Wealth and Life is a conversational podcast that brings together experts to assess challenges that f
The latest episode of the Wealth and Life Podcast is now available: The 3 Levels of Care. Listen in as we discuss the three levels of care that a financial advisor, insurance agent, or broker-dealer can provide. You'll learn why some advisors are not actually qualified to be giving advice, what you should be aware of when looking for someone to help you invest, and more. Listen now!
How to identify the best advisor for your needs.
Compound interest has the ability to make your money work for you, instead of you working for your money. Compounding is—quite literally—money multiplying itself. Luckily, it is not as complicated as it may sound. In Episode 20 of the Wealth and Life Podcast, host Tony D'Amico explains how you can grow your bank account whilst putting in minimal long-term effort, as well as the common missteps to avoid along the way. Listen now!
Learn how to utilize the power of compounding interest.
The latest episode of the Wealth and Life Podcast is now available: Inflation - Managing Your Resources for The Future. Listen in as host Tony D'Amico, CFP® of Fidato Wealth shares the importance of not responding to every movement in , as things can change quite quickly in that regard. You will learn how to manage the risk of inflation, what strategies you should have in place to combat inflation, and how to make your dollar go further.
Listen to the full episode here:
https://www.fidatowealth.com/wealthandlife/episode-19
Learn how to combat inflation by putting the right strategies in place for your finances.
Episode 18 of the Wealth and Life Podcast is out now! Listen in to "Roth Conversions: An Important Tax Planning Strategy" as host Tony D'Amico, CFP® explains the differentiating factors of a and a regular . You'll learn whether it is better to be paying now rather than later in life, as well as important things to consider if you are thinking about switching to a Roth IRA. Listen now!
Everything you need to know about this important tax planning strategy and the steps you can take now to utilize this tool.
The latest episode of the Wealth and Life Podcast is now available - Episode 17: The Power of After Tax Contributions Into Your Retirement Plan with Marissa Beyer. Listen in as we explain how you could potentially save thousands of dollars that will be tax-free later on in life!
Learn how to make after-tax contributions to a 401(k), the strategy behind this, and why it may be beneficial to you.
The latest episode of the Wealth and Life Podcast is now available: The Importance of Quality Conversations Between A Client and Their Advisor When The Going Gets Tough, with Marie Swift of Impact Communications, Inc. - Founded by Marie Swift. Listen now!
Listen in to learn how advisors fared during the pandemic in 2020, when the market had volatility and all the lock-downs began.
Check out the latest episode of the Wealth and Life Podcast: Making the Most of Your Planning Meeting with Marissa Beyer and Brian Eberhardt. Listen in as we discuss the importance of prioritization and constant evaluation of our clients’ situations at Fidato Wealth in order to keep the momentum going toward their .
Learn the importance of prioritization and constant evaluation of our clients’ situations in order to keep the momentum going toward their financial goals.
The latest episode of the Wealth and Life Podcast is now available - Episode 14: How To Optimize Your Social Security Benefits with Brandon Smith of the Social Security Administration. Brandon joins the show to share insight on Social Security benefits and how you can put these benefits to work for you. Listen now!
Listen in as Tony D'Amico shares how to be more tax efficient and the importance of re-evaluating your tax plan annually.
The new episode of the Wealth and Life Podcast is out now! In episode 13, "Market Returns, Inflation, and Taxes- Where Do We Go From Here?", Amy and Tony D'Amico of Fidato Wealth will cover how to be more tax efficient so you are not paying more than what is due, as well as what you need to know about inflation and why it is beneficial to look at things with fresh eyes so you never miss an important detail. Listen now!
Listen in as Tony D'Amico shares how to be more tax efficient and the importance of re-evaluating your tax plan annually.
Check out the latest episode of the Wealth and Life Podcast, as Kevin Lowden of RetireMED iQ joins the show to discuss everything you need to know about .
In this episode, Kevin shares how to determine the best plan for your needs and whether you should stay on your group plan or switch to Medicare. Listen in to learn what to be aware of when planning for your Medicare, what Medicare Advantage is, and the importance of seeking professional help when considering your Medicare benefits.
