The Lantz Financial Team

By The Lantz Team

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Category: Investing

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Episodes: 24

Description

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
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