Wealth & Life Podcast

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EPISODE 18 – ROTH CONVERSIONS: AN IMPORTANT TAX PLANNING STRATEGY

Everything you need to know about this important tax planning strategy and the steps you can take now to utilize this tool.
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EPISODE 18 – ROTH CONVERSIONS: AN IMPORTANT TAX PLANNING STRATEGY

Everything you need to know about this important tax planning strategy and the steps you can take now to utilize this tool.
Learn More

EPISODE 17 – THE POWER OF AFTER-TAX CONTRIBUTIONS INTO YOUR RETIREMENT PLAN FOR ALEXION, CLEVELAND CLINIC, & FORD EMPLOYEES WITH MARISSA BEYER

Learn how to make after-tax contributions to a 401(k), the strategy behind this, and why it may be beneficial to you.
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EPISODE 16 – THE IMPORTANCE OF QUALITY CONVERSATIONS BETWEEN A CLIENT AND THEIR ADVISOR WHEN THE GOING GETS TOUGH WITH MARIE SWIFT

Listen in to learn how advisors fared during the pandemic in 2020, when the market had volatility and all the lock-downs began.
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EPISODE 15 – MAKING THE MOST OF YOUR PLANNING MEETING WITH MARISSA BEYER AND BRIAN EBERHARDT

Learn the importance of prioritization and constant evaluation of the client’s situation in order to keep the momentum going towards their financial goals.
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EPISODE 14 – HOW TO OPTIMIZE YOUR SOCIAL SECURITY BENEFITS WITH BRANDON P. SMITH​

Gain insight on Social Security benefits and how you can put these benefits to work for you.
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EPISODE 13 – MARKET RETURNS, INFLATION AND TAXES – WHERE DO WE GO FROM HERE?​

Listen in as Tony shares how to be more tax efficient so you are not paying more than what is due and the importance of re-evaluating your tax plan annually.
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EPISODE 12 – EVERYTHING YOU NEED TO KNOW ABOUT MEDICARE WITH KEVIN LOWDEN​

What you need to be aware of when finding the right Medicare plan for you.
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EPISODE 11 – IMPROVING YOUR COMMUNICATION SKILLS WITH JOEL WELDON, HALL OF FAME SPEAKER AND SPEECH COACH​

Learn how to communicate effectively to others to achieve your desired level of success.
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EPISODE 10 – TRUMP VS. BIDEN – DOES THE STOCK MARKET CARE WHICH PARTY WINS?​

Learn how presidential elections can affect the market and your finances.
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EPISODE 09 – PROACTIVE PLANNING TO BE PREPARED FOR UNCERTAINTY WITH BRIAN EBERHARDT AND AMY D’AMICO​

We are always planning for exciting events in our lives, such as retirement or having children, but part of our wealth management should be planning for those unforeseen events as well. Today Tony has two special guests to help him discuss this topic.
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EPISODE 08 – HIGH IMPACT PERSONAL & BUSINESS TAX PLANNING STRATEGIES WITH TAKI BITOUNISY​

Taxes are one of our largest expenses in life, and proper planning in this area can make a huge difference. So today Taki Bitounis, Certified Public Accountant and Managing Partner at Pappas & Bitounis CPAs, joins Tony on the show to discuss high impact personal and business tax planning strategies.
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EPISODE 07 – INVESTING FOR LONG-TERM SUCCESS WITH CHRISTIAN NEWTON​

In today's competitive capital markets, it is important to be on the same page when it comes to investment strategy and philosophy. Christian Newton, Vice President of Dimensional Fund Advisors, joins the show today to share his philosophy on investments and how he helps financial advisors to leverage Dimensional’s capital markets research.
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EPISODE 06 – BUSINESS PLANNING TO THRIVE IN ALL MARKET CONDITIONS WITH JOHN FUREY

With the COVID-19 crisis—or any crisis we run into—we tend to look back at the business and financial decisions we’ve made to see how they are helping or hurting us. In this episode, John Furey, Managing Partner of Advisor Growth Strategies, joins Tony to discuss how you can put plans in place...
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EPISODE 05 – STRAIGHTFORWARD LIFE, LONG TERM CARE & DISABILITY INSURANCE STRATEGIES WITH KURT THOMAS​

There are a lot of misconceptions and overlooked areas of insurance plans and how they can help secure your business. Kurt Thomas joins the show today to discuss planning for the future of your business, as well as how to navigate the available insurance options.
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EPISODE 04 – PERSONAL & BUSINESS INSURANCE THAT KEEPS YOU PROTECTED WITH MICHELLE HIRSCH​

The families and businesses we work with have done a good job saving and growing wealth and we want to protect it. Michelle Hirsch from Brunswick Companies, a property and casualty insurance brokerage firm, joins the show today to share how you can keep your family or business safe.
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EPISODE 03 – BOOTSTRAPPING OWNERSHIP WITH DR. JOHN OSWALD​

Dr. John Oswald joins the show today to share his career journey into dentistry and practice ownership, as well as the lessons he learned along the way. Tony and John discuss how important it was to not only learn how to be a good dentist but also how to be good at business. Listen in to get some great insight on the value of delegating, reaching out for help when you need it, and more.
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EPISODE 02 – ESTATE PLANNING WITH A FOCUS ON FAMILY HARMONY WITH CINDY STEEB​

Estate planning can be a challenging and even uncomfortable topic, but it is something that we all must think about in order to ensure our loved ones are taken care of and prepared for when we are no longer here. Today Cindy Steeb of CLS Consulting joins the show to discuss estate planning...
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EPISODE 01 – BUILDING A DREAM CAREER WITH FOX 8’S KEVIN SALYER​

Welcome to Wealth & Life, where host and Certified Financial Planner Tony D’Amico shares insights, interviews, and a behind-the-scenes look into wealth management. In this opening episode, Tony sits down with the former VP of marketing and programming...
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Ep #03: Bootstrapping Ownership with Dr. John Oswald

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Ep #02: Estate Planning and Passing on Wealth with Cindy Steeb

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Ep #01: Building A Dream Career with Local Legend Kevin Salyer