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New Retirement Radio with Dennis Prout PodcastAuthor: Dennis Prout and Shea Petaja
The days of simple retirement planning are gone and those who can manage their own portfolio are choosing not to. Prout Financial Design began over 25 years ago as an education based financial planning practice. Dennis Prout, Certified Financial Planner, believes that each client should not only understand their finances, they should be actively involved in the decisions made. Join the conversation! Dennis' radio show can be heard LIVE every Thursday at 10 am on News Talk 580 am or you can listen here instead. Thanks for tuning in! Advisory Services offered through Capital Asset Advisory Services, a Limited Liability Company, and a Registered Investment Advisor. Prout Financial Design does not provide tax, accounting, or legal services. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency. Language: en Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Episode 402 - Look Before You Leap!
Sunday, 16 March, 2025
Castagni, Simbulami, Arancini. These foreign words are here to prove a point … for most people, they may not make any sense. And sometimes what we discuss on our show may not make sense to some listeners. But just because it doesn’t make sense, we should try not to discount what it might mean. On today’s show, we’ll discuss five common rollover mistakes that can be very costly, and the importance of seeking good counsel when making big decisions. You wouldn’t believe what 401(k) providers have told us over the years regarding participants making incorrect, costly decisions when rolling over their retirement account to an IRA. Then, Heidi will discuss Ed Slott’s interview on Morningstar titled, “How You Can Turn Tax-Time Pain Into a Win,” where he explains and gives examples of how pre-planning for taxes can make a significant difference during the tax season. It should be very helpful information as we approach April 15. Tune in and take control!
