Life Planned Differently
Welcome to Life Planned Differently with Rick Dwyer from Argallus Financial Group. In this podcast, we help you connect your personal expectations to your financial reality. Stop google searching for financial advice and start listening to the show that draws from Rick’s experience and guest experts to steer you away from costly financial planning mistakes.
Episodes
March 3, 2021 • 21 min
It can be hard to plan ahead when there are plenty of financial concerns and distractions. While many professionals and business owners say they are on track with their financial planning, not all are confident or even ready for retirement. In this episode, Rick Dwyer discusses his tax-free master plan, which he developed to help … Continue reading Episode 14 – Everything You Need to Know About the Tax-Free Master Plan Strategy →
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February 17, 2021 • 26 min
Believe it or not, employee benefits are not just for employees. They can also be a huge benefit to employers. In this episode, Rick Dwyer sits down with Argallus Financial’s national field director Jason Portz. Today, Jason breaks down the ins and outs of employee benefits. He reviews its pricing, limitations, and other considerations to … Continue reading Episode 13 – The Ins and Outs Of Employee Benefits – With Guest Jason Portz...
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February 3, 2021 • 20 min
Tax season is not a yearly event. Instead, it’s something you should be aware and conscious of throughout the year, especially if you are a business owner. In this episode, Rick Dwyer discusses all things tax planning, from the tax code to minimizing taxes. Tune in to discover tax-related considerations business owners should always be … Continue reading Episode 12 – Tax Planning Considerations For Business Owners →
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January 6, 2021 • 29 min
While many people dream of owning a business, making it a successful, profitable reality requires hard work and understanding. In this episode, Rick Dwyer discusses several ways you can establish and grow your business. He offers insight into the different ways you can structure operations, maximize profits, and minimize taxes. In this episode, you will … Continue reading Episode 11 – How To Successfully Establish and Grow A Busin...
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December 2, 2020 • 25 min
At some point in your life, you will need retirement income. But do you know how much you’ll need to live comfortably and where you should be getting it from? In this episode, Rick Dwyer discusses and answers key questions about how pre-retirees can support themselves in retirement. In this episode, you will learn: The … Continue reading Episode 10 – Financial Planning For Retirement 101 →
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October 28, 2020 • 17 min
While client asset management is a big part of being a financial advisor, every professional has a different way of handling them. In this episode, Rick Dwyer discusses how Argallus Financial Group manages their clients’ asset management and what approach the firm takes to the managed money process. In this episode, you will learn: What … Continue reading Episode 9 – One Advisor’s Approach to Asset Management →
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October 19, 2020 • 22 min
For so many Americans, “debt-free” may seem like a dream that’s just a little bit out of reach. But it doesn’t have to be. In this episode, Rick Dwyer discusses strategies to reduce and eliminate your debt in order to become debt-free. Rick shares his insight about different types of loans and steps you can … Continue reading Episode 8 – You Can Be Debt-Free →
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September 30, 2020 • 32 min
Gold Star Adjusters knows the insurance game inside and out—and they have your best interest in mind. In this episode, Rick Dwyer is joined by the company’s president and CEO, Mark Goldwich, who explains the role of Gold Star Adjusters when it comes to presenting a claim to achieve the maximum settlement for a loss. … Continue reading Episode 7 – A Deep Dive into Insurance Adjusting – with Guest Mark Goldwich →
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September 16, 2020 • 27 min
Did you know that there are many ways you can benefit from an unwanted life insurance policy? In this episode, Rick Dwyer and guest, Lisa Rehburg, discuss several options you can consider before dropping or letting an unwanted life insurance policy expire. In this episode, you will learn: What a life insurance settlement is The … Continue reading Episode 6 – What to Do with an Unwanted Life Insurance Policy – with Guest Lisa Rehbu...
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September 2, 2020 • 25 min
While “taxes” is certainly a small word, it’s no secret that it carries huge and very important implications. Rick Dwyer clarifies many financial and retirement issues involving taxes, and shares his insight on how to maneuver the tax conversation when speaking with your advisor. In this episode, you will learn: How to discover whether you … Continue reading Episode 5 – A Discussion of All Things Taxes →
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August 12, 2020 • 29 min
Most people undoubtedly think that life insurance is only useful for when they pass away. But did you know that life insurance can be utilized as an accumulation vehicle? In this episode, Rick Dwyer clarifies why life insurance is often a misunderstood financial tool and shares some of the ways you can maximize its use. … Continue reading Episode 4 – Life Insurance as a Powerful Financial Tool →
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July 29, 2020 • 24 min
When it comes to your investment portfolio, risk assessment is important in determining your level of risk, and ensuring it aligns with your goals. In this episode of Life Planned Differently, Rick Dwyer explains everything you need to know about financial risk to help you determine your risk level and risk tolerance within your portfolio. … Continue reading Episode 3 – Everything You Need to Know About Investment Risk Management ...
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July 15, 2020 • 24 min
In financial planning, a personalized process is important for clients to meet their goals. At Argallus Financial Group, each client gets a personalized seven-step process that aims to balance and structure wealth. In this episode of Life Planned Differently, Rick Dwyer explains each of the stages that take place from organizing your goals to retiring. … Continue reading Episode 2 – A Well-Defined Seven-Step Client Experience →
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July 7, 2020 • 28 min
Whether you’re just starting to build your wealth or are getting ready to retire, Argallus Financial Group wants you to be open-minded about your strategies. In this inaugural episode of Life Planned Differently, you’ll get to know Rick Dwyer, but you’ll also learn more about Argallus Financial Group and how this firm can help balance … Continue reading Episode 1 – Meet Your Host, Rick Dwyer →
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