Latest Jammieavila Podcast Episodes
Ep 22: All About Fixed Index Annuities
Cornerstone Retirement Blueprint Podcast - June 16, 2022 09:00 - 17 minutesIf you’ve ever wanted to know more about fixed index annuities, today’s show is for you. We have a special guest who explains what they are, why they can help you, and how they offer stability and reliability. TIMESTAMPS: 0:28 – Meet Rebecca 1:05 – Allianz 2:50 – Innovation 6:42 –...
Ep 22: Our In-House Tax Expert Shares Top Tips
Cornerstone Retirement Blueprint Podcast - June 02, 2022 09:00 - 23 minutesClients often come to us with tax questions, so we decided to hire a tax advisor last year that is available to our clients year-round. Today he’s sharing his top tax tips with you. TIMESTAMPS: 0:32 – Meet Chris Pepper 3:13 – Tax preparation process 5:19 – Chris’ work history 7:08...
Ep 21: Our In-House Tax Expert Shares Top Tips
Cornerstone Retirement Blueprint Podcast - June 02, 2022 09:00 - 24 minutesClients often come to us with tax questions, so we decided to hire a tax advisor last year that is available to our clients year-round. Today he’s sharing his top tax tips with you. TIMESTAMPS: 0:32 – Meet Chris Pepper 3:13 – Tax preparation process 5:19 – Chris’ work history 7:08 –...
Ep 20: How to Prepare for Medicare
Cornerstone Retirement Blueprint Podcast - May 19, 2022 09:00 - 24 minutesMedicare typically begins at age 65, but you need to know how it works long before then. On today’s show, we’re talking with our in-house Medicare specialist about all the things you need to know about this important topic. TIMESTAMPS: 0:33 – Meet Julie Kovacevich 1:58 – How to qualify ...
Ep 20: All About the Self-Storage Real Estate Market
Cornerstone Retirement Blueprint Podcast - May 13, 2022 09:00 - 19 minutesAt Cornerstone, we have a lot of different services to help clients with investing. Today we’re talking about investment planning and the self-storage real estate market. Our guest is Rigo Medina, Senior Regional Vice President at Pacific Oak Capital Markets. TIMESTAMPS: 2:40 – Rigo’s bac...
Ep 19: Common Misconceptions About Long-Term Care
Cornerstone Retirement Blueprint Podcast - April 21, 2022 09:00 - 27 minutesWe get so many questions from clients about long-term care options we decided to have a long-term care expert on today’s show. She’ll share some common misconceptions and what you need to know about your future care plans. TIMESTAMPS: 1:33 – It won’t happen to me 4:18 – My family will ...
Ep 18: How an IRA Trust Trilogy Can Benefit Your Family
Cornerstone Retirement Blueprint Podcast - April 07, 2022 09:00 - 19 minutesIf you want more of your hard-earned money to go into your family’s pockets instead of to the IRS, today’s show is for you. We’ll explain why you should try an IRA Trust Trilogy. TIMESTAMPS: 0:28 – IRA trust trilogy 1:45 – Stretch IRAs 3:46 – SECURE Act 4:55 – Three trusts 6:26 –...
Ep 17: Is a Charitable Remainder Trust Right for You?
Cornerstone Retirement Blueprint Podcast - March 17, 2022 10:00 - 24 minutesToday we’re talking about a topic that clients ask us about a lot – what is a charitable remainder trust? How does it work? How can it benefit you? We’ll share the answers in today’s show. TIMESTAMPS: 0:41 – What is a charitable remainder trust? 2:25 – Difference between donor-advised...
Ep 16: Have You Used This Charitable Planning Technique?
Cornerstone Retirement Blueprint Podcast - March 03, 2022 10:00 - 18 minutesToday we’re talking about a donor-advised fund. Find out how this niche charitable planning technique has helped some of our clients and could help you, too. TIMESTAMPS: 1:27 – Donor-advised fund 4:15 – Bunching 7:42 – Why use this technique 8:40 – Super bunching 10:30 – Growt...
Ep 15: Estate Planning Expert Explains Wills vs. Trusts and More
Cornerstone Retirement Blueprint Podcast - February 10, 2022 10:00 - 19 minutesWhat is the difference between a will and a trust? Find out on the difference on today’s episode as well as the importance of an estate planning attorney. TIMESTAMPS: 0:35 – Meet Jeremy 2:06 – Focusing on estate planning 2:55 – Will vs. trust 4:00 – Levels of probate 5:21 – Higher...
Ep 14: Investment Expert Says to Hunker Down in 2022
Cornerstone Retirement Blueprint Podcast - February 03, 2022 10:00 - 28 minutesToday, we’re joined by one of our core partners, Tony Parish, who is the chief investment officer for Alphastar Capital Management. Hear his thoughts on investing in 2022 and why he suggests hunkering down. TIMESTAMPS: 1:00 – Outlook for 2022 5:02 – Interest rates and inflation 7:07 –...
Ep 13: 'Paychecks and Playchecks' Author Shares Top Retirement Tips
Cornerstone Retirement Blueprint Podcast - July 16, 2021 20:51 - 28 minutesEconomist, author, and retirement expert Tom Hegna joins us to share his expertise on handling finances and preparing for retirement. Find out how he helps people solve complex financial problems using easy-to-understand words. Read more and get additional financial resources here: https:...
