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On the Money: Alpha Planning 101

May 6, 2022

  • Safer Alternative asset classes
    • Annuities
    • Royalties
    • Private Equity Funds
  • Advantages of Annuities
  • Utilizing our Safety, Income, Growth bucket system


Apr 22, 2022

  • Sequence of Return Risk
  • Disadvantages of portfolio withdrawals
  • Importance of a diverse portfolio with fixed-income assets
  • Importance of properly structuring assets


Mar 25, 2022

  • Important stats surrounding women’s retirement:
    • Longevity & outliving your spouse
    • Likelihood of retiring at 65
    • Use of financial advisors/retirement plan
    • Financial confidence
  • Importance of healthcare planning
  • Social Security benefits – differences for women vs. men
  • Tax planning


Mar 11, 2022

  • Protecting your legacy from volatility, taxes, & long-term care facilities
    • Benefits of and differences between Wills and Trusts
    • Use of Important documents including Wills, Trusts, Power of Attorney, & Beneficiary documents
  • Maximizing your estate by utilizing other pieces of the Alpha Plan process


Feb 25, 2022

  • Break-down of Medicare costs
  • How Medicare compensation works
  • What Medicare does not cover, including a discussion about Long Term Care