Financial Foundations with Greg Smith https://www.orionadvisorypartners.com/ <p>Timely discussions on relevant financial matters in todays climate.</p> <p class="disclosure">Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Greg Smith is not a registered broker/dealer and is independent of Raymond James. Content represents the opinions of the speaker and not necessarily those of Raymond James. Important Disclosure Information: http://raymondjames.com/smicd.htm</p> en Greg Smith greg.smith@raymondjames.com Greg Smith Greg.Smith@RaymondJames.com episodic 2bca69d0-a4f9-4ead-91da-56f27f7767fe 4 Things That Could Impact Your Retirement Plan Thu, 19 Oct 2023 00:00:00 -0400 1 05:34 50429711-0160-47c8-ae23-80aaa8e910a5 3 Advantages of a Family Trust Wed, 28 Jun 2023 00:00:00 -0400 2 03:54 d6a62640-242c-40ed-8872-51f199267ba4 Business Retirement Plan Options Wed, 4 Aug 2021 00:00:00 -0400 3 0:21:42 8435348b-fb04-449c-a3f1-065c5a4a0f48 Business Retirement Plan Options <p> A discussion on breaking down the different retirement plans and pensions out there and what they mean in simplified language.</p> Wed, 4 Aug 2021 00:00:00 -0400 4 0:21:42 0bed27ee-8edd-4b3c-a1a6-8e9965506f7e Insurance and Risk Management <p>Things to think about when purchasing life, disability and long term care insurance.</p> Fri, 25 Jun 2021 00:00:00 -0400 5 0:21:57 f960cde6-7f59-445e-a3e9-5f0b295032a2 Paying for College <p>There is a multitude of options out there and we&rsquo;ll talk about all of them and some consequences as well. Plan Ahead!</p> Tue, 18 May 2021 00:00:00 -0400 6 0:24:54 55bbff78-6b4b-4343-9f6a-aae1ffbea60a Social Security Questions <p>When to collect makes a big difference as well as other tricky things most folks don&rsquo;t know about or consider.</p> Fri, 16 Apr 2021 00:00:00 -0400 7 0:23:01 8a76c0fe-eb68-4eef-a211-feadaed82daa Successful Habits <p>How to improve your odds at a successful life.</p> Tue, 6 Apr 2021 00:00:00 -0400 8 0:20:56 c8bf0f05-5cf8-4fb8-abcc-a2c562ed96e3 Retirement Planning: Withdrawal Rates & Income Investments <p>A discussion on how taxes and unexpected things that can happen to you will affect your retirement income &ndash; and ways you can plan ahead for that.</p> Fri, 26 Feb 2021 00:00:00 -0500 9 0:26:42 6e429231-466e-48b6-84c4-5e70cf98bdf5 Estate Planning <p>Trusts, wills, transfer on death and other important documents. Reducing tax implications and other ways to preserve wealth transfers &ndash; be them larger or smaller.</p> Thu, 21 Jan 2021 00:00:00 -0500 10 0:26:53 e2f81c71-ff44-4ea1-9ece-e2f2e6201892 Year End and Holiday Shopping Strategies Thu, 10 Dec 2020 00:00:00 -0500 11 0:24:21 ba0e8229-78d1-4987-b17a-d8eda820fd0b 10 Things You Should Know About Politics and Investing <p>How Washington DC affects the markets and things to think about when the markets fluctuate.</p> Thu, 29 Oct 2020 00:00:00 -0400 12 c9c05edf-9145-407a-9ef4-755a3667f25e Charitable Giving <p>How giving assets you own can benefit not only the receiver &ndash; but you as well!</p> Wed, 9 Sep 2020 00:00:00 -0400 13 0:29:40 577ad5d1-1caa-4979-bcb8-d85178b718dc Basics of Investing Part 2 Thu, 20 Aug 2020 00:00:00 -0400 14 0:25:49 42e2ccd5-4d94-411c-a291-7516c12f1895 Basics of Investing Thu, 6 Aug 2020 00:00:00 -0400 15 0:27:38 dc0d117a-113e-4fef-ba34-0b7da973a8cb June 2020 Markets Discussion Wed, 1 Jul 2020 00:00:00 -0400 16 0:25:28 24544985-1c2d-4434-97da-6bbb60e52ed7 Greg Smith Introduction Tue, 23 Jun 2020 00:00:00 -0400 17 0:02:53 13e28ad5-92fe-4076-8427-a7fc346ff597 The Pandemic and Market Volatility Wed, 10 Jun 2020 00:00:00 -0400 18 0:32:41