Hightower Bethesda helps clients optimize their wealth, protect their hard-earned legacies and pursue their passions.
Everything Money
Claim This Podcastby Stephen Rosen and Leah Jones
23 episodes
Updated Daily
Accepts GuestsHas Sponsors
Podcast Overview
Hightower Bethesda helps clients optimize their wealth, protect their hard-earned legacies and pursue their passions.
Language
🇺🇲
Publishing Since
4/18/2020
1 verified contact email on file for Everything Money
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Recent Episodes
September 23, 2021
Military Divorce with Kate Reese
In this episode, Leah Jones, Director of Financial Planning for Hightower Bethesda, speaks with Kate Reese about military divorce, addressing anyone who is considering or going through a divorce that includes someone who is or has been a member of the military. They discuss things to consider such as the documents and resources you’ll need to collect and how to approach the division of assets. “You just pick your battles. Run the numbers and see what the numbers look like… It’s just a choice that you have to make. Just need to be informed and it’s got to have the tax component considered.” -Kate Reese [28:59] What You Will Learn: [00:39] Meet Kate [02:36] Who the podcast refers to in regards to military divorce [05:21] Documents and resources needed to collect [08:53] Military pension benefits and other income considerations [15:59] Ways to think about dividing assets [23:35] Steps to finalize everything [26:11] Other things to know and consider [31:53] How to contact Kate Our Contacts: Website: bethesda.hightoweradvisors.com LinkedIn: Hightower Bethesda Facebook: HightowerBethesda Twitter: @LeahPlans4You Guest’s Contacts: Website: reeselawoffice.com Phone number: (703) 279-5140 Email: kate@reese.law
August 25, 2021
Mid-year check in with Mike Zoller
In this episode, Leah Jones, Director of Financial Planning for Hightower Bethesda, speaks with Mike Zoller, Senior Investment Analysis for Hightower Bethesda. Mike and Leah conduct a mid-year check in, focusing on higher economic data and provide an update on the COVID-19 pandemic, both domestically and internationally. They talk about broad macro indicators, the U.S. stimulus and international markets, and they also address the topic of inflation. “One thing I really want to emphasize is that the recovery we’re having today is not the 2009 recovery.” -Mike Zoller [09:46] What You Will Learn: [01:04] An update on the COVID-19 pandemic [04:22] What broad macro indicators are telling us [07:28] How the American consumer is doing [12:30] Inflation risks and Hightower’s outlook on inflation [19:35] How the U.S. stimulus will play out in the future [22:52] How international markets are and will be affected by the pandemic Our Contacts: Website: bethesda.hightoweradvisors.com LinkedIn: Hightower Bethesda Facebook: HightowerBethesda Twitter: @LeahPlans4You
July 21, 2021
Understanding Maryland 529 with Michelle Winner
In this episode, Leah Jones, Director of Financial Planning for Hightower Bethesda, talks to Michelle Winner, Director of Marketing for Maryland 529 plan, about using a 529 plan as a savings and investment plan for college costs specific to Maryland. They answer commonly asked questions about these types of plans. “Adults can use the plan too. For example, maybe your child doesn’t need the money, but perhaps you want to go back to school. You could use the funds yourself to pay for your education expenses. So just something to think about too for those who are looking to maybe pursue a new career or a new trade.” -Michelle Winner [23:51] What You Will Learn: [01:32] What is a 529 plan [02:08] The advantages of opening a 529 account vs a traditional savings account [05:30] Two different types of Maryland 529 plans [08:41] How to contact Maryland 529 [09:23] What happens if the child choose an out-of-state school [14:23] What is a qualified higher education expense [18:44] If the funds can be used for anything other than college [23:37] Adults can use the Maryland 529 plan too [25:12] How 529 funds affects FAFSA [32:21] Options if the child doesn’t go to college [33:02] Contribution guidelines Our Contacts: Website: bethesda.hightoweradvisors.com LinkedIn: Hightower Bethesda Facebook: HightowerBethesda Twitter: @LeahPlans4You Guest’s Contacts: Phone number: 888.4MD.GRAD
23 total episodes available
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- What is Everything Money?
- How often does this podcast release new episodes?
This podcast updates daily.
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This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
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Information about guest appearances is not available.
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