As your wealth grows, life can quickly become complex, creating the need for more focused planning around finance, tax, and legacy planning. Illuminating your blind spots with the right information is the basis for controlling risks and enjoying that which matters most to you. Our podcast is dedicated to creating better outcomes in a complicated arena. Our curation of timely information was developed from our passion to help our listeners address the many elements that affect intended outcomes. We have a long and successful track record of working with people who want to grow and protect their assets, and succeed.
All content for We Are Talking Money is the property of Phil Clark and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
As your wealth grows, life can quickly become complex, creating the need for more focused planning around finance, tax, and legacy planning. Illuminating your blind spots with the right information is the basis for controlling risks and enjoying that which matters most to you. Our podcast is dedicated to creating better outcomes in a complicated arena. Our curation of timely information was developed from our passion to help our listeners address the many elements that affect intended outcomes. We have a long and successful track record of working with people who want to grow and protect their assets, and succeed.
On this episode, I had the honor and privilege of hosting Phil Clark (President of OmniStar Financial Group), and Dustin Hocken, CFP (Senior Wealth Advisor at OmniStar Financial Group).Phil and Dustin are incredible sources of knowledge and have over 40 years of combined experience in the industry. Listen to gain some insight on our thoughts about the market and what it is like to work in the wealth management profession. They answered several of your questions, too!
Featured in this episode:
Week 11 Market Performance
Silicon Valley Bank Analysis and potential effects of the collapse
- Bank Runs
- Fed's Response
- Possible Solutions
"Hey everyone, today we're going to be talking about Required Minimum Distributions (aka RMDs). Know there is a lot of material out there on RMDs but stick with me on this important topic if you have an IRA or 401(k). The rules have changed and if you are approaching retirement age, or know someone who is, you don’t want to miss this episode.
Sam Bankman-Fried and FTX- you’ve probably heard those names in the news recently, but what actually happened? Here’s everything you need to know about the recent FTX scandal and some things you can do to protect yourself from becoming a victim in similar events.
New to investing and feeling overwhelmed? Join Dustin and Phil from Omnistar Financial Group as they go through 5 important tips you need to know to make the most from your money as you get started in investing!
Cryptocurrency, such as Bitcoin and Ethereum, is one of the hottest topics in the finance world today. Dustin and Phil from Omnistar Financial Group answer the questions of what it is, how it works, and is it the right investment for you.
Individual Retirement Accounts, or IRAs, are amazing tools to help fund the lifestyle you desire in retirement. Phil and Dustin from Omnistar breakdown the differences between traditional IRAs and Roth IRAs, which one may be right for you, and what to do if you don't immediately qualify.
No matter where you are in your financial journey, its never too early or too late to start planning for retirement. Dustin and Phil from Omnistar share 5 game changing strategies that will maximize your money for the future!
You can see a shortened version of this content in video form on our YouTube page, OmniStar Financial Group.
This podcast is a publication of Omnistar Financial Group. The content is developed from sources believed to be accurate and reliable with all information. The information in this material is not intended as tax or legal advice and may not be used for the purpose of avoiding any federal tax penalties. Please consult with a tax or legal professional for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for purchase or sale of any security or service provided by Omnistar. Any opinions expressed in this podcast reflect those of the authors and are subject to change. Any distribution, use or copying of this video other than the intended recipients is prohibited.
Omnistar has been serving clients since 1992 through deep relationships, actionable strategies, and advanced technology. Our goal is to empower those we serve to reach their goals and live their best life.
Give us a call at (910) 319-7834
Or visit our website at www.omnistarfinancial.com
info@omnistarfinancial.com
Alex and David Anderson discuss the 5 Key Documents You Need for Estate Planning. Tune in to learn about Last Will & Testament, Living Trust, Durable Power of Attorney, Healthcare Power of Attorney, and Living Will.
As your wealth grows, life can quickly become complex, creating the need for more focused planning around finance, tax, and legacy planning. Illuminating your blind spots with the right information is the basis for controlling risks and enjoying that which matters most to you. Our podcast is dedicated to creating better outcomes in a complicated arena. Our curation of timely information was developed from our passion to help our listeners address the many elements that affect intended outcomes. We have a long and successful track record of working with people who want to grow and protect their assets, and succeed.
