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Cornerstone Retirement Blueprint Podcast

Cornerstone Retirement Blueprint Podcast

Written by: Jammie Avila
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About this listen

 Join your host Jammie Avila as he shares his thoughts on a wide variety of financial topics surrounding retirement strategy, investment management, tax planning and more! Jammie Avila is the managing partner and co-founder of Cornerstone Wealth Management with offices in Las Vegas and Henderson, Nevada. Get more information at www.cornerstonevegas.com or by calling 702-252-5252. Registered Representatives offer securities through Independent Financial Group, LLC (IFG), Member FINRA/SIPC. Investment Advisor Representatives offer Advisory services through Independent Financial Group, LLC (IFG), a Registered Investment Adviser. IFG Registered Representatives associated with this website and account may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. Cornerstone Wealth Management, Cornerstone Tax Advisory and IFG are unaffiliated entities.Copyright Cornerstone 2022 Economics Personal Finance
Episodes
  • Ep 22: All About Fixed Index Annuities

    Ep 22: All About Fixed Index Annuities
    Jun 16 2022

    If you've ever wanted to know more about fixed index annuities, today's show is for you. We have a special guest who explains what they are, why they can help you, and how they offer stability and reliability.

    TIMESTAMPS:

    0:28 – Meet Rebecca

    1:05 – Allianz

    2:50 – Innovation

    6:42 – Index thought capability

    9:43 – Volatility-controlled indexes

    13:00 – No additional fees

    MORE INFORMATION:

    https://www.cornerstonevegas.com/cornerstone-retirement-podcast/
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    18 mins
  • Ep 21: Our In-House Tax Expert Shares Top Tips

    Ep 21: Our In-House Tax Expert Shares Top Tips
    Jun 2 2022
    Clients often come to us with tax questions, so we decided to hire a tax advisor last year that is available to our clients year-round. Today he's sharing his top tax tips with you.

    TIMESTAMPS:

    0:32 – Meet Chris Pepper

    3:13 – Tax preparation process

    5:19 – Chris' work history

    7:08 – Tax returns

    7:57 – What to bring

    8:59 – Changing tax laws

    10:30 – Withholdings

    13:00 – Client questions

    14:33 – Capital gains

    18:10 – Write-offs

    20:05 – Side businesses

    MORE INFORMATION:

    https://www.cornerstonevegas.com/cornerstone-retirement-podcast/
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    23 mins
  • Ep 20: How to Prepare for Medicare

    Ep 20: How to Prepare for Medicare
    May 19 2022
    Medicare typically begins at age 65, but you need to know how it works long before then. On today's show, we're talking with our in-house Medicare specialist about all the things you need to know about this important topic.

    TIMESTAMPS:

    0:33 – Meet Julie Kovacevich

    1:58 – How to qualify

    3:15 – Parts A, B and D

    4:52 – Deductions

    6:59 – Medicare plans

    10:09 – Choosing your doctor

    11:20 – How to enroll

    14:30 – Saving money on prescriptions

    17:44 – Medicare commercials

    18:55 – When to sign up?

    20:42 – Review Medicare?

    MORE INFORMATION:

    https://www.cornerstonevegas.com/cornerstone-retirement-podcast/
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    25 mins
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