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ENVISIONING, HOW WE GET THERE

by: LAURA HAWLEY guest: Troy Garcia November 7, 2018
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Host
Laura Hawley – CFP®, Senior Vice President at Allen & Company

Co-Host
Troy Garcia – CFP®, Financial Advisor at Allen & Company

Guest
Lionel Vasco Bonini, MD – Physician at Watson Clinic

In this episode, we take a look into 2019 as we approach the End of the Year and want to take this time to consider the Tax picture, breathe some fresh air into your Retirement Plan, your 2018 Portfolio Maintenance, and take a realistic look at your Financial future. We will also discuss what you should be considering with your Investment Portfolio going forward, and much more.

In our Medical moment, we will visit with special guest Dr. Lionel Vasco Bonini, Physician at Watson Clinic LLP to discuss Health related issues while living in the state of Florida.

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In this episode we cover:

  • Call for Action, Budgets and Financial Planning for the next Year (1:01)
  • Tax Harvesting with Mutual Funds (4:17)
  • The Wash Sale, and what it means to you (6:15)
  • Losses within an IRA (11:00)
  • Year in Review issues and topics (14:39)
  • The importance of Retirement Planning (19:54)
  • Medical Moment featuring Dr. Lionel Vasco Bonini, Physician at Watson Clinic LLP, to discuss the yearlong problem of Allergies while living in Florida (26:22)

Tweetable Topics:

If you want to do some of those wash sales, you might want to get that done before the end of the year. – Laura Hawley, CFP®, Senior Vice President at Allen & Company

You have to manage your debt to stay out of debt. – Laura Hawley, CFP®, Senior Vice President at Allen & Company

If you are going to pay taxes on it, you want to give it time to grow. – Troy Garcia, CFP®, Financial Advisor at Allen & Company

Connect with:

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

Troy Garcia – CFP®, Financial Advisor at Allen & Company
Allen & Company – Troy Garcia
LinkedIn – Troy Garcia

Lionel Vasco Bonini, MD – Physician at Watson Clinic
Watson Clinic – Lionel Vasco Bonini
Doctor.com – Lionel Vasco Bonini

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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 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 for teaching...