What you need to be aware of when finding the right Medicare plan for you.
The latest episode of the Wealth and Life Podcast from Fidato Wealth is now available - Episode #11: Improving Your Communication Skills with Joel Weldon, Hall of Fame Speaker and Speech Coach. Listen in as Joel talks about the importance of good communication between an advisor and their client!
Learn how to communicate effectively to others to achieve your desired level of success.
There’s a lot of fear and manipulation in the news and very little fact-based information spreading through the media around the upcoming election. Listen to the latest Wealth and Life podcast episode as Fidato Wealth's Tony D'Amico breaks down how plans are meant to be built, as well as how to guard yourself from commercials and programs with agendas. You'll discover what tends to cause plans to fail and how to create a plan that will be relevant and solid despite market volatility. Listen now!
https://www.fidatowealth.com/wealthandlife/episode-10/
Learn how presidential elections can affect the market and your finances.
Did you know you can watch video versions of the Wealth and Life Podcast on YouTube? Check out the latest episode, as Tony D'Amico of Fidato Wealth discusses if the stock market cares which candidate wins the upcoming presidential election. Listen and watch now!
Should the upcoming election be on your mind as you create your next investment or financial plan? Today Tony will be walking you through historical data tha...
Should the upcoming election be on your mind as you create your next investment or financial plan? In today's new Wealth and Life episode, Tony D'Amico of Fidato Wealth will walk you through historical data that relates to presidential elections and how they affect the market and your finances. You'll learn the best areas to be focusing on and the key to maintaining the right focus in order to be in the best position with your finances over the long term. Listen now!
Learn how presidential elections can affect the market and your finances.
A new episode of the Wealth and Life Podcast is out now! Episode 9 features Fidato Wealth team members Brian Eberhardt and Amy D'Amico discussing Proactive Planning to Prepare For a Crisis - listen now!
We are always planning for exciting events in our lives, such as retirement or having children, but part of our wealth management should be planning for those unforeseen events as well. Today Tony has two special guests to help him discuss this topic.
Watch the latest episode of the Wealth and Life Podcast on YouTube! Listen in as Taki Bitounis joins host Tony D'Amico of Fidato Wealth to discuss high impact personal and business tax planning strategies. His insight into the industry is extremely valuable when it comes to specific tax laws and benefits that can be planned for in advance. Watch now!
Taxes are one of our largest expenses in life, and proper planning in this area can make a huge difference. So today Taki Bitounis, Certified Public Accounta...
The latest episode of the Wealth and Life Podcast is now available- Episode 8: High Impact Personal & Business Tax Planning with Taki Bitounis, CPA! Listen in as Taki shares the importance of not dealing with taxes in a reactionary way, as well as why planning ahead is crucial when it comes to leveraging funds and thinking long term. Listen now!
Taxes are one of our largest expenses in life, and proper planning in this area can make a huge difference. So today Taki Bitounis, Certified Public Accountant and Managing Partner at Pappas & Bitounis CPAs, joins Tony on the show to discuss high impact personal and business tax planning strategies.
Listen to the latest episode of the Wealth and Life Podcast on Apple Podcasts! Listen in as Christian Newton, Vice President of Dimensional Fund Advisors, discusses how his company measures the market and prices of investment options in order to articulate a portfolio with positive expectations. You'll learn what it means to invest dimensionally, what to look at when purchasing stocks and bonds, and what you can do to put the odds of success in your favor in these uncertain times.
Show Wealth and Life, Ep Ep #07: Investing for Long-Term Success with Christian Newton - Jul 10, 2020
Episode 7 of the Wealth and Life Podcast is out now! In today's capital markets, it is important to be understand and stick to your investment strategy and philosophy. Christian Newton, Vice President of Dimensional Fund Advisors, joins host Tony D'Amico of Fidato Wealth to share his philosophy on investments and how he helps financial advisors to leverage Dimensional’s capital markets research. Listen now!
