Contacts
Info
The "A Wing and a Plan" podcast was created to give you the option to listen to Alex and Josh's weekly blog posts. Whether you are on your morning commute,...
show more
The "A Wing and a Plan" podcast was created to give you the option to listen to Alex and Josh's weekly blog posts. Whether you are on your morning commute, busy on the job, or simply prefer listening to reading, we've got you covered!
Securities, advisory services offered through LPL, a registered investment advisor. Member finra.org, sipc.org. LPL Registered Representatives associated with this site may only discuss, transact business with residents of FL, IN, KY, MI, OH, and WI. Opinions voiced are for general info only & not intended as advice or recommendations for any individual. To determine appropriate investment(s) consult me prior to investing. All performance referenced is historical & no guarantee of future results. All indices are unmanaged & cannot be invested into directly.
show less
Securities, advisory services offered through LPL, a registered investment advisor. Member finra.org, sipc.org. LPL Registered Representatives associated with this site may only discuss, transact business with residents of FL, IN, KY, MI, OH, and WI. Opinions voiced are for general info only & not intended as advice or recommendations for any individual. To determine appropriate investment(s) consult me prior to investing. All performance referenced is historical & no guarantee of future results. All indices are unmanaged & cannot be invested into directly.
-
Innovations and Self-Funding in Healthcare (feat. Nathan Baar with HealthBar)
26 MAY 2023 · In today's episode, Alex is joined by Nathan Baar Founder and CEO of healthcare innovator HeatlhBar! Nathan talks about the role of HealthBar in our community and their mission to come alongside the existing infrastructure to fill a need in the marketplace. Nathan also talks about his own personal journey of self-funding his family's healthcare. https://healthbar.com/ https://www.linkedin.com/in/nathanbaar/ n.baar@healthbar.com17m 35s -
Recent Credit Score Myths and Mortgage Lending (feat. Sara Bos with United Bank)
19 MAY 2023 · In today's episode, Alex welcomes Sara Bos with United Bank to the show to discuss recent myths regarding credit scores and their relation to mortgages. Sara Bos: https://www.linkedin.com/in/sarabos/ https://www.facebook.com/profile.php?id=100087763503224 https://www.instagram.com/sarabosmortgage/ https://mymortgage.unitedbank4u.com/homehub/signup/sara.bos@unitedbank4u.com?from_mobile_share=true (616)886-1144 Sara.Bos@UnitedBank4u.com19m 59s -
Let's Talk About F.I.R.E. 🔥
12 MAY 2023 · What is the F.I.R.E. movement? Is retiring early attainable and what are some things to keep in mind? Blog: https://www.provisioretirement.com/blog/should-you-retire-early FREE Financial Planning: https://app.rightcapital.com/account/sign-up?referral=Bg-kTxezom4qMm-6IZxpBw&type=client Meet with us: https://www.provisioretirement.com/schedule-a-meeting-with-alex27m 1s -
What is an Employer Retirement Plan?
5 MAY 2023 · What exactly is a 401(k) plan? How about a SIMPLE or SEP IRA? What do any of those works and acronyms even mean?! On this week's episode Alex and Josh discuss the various types of employer sponsored retirement plans, how they are different, and things to watch out for. Blog Post: https://www.provisioretirement.com/blog/what-is-a-401k-plan Weekly emails: https://www.provisioretirement.com/subscribe-to-the-blog https://www.provisioretirement.com29m 44s -
Finding your UFOs w/ Alex and Josh Overbeek
28 APR 2023 · Welcome back to the "A Wing and a Plan Podcast" and our new format! In today's episode, Alex and Josh discuss unknown investments in your portfolio and what to watch out for. This discussion is based on Josh's blog post "Identify your UFOs". Read Blog: https://www.provisioretirement.com/blog/identify-your-ufos Subscribe to our weekly emails: https://www.provisioretirement.com/subscribe-to-the-blog Start your own financial plan for free!: https://app.rightcapital.com/account/sign-up?referral=Bg-kTxezom4qMm-6IZxpBw&type=client Schedule a meeting or video call with us: https://www.provisioretirement.com/schedule-a-meeting-with-alex19m 34s -
New Direction
17 APR 2023 · The podcast and changing things up with a new format coming April 28th, 2023!1m 43s -
What Happened to Silicon Valley Bank? | 3/21/2023
21 MAR 2023 · Many are confused that a bank that was recently heralded by television analysts for its bright future could fall so quickly. This is as good of an example as any as to why you shouldn’t believe everything you see on T.V.! This failure and subsequent failure scares also have the public scared that another 2008 type situation is about to rear its ugly head. While the painful memories of the crisis of 15 years ago are fresh in our minds, our current situation is not quite the same.5m 7s -
Pay Less to Uncle Sam | 3/14/2023
16 MAR 2023 · The more money you make, the more interested the IRS becomes, and the likelihood that you will owe taxes at the end of year instead of getting a return steadily rises. Although it is unlikely that you will ever be able to completely avoid taxes there are some ways to reduce the amount that you owe at the end of the year. Each option involves reducing your taxable income either by paying yourself or giving to others.7m 2s -
Social Security 101 | 3/8/2023
9 MAR 2023 · One of the greatest questions when you are planning for retirement is where is the income going to come from. When the salary and/or hourly wages come to a stop, where is the money coming in from. From a financial planning standpoint, this is one of the most important questions that we plan for. One source of retirement income that most have access to is Social Security. But how does Social Security work, when can you apply for, how much will you receive and how is it taxed? Social Security Administration Website: https://www.ssa.gov/myaccount/?gclid=Cj0KCQiApKagBhC1ARIsAFc7Mc4haMM8dACK_ct8h6fxIivluYOnJ3rMhNRurPG8dr5QsGbEB6_PbhoaAqsrEALw_wcB7m 59s -
Identify Your UFOs | 2/21/2023
22 FEB 2023 · Isn't it true that we often hold investments that we couldn't really identify their objective if we were asked? Maybe our investments are simply floating around with no set structure or purpose. We prefer our clients have identified all of their investments before investing in them. Do you know if you have unwanted visitors in your portfolio?6m 51s
The "A Wing and a Plan" podcast was created to give you the option to listen to Alex and Josh's weekly blog posts. Whether you are on your morning commute,...
show more
The "A Wing and a Plan" podcast was created to give you the option to listen to Alex and Josh's weekly blog posts. Whether you are on your morning commute, busy on the job, or simply prefer listening to reading, we've got you covered!
Securities, advisory services offered through LPL, a registered investment advisor. Member finra.org, sipc.org. LPL Registered Representatives associated with this site may only discuss, transact business with residents of FL, IN, KY, MI, OH, and WI. Opinions voiced are for general info only & not intended as advice or recommendations for any individual. To determine appropriate investment(s) consult me prior to investing. All performance referenced is historical & no guarantee of future results. All indices are unmanaged & cannot be invested into directly.
show less
Securities, advisory services offered through LPL, a registered investment advisor. Member finra.org, sipc.org. LPL Registered Representatives associated with this site may only discuss, transact business with residents of FL, IN, KY, MI, OH, and WI. Opinions voiced are for general info only & not intended as advice or recommendations for any individual. To determine appropriate investment(s) consult me prior to investing. All performance referenced is historical & no guarantee of future results. All indices are unmanaged & cannot be invested into directly.
Information
| Author | Provisio Retirement Partners |
| Categories | Investing |
| Website | www.provisioretirement.com |
| alex.overbeek@lpl.com |
Copyright 2024 - Spreaker Inc. an iHeartMedia Company
