Tag: Financial Planner

Understanding the Six Financial Storms – Part 2: Fear of Outliving Money (Ep. 6)

Understanding the Six Financial Storms – Part 2: Fear of Outliving Money (Ep. 6)

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One of the most significant concerns for retirees is the fear of running out of money. This fear often overshadows other financial worries, such as falling victim to scams or trusting the wrong financial advisor.

In this episode, John Iannucci discusses the fear of outliving assets in retirement and the importance of creating a comprehensive plan for protected lifetime income. He explains the factors contributing to this fear, such as increased life expectancy, rising costs of long-term care, and the risk associated with a sequence of returns. 

John discusses: 

  • The need for a more conservative approach to retirement planning
  • The importance of integrating different products and strategies into your retirement plan
  • The concept of a “volatility shield” to avoid market losses in retirement
  • And more

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The Greatest Threat to Your Wealth: Understanding the Six Financial Storms – Part 1 (Ep. 5)

The Greatest Threat to Your Wealth: Understanding the Six Financial Storms – Part 1 (Ep. 5)

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While we’re vigilant about weather warnings, let’s not forget the financial storm signals. From government overspending to unseen trends, this episode is your financial survival guide. Stay informed and fortified against potential economic turbulence.

In this episode, John Iannucci discusses the critical financial challenges that families face. Discover the ominous warning signs and gain insights into safeguarding your wealth against historic overspending and other economic shifts. 

John discusses: 

  • The big six financial storms 
  • The importance of tax management strategies for high net worth clients
  • The lack of movement within the financial profession and how that affects client strategies 
  • And more

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Unlocking Hidden Potential: Creative Solutions for Real Estate Retirement (Ep. 4)

Unlocking Hidden Potential: Creative Solutions for Real Estate Retirement (Ep. 4)

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Real estate can be an excellent investment, providing consistent income and tax benefits for retirement. But let’s talk about the catch.

In this episode, John Iannucci discusses the challenges and implications of owning rental real estate for retirement. He highlights the burdens of managing rental properties, such as tenant calls and repair expenses, and the diminishing tax benefits over time. As clients age, the demands become overwhelming, but selling the properties can trigger significant tax consequences. 

But remember, there’s no one-size-fits-all investment. We’ll dive into the realities of managing properties and handling financial challenges.

John discusses: 

  • Tax management strategies to mitigate impacts
  • The need to consider outstanding liabilities 
  • How you can effectively break down sales proceeds 
  • The importance of understanding the impact on adjusted gross income
  • And more

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Is Your Wealth Manager Really a Fiduciary? (Ep. 3)

Is Your Wealth Manager Really a Fiduciary? (Ep. 3)

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Are you confident that your financial advisor is acting in your best interest?

You often hear the term “fiduciary,” but what does that mean? 

In this episode, John Iannucci discusses the importance of fiduciary responsibility in the financial services industry. John introduces the concept of dual-licensed brokers and the conflict of interest that arises when they claim to be fiduciaries while still being licensed with a broker-dealer. 

John discusses: 

  • How to check if your advisor is truly a fiduciary
  • What you should know about certifications from fee-for-service organizations
  • How to go about trusting advisors who claim to be employees of a bank or broker-dealer 
  • And more

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What Questions Should You Ask Your Financial Advisor? (Ep. 2)

What Questions Should You Ask Your Financial Advisor? (Ep. 2)

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Learning how to identify your ideal advisor and cultivate mutually beneficial partnerships is so important when it comes to preserving, protecting, and growing your wealth.

In this episode, John Iannucci, founder and CEO of ILG Private Wealth, shares his vetting process for new clients and emphasizes the importance of mutual fit. He defines his ideal clients and the important questions you should be asking your advisor. 

John discusses: 

  • His experience working with successful business owners, highly compensated executives and women of sudden wealth
  • How picking a financial advisor is a two-way vetting process where you should be asking them the important questions
  • The importance of having a trusted advisor who can work with clients as a partner and manage all of their relationships with other professionals
  • And more

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From Revolvers To Risk Analysis: John Ianucci’s Journey To Becoming A Financial Fiduciary (Ep. 1)

From Revolvers To Risk Analysis: John Ianucci’s Journey To Becoming A Financial Fiduciary (Ep. 1)

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In his inaugural episode, John Iannucci, JD, LLM, CEPA, and CEO of ILG Private Wealth, shares his captivating journey into the world of finance, unravelling the secrets behind his success. 

Discover the passion and determination that propelled him forward and the thrilling adventures that molded him into a true protector of wealth. John’s personal experiences serve as a powerful reminder of the significance of safeguarding your financial future.

John discusses: 

  • An insight into his upbringing in a working-class neighborhood outside of Pittsburgh
  • His experience protecting his family during a break-in
  • The journey to becoming a successful tax attorney and financial advisor
  • The importance of being a fiduciary to his clients and providing comprehensive financial planning services
  • And more

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