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The Lantz Financial Team dives into multiple aspects of financial planning and investments. The Lantz Team provides informative and applicable insights on topics appropriate for investors.
Investment advisory services provided by Lantz Financial, LLC, an SEC registered investment adviser. This podcast is only intended for clients and interested investors residing in states in which we are registered to provide investment advisory services or exempt from registration. Please contact us to determine if the firm provides investment advisory services in the state where you reside. All content on this podcast is for informational purposes only and should not be considered investment advice. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another party’s informational accuracy or completeness. Neither Lantz Financial, LLC nor its representatives provide tax or legal advice, and nothing herein should be construed as such. Always consult with your tax advisor or attorney regarding your specific circumstances.
| Episode | Date |
|---|---|
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Let's talk ETFs!
|
Mar 24, 2026 |
|
What's new about taxes in 2026?
|
Jan 25, 2026 |
|
The Road to Homeownership
|
Dec 10, 2025 |
|
What role can a corporate trustee play in your estate plan?
|
Nov 19, 2025 |
|
What to Know for Open Enrollment Season
|
Oct 27, 2025 |
|
Mental Health, Stigmas, and financial worries with Nick O'Kelly
|
Oct 12, 2025 |
|
Spending time in the Market vs timing it
|
Sep 18, 2025 |
|
RMDs are Coming: Strategies to Minimize Your Tax Hit
|
Aug 05, 2025 |
|
Psychology of Investing
|
Jun 17, 2025 |
|
Health and Wealth with Dr. Anthony Balduzzi
|
Mar 06, 2025 |
|
Core Estate Documents
|
Jan 28, 2025 |
|
Intro to Estate Planning: What it is and Why it's Important
|
Jan 21, 2025 |
|
Market Update with Confluence
|
Oct 24, 2024 |
|
Cybersecurity
|
Oct 01, 2024 |
|
International Investing with Federated Hermes
|
Aug 10, 2024 |
|
Tax Planning 2.0
|
Jul 25, 2024 |
|
Growth Investing with Winslow Capital
|
Jul 17, 2024 |
|
Direct Indexing with Vanguard
|
Jun 05, 2024 |
|
The Lantz Team's Technology Stack
|
Oct 27, 2023 |
|
Tax Efficient Investing
|
Jun 28, 2023 |
|
Tax Planning
|
Jun 14, 2023 |
|
Final Steps of The Lantz Way Process
|
Jan 30, 2023 |
|
The Lantz Way: Psychological Aspects of Retirement Planning
|
Jan 09, 2023 |
|
Intro to The Lantz Way
|
Dec 22, 2022 |