Podcast terbaik Dennis Prout (2025)

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Episode 429 - Competing Notions of the Economy 39:57

29d ago39:57

39:57

As prospects for a government shutdown increase, people, especially investors, want to know what a shutdown might mean for the stock market. In addition, you might be asking, "How far into my life does the Federal government need to intrude?" This is what we'll ask and ponder on today's show. If not for the fact that it's loud, noisy and newsy at t…

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Episode 428 - One Big Beautiful Bill – Big Impact or Big Bust? 40:53

1M ago40:53

40:53

For months now, everyone's been talking about the Trump administration's One Big Beautiful Bill Act (OBBBA) signed into law on July 4th of this year. At nearly 900 pages long, the OBBBA brings quite a few changes to U.S. tax laws. Though some of these changes are big, others, eh, not so big. But one thing's for sure, this law adds a new layer of co…

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Episode 427 - Forever Remembered 43:42

1M ago43:42

43:42

On today's show, we pause to remember a day that forever changed our nation – September 11, 2001. We dedicate this show to the nearly 3,000 innocent lives lost, the unwavering bravery of our first responders, the strength of our armed forces, and the countless acts of courage and compassion that rose from the ashes of tragedy that day. Today, we ar…

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Episode 426 - Financial Variety Show! 45:07

1M ago45:07

45:07

Dennis will start today's show with an article from Capital Group discussing why the U.S. economy could stay resilient. The argument is that the economic tailwind expected from tech companies pouring billions into AI will eventually be seen in additional bottom-line revenue increases adding to real earnings. Next, Nathan will discuss the article, "…

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Episode 424 - From Headlines to Bottom Lines: Navigating Your Investments 41:40

2M ago41:40

41:40

The information explosion continues, not only on the world political front, but also in the areas of tax and investment. On today's show, we are joining in the rush to disseminate usable information, specific to, you guessed it, taxes and investments! This will include new statistical information about Social Security, which Heidi Cartwright will s…

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Episode 425 - How High Is Too High? 43:00

2M ago43:00

43:00

With the stock market hitting all-time highs (as measured by the Dow Jones Industrial Average), the question of "How high is too high?" must be begged. Since everyone is eager to know (including us), we've pulled out the heavy research engines to see what they might tell us. Given we are the all-knowing, all-seeing types, we're waiting with bated b…

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Episode 423 - Have Trust in Your Trust 44:30

2M ago44:30

44:30

It's summertime (thank you very much!) and a little smoke, too, for those who don't have time to sit around a campfire. What a dynamic market we're in … and a dynamic world as well. While you probably hear plenty on the political front, our consultants are churning out more information for us to learn from and disseminate to you, our listeners. As …

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Episode 422 - A True Gem of Grand Traverse County 42:17

3M ago42:17

42:17

On today's show, we are thrilled to be joined by special guest, Lacey Edgecomb, Director of the Grand Traverse County Senior Center Network. Lacey is here to share a bit about the rich history of the Senior Center, as well as the many incredible ways the Center continues to serve and connect with our community. What began in the 1960s as a small Ad…

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Episode 421 - From Social Security to Micro-Retirement 39:47

3M ago39:47

39:47

For those of you who missed last week's show, we gave a 5,000-foot overview of the newly signed One Big Beautiful Bill Act (OBBBA), a sweeping piece of legislation aligned with many of the priorities of the current Trump administration. Today, we're zooming our focus in a bit on its impact on Social Security taxation. There have been some big misun…

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Episode 420 - The One Big Beautiful Bill, Well … a Portion of It 43:37

3M ago43:37

43:37

Over the July 4th holiday weekend, while you were grilling burgers and watching fireworks, President Trump signed his landmark, One Big Beautiful Bill Act into law after some back and forth between the House and Senate. While this budget package includes many changes, on today's show we'll be touching on a few aspects of this new legislation and so…

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Episode 419 - The Empowering Side of End-of-Life Planning 39:19

4M ago39:19

39:19

We've all heard the famous words of American statesman Benjamin Franklin: "In this world, nothing is certain except death and taxes." While we often tackle the topic of taxes on this show, today we're turning our attention to the other certainty – death – and why it's not as grim as it sounds when approached with intention. We're joined by Nicole W…

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Episode 417 - The Road to 65 – Are You Hitting Your Retirement Targets? 44:16

4M ago44:16

44:16

Think retirement planning starts at 65? Think again! The most successful retirees start well before that magic number. On today's show, we'll dive into the nine key milestones that you'll want to keep on your radar and on your calendar. From boosting your savings with catch-up contributions to avoiding costly Medicare penalties, timing is everythin…

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Episode 416 - Ready for Your Second Honeymoon? 42:14

