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Why Naming Your Estate’s Beneficiaries Is Vital- Season 6: Episode 2
Managing Your Financial Future

Why Naming Your Estate’s Beneficiaries Is Vital- Season 6: Episode 2

June 15, 2021

Estate planning – it’s not just for the ultra rich! While many people don’t have estates that are large enough to warrant an estate tax (which, for married couples, is in excess of $23 million for 2021), there are other aspects of estate planning that most individuals should be aware of. The one that perhaps affects the most people is where beneficiaries are concerned. If you have assets that you want to go to specific people or certain organizations, it’s vital that you have your beneficiary assignments done correctly, even if you already have a will and a trust in place. What do you need to know about beneficiary assignments?  It’s all about making sure your assets go where you want them to go.
Are Annuities Good? Do You Actually Need Life Insurance? Interview with David Lau (Part 2) -Season 1: Episode 13
Capitalize

Are Annuities Good? Do You Actually Need Life Insurance? Interview with David Lau (Part 2) -Season 1: Episode 13

June 14, 2021

You may have heard that annuities are the greatest thing in finance. Or maybe you’ve heard that annuities aren’t right for anyone at all. The truth, though, lies somewhere in the middle: Annuities may be completely suitable for one individual, while another should never consider owning one. In today’s interview, Christoper Panagiotu, CFP®, CRPS®, talks about the good and bad of annuities, and brings up the question of whether life insurance is actually needed — or not — in part 2 of our interview with David Lau, founder and CEO of DPL Financial Partners.
Retirement Got Harder, The Income Dilemma, and Interest Rates – Interview with David Lau (Part 1) -Season 1: Episode 12
Capitalize

Retirement Got Harder, The Income Dilemma, and Interest Rates – Interview with David Lau (Part 1) -Season 1: Episode 12

May 31, 2021

For many retirees, it’s all about the income.  In fact, that’s true for almost everyone who’s either retired, or looking to retire in the near future.  How do you supply yourself with enough income to last the rest of your life? On this week’s podcast, host Christopher Panagiotu, CFP®, CRPS®, speaks with David Lau, founder and Chief Executive Officer of DPL financial Partners about the challenges of creating lasting, stable income during an era of low interest rates.  How do you manage when rates today are less than half of what they were just 20 or 25 years ago? Find out more on today’s episode of CAPitalize, the podcast for the intelligent investor!