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Haussmann Financial Podcast

Haussmann Financial Podcast

Hosted by Haussmann Financial

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Episodes

17

Latest episode

Jan 2025

Language

EN-US

About the show

Answering the Frequently Asked Questions we have received from our Clients over the last 30 years

Listen to episodes

15 recent
October 26, 202628 min

Navigating the Medicare System with Jill Takahashi

Are you making the most of your Medicare options? Understanding the different parts of Medicare can help you choose the right plan for you. Knowing when your election period is, working with a professional, and understanding how your financials affect your Medicare cost are all key factors to maximizing your Medicare benefits. There is no cost to working with a Medicare professional, so start today! Check out 7:22 to hear how to enroll in Medicare if you are not already collecting benefits. Click here to learn more about Haussmann Financial. This episode is hosted by Trudy Haussmann and Jill Takahashi. Trudy has been in the financial services industry since 1985, graduating from the University of California, Los Angeles, with degrees in economics and political science. She is a Certified Financial Planner™ (CFP®). As president of Haussmann Financial, Trudy focuses on asset allocation analysis, retirement planning, insurance, and investment advice, providing ethical guidance free of conflicts. She also educates clients on navigating financial challenges and designs plans to safeguard savings from future expenses like long-term medical care. Trudy is a member of the Financial Planning Association and conducts seminars on various financial planning topics. Jill is a licensed and trained independent insurance agent. She is certified with many top Medicare Advantage, Prescription Drug and Medicare Supplement insurance plan carriers. She represents most major companies with a Medicare contract and is qualified to answer any questions you may have. Jill provides services through Legacy Partners General Agency, LLC in Tustin, CA. Click here to work with Jill or contact her directly at (714) 478-7109 (TTY 711 M-SU, 8am-8pm) or email jill@livewellins.com . Visit our website www.haussmannfinancial.com if you would like to know more about Haussmann Financial or call us at (800)773-8700 to schedule an appointment with one of our advisors. Trudy Haussmann, CFP®, CA Insurance License #0756590 Trudy Haussmann, CFP® is a Registered Representative with, and securities and advisory services are offered through, LPL Financial, a registered investment advisor. Member FINRA/SIPC. Patrick Danly, Financial Advisor; CA Insurance License. #0F88078 Patrick Danly is a Financial Advisor with, and securities and advisory services offered through, LPL Financial, a registered investment advisor, member FINRA/SIPC.

January 17, 202524 min

529 Plans with Doug Lewis

Are you familiar with 529 Accounts and the tax benefits they can have? These accounts can be an effective wealth planning tool, but it's essential that you know how to use them properly. On this episode, we welcome guest Doug Lewis to help us know the most important information for 529 accounts. Check out 8:45 to hear the difference between parents owning a 529 account and grandparents owning a 529 account. Click here to learn more about Haussmann Financial. This episode is hosted by Trudy Haussmann. Trudy has been in the financial services industry since 1985, graduating from the University of California, Los Angeles, with degrees in economics and political science. She is a Certified Financial Planner™ (CFP®). As president of Haussmann Financial, Trudy focuses on asset allocation analysis, retirement planning, insurance, and investment advice, providing ethical guidance free of conflicts. She also educates clients on navigating financial challenges and designs plans to safeguard savings from future expenses like long-term medical care. Trudy is a member of the Financial Planning Association and conducts seminars on various financial planning topics. Visit our website www.haussmannfinancial.com if would like to know more about Haussmann Financial or call us at (800)773-8700 to schedule an appointment with one of our advisors. Trudy Haussmann, CFP®, CA Insurance License #0756590 Trudy Haussmann, CFP® is a Registered Representative with, and securities and advisory services are offered through, LPL Financial, a registered investment advisor. Member FINRA/SIPC. Patrick Danly, Financial Advisor; CA Insurance License. #0F88078 Patrick Danly is a Financial Advisor with, and securities and advisory services offered through, LPL Financial, a registered investment advisor, member FINRA/SIPC.

January 17, 20256 min

Living Trusts Part 2: Four Common Mistakes

What should you be careful of when creating a living trust? In this episode, Trudy is breaking down the four common mistakes people make when creating a living trust. If you missed it, check out the episode "Creating a Living Trust" to learn more about why a living trust is important before you tune into this episode about common mistakes. Check out 5:33 to hear the tax implications of a living trust and how to avoid making tax mistakes with your living trust. Click here to learn more about Haussmann Financial. This episode is hosted by Trudy Haussmann. Trudy has been in the financial services industry since 1985, graduating from the University of California, Los Angeles, with degrees in economics and political science. She is a Certified Financial Planner™ (CFP®). As president of Haussmann Financial, Trudy focuses on asset allocation analysis, retirement planning, insurance, and investment advice, providing ethical guidance free of conflicts. She also educates clients on navigating financial challenges and designs plans to safeguard savings from future expenses like long-term medical care. Trudy is a member of the Financial Planning Association and conducts seminars on various financial planning topics. Visit our website www.haussmannfinancial.com if you would like to know more about Haussmann Financial or call us at (800)773-8700 to schedule an appointment with one of our advisors. Trudy Haussmann, CFP®, CA Insurance License #0756590 Trudy Haussmann, CFP® is a Registered Representative with, and securities and advisory services are offered through, LPL Financial, a registered investment advisor. Member FINRA/SIPC. Patrick Danly, Financial Advisor; CA Insurance License. #0F88078 Patrick Danly is a Financial Advisor with, and securities and advisory services offered through, LPL Financial, a registered investment advisor, member FINRA/SIPC.

