and success? Women are less likely to protect their own financial security, so in this episode, Trudy and Domini
How safe is your money? Threats to cyber security are more prevalent than ever. In this episode, Trudy Haussmann and John Dunphy dive into how to spot these threats and what to do about them. Learn how to protect your pa
If you are looking for a financial advisor or want to learn more, contact Haussmann Financial here. Visit our website www.haussmannfinancial.com if you would like to know more about Haussmann Financial or call us at (800
Are you planning to retire from AT&T? There are different options for AT&T Retirees, so in this episode John Dunphy is breaking down the choices you'll have when it comes time to retire from AT&T so you can plan ahead fo
Why would I rent my life insurance policy? There are a few reasons! In this episode, Dominica is breaking down life insurance and the different options you have now to prepare for the inevitable. Having life insurance an
What is the difference between a Traditional IRA and Roth IRA? In this episode, Haussmann Financial is answering just that! We're breaking down these two main types of IRAs and clarifying the similarities and differences
Do you have children or grandchildren? Do you want to save for their college education? There are options when it comes to saving for your children or grandchildren's college expenses. In this episode, Trudy (who has 4 c
Is installing solar the right decision for my home? While the salesman at the door may have interrupted your family dinner, going solar does peak a lot of our interest. There is a lot to consider when making this large f
When is the best time to start receiving Social Security benefits? The retirement lifestyle is waiting for you, but how/when do you access your social security benefit? In this episode, we're breaking down social securit
Do you need to communicate financial information with your family members, but not sure where to start? In this episode, we're talking about the benefits of having a family meeting about your financial affairs. Sitting d
How risky is investing in the stock market? As investment professionals and certified financial planners, our job is to understand the whole range of risk associated with financial investing. In this episode, Trudy is sh
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Haussmann Financial Podcast is hosted by Haussmann Financial. The show is categorised under business (investing) and has published 17 episodes.
Haussmann Financial Podcast has published 17 episodes.
Haussmann Financial Podcast regularly covers business, investing. It sits in the business category, with a investing focus.
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Episodes of Haussmann Financial Podcast average 11 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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