Monthly Archives: June 2021

Sequence of Returns for Retirees – with Frederick Pratt Sr and Fred Pratt Jr

Estate Planning, Family, Family Finance, Finance, Financial Advisor, Uncategorized, , , , , ,

Dedicated to providing investment solutions and strategic wealth planning that is right for you!  

In this episode of the SimplyAdvised podcast, we speak with Wealth Harvest Group’s Fredrick Pratt Sr, MFA, RWM and Frederick Jr, CFP®, CLU about the importance of understanding your clients, their collective philosophy, and the concept of sequence of returns with retirees.

In this episode, you will learn:

  • Their path to becoming professionals in the financial services industry
  • What differentiates them as financial advisors, accompanied by a brief introduction to the team
  • The client process and their ideal client
  • About the sequence of returns with retirees
  • And more.

Listen in to learn more about their approach to assisting families and businesses in accumulating, growing, and harvesting wealth in a tax-efficient manner.

Resources: Fredrick Pratt Jr.: (613) 829-7874 Ext. 217 | Frederick Pratt Sr.: (613) 829-7874 Ext. 292 | Wealth Harvest Group | Wealth Harvest Group Facebook | How to Adult Ottawa  | Wealth Harvest Group Twitter

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Taxation in Retirement Made Simple with Frank Marano

Estate Planning, Family, Family Finance, Finance, Financial Advisor, Uncategorized, , , , , , , ,

Do you know what taxes you will owe in retirement?

In this episode of the SimplyAdvised Podcast, we speak with Frank Marano, licenced fiduciary financial advisor at Marano Consulting on the significance of taxation in retirement. As well as real-life client experiences, warning signs, and pitfalls you don’t want to overlook!

Frank Marano discusses: 

  • What he does for his clients and what makes him a unique financial advisor
  • Why tax planning is so important
  • Taxation laws you should be aware of
  • How Social Security is taxed
  • What happens when you lose a spouse
  • And more

Resources: 

Connect With Frank Marano:

About Our Guest: 

Frank Marano, is a licensed fiduciary financial advisor at Marano Consulting, and has helped individuals and businesses prepare for success for over 25 years, his advice has appeared on CNNMoney.com, Forbes, and Money.com. He provides clients with experience and solid knowledge to help put them on the path toward financial independence.

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The Fundamentals of Developing a Successful Financial Plan With Thomas Southard

Estate Planning, Family, Family Finance, Finance, Financial Advisor, Uncategorized, , , , , , , , , , , ,

Life happens so fast; it’s relatively simple at first, but as we go through various life-stages we rarely pause and make the adjustments necessary for the future. By planning, clients can become more confident and seek solutions to help them achieve their desired outcomes.

In this episode, we speak with Tom Southard, CRC, a financial professional with Thrive Wealth Solutions, on the significance of creating a successful financial plan that may work through various life stages to help you create confidence in accomplishing your life-fulfilling goals!

Tom discusses: 

  • His ideal client, and how he helps them accomplish their overall life-fulfilling goals
  • Why risk minimization and mitigation are so important 
  • The different aspects of planning
  • How he incorporates his client’s goals and dreams into the plan itself
  • Long-term care expenses
  • And more

Resources: 

Connect With Thomas Southard: 

About Our Guest:  

Tom Southard: Tom is a financial professional, CRC, at Thrive Wealth Solutions in San Jose, California. His 30+ years of expertise in the tech industry enables him to add substantial value to his clients through easily relating to their needs and goals.

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