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  • 7 Essential Elements of Your Estate Plan Part 1

    7 Essential Elements of Your Estate Plan Part 1
    2025/07/12
    There are essential elements to every estate plan. Large or small estate, make sure 7 elements are incorporated into your plan. Also, we'll dive into common mistakes we see families make in their estate planning.
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  • What Is WealthMap Radio?

    What Is WealthMap Radio?
    2025/07/05
    In this episode we meet our host, Steve Eckroth and talk about the importance of financial planning, his background and the purpose of this podcast.
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  • Wealth Beyond Retirement: Planning for Generations of Financial Success

    Wealth Beyond Retirement: Planning for Generations of Financial Success
    2025/07/05
    Do you have a financial plan for your retirement? What about your legacy and family beyond retirement? In this episode we talk about how to not only plan for your financial future but your family's as well.
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  • The Other Side of the Pre-tax Equation

    The Other Side of the Pre-tax Equation
    2025/06/21
    So much attention is paid to the so-called upfront "tax savings" from investing into pre-tax accounts like 401Ks and IRAs. However, the other side of that equation is often ignored. Follow our examples in this episode as we break it all down.
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  • Asset Based Long-term Care

    Asset Based Long-term Care
    2025/06/14
    There’s a 91% chance a married couple age 65 will need long-term care. Not planning for it isn’t just lazy — it’s recklessness. Learn how it fits into a tax-free retirement plan.
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  • Retirement Destination

    Retirement Destination
    2025/06/07
    When people can’t see the path, they stop dreaming of the destination.” In this episode, we dive deep into the core components of a tax-free retirement road map, watching out for the pitfalls as well as opportunities most retirees fail to act on.
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  • Social Security Planning

    Social Security Planning
    2025/05/31
    Knowing when to claim social security benefits is only part of the question. Getting your benefits tax-free, a major piece retirees often overlook, is perhaps even more important. Learn how to keep IRAs and 401Ks from causing collateral tax damage to your benefits while creating multiple streams of tax-free income.
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    1分未満