M&I Wealth Managment Spotlight PodcastAdvantages of Roth IRAs - OctoberKurt Mueller, relationship manager for M&I Wealth Management in Appleton, Wisconsin, discusses the tax diversification and estate planning advantages of Roth IRA's for high income earners. Read more » Download PodcastAsset Protection Planning - SeptemberJoe Schlidt, regional manager for M&I Wealth Management in southeast Wisconsin, explains the basics about asset protection planning to minimize exposure to potential lawsuits or claims by creditors. Read more » Download PodcastWhat lower interest rates mean for you - MayLina Cicero, private banker for M&I Wealth Management in southeast Wisconsin, discusses the impact of the Federal Reserve’s interest rate cuts on borrowers and savers, and including leveraging equity-linked certificates of deposit as a saving strategy. Read more » Download PodcastMaximizing Your Charitable Giving #2 - MarchTim Aik, relationship manager for M&I Wealth Management in southeast Wisconsin, explains the most efficient and effective assets to donate to charity, and provides ideas on structuring your donation to maximize the tax benefits. Read more » Download PodcastMaximizing Your Charitable Giving #1-MarchTim Aik, relationship manager for M&I Wealth Management in southeast Wisconsin, explains the most efficient and effective assets to donate to charity, and provides ideas on structuring your donation to maximize the tax benefits. Read more » Download PodcastExpiration of Wisconsin’s Estate Tax – DecemberBob Ellis, relationship manager for M&I Wealth Management in northeast Wisconsin, discusses the expiration of the Wisconsin estate tax and the impact on a client's current estate plan documents. Read more » Download PodcastTax Deferred Exchanges - NovemberJoe Schlidt, regional manager for M&I Wealth Management in southeast Wisconsin, explains the basics about tax deferred exchanges and shares an example of using a tax deferred exchange with investment property. Read more » Download PodcastDo You Need to be a Millionaire to Retire?-OctoberTo have enough money to last a retirement of 30 years, experts recommend saving $1 million. BJ Grassmann, vice president with M&I Wealth Management, discusses planning and saving strategies for a successful retirement. Read more » Download PodcastChoosing Florida or Arizona as Your Domicile- SeptemberDo you own a second home in Florida or Arizona? Victor Schultz, vice president and senior trust counsel for M&I Wealth Management discusses the potential advantages that can come with choosing your permanent residence or domicile. Read more » Download PodcastChoosing A Financial Advisor- AugustMark Fenlon, manager of the northeast Wisconsin region for M&I Wealth Management, discusses how to determine if you have the right financial advisor, and offers tips for choosing a financial advisor. Read more » Download PodcastPart 3: Silent erosion: How to handle today’s biggest risks to your wealth - JuneSteadily rising costs can make education a significant event even for affluent families. In the final part of this three part series, Jennifer Ridley-Hanson, relationship manager for M&I Wealth Management in Madison, discusses several tax-efficient ways that families can pay for education costs. Read more » Download PodcastPart 2: Silent erosion: How to handle today’s biggest risks to your wealth - MayHealthcare costs are both the greatest and most unpredictable threat to your wealth. In part two of this three part series, Greg Schroeder, senior financial advisor for M&I Wealth Management in Watertown, offers insight on how to effectively manage this risk with careful planning and judicious use of insurance and tax-favored savings vehicles in consultation with your financial advisor. Read more » Download PodcastPart 1: Silent erosion: How to handle today’s biggest risks to your wealth - AprilTaxes – they exist in multiple forms – and can pose a major drain to a person’s wealth. In part one of this three part series, Mike Hodan, wealth management consultant for M&I Wealth Management in Milwaukee, offers insight on dealing with tax issues that particularly affect wealthy families, including the Alternative Minimum Tax (AMT), estate tax, and capital gains tax on stock options. Read more » Download PodcastThe Importance of Tax-Efficient Investing - MarchBob Zellers, portfolio manager for M&I Wealth Management in Madison, explains the concept of tax-efficient investing. Bob shares common factors that prevent investors from applying tax-efficient strategies, and offers three steps that investors can take to incorporate tax efficiency into their investment programs. Read more » Download PodcastRetirement savings and income planning strategies - FebruarySteve Cremer, portfolio manager for M&I Wealth Management in Milwaukee, discusses trends that are altering retirement savings and investment strategies. Steve also discusses the importance of retirement income planning to ensure an individual does not outlive his or her assets. Read more » Download Podcast |
|