Ep 12: Are You Ready to Retire?
Cornerstone Retirement Blueprint Podcast - June 29, 2020 14:52 - 18 minutesThe goal for all of us is to be able to retire at some point, but how do you know when you’re ready? Let’s take away some of that worry and concern by sharing the different types of people we work with and what it takes to get them to retirement. Show Notes, Contact & Resources: https://www....
Ep 11: Annuities – What You Really Need to Know
Cornerstone Retirement Blueprint Podcast - June 29, 2020 14:51 - 27 minutesThere’s a lot of confusion out there about annuities, probably because there are different types of annuities that do different things. So we’ll give you each of these types of annuities, you explain how they work and how they might be used in someone’s financial plan… Show Notes, Contact & Re...
Ep 10: Busting the Biggest Social Security Myths
Cornerstone Retirement Blueprint Podcast - June 29, 2020 14:51 - 17 minutesSocial Security isn’t a topic that clients are well-versed in when we first meet them, but it’s a critical component to the income planning portion of your retirement. Many factors weigh into the claiming strategy and we want to clear up many of the common misbeliefs that are out there. Show N...
Ep 9: The Importance of the Financial Red Zone
Cornerstone Retirement Blueprint Podcast - June 29, 2020 14:50 - 21 minutesRetirement planning is much like football. The closer you get to the endzone, the more important the strategy becomes. Let’s take a look at these crucial planning years and talk about what you need to be doing to avoid a critical turnover. Show Notes, Contact & Resources: https://www.corners...
Ep 8: Understanding the 3 Worlds of Money
Cornerstone Retirement Blueprint Podcast - June 29, 2020 14:49 - 19 minutesWhen it comes to investing, there are three primary places to contribute your money based on your goals and your risk tolerance. We call these the three worlds of money and today we’ll break down each of them for you. Show Notes, Contact & Resources: https://www.cornerstonevegas.com/cornerst...
Ep 7: How to Find the Right Financial Advisor
Cornerstone Retirement Blueprint Podcast - June 29, 2020 14:48 - 21 minutesThe relationship with a financial advisor is one that you need to feel comfortable with and have trust in. How do you find the right person? A lot of people can do a good job for you but we’ll explain the qualities and characteristics you absolutely need from an advisor. Show Notes, Contact & ...
Ep 6: The Five Pillars – Legacy Planning
Cornerstone Retirement Blueprint Podcast - June 29, 2020 14:46 - 20 minutesOur Cornerstone Retirement Blueprint Process is focused around 5 key pillars of retirement planning designed to help our clients achieve the retirement they have always dreamed of. On this episode, we’ll explain the fifth and final pillar in our process: legacy planning. Show Notes, Contact & ...
Ep 5: The Five Pillars – Health Care Planning
Cornerstone Retirement Blueprint Podcast - June 29, 2020 14:44 - 18 minutesOur Cornerstone Retirement Blueprint Process is focused around 5 key pillars of retirement planning designed to help our clients achieve the retirement they have always dreamed of. On this episode, we’ll explain the fourth pillar in our process: healthcare planning. Show Notes, Contact & Resou...
Ep 4: The Five Pillars – Tax Planning
Cornerstone Retirement Blueprint Podcast - June 27, 2020 17:02 - 23 minutesOur Cornerstone Retirement Blueprint Process is focused around 5 key pillars of retirement planning designed to help our clients achieve the retirement they have always dreamed of. This episode is all about taxes and how we work with clients to reduce their tax liabilities in retirement. Show ...
Ep 3: The Five Pillars – Investment Planning
Cornerstone Retirement Blueprint Podcast - June 27, 2020 16:53 - 28 minutesOur Cornerstone Retirement Blueprint Process is focused around 5 key pillars of retirement planning designed to help our clients achieve the retirement they have always dreamed of. On this episode, we’ll explain the second pillar in our process: investment planning. What can you do with the rema...
Ep 2: The Five Pillars – Income Planning
Cornerstone Retirement Blueprint Podcast - June 27, 2020 16:34 - 21 minutesOur Cornerstone Retirement Blueprint Process is focused around 5 key pillars of retirement planning designed to help our clients achieve the retirement they have always dreamed of. On this episode, we’re going to elaborate on the income planning process, which is a top priority for your retireme...
Ep 1: Who is Cornerstone & What’s Our Mission
Cornerstone Retirement Blueprint Podcast - May 28, 2020 22:10 - 21 minutesAfter years of radio, the Cornerstone Vegas team is joining the podcasting world. Before we get rolling on financial planning conversations, we want to introduce everyone to our business, our history, and our goals for the show. Show Notes, Contact & Resources: https://www.cornerstonevegas.c...
Ep 1: Get To Know The Cornerstone Wealth Management Team
Cornerstone Retirement Blueprint Podcast - May 28, 2020 22:10 - 20 minutesOn the inaugural episode of the Cornerstone Retirement Blueprint Podcast we'll get to know the co-founders of Cornerstone Wealth Management, Jammie Avila and Kyle Kirwan.
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