Estate & Retirement Planning with Sam Hoss

About Estate & Retirement Planning with Sam Hoss

The goal of our program is to help our clients achieve what is most important to them by providing relevant information, tax planning strategies and asset management. As an independent financial firm, Sam Hoss and his team work for our clients rather than a large wire-house or bank with competing motives. Being independent helps eliminate any conflicts of interest, allowing us to put our clients and their investment goals first. We are committed to doing our best to implement financial strategies that will help you reach your goals. Since entering the financial services industry in 1985, Sam Hoss also known as” Sepehr Hosseini” has been committed to providing the highest quality of service and sound advice based upon thorough and timely research. Sam is an Independent Financial Advisor and wealth manager of his independently owned and operated Hoss Financial, Inc. Sam Hoss focuses on the needs of successful professionals, high net-worth individuals, business owners and retirees. Through consistent effort and a commitment to outstanding service he has built a solid client base and has expanded his business through referrals from satisfied clients. Sam focuses on estate, retirement and business planning. Honesty, empathy, hard work, a solid education and a passion to truly serve his clients are some of the principles Sam follows every day as the rule of ethical conduct. He is also the author of “Simple Strategies to Reduce Estate & Income Taxes”Extensive background and knowledge of the estate and retirement planning fields have allowed Sam to conduct numerous workshops on these topics. He is involved with many professional organizations including the International Association of Registered Financial Consultants and the Financial Planning Association. Sam has been honored with several awards, including the National Sales Achievement Award, qualification for the Presidents Conference with MetLife Securities, and Million Dollar Roundtable Life Member.Hoss Financial would be honored to have you consider joining over 300+ clients and be a part of our extended family! Hoss Financial will provide educational events to existing clients on an ongoing basis. Hoss Financial is ready to help you make intelligent decisions. We hope you choose to take the first step in getting your free assessment by calling us today. We have helped our clients with their financial concerns for over 30 years!

Publisher

Sam Hoss

Category

education

Language

en

Explicit

Yes

First episode

9 Aug 2021

Latest episode

1 Jul 2023

Latest episodes

65 episodes in the feed.

1. 

   1 Jul 2023

   The Game of Risk the Retirement Version

   On this week’s show we will have some fun with a very serious retirement topic. We all remember the game RISK, well we will put a retirement twist on it. Everybody is different and your retirement plan needs to be customized to you. We will also dive into understanding your investments and the role they will play in building lifetime income.  If you have any questions concerning your retirement call Hoss Financial 866-724-2653. Retirement, Planning, Plan, Savings, Save, Interest, 401K, Roth, IRA

2. 

   24 Jun 2023

   Secure Act 2.0 Means Big Changes to Retirement Saving

   More than 90 provisions in Secure Act 2.0 and they will impact retirement planning. We will discuss.  Many people delay starting their retirement planning. We discuss why that is happening. Also this week four tax strategies that will help you position yourself for retirement. If you have any questions about your retirement scenario call Sam Hoss 866-724-2653. Retirement, Taxes, Planning, Saving, IRA, Roth, 401K,

3. 

   17 Jun 2023

   Why it’s Important to meet with a Financial Advisor?

   On this week’s show we have a lot to discuss. It’s not uncommon for people to put off meeting with a financial advisor. We will go over some of the reasons people don’t and explain why you should. If you are less than 10 years away from retiring we have some strategies for you to consider. Retirement expenses can go up, but you can control it with careful planning. If you have any questions about retirement, how to get started with your planning or need a second opinion on what your current situation call Hoss Financial 205-997-2777. Retirement, Planning, Saving, 401K, IRA, TSP, Pension, Taxes, Healthcare,

Contact Estate & Retirement Planning with Sam Hoss

Guest appearances

Does not typically book guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.