January 17, 20257 min

Living Trusts Part 1: Creating a Living Trust

Do you have a living trust? A living trust can protect your family in estate planning to avoid the probate process which can be slow and expensive. So, what is a living trust? In this episode Trudy is breaking down who creates the trust, who manages it and how it can support your loved ones when you're gone. Check out 3:56 to hear how a living trust can help support you if you are ever unable to manage it yourself and how Trudy's own mom was protected by a living trust when she was no longer able to write. Click here to learn more about Haussmann Financial. This episode is hosted by Trudy Haussmann. Trudy has been in the financial services industry since 1985, graduating from the University of California, Los Angeles, with degrees in economics and political science. She is a Certified Financial Planner™ (CFP®). As president of Haussmann Financial, Trudy focuses on asset allocation analysis, retirement planning, insurance, and investment advice, providing ethical guidance free of conflicts. She also educates clients on navigating financial challenges and designs plans to safeguard savings from future expenses like long-term medical care. Trudy is a member of the Financial Planning Association and conducts seminars on various financial planning topics. Visit our website www.haussmannfinancial.com if you would like to know more about Haussmann Financial or call us at (800)773-8700 to schedule an appointment with one of our advisors. Trudy Haussmann, CFP®, CA Insurance License #0756590 Trudy Haussmann, CFP® is a Registered Representative with, and securities and advisory services are offered through, LPL Financial, a registered investment advisor. Member FINRA/SIPC. Patrick Danly, Financial Advisor; CA Insurance License. #0F88078 Patrick Danly is a Financial Advisor with, and securities and advisory services offered through, LPL Financial, a registered investment advisor, member FINRA/SIPC.

January 17, 20259 min

What a Financial Advisor Can Do for You

What does a financial advisor do, anyway? In this episode, Pat is talking about the role of a Financial Advisor and what they can do for your family. With his life-time of sailing experience, Pat draws fun similarities to a financial advisor and a sailing navigator to help you understand why having a financial advisor might be the right choice for you and your family. Check out 4:35 to hear why flexibility is crucial in your financial planning. If you are looking for a financial advisor or want to learn more, contact Haussmann Financial here . Visit our website www.haussmannfinancial.com if you would like to know more about Haussmann Financial or call us at (800)773-8700 to schedule an appointment with one of our advisors. Patrick Danly, Financial Advisor; CA Insurance License. #0F88078 Patrick Danly is a Financial Advisor with, and securities and advisory services offered through, LPL Financial, a registered investment advisor, member FINRA/SIPC. Trudy Haussmann, CFP®, CA Insurance License #0756590 Trudy Haussmann, CFP® is a Registered Representative with, and securities and advisory services are offered through, LPL Financial, a registered investment advisor. Member FINRA/SIPC.

January 17, 20257 min

Planning for the Inevitable

What happens to all my things when I die? We can't escape the inevitable, and how we prepare for what happens when we die will majorly impact the experience of our friends and families when the time comes. There's a lot to sort out, so in this episode, we're talking about the planning options and ways that you can prepare now to make this process easier on your loved ones. Check out 4:00 to hear what a trust does and how it might help your family after you pass. Click here to learn more about Haussmann Financial. This episode is hosted by Trudy Haussmann. Trudy has been in the financial services industry since 1985, graduating from the University of California, Los Angeles, with degrees in economics and political science. She is a Certified Financial Planner™ (CFP®). As president of Haussmann Financial, Trudy focuses on asset allocation analysis, retirement planning, insurance, and investment advice, providing ethical guidance free of conflicts. She also educates clients on navigating financial challenges and designs plans to safeguard savings from future expenses like long-term medical care. Trudy is a member of the Financial Planning Association and conducts seminars on various financial planning topics. Visit our website www.haussmannfinancial.com if you would like to know more about Haussmann Financial or call us at (800)773-8700 to schedule an appointment with one of our advisors. Trudy Haussmann, CFP®, CA Insurance License #0756590 Trudy Haussmann, CFP® is a Registered Representative with, and securities and advisory services are offered through, LPL Financial, a registered investment advisor. Member FINRA/SIPC. Patrick Danly, Financial Advisor; CA Insurance License. #0F88078 Patrick Danly is a Financial Advisor with, and securities and advisory services offered through, LPL Financial, a registered investment advisor, member FINRA/SIPC.

