Money Mondays

Money Mondays; Common Investing Strategies [AUDIO]
This week on Money Mondays I talked with Chris Wayne from Laraway Financial. The topic was Common Investing Strategies. The strategies include; Top-Down or Bottom Up, Fundamental or Technical, Strategic vs. Tactical, Contarian, and Dividend.
Money Mondays; Gifting [AUDIO]
This week on Money Mondays I talked with Steve Laraway from Laraway Financial. The topic was "Gifting Strategies". Steve discussed annual gifs, couples, gifting strategies, estate planning along with personal items and his philosophy.
Money Mondays; Uses of Life Insurance [AUDIO]
This week on our Money Mondays program I talked with James Schmitz from Laraway Financial. The topic was "Uses of Life Insurance in Small Businesses". Bullet points include; Prevent Liquidation, buy-sell agreements, key employees, obtain financing, cash accumulation, and recruitment.
Money Mondays; Money and Valentine’s Day [AUDIO]
Today on "Money Mondays" I talked with Steve Laraway from Laraway Financial about the discussion on Money on Valentine's Day. Steve suggested discussing the following; where documents are stored, beneficiary designations, retirement money and lifestyle, 401 Ks and IRAs,
Money Mondays; The Financial Planning Process [AUDIO]
This week on Money Mondays with James Schmitz from Laraway Financial we talked about the Financial Planning Process. The topic includes a look at each client's current situation, risk tolerance, retirement income needs, retirement budget projections,
Money Mondays; Wills and Trusts [AUDIO]
Steve Laraway from Laraway Financial stopped by for Money Mondays today. He talked about wills and trusts and the advantages of both and the need for both. He also explained what each one is meant to do.
Money Mondays; 2015 Review [AUDIO]
This week on Money Mondays I talked with Steve Laraway from Laraway Financial. The topic was a review of 2015. Steve discussed why 2015 was a bit bumpy financially. He discussed the best and worst performing sectors, the market and an outlook on 2016.

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