Financial Strategies Institute
David GatesFinancial strategies designed for a successful retirement plan. Learn the many tips and tricks for a successful retirement from financial advisors with over 90 years of proven experience. Planners are Registered Representatives of and offer securities through Securities America, Inc., member FINRA/ SIPC. Advisory services offered through Securities America Advisors, Inc., an SEC Registered Investm... more
| Publishes | Weekly | Episodes | 8 | Founded | 6 years ago |
|---|---|---|---|---|---|
| Categories | BusinessInvesting | ||||
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Latest Episodes
York, Howell and Guymon have been our go to estate planning firm for many years. They have always provided our clients with the sound estate plans needed in retirement planning. We will be chatting with Mary Black today who is an Associate Attorney... more
In this episode we sit down with Mike Larsen, owner of West Ridge Financial, to learn about current interest rates and what you may want to think about when looking at getting into a mortgage.
Join us as we learn from this 22 year experienced vetera... more
Today we interview SteVan Gates, CRPC about his personal life and dive a little deeper into who he is.
On todays show we invited Derek D. Bohne, CLU®, ChFC® to discuss some basics on Medicare planning and some "How To's" when it comes time for you to apply for your own medicare benefits.
Derek Bohne's Profile
Schedule a 15-Minute Phone Consultation ... more
Join us as SteVan Gates discussed the impact that the markets might have on your income streams in retirement and how one might approach retirement in a different way.
801-316-4100
Join in as we look at 3 tips for managing stress levels in retirement!
Claiming a spousal benefit in retirement is a GAME CHANGER however, if you relate to 50% of our nation and have gone through a divorce you might be wondering how Social Security can still benefit you with a spousal benefit. Well, thankfully you have... more
There are over 500 ways to claim your social security benefits! That leaves a lot of room for error and a lot of money possibly left on the table. In this quick tip for retirees we are going to explore spousal benefits and how they will impact your... more
Key Facts
Reviews
- My new favorite resource for financial planning
Stumbled across this podcast and was pleasantly surprised by how helpful it was. David’s advice is practical and very accessible. It would be helpful no matter how much you do or don’t know about finances and retirement planning. A great resource no matter your age or life situation. The length of the episodes is great too.
Apple Podcasts5laurenolsen95
United States6 years ago - Very informative
You can just tell this guy knows what he’s talking about.
Apple Podcasts5thisappstunkUnited States6 years ago
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Audience Metrics
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Financial Strategies Institute launched 6 years ago and published 8 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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