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WOW Me! – Women on Wealth Management Education

Everything you wanted to know about financial planning but were afraid to ask! The all-women team at Keystone Capital Management Group wants to empower you to lay the foundation to your financial success. The best time to start preparing for your retirement is NOW! So . . . What's Your Question? If you don't ask, you'll never know!! Email us at team@keystonegroupaz.com and we'll answer it on an upcoming show..
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Last Episode Date: 2 May 2024

Total Episodes: 59

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2 May 2024
LinkedIn Strategies

25 quick minutes on important facts and things to know about LinkedIn including: How to leverage the capabilities of LinkedIn Understand how to0 get better referrals and introductions from existing LinkedIn connections Ho to expand your presence and brand (personal or p...

32 min
5 April 2024
Social Security Benefits 2024

25 Quick Minutes on Important Facts and Things to know about SOCIAL SECURITY BENEFITS including: When to file for your social security benefits. Why it is important to establish an online account with the Social Security Administration. Clarification on spousal benefit...

33 min
8 March 2024
How to be Scam Resistant

25 Quick Minutes on Important Facts and Things to know about Scams including: Anatomy of a Scam Scam Statistics AZ and US Scam Protection Tips and Tools P resented by Joyce Petrowski, R.O.S.E. Founder

44 min
4 January 2024
Your Autopsy Questions Answered

25 Quick Minutes on Important Facts and Things to know about AUTOPSIES including: What is a Postmortem Exam? What Determines if an Autopsy is necessary? Can I Request an Autopsy? Answers to other Frequently Asked Questions Presented by Sean Thompson, Funeral Direct...

32 min
3 November 2023
Trusts - Why or Why Not?

25 Quick Minutes on Important Facts and Things to know about TRUSTS including: The difference between Revocable and Irrevocable Trusts Why even though a Trust is great, it may be too much for some people (think trust funding) Pour Over Will – what it is and what it ...

33 min
5 October 2023
Ed Slott IRA Insights

25 Quick Minutes on Important Facts and Things to know about a Donor-Advised Fund including: Mandatory ROTH Catch-Up Rule Beneficiary Payout Rules Little Known Nuances of IRA Account Rules Presented by Kim Dyer, Financial Planner and Ed Slott Seminar Attendee

31 min
7 September 2023
Growing Your Legacy with a Donor Advised Fund

25 Quick Minutes on Important Facts and Things to know about a Donor-Advised Fund including: What is a Donor-Advised Fund? The Benefits of a Donor-Advised Fund How a Donor-Advised Fund Works Presented by Eugene Choi, Dunham Investment Firm

25 min
3 August 2023
Should I Take a Life Settlement?

25 Quick Minutes on Important Facts and Things to know about Life Insurance Policies including: What is a Life Settlement? How it Started vs How’s it Going? Reasons to Consider Selling Your Life Policy Does Your Policy Qualify? Presented by Dan Brown, Abacus Life ...

19 min
1 June 2023
Estate Planning 101

25 Quick Minutes on Important Facts and Things to know about Estate Planning including: The Importance of having an Estate Plan Where to Start to Create Your Estate Plan Available Estate Planning Resources Presented by Jodi Vosika, Legal Assistant

48 min
4 May 2023
Should I Pre-Plan My Own Funeral?

25 Quick Minutes on Important Facts and Things to know about Funeral Services including: Pre-Fund, Pre-Plan, Pre-Arrange – What’s the Difference? Reasons Why to Pre-Plan in Advance 3 Steps to Pre-Planning Presented by Sean Thompson, Funeral Director

26 min
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