Podcast
Invest Savvy: Advice You Need to Know
Hosted by Alliant Retirement and Investment Services (ARIS) · EN
Join our hosts, Financial Consultants Krystian Cieplucha and Tom Davia, as they walk us through the fundamentals of investing, helping us to make informed and better decisions with our money, and discussing what we need to do to prepare for the road ahead._______________________________________________ Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Alliant Credit Union (ACU) and Alliant Retirement and Investment Services (ARIS) are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using ARIS, and may also be employees of ACU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, ACU or ARIS. Securities and insurance offered through LPL or its affiliates are: Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value
10episodes
Episodes
Newest firstAll episodes
Charitable Giving Throughout the Year
Dec 16, 202400:16:41Tap to summarizeWe're back with another episode of Invest Savvy! We're presented with opportunities throughout the year to give to charity, but how do we make it a part of our routine? How do we maximize our donation so that the funds best help our chosen cause? Join Krystian and Brooke to discuss the opportunities for giving wisely. Thanks for listening! You can follow us on Facebook, LinkedIn and You Tube for new episodes, and educational webinars and articles. Just search for ARIS Alliant to Like and Follow.
Transcribe →Interest Rate Forecast
Apr 30, 202400:25:50Tap to summarizeThe news is filled with Fed meetings, inflation, and changes to the interest rate policy. For insights on these topics and more, our host Krystian talks with our partner Lawrence Gillum of LPL Financial Research, one of the largest independent investment research teams in the financial industry. Thanks for listening! You can follow us on Facebook, LinkedIn and You Tube for new episodes, and educational webinars and articles. Just search for ARIS Alliant to Like and Follow.
Transcribe →Get Financially Ready for 2024
Dec 5, 202300:18:19Tap to summarizeThe year's end brings deadlines and choices to be made for a fresh new year. Take a few minutes in your busy holidays to listen to our next episode, and get your financial plan straight for 2024. Thanks for listening! You can follow us on Facebook, LinkedIn and You Tube for new episodes, and educational webinars and articles. Just search for ARIS Alliant to Like and Follow.
Transcribe →Prepare for Medicare's Open Enrollment
Oct 30, 202300:28:32Tap to summarizeAre you ready for Medicare's Open Enrollment? Financial Consultants Jim Benages and Brandon Wann join Krystian to answer your questions about Original Medicare, the Medicare Advantage Plan, drug coverage, and how to plan for the different enrollment periods. Thanks for listening! You can follow us on Facebook, LinkedIn and You Tube for new episodes, and educational webinars and articles. Just search for ARIS Alliant to Like and Follow.
Transcribe →Ways to Manage Risk in Investing
Sep 26, 202300:19:30Tap to summarizeYou COULD put your money in your mattress, but here in our 20th episode, Krystian discusses tools like asset allocation and diversification that could help balance out your investment risk. Thanks for listening! You can follow us on Facebook, LinkedIn and You Tube for new episodes, and educational webinars and articles. Just search for ARIS Alliant to Like and Follow.
Transcribe →Life Insurance: Beyond the Clever Commercials
Aug 30, 202300:16:36Tap to summarizeKrystian breaks down the basics of life insurance, and how it can help with the unexpected in your family's financial security. Thanks for listening! You can follow us on Facebook, LinkedIn and You Tube for new episodes, and educational webinars and articles. Just search for ARIS Alliant to Like and Follow.
Transcribe →Is the 60/40 Portfolio Dead?
Jul 25, 202300:20:52Tap to summarizeTom and Krystian join forces to discuss the asset allocation approach known as the 60/40 portfolio. In the wake of a rocky 2022, is this still a viable investment strategy? Thanks for listening! You can follow us on Facebook, LinkedIn and You Tube for new episodes, and educational webinars and articles. Just search for ARIS Alliant to Like and Follow.
Transcribe →Income and Dividend Strategies
Jun 20, 202300:16:41Tap to summarizeKrystian discusses income and dividend strategies with guest speaker Kevin Simpson of Capital Wealth Planning. A frequent contributor to CNBC, Yahoo Finance and Fox Business, Kevin is the Founder and Chief Investment Officer of Capital Wealth Planning. Thanks for listening! You can follow us on Facebook, LinkedIn and You Tube for new episodes, and educational webinars and articles. Just search for ARIS Alliant to Like and Follow.
Transcribe →Long-Term Care: Uncross Your Fingers and Take Control of Your Plan
Apr 18, 202300:24:43Tap to summarizeDoes your plan for healthcare in retirement involve crossed fingers and a lot of hope? That's most people's default plan: I hope we won't get sick, and if we do, that we'll have the money to pay for care. Tom brings in Guest Speaker Gabe Youel of Brighthouse to talk about including Long-Term Care planning in your retirement plan. Thanks for listening! You can follow us on Facebook, LinkedIn and You Tube for new episodes, and educational webinars and articles. Just search for ARIS Alliant to Like and Follow.
Transcribe →Minimizing Taxes: A Chat with An Expert on Tax-Managed Investing
Mar 21, 202300:20:11Tap to summarizeKrystian chats with Rob Kuharic of Russell Investments, discussing the ways you can manage your investments, grow your assets without triggering a large tax bill, and keep more money in your pocket. Thanks for listening! You can follow us on Facebook, LinkedIn and You Tube for new episodes, and educational webinars and articles. Just search for ARIS Alliant to Like and Follow.
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