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Integrated Wealth Perspectives

Integrated Wealth Perspectives

De : Saltmarsh Financial Advisors
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5,99 €/mois par la suite. Des conditions s’appliquent. Annulation mensuelle possible.
Most financial advice focuses on individual decisions. The reality? True wealth planning requires a broader perspective. Welcome to Integrated Wealth Perspectives, a podcast by Saltmarsh Financial Advisors, where we explore the intersection of investments, tax strategy, risk management, and long-term financial decision making. Each episode breaks down real-world questions and scenarios faced by individuals, families, and business owners, offering practical insights designed to help you grow, protect, and transition wealth with greater clarity and confidence. If you’re looking for a more integrated approach to wealth and finances, you’re in the right place.© 2026 Economie Politique et gouvernement
Épisodes
  • Turing Savings Into Paychecks: Wise Withdrawal Strategies for Retirees

    Turing Savings Into Paychecks: Wise Withdrawal Strategies for Retirees
    Oct 27 2026

    Retirement is about more than numbers—it’s about making smart decisions that fit your life. This episode covers the essentials: income strategies, portfolio choices, and the personal side of financial planning.

    Chapters
    • (00:00:02) - Introduction to Income Planning in Retirement
    • (00:02:24) - Psychology of Spending in Retirement
    • (00:03:38) - Risk Tolerance and Asset Allocation
    • (00:06:18) - Retirement Spending Patterns and the Spending Smile
    • (00:07:47) - Decline of Pension Plans
    • (00:10:32) - Dividend Yields and Portfolio Income
    • (00:11:12) - Withdrawal Strategies and the 4% Rule
    • (00:13:16) - Asset Location and Tax Strategies
    • (00:15:26) - Required Minimum Distributions and Roth Conversions
    • (00:17:32) - Qualified Charitable Donations and Mortgage Payoff Decisions
    • (00:20:15) - When to Take Social Security
    • (00:21:42) - Pension Survivorship and Planning Intersections
    • (00:22:23) - The Financial Planning Process: Getting to Know Clients
    • (00:23:58) - Setting Goals and Family Dynamics
    • (00:25:22) - Implementing the Plan and Probability of Success
    • (00:27:12) - Ongoing Review and Client Relationships
    • (00:28:55) - Sequence of Returns Risk
    • (00:31:10) - Closing Remarks and Contact Information
    • (00:32:22) - Disclaimer and Firm Information
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    34 min
  • Giving Value to Your Money, Why Women Need a Different Financial Plan

    Giving Value to Your Money, Why Women Need a Different Financial Plan
    Apr 28 2026

    This conversation focuses on the evolving role of women in wealth and why a more personalized approach to planning matters, highlighting the key factors that influence long-term financial confidence, clarity, and control.

    Featuring: Michael Hall, CFP®, Christina Doss, AAMS® & Sarah Horne, CFP®
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    39 min
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