Managing Your Wealth: Your Vision, Our Guidance

Managing Your Wealth: Your Vision, Our Guidance

In this podcast, our Wealth Advisors at Mueller Financial Services, Inc. seek to guide your financial goals and priorities by sharing professional insight into hot button financial topics surrounding retirement, estate, tax, and education planning, business financial services, risk analysis & insurance, investment management, and focus areas such as financial planning for women and young professionals. Securities offered through LPL Financial, Member FINRA/SIPC finra.org sipc.org. Investment advice offered through IHT Wealth Management, a registered investment advisor. IHT Wealth Management and MUELLER FINANCIAL SERVICES are separate entities from LPL Financial.

Episodes

October 4, 2022 12 min

Join Wealth Advisor, Alex Helms, for an in-depth discussion on saving for higher education such as College or Trade School. In this podcast episode, we will discuss the importance of savings for your child or grandchild's education, the planning tools Mueller Financial Services can provide, and the various investment vehicles to help achieve those funds.

Learn more about Education Planning today: https://www.muellerfinancialsol...

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Join Brennan Hollenbeck, AIF®, Wealth Advisor, for an in-depth discussion on retirement and investing in a post-COVID world. In this episode, he shares insights on common trending topics such as interest rate hikes, inflation worries, supply chain issues, and the real estate market.

For more information, please contact:
Brennan Hollenbeck, AIF®
Wealth Advisor
bhollenbeck@muellersolutions.com
312.888.4638

Learn more about our invest...

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Join Brian Erickson, Wealth Advisor, for a discussion on Socially Responsible Investing (SRI), now most commonly known as Environmental, Social, and Governance (ESG) Investing, and how you might be able to make a positive social impact with your investments.

For more information, please contact:
Brian Erickson
Wealth Advisor
berickson@muellersolutions.com
847.649.8167

Learn more about our investment management services: https://www...

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Join Veronica Roshek, RICP®, AIF®, Wealth Advisor, for an in-depth discussion on financial planning for young families. In this episode, she shares the differences in financial planning for young families, considerations when budgeting for young families, and how families can get help making decisions for their personal financial plan. 

For more information, please contact:

Veronica Roshek, RICP®, AIF®
Wealth Advisor
vroshek@muelle...

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Join Brennan Hollenbeck, AIF®, Wealth Advisor, and Sal DiTusa, MBA, CEPA  for an in-depth discussion on diversifying your investments portfolio, ways to accomplish this, and trends in the industry over the last 10 years.

For more information, please contact:

Brennan Hollenbeck, AIF®
Wealth Advisor
bhollenbeck@muellersolutions.com
312.888.4638

Sal DiTusa, MBA, CEPA
Wealth Advisor
sditusa@muellersolutions.com
847.717.8302

Learn more ab...

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Join Lisa Fabrizius, Wealth Advisor, for an in-depth discussion on Social Security. In this episode, she shares how social security works and considerations when claiming. 

For more information, please contact:

Lisa Fabrizius, MBA
Wealth Advisor
lfabrizius@muellersolutions.com
847.649.8807

https://www.muellerfinancialsolutions.com/

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Join Brennan Hollenbeck, AIF®, Wealth Advisor, and Alex Helms, Wealth Advisor, for an in-depth discussion on Technology and the Wealth Management Space. In this episode, they share how the wealth management space, in general, has embraced technology and what Mueller Financial Services has done over the last couple of years to enhance its technology capabilities.

For more information, please contact:

Brennan Hollenbeck, AIF®
Wealth Ad...

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Join Brennan Hollenbeck, Accredited Investment Fiduciary®, Wealth Advisor, for an in-depth look into Genesis Planning, a modern, streamlined, and interactive 21st-century approach to financial planning for young professionals, new families, and even those simply looking for customized first-time advice. In this episode, we share why we started Genesis Planning, how it differs from your "average" financial planning, and defi...

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January 25, 2022 30 min

Join Sal DiTusa, Certified Exit Planning Advisory, Wealth Advisor, and Veronica Roshek, Retirement Income Certified Professional, Wealth Advisor,  for an in-depth discussion on exit planning for business owners.

As a business owner, you may be thinking you're a long way out from needing to think about exit planning. So when should you begin to plan for your exit and how do you start?

For more information, please contact our Weal...

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December 28, 2021 21 min

Join Brent Kalka, CERTIFIED FINANCIAL PLANNER™ professional and Accredited Investment Fiduciary®, Shareholder/Wealth Advisor, and Curtis Wiedeman, CLU® / ChFC®, Wealth Advisor for an in-depth discussion on using Life Insurance as a Roth IRA alternative as part of your retirement savings plan.

A Roth IRA or 401(k) plan is a simple place to start when planning for retirement. But, what happens when you have maxed out your contribution...

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December 13, 2021 2 min

You're listening to “Managing Your Wealth: Your Vision, Our Guidance,” the Mueller Financial Services, Inc. podcast. 

In this podcast, our wealth advisors seek to guide your financial goals and priorities by sharing insight into hot button financial topics surrounding retirement, estate, tax, and education planning, business financial services, risk analysis and insurance, investment management, and focus areas such as planning ...

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