Category Archives for Podcasts

The 3 Worlds of Money

Podcasts

When you really boil it down, there are really only three places where you can invest money: the banking world, the insurance world, and the Wall Street world. Understanding how these three worlds of money are used is important, but so is knowing the pros can cons for each.

Social Security, Annuities, and Life Insurance – Mailbag Edition

Podcasts

On today’s show, we’re going to open up the mailbag and find out what questions you have for Ryan. Over the course of this episode, we’ll tackle annuities, life insurance policies, Social Security strategy, and whether it’s time to be more aggressive with your investments.

Are You Ready to Retire?

Podcasts

The question that gets asked most often when someone sits down with a financial advisor is ‘Am I ready to retire?’ We all want to reach the point where we’re financially independent but have you taken the necessary steps to reach that point?

Traditional vs Roth IRA

Podcasts

Most Americans will utilize a retirement account during their working career to put money aside for retirement, and the most common option is the IRA. However, things can get a little trickier when deciding whether a traditional IRA or a Roth IRA is the better fit for your investments.

The Financial Red Zone

Podcasts

Mentioning taxes is usually enough to turn people away from a conversation, but when you put some thought and strategy into how you approach your investments, taxes can actually work in your favor.

Busting Social Security Myths

Podcasts

Mentioning taxes is usually enough to turn people away from a conversation, but when you put some thought and strategy into how you approach your investments, taxes can actually work in your favor.

Long-Term Benefits of Tax Planning

Podcasts

Mentioning taxes is usually enough to turn people away from a conversation, but when you put some thought and strategy into how you approach your investments, taxes can actually work in your favor.

The Importance of Income Planning

Podcasts

On this episode of the podcast, we’re going to discuss the importance of income planning and why so many people fail to put a proper one in place. Plus, we’ll tell you about the steps we take with clients to insure they have a plan for turning everything they’ve accumulated over their career into income in retirement.

Getting to Know Ryan Cravitz & the Podcast

Podcasts

We’re kicking off the podcast with a little introduction to our show and host, Ryan Cravitz. Before we dive into the financial planning conversations we’ll have on future episodes, we wanted to lay the foundation for what’s to come on the show by giving you a little background on our business and how Cravitz Financial began.

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CONTACT

500 N. State College Ste 1100
Orange, CA. 92868
1-714-462-9155
Ryan@CravitzFinancial.com

QUICK LINKS

Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Cravitz Financial & Insurance Solutions are independent of each other. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interest, if any exist. Please refer to our firm brochure, the ADV 2A item 4, for additional information. Information provided is not intended as tax or legal advice, and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. CA Insurance License #0C86000.

Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims-paying ability of the issuing company and are not offered by Brookstone Capital Management. Index or fixed annuities are not designed for short term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract. Ryan Cravitz and/or Cravitz Financial and Insurance Solutions are not affiliated with or endorsed by the Social Administration or any other government agency.