Tag Archives: Financial Advisors

Episode 5 – A Discussion of All Things Taxes



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 are paying too much or too little in taxes 
  • The role of the government when it comes to taxes 
  • How a qualified plan can help you in retirement 
  • The difference between tax planning and tax preparation 
  • And more!

Tune in as Rick discusses different techniques and tools you can use to minimize your taxes! 

Resources: Argallus Financial Group | (904) 800-7299 | Rick Dwyer 


Episode 4 – Life Insurance as a Powerful Financial Tool



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.  

In this episode, you will learn:

  • The various uses of life insurance
  • How life insurance can protect you when it comes to chronic illnesses 
  • Who should consider life insurance 
  • How to use life insurance when it comes to estate planning 
  • And more!

Tune in to learn how life insurance can protect you holistically!  

Resources: Argallus Financial Group: (904) 800-7299 | Rick Dwyer 

 


Episode 3 – Everything You Need to Know About Investment Risk Management



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. 

In this episode, you will learn:

  • What investment risk is and why it needs to be handled properly
  • How Argallus Financial Group helps you manage risk in your portfolio
  • How risk tolerance changes over time
  • What’s the role of volatility in risk levels 
  • And more!

Tune in to learn about risk assessment and why it’s important!

Resources: Argallus Financial Group


Episode 2 – A Well-Defined Seven-Step Client Experience



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. 

In this episode, you will learn:

  • What a discovery meeting with Argallus Financial Group looks like
  • The benefits of each step in the process
  • How the discovery process can help you with healthcare costs in retirement 
  • The difference between planning for males and females
  • And more!

Tune in to hear the process of planning at Argallus Financial Group!

Resources:  Argallus Financial Group 


Episode 1 – Meet Your Host, Rick Dwyer



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 your wealth. 

In this episode, you will learn:

  • How Rick got his start in the financial industry
  • The financial services Argallus Financial Group provides 
  • Who Rick’s ideal client is 
  • How the company educates clients 
  • Rick’s business philosophy
  • And more!

Tune in to meet Rick Dwyer and get to know his company, Argallus Financial Group! 

Resources:  Argallus Financial Group