Tag Archives: Taxes

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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