Premier Retirement with Matt Pontius

About Premier Retirement with Matt Pontius

Matt Pontius, founder and owner of Premier Wealth Partners, expands upon the financial landscape and discusses Retirement Planning and Wealth Management to include : Income planning, Investment planning, tax planning, healthcare planning and legacy planning. www.premierwealthllc.com

Publisher

Matthew Pontius

Category

business

Language

en

Explicit

No

First episode

18 May 2023

Latest episode

17 Jul 2023

Latest episodes

13 episodes in the feed.

1. 

   17 Jul 2023

   401K & IRA Questions

   401k rollovers, IRA rollovers, questions and concerns from clients and prospects.

2. 

   26 May 2023

   The Client Experience

   What clients can expect throughout the discussion process with Premier Wealth.

3. 

   26 May 2023

   Four Questions About Retirement

   Four Questions About Retirement with Matt Pontius.

4. 

   26 May 2023

   Boomers Up To Bat - Gen X On Deck

5. 

   26 May 2023

   The Secure Act 2.0

   Discussing retirment planning and the Secure Act 2.0. Discussing tax planning and investment planning as it relates to new legislature.

6. 

   26 May 2023

   Would You Rather

   Retriement planning and having some fun with a "would you rather" scenario.

7. 

   26 May 2023

   Your Financial Rubik's Cube

   Discussing financial planning and the complexities as well as the inter-twined elements of the planning process.

8. 

   26 May 2023

   The Top Five Things To Avoid In Retirement

9. 

   26 May 2023

   Building A Five Star Retirement

10. 

    26 May 2023

    Money Challenges In Retitrement

11. 

    26 May 2023

    Getting To Know Premiere Wealth

    Personal and Firm Background, scope of work of the firm.

12. 

    18 May 2023

    Retiring Today

    Retiring Today, retirement concerns, economic outlook, investing, preparing for retirment.

13. 

    18 May 2023

    The Banking Collapse of 2023

    Banking Crisis, retirement concerns, economic outlook, investing, preparing for retirment.

Contact Premier Retirement with Matt Pontius

Guest appearances

Does not typically book guests

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