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Trust Podcasts

Tim Van Pelt, Trust President, was featured on KFIZ’s Breakfast Club in 2017. Below you will find links to the recorded podcasts.

12-18-17: Bitcoin

12-11-17: Tax Bill

12-4-17: Gift Planning

11-27-17: Capital Gains

11-13-17: Tax Loss Harvest

10-30-17: Health Savings Accounts

10-23-17: End of Year 401k and IRA Planning

10-16-17: Fraud

10-9-17: Newly Released Tax Proposal

10-2-17: Stock Market and Portfolio Structure

9-25-17: Medicaid Planning

9-18-17: Choosing a Financial Advisor

9-11-17: Estate Planning Mistakes: Part 2

9-4-17: Estate Planning Mistakes: Part 1

8-28-17: Business Transitioning

8-21-17: Diversification

8-14-17: The Difference Between a Power of Attorney and a Trustee

8-7-17: Budgeting & Fundamentals of Financial Planning

7-31-17: Municipal Bonds

7-24-17: Understanding the Progressive Tax Code

7-17-17: Lake Cottages in Your Estate Plan

7-10-17: Estate Administration

7-3-17: Selling Property & Common Mistakes

6-26-17: The Difference Between Roth vs. Traditional 401k

6-19-17: The Stuff You Leave Behind

6-12-17: Roth Conversion

6-5-17: Taxes, A Historical Perspective

5-29-17: American Economic Growth

5-22-17: S&P 500 & Dow Jones

5-15-17: Index vs. Active Investing

5-8-17: Morningstar Investment Conference

5-1-17: Life Insurance

4-24-17: The Probate Process

4-17-17: Target Date Funds

4-10-17: What to do with your 401k when you leave a job?

4-3-17: Beneficiary Designations

3-27-17: Fiduciary Investment Advisors

3-20-17: Gift Tax

3-13-17: Are Stocks Better than Bonds?

3-6-17: Retirement

2-27-17: Stock Market Prices

2-20-17: Are Bonds Safe?

2-13-17: The Difference Between a Will and a Trust

2-6-17: Trust Explained

1-30-17: Death & Taxes

1-23-17: Tax Problems with IRAs and 401ks

1-16-17: IRAs

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