Kevin interviews Attorney Len Bittner, J.D. to discuss the fundamentals of trusts and the differences between revocable and irrevocable trusts, their common uses and some misunderstandings. Len shares some of the details of how he has used trusts to achieve desired outcomes for his clients over the decades.
Kevin interviews Attorney James W. Watkins, III, J.D., CFP®, AWMA® to discuss investment basics and the most common investments such as stocks, bonds, preferred stocks, exchange traded funds and mutual funds. Kevin and James also expose the various sales loads embedded in different mutual fund share classes, and how interest rates can affect bond prices.
Kevin interviews Henry Spil, CPA, CFP®, to discuss tax return identity theft, basic tax rates and principles, IRA required minimum distributions and how social security benefits may be affected. Henry also shares some helpful year-end tax tips.
Kevin interviews Attorney Len Bittner, J.D. to discuss probate, will basics, estate planning, powers of attorneys, and the intestacy rules in Georgia. Len uses his wealth of experience in the estate settling process to reveal some little known details and to give some real-world advice on what to do when your spouse dies.
Annuities are one of the most confusing investment products in existence mainly because there are four different kinds, yet all four are referred to as an “annuity”. Because of this, misunderstanding among the public is rampant. Kevin Meaders and Len Bittner interview fellow Magellan planner Dale Erridge and together they uncover the mysteries of annuities. The Magellan crew discusses the origin of annuities, the four different “kinds” of annuities, various ways annuities can help with life income, and some warning signs to look out for.
Kevin Meaders, Len Bittner and Dale Erridge explore the number one risk to a sound retirement plan -- a long-term care need either in or out of the home. The Magellan Crew discuss the five Activities of Daily Living (ADLs) and how these may or may not qualify one for long term care insurance or government programs. Kevin and the team talk about Medicare, Medicaid, traditional long-term care insurance, and the newer linked-benefit plans. They also cover the pros and cons of self-insuring.
Talk show host Jeff Davis interviews Len Bittner and Kevin Meaders about the benefits of holistic planning and the coordination of Legal, Financial and Tax Planning, including Social Security planning and multi-generational asset transfer. Jeff poses questions about the usefulness of trusts, long-term care insurance, estate planning, and planning for retirement income.