January 17, 20257 min

Options for Long Term Care

Are you prepared for potential long term care needs? It is all too common that a loved one will grow old and need long term care. Do you know the options for your loved ones and yourself if this need should arise? In this episode, Trudy is taking you through the four basic categories that most long term care questions fall under: Levels of care, medicare, best ways to pay and terms and policies. Check out 6:17 to hear about the cost of home healthcare and the various options available for this unique type of care. Click here to learn more about Haussmann Financial. This episode is hosted by Trudy Haussmann. Trudy has been in the financial services industry since 1985, graduating from the University of California, Los Angeles, with degrees in economics and political science. She is a Certified Financial Planner™ (CFP®). As president of Haussmann Financial, Trudy focuses on asset allocation analysis, retirement planning, insurance, and investment advice, providing ethical guidance free of conflicts. She also educates clients on navigating financial challenges and designs plans to safeguard savings from future expenses like long-term medical care. Trudy is a member of the Financial Planning Association and conducts seminars on various financial planning topics. Visit our website www.haussmannfinancial.com if you would like to know more about Haussmann Financial or call us at (800)773-8700 to schedule an appointment with one of our advisors. Trudy Haussmann, CFP®, CA Insurance License #0756590 Trudy Haussmann, CFP® is a Registered Representative with, and securities and advisory services are offered through, LPL Financial, a registered investment advisor. Member FINRA/SIPC. Patrick Danly, Financial Advisor; CA Insurance License. #0F88078 Patrick Danly is a Financial Advisor with, and securities and advisory services offered through, LPL Financial, a registered investment advisor, member FINRA/SIPC.

June 9, 20238 min

Investing with Your Children

If you are looking for a financial advisor or want to learn more, contact Haussmann Financial here . Visit our website www.haussmannfinancial.com if you would like to know more about Haussmann Financial or call us at (800)773-8700 to schedule an appointment with one of our advisors. Patrick Danly, Financial Advisor; CA Insurance License. #0F88078 Patrick Danly is a Financial Advisor with, and securities and advisory services offered through, LPL Financial, a registered investment advisor, member FINRA/SIPC. Trudy Haussmann, CFP®, CA Insurance License #0756590 Trudy Haussmann, CFP® is a Registered Representative with, and securities and advisory services are offered through, LPL Financial, a registered investment advisor. Member FINRA/SIPC.

August 18, 20229 min

College Savings Accounts

Do you have children or grandchildren? Do you want to save for their college education? There are options when it comes to saving for your children or grandchildren's college expenses. In this episode, Trudy (who has 4 children in college right now!) is breaking down your options to help you decide how to start saving for coming college expenses. Check out 6:30 to hear Trudy's answer to many common questions, such as what happens to the account if your child doesn't go to college? Learn more about Haussmann Financial here . This episode is hosted by Trudy Haussmann. Trudy has been in the financial services industry since 1985, graduating from the University of California, Los Angeles, with degrees in economics and political science. She is a Certified Financial Planner™ (CFP®). As president of Haussmann Financial, Trudy focuses on asset allocation analysis, retirement planning, insurance, and investment advice, providing ethical guidance free of conflicts. She also educates clients on navigating financial challenges and designs plans to safeguard savings from future expenses like long-term medical care. Trudy is a member of the Financial Planning Association and conducts seminars on various financial planning topics. Visit our website www.haussmannfinancial.com if you would like to know more about Haussmann Financial or call us at (800)773-8700 to schedule an appointment with one of our advisors. Trudy Haussmann, CFP®, CA Insurance License #0756590 Trudy Haussmann, CFP® is a Registered Representative with, and securities and advisory services are offered through, LPL Financial, a registered investment advisor. Member FINRA/SIPC. Patrick Danly, Financial Advisor; CA Insurance License. #0F88078 Patrick Danly is a Financial Advisor with, and securities and advisory services offered through, LPL Financial, a registered investment advisor, member FINRA/SIPC.

July 28, 20226 min

Family Finance Meeting

Do you need to communicate financial information with your family members, but not sure where to start? In this episode, we're talking about the benefits of having a family meeting about your financial affairs. Sitting down with your financial advisor can set your family members up for financial success. Check out 2:54 to hear the story of Scott and Kris and how a family meeting with their financial advisor supported them through navigating aging parents and financial shifts. Learn more about Haussmann Financial here . This episode is hosted by Trudy Haussmann. Trudy has been in the financial services industry since 1985, graduating from the University of California, Los Angeles, with degrees in economics and political science. She is a Certified Financial Planner™ (CFP®). As president of Haussmann Financial, Trudy focuses on asset allocation analysis, retirement planning, insurance, and investment advice, providing ethical guidance free of conflicts. She also educates clients on navigating financial challenges and designs plans to safeguard savings from future expenses like long-term medical care. Trudy is a member of the Financial Planning Association and conducts seminars on various financial planning topics. Visit our website www.haussmannfinancial.com if you would like to know more about Haussmann Financial or call us at (800)773-8700 to schedule an appointment with one of our advisors. Trudy Haussmann, CFP®, CA Insurance License #0756590 Trudy Haussmann, CFP® is a Registered Representative with, and securities and advisory services are offered through, LPL Financial, a registered investment advisor. Member FINRA/SIPC. Patrick Danly, Financial Advisor; CA Insurance License. #0F88078 Patrick Danly is a Financial Advisor with, and securities and advisory services offered through, LPL Financial, a registered investment advisor, member FINRA/SIPC.

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