Hosted by Unknown Host · 🇺🇸 US · EN-US · 24 episodes
Established thought leaders with verified media credentials.
The Lantz Financial Team dives into multiple aspects of financial planning and investments. The Lantz Team provides informative and applicable insights on topics appropriate for investors. Investment advisory services provided by Lantz Financial, LLC, an SEC registered investment adviser. This podcast is only intended for clients and interested investors residing in states in which we are registered to provide investment advisory services or exempt from registration. Please contact us to determine if the firm provides investment advisory services in the state where you reside. All content on this podcast is for informational purposes only and should not be considered investment advice. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another party’s informational accuracy or completeness. Neither Lantz Financial, LLC nor its representatives provide tax or legal advice, and nothing herein should be construed as such
Unknown Host hosts The Lantz Financial Team, a business show with 24 episodes published.
Listen to Mike Lantz and guests from Capital Group – Za Nakhooda, ETF specialist and Steve Venetsanopoulos, Senior Vice President – go over ETFs. They discuss the various appeals of the ETF, comparisons to Mutual Funds,
Listen to Mike Lantz and Dan Rohlfing discuss tax planning for the new year. They go over ideas you might consider, such as the One Big Beautiful Bill Act (OBBBA), Roth contributions, tax loss harvesting, among other tax
Listen to Mike Lantz and Lori Johanneson – with @ properties Christie’s International Real Estate – go over various concepts home buyers and sellers should be aware of. They discuss where to start, determining a budget/p
Listen to Mike Lantz and Nathan Beemster - from Charles Schwab Trust Company of Delaware - discuss estate plans and the role a corporate trustee might play in yours. They go over the potential benefits of a corporate tru
Derek, Dan and Maddie discuss in general terms some common employee benefits and things you might want to consider during open enrollment season.
Listen to Dan Rohlfing and veteran, author, and financial professional Nick O'Kelly go over the relationship between mental health and finance as well as overcoming the stigma of mental health. They go over Nick's journe
Derek and Logan discuss how dollar-cost averaging and lump sum investing relate to spending time in the market vs timing it. We give a brief intro of DCA and lump sum investing, discuss future valuations of both strategi
Listen to Dan, Dayna, and Mandey cover basic information on RMDs and how we handle them at the Lantz Team. We also dive into some potential ways to minimize your tax hit from RMDs.
Listen to Mike and Derek cover the psychology of investing. They go over common investor behaviors, time in the market versus timing the market, and common misconceptions when assessing risk.
Listen to Dan and Dr. Anthony Balduzzi covering health and wealth. They go over similarities between financial and physical health, the impact a mindset has on health and wealth, and lastly treating health like an invest
Listen to Dan and Dayna covering estate planning. We go over some of the core estate documents, the purpose of each one, and the role they play in an estate plan.
Listen to Mike and Tracy covering Estate planning. We go over what it is, why it is important, and why everyone should create their own plan.
Listen to Mike and Derek with Confluence covering the market. We go over what investors should do an election year, geopolitical risks, and how U.S. debt will impact markets going forward.
Listen to Kris and Maddie covering cybersecurity. We go over why it is important, what we do to help protect clients, and strategies to protect your accounts.
Listen to Mike and Drew with Federated Hermes covering international investing. We go over how it has performed, how it is influenced, and what to look out for.
Listen to Dan and Drew covering tax planning. We go over why it is important, how it has changed, and strategies to minimize taxes.
Listen to Mike and Drew with Winslow Capital covering large cap growth investing. We go over how it has performed, what to look out for, and why it's been successful.
Listen to Dan and Logan with Vanguard covering direct indexing. We go over what direct indexing is, how it works, and why we use it.
Listen to Mike Lantz and team cover the technology they use to better serve clients. Some topics include Black Diamond, 401k management, tax return analysis, and tools for planning for retirement.
The advisors take time to explain the "next generation" of tax efficient investing, direct indexing.
Maddie
Cloud and AI Specialist · Deep Roots
1 appearance on this show
Derek
Head of Growth · The Family Bankers
2 appearances on this show
Dan
Pastor · Careswitch
4 appearances on this show
Dayna
2 appearances on this show
Dr. Anthony Balduzzi
founder and CEO · Fit Father Project
1 appearance on this show
Tracy
mortician/embalmer · Fire Wife Life
1 appearance on this show
Mike
trauma surgeon · The MDX Podcast
3 appearances on this show
Drew
Champion of the Prerelease · Team Drew’s Basement
1 appearance on this show
Logan
child · Atlas Fashion Show
1 appearance on this show
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The Lantz Financial Team is hosted by Unknown Host. The show is categorised under business (investing) and has published 24 episodes.
The Lantz Financial Team has published 24 episodes.
The Lantz Financial Team regularly covers business, investing, entrepreneurship. It sits in the business category, with a investing focus.
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