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Podcasts
What’s Next? 7 Steps to Consider Now
2020 has been an extremely difficult year on many levels. Wild swings in the equity markets have rattled many investors. What should you expect moving forward? What can be done? In this episode of Planning Makes it Possible, Bill Reiner, CFP®, ChFC®, discusses 7...
Target Date/ Lifecycle Funds
Target Date or Lifecycle Funds have exploded in popularity in the last 10 years. Almost all retirement plans today offer some form of turn key asset allocation fund. What should you know about these funds before investing? Are there differences between them and what...
The Most Powerful Single Page in your Financial Plan
The most powerful one page in your financial plan is your beneficiary designation form! Often dismissed as simply a required necessity to open an account, the single page beneficiary form is a critical part of ensuring your funds pass how, when and to whom you want. ...
Leave it or Roll it.
Our topic today is Leave It or Roll it!? Which deals with what to do with your retirement plan when you leave your employer. It’s very common in our practice to work with clients who are transitioning jobs or, who have decided to retire. An important decision that...
Realtor Jayne Thorsen
Saving for a real estate purchase is a common objective we help our clients to plan for, and achieve. A new home, a rental property or maybe a vacation home are goals many of our clients are working towards. In this Episode of Planning Makes it Possible we talk to...
Recent Market Volatility
In this episode we discuss the recent market volatility and the steps clients can consider in dealing with the short term fluctuations of the capital markets.
Medicaid Planning with Peter Gilbert
In Episode 8 with talk with Attorney Peter Gilbert from High Point Law offices on the nuances of Medicaid Planning. Peter discusses important elements of such planning including eligibility, qualifications and various considerations for families when faced with...
The Basics of Life Insurance
In this episode we discuss the basics of life insurance with Frank Branca, Jr. from the Branca Rampart Agency. We cover concepts like determining an adequate amount of coverage, the appropriate type of coverage and why life insurance is such an important part of one's...
Understanding Long Term Care Planning
In this episode with speak with Victoria Beerer from Brance Rampart Agency on the importance of Long Term Care Planning and the role Long Term Care Insurance plays in your financial plan.
Working with a College Coach
College planning is one of the most common goals our clients come to us seeking guidance and advice. In this Episode we speak with Jake Rosen from Launchpad Coaching on the role a college coach can play in your college planning and search, along with other...
Understanding Estate Planning
Estate planning is important for everyone, regardless of your wealth or standing in life. In this episode we talk with Attorney Michael Frisbie from Weber, Kracht and Chellew and the documents everyone should have as part of the estate plan.
Property Insurance Basics
Having adequate protection is a critical part of a comprehensive financial plan. In this episode we speak with Insurance expert Ron Martin from RMG on understanding the basics of property insurance and the role it plays in your financial plan.
Tax Law Change w/Denise Neason, CPA.
In this episode we discuss the recent tax law change with CPA Denise Neason from Bee Bergvall & Co. Denise will share her insights into the most impactful parts of the tax law change and considerations clients can make to their finances to best prepare
Mortgage Basics with Rich Chiappetta
In our first Planning Makes it Possible Podcast we review some mortgage basics with Mortgage Professional Rich Chiappetta from Country Mortgage Group.
Blogs
Live your Dash
Many years ago, I heard Lou Holtz speak at a professional conference. Lou was the popular football coach from Notre Dame who went on to become a motivational speaker. At this event he chose to end his talk by mentioning a poem he had read called the “The Dash”. It’s...
What We Do And How We Can Help
By Bill Reiner, CFP®, ChFC® Life is complicated, is it not? Add money to the picture and things get downright overwhelming. But at Reiner Financial Group, we believe that getting on the right path to achieve your financial goals isn’t as daunting as you might think....
Retiring is Hard
In my years as a financial advisor I have helped dozens of clients retire. Most very successfully and a few not so successfully. I have been with them through the thought process leading up to their decision to leave their career. The analysis, the planning, the...
Why I Became A Financial Advisor – 25 Years Later
By Bill Reiner, CFP®, ChFC® 2020 represents my 25th year as a financial advisor. It has been an interesting year reflecting on my career and how it has evolved over that time. Many of us grow up learning what we are good at and what we enjoy doing with our time. If...
Fear, Greed and Risk
So the last 12 months in the equity market have been interesting. Last fall, the markets were in turmoil declining over 14% for 4th quarter. The S&P 500 was down as much as 9% in December alone. Certainly, unnerving performance for most investors. Conversations...
Pre Takeoff Briefing
I recently began flight training for my private pilot license. It’s great fun and something I have wanted to do since I as a kid. It’s exciting to learn something completely new and get answers to questions I have had for years. I enjoy being in the air of course, but...
Efficient vs. Effective
I have recently been dealing with a noise in coming from the front end of my Ford Explorer. I am frustrated because the vehicle is now back for third time to correct the issue, with two separate service centers. I am frustrated because if the tech had simply taken...
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