In this episode of the Eagle’s Nest podcast: Keith Weinman and Laura give an inside look at what goes on at Presidential Wealth Management’s Loveland office and why their teamwork, contributions, and personalities are so valued by our clients and the rest of the Presidential family.[ai_playlist id="7941"]
Episode 40 of The Eagle’s Nest podcast: Jason McBride and John Buckingham talk about turmoil in the market and explain some of the issues dominating headlines.
Episode 39 of The Eagle’s Nest podcast: Taylor Leary shares the five most common retirement savings mistakes and what can be done to avoid them.
In Episode 38 of The Eagle’s Nest podcast: Lorne Levy and Bruce Larsen discuss how reverse mortgages work and how to use them in a retirement plan.
Episode 37 of The Eagle’s Nest podcast: John Avery and Bruce Larsen talk about the importance of understanding tax burdens and consequences in retirement.
Episode 36 of The Eagle’s Nest podcast, Greg Williams and Jason McBride explain how bonds work, along with their relationship to interest rates and inflation.
In Episode 35 of The Eagle’s Nest podcast, Taylor Leary and Bruce Larsen try to answer the question of how much a person needs to save for retirement.
This retirement checklist covers what to do before you retire and afterward. It addresses Medicare, Social Security, company retirement plans, and more.
Bruce Larsen’s A Concise Guide to Taxes in Retirement has just been updated for the extensive changes to the 2018 tax code. Bruce’s book was written with middle-class and upper-middle class individuals in mind. It lays out a number of scenarios and situations where a retirement plan or other aspects of retirement income or assets […]
Presidential Wealth Management will be holding two free workshops in March at our Colorado springs workshop. On March 20th at 6:30 pm we will be hosting our Social Security & You workshop. This workshops focuses on teaching people how to best make Social Security benefits work for your individual retirement plan. The workshop covers a […]