4M ago42:14

42:14

No, not marriage – we're talking about retirement. On today's show, we're diving into the so-called "honeymoon phase" of retirement, that first year that can set the tone for those golden years you've been working and saving for. Planning, purpose and a few smart routines can make all the difference. We'll also discuss your most valuable asset (som…

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Episode 415 - When You Thought You Had All the Answers, Here Comes More Questions! 25:46

4M ago25:46

25:46

On this week's show, Heidi will review the most frequently asked questions about Social Security from Heather Schreiber's Social Security Advisor newsletter through Ed Slott. These questions are not simple, but they are oh so very important! We remain the sleuths of all things financial, constantly ferreting out the answers to the questions you've …

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Episode 414 - Keeping Tabs on the Economy and Market Valuations 44:09

4M ago44:09

44:09

Many of your kind comments regarding last week's show were very well received. Thank you! We always appreciate your input, and your questions regarding the SECURE Act and its impact on distributions for beneficiary IRAs were fantastic. On this week's show, stats on the economy and what experts are saying about market valuations will be front and ce…

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Episode 413 - The SECURE Act's Impact on IRAs and RMDs: What You Need to Know 42:27

4M ago42:27

42:27

On today's show, we're diving into two hot-button issues that can impact your retirement security. First up: inherited IRAs. We'll unravel the complex and evolving rules around Required Minimum Distributions (RMDs) for inherited IRAs under the SECURE Act – essential knowledge as key IRS regulations are set to expire while others are set to begin. W…

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Episode 412 - The Only Constant in Life Is Change 45:48

4M ago45:48

45:48

Just when you thought your retirement planning was safe and secure … we attended an Ed Slott tax conference and hear about the latest tax planning issues and opportunities related to retirement accounts. All of this is a great reminder of the growing complexity, and the growing assets within these plans, that can make mistakes or opportunities that…

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Episode 409 - Whiplash, Retirement Account Opportunities and Mistakes During Market Volatility 37:16

5M ago37:16

37:16

Significant fluctuations in the stock market, along with increasing discussions about a potential recession, can certainly unnerve most investors. Some, however, view this as an opportunity, while others resort to panicked decisions that create even more unnecessary pain. Clearly, it is important for all of us retirement account savers to identify …

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Episode 408 - Whither Social Security? 45:28

5M ago45:28

45:28

Today's show will feature special guest Bob Simpson, the star of the local Social Security scene who kept his shirt on and was still famous. The fact that we were able to lure him out of his recent retirement to come on and speak to us about Social Security is a gift in and of itself, which we think you'll love! We'll review all the goings on with …

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Episode 404 - It's the Economy (Not So) Stupid! 43:12

5M ago43:12

43:12

Trying to ascertain the direction of the current economy and the stock market is not an easily ascertainable thing. And, yes, I've purposely used "ascertain" twice in the previous sentence to help make the point that even the experts are puzzled by the conflagration of stats that are coming out. Sometimes, history can help us. Other times, numbers …

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Episode 403.5 - Estate Planning for Our Aging-ness! 40:29

5M ago40:29

40:29

There are so many confusing areas related to estate planning … like the importance of creating a power of attorney before a will. Plus, there's the fact that NO ONE WANTS TO TALK ABOUT IT! On today's show, we have Cortney Danbrook, a local estate planning attorney, to talk about the real issues related to aging, including the critical, ground-relat…

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Episode 411 - Protecting Your Portfolio During a Correction 39:27

5M ago39:27

39:27

Just when you thought it was safe to go outside (it is spring after all), the neighbor's dog barks extra loudly and startles you … right? Similarly, most of the time, the stock market seems to make us climb a wall of worry. Even though the market appears to have mostly recovered from its recent correction, indeed many analysts proclaim we may still…

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Episode 406 - Unlocking the Full Potential of Proactive Tax Management; or, Not All Money Is Taxed the Same! 42:33

6M ago42:33

42:33

As the "celebration" of April 15th nears, the importance of tax planning remains critical. What celebration, you ask? The celebration that they're done, of course. On today's show, we'll discuss the seven components of winning at taxes, especially after you've retired. The bottom line is that the savings you can take advantage of can be significant…

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Episode 407 - Tariffs – Chaos or Control 33:38

6M ago33:38

33:38

Wow, what a week it's been! The Dow Jones and S&P 500 are down about 10 percent, which is causing significant fear among investors. Some are even questioning the current administration's policy on tariffs and their effect on the stock market. On today's show, we'll discuss what tariffs do, their purpose, and their advantages as well as drawbacks. W…

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Episode 405 - Twofer Thursday! 44:20

7M ago44:20

44:20

On today's show, we'll cover two very important – yet very different – topics. First, there are five retirement account moves you can still make for 2024. Yes, it's amazing what you might still decide to do given the law and your own financial situation, especially if you'd like to save on taxes as well as some extra dollars. You might be a bit sur…

