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Podcasts

36: Social Security: Take it Early, or Wait?

Lake Hills Wealth Management Founders Jack Marino Jr. & Jason Clevlen discuss social security retirement benefit options and some of the factors listeners may want to consider when making their selection.  Contact Lake Hills Wealth Management today for any questions or to obtain a complimentary review to determine if any of the discussed strategies make sense for you and your financial plan.

35: The Biden Tax Plan & Year-End Tax Strategies

Lake Hills Wealth Management Founders Jack Marino Jr. & Jason Clevlen discuss the proposed Joe Biden tax plan and some year-end income tax strategies that could possibly reduce your income taxes for 2020.  Contact Lake Hills Wealth Management today for a complimentary review to determine if any of the discussed strategies make sense for you. 

34: What Amount of Stock Should You Hold in Retirement?

Lake Hills Wealth Management Founders Jack Marino Jr. & Jason Clevlen discuss their thoughts on portfolio construction for pre and post-retirement investors. Specifically, they discuss the 3-bucket approach and why investors need to reevaluate their current stock exposure, given the potentially rough road ahead for the bond market.  Contact Lake Hills Wealth Management today for a complimentary review to determine what your investment allocation should look like, given the current market conditions.

33: With the Markets Near All-Time Highs, What’s Next?

Lake Hills Wealth Management Founders Jack Marino Jr. & Jason Clevlen discuss the massive stock market run-up from the March lows and what investors may want to consider now. They believe volatility may persist in the short-term, but they also lay out the many reasons why stocks can continue to rally over the next several years.   Contact Lake Hills Wealth Management today for a complimentary review to determine what your investment allocation should look like given the current market conditions.

32: Is a Roth IRA Conversion Right for You?

Lake Hills Wealth Management Founders Jack Marino Jr. & Jason Clevlen discuss the benefits of a Roth IRA conversion. After all, tax rates are currently low, the U.S. debt levels are rapidly climbing, and so could future tax rates. Now is a great time to evaluate this powerful tax diversification strategy. Contact Lake Hills Wealth Management today for a complimentary review to determine if a Roth IRA may be appropriate for you.

31: How Rising Interest Rates Can Negatively Affect Your Portfolio

Lake Hills Wealth Management Founders Jack Marino Jr. & Jason Clevlen discuss how rising interest rates can affect your bond investments and what listeners can do to protect their investment portfolio.  Contact Lake Hills Wealth Management today for a complimentary portfolio review to determine what your portfolio risks are and what changes are recommended.