Financial Strategies Institute

Episode 008 - Estate Planning with Mary Black

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 with York, Howell and Guymon about the importance of having a proper estate plan. Mary Black Biohttps://www.yorkhowell.com/our-people/mary-black/

Episode 007 - What You Should Know About Mortgage Rates

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 veteran to learn more about today's environment on mortgage interest rates. Financial Strategies InstituteSteVan Gates801-316-4100www.fsiplanners.comWest Ridge Financial Mike Larsen801-971-3956www.westridgefinancial.com

Episode 006 - Personal Touch Tuesday - SteVan Gates, CRPC

Today we interview SteVan Gates, CRPC about his personal life and dive a little deeper into who he is.   

Episode 005 - Baby Boomer's Guide to Medicare

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 ProfileSchedule a 15-Minute Phone Consultation Herederek@fsiplanners.com801-316-4100

Episode 004 - Retirement Considerations With SteVan Gates, CRPC

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. stevan@fsiplanners.com801-316-4100