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2017 YEAR END FINALS

by: LAURA HAWLEY guest: Holland Henderson December 13, 2017
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Host
Laura Hawley – CFP®, President at Allen & Company

Co-Host
Holland Henderson – Financial Advisor at Allen & Company

Guest
Dr. Vanessa Prowler – Breast Surgeon Oncologist at Lakeland Regional Health

In this episode, we discuss year-end planning, tips to make it easier to get organized financially, offer some reminders on important tax deadlines and tax issues you should be thinking about, gifts that keep on giving such as IRA’s, developing a holistic financial plan, creative holiday gifts, and much more. We also welcome special guest, Dr. Vanessa Prowler, Breast Surgeon Oncologist at Lakeland Regional Health to discuss breast cancer in Medical Moment.

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In this episode we cover:

  • Economic Compass (1:44)
  • The impact interest rates have on the US economy (3:08)
  • Year-end financial checklist (7:31)
  • Determining how to use your last paycheck of the year (11:04)
  • Holiday budget mistakes (14:32)
  • Creative gifts within budget during the holiday season (16:42)
  • Imitative and unique Christmas gifts (22:58)
  • Medical Moment with special guest, Dr. Vanessa Prowler, Breast Surgeon Oncologist at Lakeland Regional Health discusses breast cancer awareness (31:30)

Books Mentioned in this Show:

  • A Land Remembered by Patrick D. Smith Read More
  • Little Book of Common Sense of Investing by Craig Pittman Read More
  • Oh-Florida by Craig Pittman Read More
  • Winning the Losers Game: Timeless Strategies of Successful Investing by Charles D. Ellis Read More
  • Random Walk Down Wall Street by Burton G. Malkiel Read More

Tweetable Topics:

When it comes to financial planning, time really can be money. – Laura Hawley, CFP®, President at Allen & Company

Proof is in the planning. – Laura Hawley, CFP®, President at Allen & Company

1 in 8 US women will develop an invasive breast cancer over the course of a lifetime. – Laura Hawley, CFP®, President at Allen & Company

There’s nothing wrong with looking at more conservative investments, even if it’s a small percentage of your portfolio. – Holland Henderson, Financial Advisor at Allen & Company

If you’re the age of 70 and a half, your RMD or required minimum distribution, needs to be taken by December 31st of the current year. – Holland Henderson, Financial Advisor at Allen & Company

Connect with:

Laura Hawley – CFP®, President at Allen & Company
Allen & Company – Laura Hawley

Holland Henderson – Financial Advisor at Allen & Company
Allen & Company – Holland Henderson
LinkedIn – Holland Henderson

Dr. Vanessa Prowler – Breast Surgeon Oncologist at Lakeland Regional Health
Lakeland Regional Health – Dr. Vanessa Prowler
LinkedIn – Dr. Vanessa Prowler

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About LAURA HAWLEY

Laura began her lifelong career at Allen & Company as one of the youngest Financial Advisors in Florida more than 30 years ago.

A CERTIFIED FINANCIAL PLANNER, Laura joined Allen & Company in 1983 and now serves as Senior Vice President and Chairperson of the Executive Committee. In addition, she was appointed to the Board of Directors in 2001. Laura played a crucial role in establishing the Viera office and served as Branch Manager until 2015. She holds Series 7, 66 and 24 licenses, as well as her Life, Health and Variable Annuities.

Laura’s holistic approach to financial planning, and her passion...