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Envisioning, How We Get There

Hosted by: Laura Hawley Special guest: Troy Garcia

November 7, 2018

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.

The opinions voiced in this show are for general information only and are not intended to provide specific advice or recommendations for any individual. There is no assurance that the techniques and strategies discussed are suitable for all individuals or will yield positive outcomes. To determine which strategies may be appropriate for you, consult with your attorney, accountant, and financial advisor or tax advisor prior to making a decision.

The Roth IRA offers tax deferral on any earnings in the account. Withdrawals from the account may be tax free, as long as they are considered qualified. Limitations and restrictions may apply. Withdrawals prior to age 59 ½ or prior to the account being opened for 5 years, whichever is later, may result in a 10% IRS penalty tax. Future tax laws can change at any time and may impact the benefits of Roth IRAs. Their tax treatment may change. Traditional IRA account owners should consider the tax ramifications, age and income restrictions in regards to executing a conversion from a Traditional IRA to a Roth IRA.

Mutual fund investing involves risk including loss of principal. Capital gains or income distributions are not guaranteed.

Lionel Bonini and Watson Clinic are not affiliated with LPL Financial or Allen & Company.

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)

Links From the Show:

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

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

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