New Retirement Radio with Dennis Prout Podcast

Nov 03 2024 100 ep. 41 mins 61
New Retirement Radio with Dennis Prout Podcast artwork

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.

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Episode 383 - When a Roth Doesn’t Make Cents

Nov 03 2024 43 mins  
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 not be the best financial move

Episode 376 - Key Strategies for Sustainable Retirement Income Planning

Nov 03 2024 40 mins  
“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 considerations for sustainabl

Episode 375 - Gifting and Rollover Strategies

Sep 05 2024 44 mins  
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 want to take advantage of these

Episode 373 - Taking Advantage of a Slowing Economy

Sep 05 2024 45 mins  
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 are heading into a recession

Episode 372 - Positivity and Proactivity

Aug 11 2024 43 mins  
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 in global performance. Accord

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

Aug 11 2024 39 mins  
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 concerning future benefit cu

Episode 370 - The Fundamentals of Lifetime RMDs

Jun 30 2024 49 mins  
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.” In the end, what may s

Episode 369 - The TCJA Sunset!

Jun 30 2024 46 mins  
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. Unless the package from 2017 is e

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

Jun 30 2024 36 mins  
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 world of your retirement accounts

Episode 368 - Aging, Medical Care and Estate Planning - A Legal Perspective

Jun 23 2024 44 mins  
On today’s show, elder law attorney Deborah Rysso, of the Rysso Law firm in Traverse City, will discuss navigating all things related to aging, care and estate planning from a legal perspective. Deb has extensive experience with the application of legal documents and how they interact with life’s realities. It’s amazing how interactive the documents of law intersect with th