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Episode 403 - Investing Under Trump 2.0: The Effects of Tariffs, Declining U.S. Government Spending and Employment 40:33

7M ago40:33

40:33

Well, we've known for almost four months Trump was going to be the next U.S. president. What we couldn't have guessed, however, was the effect on spending his new administration was going to have. From higher tariff potential to massive cost-cutting, the changes have been so fast and furious that politicians, especially Democrats, are said to not b…

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Episode 402 - Look Before You Leap! 41:57

8M ago41:57

41:57

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 mis…

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Episode 400 - Alliance for Senior Housing 43:12

8M ago43:12

43:12

On today's show, we will be joined by Connie Hintsala, Founder and President of Alliance for Senior Housing, LLC. Connie has provided families in the greater Grand Traverse area with senior housing solutions for more than 20 years, and the love and passion for her work has only grown. Her intricate knowledge of State of Michigan standards/requireme…

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Episode 398 - Am I Too Rich for a Roth IRA? 41:39

9M ago41:39

41:39

The New Year begins, and already there's so much to consider on the financial front! On this week's show we'll discuss whether or not you could be "too rich" for a Roth IRA. Congress has set income limits on Roth contributions, and for those married filing jointly, no contributions are allowed for those with taxable incomes over $246,000 (for singl…

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Episode 395 - We're Back LIVE in 2025 42:23

9M ago42:23

42:23

We are so looking forward to joining you via the airwaves in 2025! 2024 has been a year of challenges, surprises, market volatility, political unrest … and yet WE MADE IT. As we set foot into the future and ponder what this year could hold for the economy, Dennis and Nathan will discuss Capital Group's "2025 Outlook: Long-Term Perspective on Market…

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Episode 397 - Navigating Risks and Capitalizing on Opportunities in 2025 44:49

9M ago44:49

44:49

On today's show, we'll discuss Ed Slott's thoughts on significant IRA rulings for 2024, as well as the "Five Keys to Investing in 2025," by Capital Group. As you can guess, there are many discussions among market analysts regarding the opportunities and the risks we can expect in 2025. We (Dennis Prout, Heidi Cartwright and Beth Shier) intend to do…

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Episode 391 - We're Back LIVE! 26:34

10M ago26:34

26:34

Although it was good to be surrounded by family and friends on Thanksgiving, we missed you, our listeners. To make up for our absence, we would like to dedicate a portion of today's radio show to answer your calls/texts regarding year-end concerns, including IRA contributions, Roth conversions and RMDs. Now is your time … so get those questions rea…

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Episode 389 - All About Social Security 46:42

10M ago46:42

46:42

Social Security! Just when you thought you could do without it, here comes the check in the mail! (Just kidding, of course.) Last year at this time, we had Bob Simpson, Manager of our local Social Security office, on the show to speak about Social Security and the COLA (cost-of-living adjustment) that was announced. On today's show, Bob will talk a…

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Episode 386 - Navigating IRS Regulations: Simplifying Complex Rules for Smart Planning 40:19

10M ago40:19

40:19

The financial world is complex, and it is not uncommon to feel "in over your head" when trying to tread through the vast, turbulent waters of IRS regulations, tax planning and financial portfolios. So much to learn. So much to know. So many questions. Join us on today's show as Dennis highlights some of the top financial questions from financial pr…

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Episode 379 - Where's the Beef? 38:13

11M ago38:13

38:13

On today's show, we're excited to delve into the meat and potatoes of finance with you and tackle questions like, "What are the chances of a soft landing in this economy?" And, "What about those final RMD regulations being issued we've heard so much about?" (Well … maybe not so much on the RMDs.) Still, we intend to explore the recent tax law chang…

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Episode 378 - Never Forget 44:46

11M ago44:46

44:46

On today's show, we commemorate the events of September 11, 2001, and honor all the heroes, armed forces, first responders, and countless others' acts of service to defend our nation's freedom. We are excited to invite you to hear a phenomenal live presentation by Heather Cartwright, retired Director for the Federal Crimes Victims Division, who ser…

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Episode 385 - Healthcare Planning for Retirement 34:15

12M ago34:15

34:15

According to the Centers for Medicare and Medicaid services, as of April 2024, approximately 67 million people are enrolled in Medicare, an increase of 2 million people since 2023. Deciding on healthcare is a significant part in planning for your retirement. There are many factors to consider when educating oneself in the complex field of Medicare.…

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Episode 381 - Live with Ed Slott 44:32

12M ago44:32

44:32

Today, help us welcome Ed Slott as we discuss his unique perspective on the retirement landscape only a CPA with his depth of experience and education can bring. The Wall Street Journal refers to Ed as "The best source of IRA advice." That's one of many reasons we're having Ed join us as we do periodically. As members of Ed Slott's Elite IRA Adviso…

