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محتوای ارائه شده توسط Craig Lytle. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Craig Lytle یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
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Mac Gardner published The 4 Money Bears. Craig and Mac talk about financial literacy &storytelling

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Manage episode 312085958 series 3210973
محتوای ارائه شده توسط Craig Lytle. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Craig Lytle یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
Mac Gardner is Craig’s guest in this episode. Mac is working on developing “FinLitTech” to digitize financial literacy programs. Listen to the conversation about find out more about the 4 Money Bears. --- Send in a voice message: https://podcasters.spotify.com/pod/show/craig-lytle/message
  continue reading

22 قسمت

Artwork
iconاشتراک گذاری
 
Manage episode 312085958 series 3210973
محتوای ارائه شده توسط Craig Lytle. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Craig Lytle یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
Mac Gardner is Craig’s guest in this episode. Mac is working on developing “FinLitTech” to digitize financial literacy programs. Listen to the conversation about find out more about the 4 Money Bears. --- Send in a voice message: https://podcasters.spotify.com/pod/show/craig-lytle/message
  continue reading

22 قسمت

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Income & Estate Planning Partners co-hosted a webinar along with Bureau of Captive and Financial Insurance Products, Delaware Department of Insurance. Hear Steve Kinion, in his own words talk about captive insurance... what it is and what it does. Be sure to listen until the end, where TIm Welles and Chris Gallo, from CIC Services explain ways in which captive insurance companies are akin to health savings accounts in some ways. Learn about the process and why you might want to form one. Is this applicable for your company. Let's have that conversation: https://us02web.zoom.us/rec/share/924ee8aNkRh1diblioCh4SkfO7ZmacSqAZrKd9w6wO5hW7TmW3rqHaADwf28Cl9j.ksGcRFpISSoxb-nC?startTime=1615488039000 --- Send in a voice message: https://podcasters.spotify.com/pod/show/craig-lytle/message…
 
Ron Graf is a small business owner and critical thinker about the state of healthcare in the United States. In this episode, Craig Lytle talks with Ron about his experiences and observations on the topic of healthcare reform opportunities. Listeners will gain an interesting and informative perspective and learn about proposals from experts. Why is the United States ranked 37th while outspending other countries? --- Send in a voice message: https://podcasters.spotify.com/pod/show/craig-lytle/message…
 
Mac Gardner is Craig’s guest in this episode. Mac is working on developing “FinLitTech” to digitize financial literacy programs. Listen to the conversation about find out more about the 4 Money Bears. --- Send in a voice message: https://podcasters.spotify.com/pod/show/craig-lytle/message
 
Brad Breeding is the author of What’s the deal with RETIREMENT COMMUNITIES? He is a speaker and consultant. The resources Brad makes available will help educate families about retirement living, financial considerations including planning for long term care (with or without insurance) and how you would distinguish one type of retirement community from another. Lean more by visiting: https://www.mylifesite.net --- Send in a voice message: https://podcasters.spotify.com/pod/show/craig-lytle/message…
 
Liz Gulliver talks with Craig about parents taking time away from work to raise children, the impact of work on one’s identity and support available. Learn more at https://getkunik.com --- Send in a voice message: https://podcasters.spotify.com/pod/show/craig-lytle/message
 
Money, time, health and longevity are particularly important due to our collective immobility during the COVID-19 pandemic. AARP reports a top concern of Americans is running out of money during retirement. The rules of the game change during accumulation, distribution and preservation phases of life. Data from Genworth’s 2019 Cost of Care Survey helps us understand what we are up against. Find out why TIM is not your friend and how the SECURE ACT & CARES ACT provisions may be meaningful in your life. Https//www.iandeplanning.com --- Send in a voice message: https://podcasters.spotify.com/pod/show/craig-lytle/message…
 
Crystal Hipps https://www.linkedin.com/in/crystal-hipps-59931568 is an expert in voluntary benefits. In this conversation, she provides an update on the common questions from employees and employers. “It depends” is a honest answer and the reasons why each person’s circumstances, needs & experiences are unique. --- Send in a voice message: https://podcasters.spotify.com/pod/show/craig-lytle/message…
 
Life happens. In addition to health insurance and retirement savings, benefits at work may help people through unplanned circumstances that disrupt normal income. http://linkedin.com/in/crystal-hipps-59931568. --- Send in a voice message: https://podcasters.spotify.com/pod/show/craig-lytle/message
 
Portions of The CARES Act will help small businesses with “allowable uses” such as payroll, rent, utilities, etc. For example, if your small business is “substantially impacted” then talk with your business banker about the process you’ll need to pursue. In the meantime, The Small Business Guide will help you: https://www.sbc.senate.gov/public/_cache/files/9/7/97ac840c-28b7-4e49-b872-d30a995d8dae/F2CF1DD78E6D6C8C8C3BF58C6D1DDB2B.small-business-owner-s-guide-to-the-cares-act-final-.pdf --- Send in a voice message: https://podcasters.spotify.com/pod/show/craig-lytle/message…
 
Larry Kaufman of Kaufman Financial Services in Wilmington, Delaware shares his 58 years of experience in the industry. His dad owned a small business, one of his best friend’s was his first death claim, he talks about tax planning, life insurance as an asset class and much more... --- Send in a voice message: https://podcasters.spotify.com/pod/show/craig-lytle/message…
 
Marc Glickman joins Scott Tuozzolo and Craig Lytle for a webinar discussion on structuring sustainable income throughout retirement, coordinating health care using state partnership plans and estate strategies for asset transfer. The Sandwich Generation faces compromises with the prudent use of resources for retirement income, education expenses and healthcare needs of aging relatives. Email: Craig@CraigLytle.com or call/ text (302) 373-0592. --- Send in a voice message: https://podcasters.spotify.com/pod/show/craig-lytle/message…
 
Susan worked, raised a family and served as a care coordinator and caregiver for family members. In this episode, she shares her experiences... “it all starts with a phone call” --- Send in a voice message: https://podcasters.spotify.com/pod/show/craig-lytle/message
 
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