Month: September 2023
Do You Need a CFO for Your Personal Life? With Rachel Rasmussen, MBA, CFA, CDFA®, and Nick Roth, CFP®

Do You Need a CFO for Your Personal Life? With Rachel Rasmussen, MBA, CFA, CDFA®, and Nick Roth, CFP®

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When it comes to our day-to-day lives, delegating certain responsibilities can actually free up our mental space, giving us time to focus on what we do best.

In this episode, Rachel Rasmussen, MBA, CFA, CDFA®, and Nick Roth, CFP®, discuss the concept of having a Chief Financial Officer (CFO) for your personal life. They explain the benefits of having a CFO-like advisor who can provide information and insights to help you make informed decisions about your finances. There is great value in having a team of professionals, including financial planners, investment managers, insurance agents, and estate planning attorneys, to provide specialized expertise and support. 

Nick and Rachel share more about:

  • The importance of staying updated on financial regulations, investment opportunities, and retirement plans
  • Saving time, relieving stress, and making the right decisions with a CFO-like advisor
  • Making good financial decisions and maximizing opportunities while minimizing mistakes
  • Benefits of delegating certain aspects of life to experts
  • And more

 

Connect With Nick and Rachel:

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How Could I Benefit from Working with an Advisor that Does Tax Planning? With Zach Binzer, CFP®

How Could I Benefit from Working with an Advisor that Does Tax Planning? With Zach Binzer, CFP®

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You’re likely familiar with the idea that for every action, there’s a corresponding reaction. This concept rings true in financial planning as well. With nearly every financial decision you make, there aretax consequences waiting in the wings.

In this episode, Zach Binzer, CFP®, discusses the nuances associated with different investment account types and how tax considerations vary from one to the next. He also explains how the long term planning a financial advisor can provide can help you understand how today’s decisions may impact your tax situation 10, 20, or 30 years from now! 

Zach shares more about:

  • The importance of account diversity 
  • Insights into  tax-efficient estate planning approaches
  • The impact of taxes on Medicare premiums and Social Security benefits
  • The essential part CPAs can play in proficient tax planning
  • And more

 

Connect With Zach:

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How Can I Select A Medicare Plan That is Right For Me? With Dave Nienaber, MBA, CPA, CFP(R) and special guest, Marisa O’Neill of RetireMed

How Can I Select A Medicare Plan That is Right For Me? With Dave Nienaber, MBA, CPA, CFP(R) and special guest, Marisa O’Neill of RetireMed

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You’ve seen the ads on TV and in your mailbox, but what really are the important things to know before you choose a Medicare plan? And what are the differences between Part A, B, and D? 

In this episode of the Foster & Motley podcast about Wealth & Life, Dave Nienaber is joined by Marisa O’Neill, CEO of Retire Med to explain. Marisa shares the differences and details about the different parts of Medicare, emphasizing the importance of planning and working with an agent to make sure you understand your options and get the right plan for you. Dave and Marisa cover the timing for Medicare coverage whether you are approaching 65, over 65, or under 65 but in need of coverage. 

Marisa shares more about:

  • Annual enrollment period for Medicare 
  • The role of agents when it comes to Medicare plans
  • Benefits of working with an agent for ongoing personalized assistance
  • Why couples may select different plans
  • And more

Connect With David and Marissa:

About Our Guest:

Marisa O’Neill is the CEO of RetireMed, one of the Midwest’s largest advisors in Medicare plan selection, having provided support to more than 50,000 individuals. RetireMed was named One of The Best Places to Work by the Dayton Business Journal. RetireMed’s Clients include: 

  • Akron General Medical Center
  • Cincinnati Bell
  • Cincinnati Financial
  • Cintas
  • Dayton Children’s Hospital
  • Formica
  • Indianapolis International Airport
  • Kettering Health
  • Southern Ohio Medical Center
  • Reynolds & Reynolds
  • TriHealth
  • UC Health
  • UFCW
  • University of Dayton

In her previous role as Chief Growth Officer for RetireMed, Marisa oversaw the transition of thousands of retirees from Employer Group Retiree Insurance to Individual Medicare plans for organizations such as Formica, Cincinnati Bell, Archdiocese of Cincinnati, University Hospital – Cleveland, and AK Steel. 

In addition, Ms. O’Neill is the Board Chair of the Alzheimer’s Association of Cincinnati. With more than two decades of experience in the Medicare industry, Ms. O’Neill has spoken for and been interviewed by: 

  • Dayton Business Journal 
  • Cincinnati Enquirer
  • WKRC Cincinnati
  • Alzheimer’s Association of Cincinnati 
  • Alzheimer’s Association National Summit 
  • Greater Cincinnati HR Association
  • Bluegrass Estate Planning council
  • Employer’s Resource Association

Marisa is a graduate of Saint Louis University where she was a member of the swim team. Continuing her love of sports, she spends weekends in the summer water skiing in Tennessee. She lives with her husband, Andrew (an inspiring barbeque pit-master) and three boys in Cincinnati, Ohio.

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