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Episode 380 - Potential Tax Policy Changes and Their Impact 38:56

12M ago38:56

38:56

There's a lot going on for today's show! First, we'll look at the potential changes to our estate and individual tax rates and discuss how that could impact us all with the sunset of the current tax law at the end of 2025. So many of us have already adjusted our estate plans and are planning for increased taxes on a variety of fronts. What else can…

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Episode 382 - What Economic Lessons Can History Teach Us? 38:35

12M ago38:35

38:35

Did the Fed cut interest rates too much? What kind of impact might we anticipate? Sometimes to look forward it behooves us to look back. Today, we will discuss an article, from the Wall Street Journal, that takes us back to the 1980s. What can history teach us? Viewing previous market reactions and economic reactions to a decline in interest rates,…

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Episode 377 - Think...But Don't Overthink 39:29

12M ago39:29

39:29

Trying to think more deeply about your financial future with so many economic uncertainties feels more like a non sequitur rather than a financial plan. "Where's the stock market headed?" "What will tax rates be?" "Is our currency stable enough?" These are probably the most common themes that you are trying not to overthink. However, the one thing …

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Episode 383 - When a Roth Doesn't Make Cents 43:28

1y ago43:28

43:28

Roth! Roth! Roth! Can you hear the steady chant from the financial advisors and tax experts around the world? Ed Slott, a Roth enthusiast, believes we have entered a rothification era. On today's show, we're about to blow your mind by playing the devil's advocate. Dare we question the Roth? Is there ever a time when a Roth or Roth conversion may no…

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Episode 376 - Key Strategies for Sustainable Retirement Income Planning 40:11

1y ago40:11

40:11

"I'm retired, now what?" How does one find that balance between excessive and overly conservative withdrawals? Every retiree's situation is different. On today's show, Dennis will uncover some key strategies to help guide you into discovering a withdrawal balance that's right for you. He'll also take a closer look at the article, "3 key considerati…

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Episode 375 - Gifting and Rollover Strategies 44:08

1y ago44:08

44:08

Retirement planning is not only about saving for your future, but also about leaving a legacy, like an inheritance for your loved ones. But what if there were another way, a tax-saving strategy, other than leaving an inheritance after one's passing? Dennis is back and ready to discuss Ed Slott's gifting strategies to help identify those who might w…

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Episode 373 - Taking Advantage of a Slowing Economy 45:09

1y ago45:09

45:09

On today's show, get ready for a listening adventure as we discuss ... the economy! Specifically, we'll talk about navigating the current economy in a world of uncertainty, as well as charitable giving through the lens of the IRA Qualified Charitable Distribution. So, strap on your helmets as we attempt to determine what's happening and whether we …

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Episode 372 - Positivity and Proactivity 43:19

1+ y ago43:19

43:19

When discussing the state of the current American economy, we find ourselves at a place in time when negativity and uncertainty seem to take center stage. However, what if there were a glimmer of economic hope within these dark and uncertain times? On today's show, we hope to illuminate a positive perspective as the United States takes center stage…

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Episode 371 - Mid-Year Catch-Up to the Fast-Moving Train! 39:44

1+ y ago39:44

39:44

What? It's mid-year already? Just yesterday, as my wife Jill and I walked around Boardman Lake, a gentleman reminded us that the days are getting shorter. (His wife, however, was not happy with that!) Being that we're halfway through the year, we think it's a great time to cover your frequently asked questions about Social Security, especially conc…

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Episode 370 - The Fundamentals of Lifetime RMDs 49:15

1+ y ago49:15

49:15

Do you know your RMD age? Now that taxes are simplified, there are four RMD ages and no longer just one. On today's show, we'll discuss numerous topics regarding RMDs, including: The various ages and what that means; the three steps to fixing a missed RMD; death and its impact on the RMD; work plan exceptions; and something called "RMD aggregation.…

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Episode 369 - The TCJA Sunset! 46:30

1+ y ago46:30

46:30

Can anything in the tax law sunset? Yes it can! The Tax Cuts and Jobs Act of 2017, which included several major changes and provisions in the tax code, will see a majority of those changes sunset after 2025. For some, this will mean a tax increase. For others (depending on what, if anything, Congress might do), this may not mean much of anything. U…

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Episode 366 - Taxes and Tech Giants On the New Retirement Radio Horizon 36:44

1+ y ago36:44

36:44

Having just returned from our jaunt to Indianapolis to imbibe our insatiable need for new tax information, we are loaded for bear (if you will) with the most recent tax information related to IRAs, beneficiaries and the travails the mix of the two can cause. We will share this information to help you to navigate and deal with the ever-changing worl…

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