In today's competitive capital markets, it is important to be on the same page when it comes to investment strategy and philosophy. Christian Newton, Vice President of Dimensional Fund Advisors, joins the show today to share his philosophy on investments and how he helps financial advisors to levera...
Watch the latest episode of the Wealth and Life Podcast on YouTube, where guest John Furey shares effective ways to business plan and prosper. You'll learn how any business can leverage what they have available and make it through this time in an impactful way. Watch now!
With the COVID-19 crisis—or any crisis we run into—we tend to look back at the business and financial decisions we’ve made to see how they are helping or hur...
The latest episode of the Wealth and Life Podcast is now available: Business Planning to Thrive In All Market Conditions with John Furey! With the COVID-19 crisis - or any crisis we run into - we tend to look back at the business and financial decisions we’ve made to see how they are helping or hurting us. In this episode, John Furey, Managing Partner of Advisor Growth Strategies LLC, joins host Tony D'Amico of Fidato Wealth to discuss how you can put plans in place to help your business grow and thrive through challenging times. Listen now!
With the COVID-19 crisis—or any crisis we run into—we tend to look back at the business and financial decisions we’ve made to see how they are helping or hurting us. In this episode, John Furey, Managing Partner of Advisor Growth Strategies, joins Tony to discuss how you can put plans in place...
Episode 5 of the Wealth and Life podcast is out now! Kurt Thomas of JL Thomas joins the show to discuss 'Straightforward Life, Long Term Care & Disability Insurance Strategies'. Whether you are looking into protecting you and your family, a succession plan for your business, or wanting to secure your business from various risks, this episode is full of great insight and tips on insurance for yourself and your business. Listen now!
Investing · 2020
There are a lot of misconceptions and overlooked areas of insurance plans and how they can help secure your personal financial plan or your business plan. In the latest episode of the Wealth and Life podcast, Kurt Thomas of JL Thomas joins host Tony D'Amico of Fidato Wealth in a discussion about planning for the future, the pros and cons of various insurance strategies, and how to navigate the insurance options available. Listen now!
There are a lot of misconceptions and overlooked areas of insurance plans and how they can help secure your personal financial plan or your business plan. Kurt Thomas joins Tony in a discussion about planning for the future, the pros and cons of various insurance strategies, and how to navigate the....
The families and businesses we work with at Fidato Wealth have done a good job saving and growing wealth, and they want to protect it. Watch the latest episode of the Wealth and Life podcast on YouTube as Michelle Hirsch of Brunswick Companies shares what to look for in insurance policies that will ensure that you get the coverage you need as your situation in life changes:
https://www.youtube.com/watch?v=oOvE6KwJ-xU
The families and businesses we work with have done a good job saving and growing wealth, and they want to protect it. Michelle Hirsch from Brunswick Companie...
Check out the latest episode of the Wealth and Life podcast: Personal & Business Insurance That Keeps You Protected with Michelle Hirsch of Brunswick Companies! Michelle shares how you can keep your family or business protected with insurance, highlighting many of the key issues that come up and how these would challenge the safety of your savings and assets. Listen now!
The families and businesses we work with have done a good job saving and growing wealth and we want to protect it. Michelle Hirsch from Brunswick Companies, a property and casualty insurance brokerage firm, joins the show today to share how you can keep your family or business safe. She highlights m...
Listen to episode 3 of the Wealth and Life podcast on Apple Podcasts to hear Dr. John Oswald share his career journey into dentistry and practice ownership, and get some great insight on the value of delegating, reaching out for help when you need it, and more. Listen now!
Investing · 2020
The third episode of the Wealth and Life Podcast is out now: Bootstrapping a Business Plan with Dr. John Oswald! John shares his career journey into dentistry and practice ownership, as well as the lessons learned along the way, and discusses with host Tony D’Amico of Fidato Wealth how important it was to not only learn how to be a good dentist, but also how to be good at business. Listen in to get some great insight on the value of delegating, reaching out for help when you need it, and more!
