Lake Hills Wealth Management Founders Jack Marino Jr. & Jason Clevlen discuss social security retirement benefit options and some of the factors listeners may want to consider when making their selection. Contact Lake Hills Wealth Management today for any questions or to obtain a complimentary review to determine if any of the discussed strategies make sense for you and your financial plan.

Profits to Wealth

36: Social Security: Take it Early, or Wait?

Lake Hills Wealth Management Founders Jack Marino Jr. & Jason Clevlen discuss the proposed Joe Biden tax plan and some year-end income tax strategies that could possibly reduce your income taxes for 2020. Contact Lake Hills Wealth Management today for a complimentary review to determine if any of the discussed strategies make sense for you.

35: The Biden Tax Plan & Year-End Tax Strategies

Lake Hills Wealth Management Founders Jack Marino Jr. & Jason Clevlen discuss their thoughts on portfolio construction for pre and post-retirement investors. Specifically, they discuss the 3-bucket approach and why investors need to reevaluate their current stock exposure, given the potentially rough road ahead for the bond market.  Contact Lake Hills Wealth Management today for a complimentary review to determine what your investment allocation should look like, given the current market conditions.

34: What Amount of Stock Should You Hold in Retirement?

Lake Hills Wealth Management Founders Jack Marino Jr. & Jason Clevlen discuss the massive stock market run-up from the March lows and what investors may want to consider now. They believe volatility may persist in the short-term, but they also lay out the many reasons why stocks can continue to rally over the next several years. Contact Lake Hills Wealth Management today for a complimentary review to determine what your investment allocation should look like given the current market conditions.

33: With the Markets Near All-Time Highs, What’s Next?

Lake Hills Wealth Management Founders Jack Marino Jr. & Jason Clevlen discuss the benefits of a Roth IRA conversion. After all, tax rates are currently low, the U.S. debt levels are rapidly climbing, and so could future tax rates. Now is a great time to evaluate this powerful tax diversification strategy. Contact Lake Hills Wealth Management today for a complimentary review to determine if a Roth IRA may be appropriate for you.

32: Is a Roth IRA Conversion Right for You?

Lake Hills Wealth Management Founders Jack Marino Jr. & Jason Clevlen discuss how rising interest rates can affect your bond investments and what listeners can do to protect their portfolio. Contact Lake Hills Wealth Management today for a complimentary portfolio review to determine what your portfolio risks are and what changes are recommended.

31: How Rising Interest Rates Can Negatively Affect Your Portfolio

Lake Hills Wealth Management Founders Jack Marino Jr. & Jason Clevlen discuss two ways charitably inclined listeners can reduce their income taxes while helping charities near and dear to their hearts. Contact Lake Hills Wealth Management today to determine if one of these tax-saving strategies makes sense for you and your financial plan. 

30: Two Tax-Efficient Ways to Make Charitable Contributions in 2020

Lake Hills Wealth Management Founders Jack Marino Jr. & Jason Clevlen discuss the popular investment, Gold. Jack and Jason provide their opinion on why the precious metal has recently hit an all-time trading high, what’s driving it, and the risks of owning Gold investments in your portfolio. They also provide listeners with instructions on how to obtain a complimentary financial and portfolio review. Contact Lake Hills Wealth Management Today!

29: Gold is At An All-Time High. Is Now The Time To Buy?

Are You Ready to Create a "Work Optional" Lifestyle? Profits to Wealth is a weekly podcast hosted by and built for entrepreneurs. Jack Marino Jr. discusses business, money, and freedom. He shares his extensive, real-life experience as an entrepreneur and financial advisor, alongside other successful industry elites. Together, you will uncover the skills, tactics, and lessons learned from other high-performing entrepreneurs. As well as the experts who assist them in the pursuit of greatness.

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Profits to Wealth

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