Dr. John Oswald joins the show today to share his career journey into dentistry and practice ownership, as well as the lessons he learned along the way. Tony and John discuss how important it was to not only learn how to be a good dentist, but also how to be good at business. Listen in
Estate planning can be a challenging topic, but it is something that we all must think about in order to ensure our loved ones are taken care of and our goals are accomplished. Check out the 2nd episode of the Wealth and Life podcast as host Tony D'Amico of Fidato Wealth speaks with Cindy Steeb of CLS Consulting, LLC on with a focus on family harmony. Listen now on Apple Podcasts: https://podcasts.apple.com/us/podcast/wealth-and-life/id1507424775
Investing · 2020
Episode 2 of the Wealth and Life Podcast presented by Fidato Wealth is out now! Listen in as host Tony D'Amico speaks with Cindy Steeb of CLS Consulting, LLC on estate planning with a focus on family harmony, and how to navigate the difficult decisions ahead of time in order to have a customized estate plan that allows families to be strengthened and pass on wealth and/or businesses to future generations in a thoughtful way. You'll learn what to consider when planning, documents needed for this process, and how to help your family be prepared and informed when they receive wealth. Listen at http://fidatowealth.com/cindy-steeb/
Estate planning can be a challenging and even uncomfortable topic, but it is something that we all must think about in order to ensure our loved ones are taken care of and our goals are accomplished, both while we are living and when we are no longer here. Today Cindy Steeb of CLS Consulting joins
Check out the first episode of the Wealth and Life podcast hosted by Tony D'Amico and Fidato Wealth, where you'll get insights, interviews, and a behind-the-scenes look into wealth management. In this episode, Tony sits down with the former VP of marketing and programming and the executive producer of local programming of Fox 8 News, Kevin Salyer, to discuss how he achieved his dream career. Watch now in video form!
In the opening episode of Wealth and Life, Tony sits down with the former VP of marketing and programming and the executive producer of local programming of ...
The first episode of the Wealth and Life Podcast is out now! Tune in to hear Kevin Salyer, former executive producer at Fox 8 News Cleveland, discuss with host Tony D'Amico of Fidato Wealth how he achieved his dream career, the challenges he faced, and the lessons he learned through it all. You'll get an inside look at Kevin's unique path and what it takes to build a career, team, and life that matters. Listen now at http://wealthandlife.com/
17 Apr Ep #01: Building A Dream Career with Fox 8’s Kevin Salyer Posted by Tony D'Amico 0 Comments career, Channel 8, Cleveland, community, Kevin Salyer, leadership, sharing, team building, teamwork Welcome to Wealth & Life, where host and Certified Financial Planner Tony D’Amico shares insights...
On the Wealth and Life podcast, you’ll hear stories from successful individuals and business owners about how they navigated the inevitable challenges that arose as they achieved each new level of success. And, you’ll get insights and strategies from leading wealth planning professionals on how to take your financial plan to the next level. Listen now! http://wealthandlife.com/
17 Apr Ep #01: Building A Dream Career with Fox 8’s Kevin Salyer Posted by Tony D'Amico 0 Comments career, Channel 8, Cleveland, community, Kevin Salyer, leadership, sharing, team building, teamwork Welcome to Wealth & Life, where host and Certified Financial Planner Tony D’Amico shares insights...
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Each person has their own definition of what it means to be wealthy, and each person has their own definition of success for their life. Where Wealth and Life meet is what you will explore on this podcast with Financial Planner, Consultant, Speaker and Business Owner, Tony D’Amico, CFP® of Fidato Wealth. You’ll hear stories from successful individuals and business owners about how they navigated the inevitable challenges that arose as they achieved each new level of success. And, you’ll get insights and strategies from leading wealth planning professionals on how to take your financial plan to the next level. Check out http://www.WealthAndLife.com, where Tony will cover the latest in comprehensive retirement planning, planning for business owners and family wealth management.
Created by Tony D’Amico & Amy D’Amico, owners of Fidato Wealth. To learn more about Fidato Wealth, visit www.fidatowealth.com.
