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Join your host Jammie Avila as he shares his thoughts on a wide variety of financial topics surrounding retirement strategy, investment management, tax planning and more! Jammie Avila is the managing partner and co-founder of Cornerstone Wealth Management with offices in Las Vegas and Henderson, Nevada. Get more information at www.cornerstonevegas.com or by calling 702-252-5252.
 
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The goal for all of us is to be able to retire at some point, but how do you know when you’re ready? Let’s take away some of that worry and concern by sharing the different types of people we work with and what it takes to get them to retirement. Show Notes, Contact & Resources: https://www.cornerstonevegas.com/cornerstone-retirement-podcast/ Times…
 
There’s a lot of confusion out there about annuities, probably because there are different types of annuities that do different things. So we’ll give you each of these types of annuities, you explain how they work and how they might be used in someone’s financial plan… Show Notes, Contact & Resources: https://www.cornerstonevegas.com/cornerstone-re…
 
Social Security isn’t a topic that clients are well-versed in when we first meet them, but it’s a critical component to the income planning portion of your retirement. Many factors weigh into the claiming strategy and we want to clear up many of the common misbeliefs that are out there. Show Notes, Contact & Resources: https://www.cornerstonevegas.…
 
Retirement planning is much like football. The closer you get to the endzone, the more important the strategy becomes. Let’s take a look at these crucial planning years and talk about what you need to be doing to avoid a critical turnover. Show Notes, Contact & Resources: https://www.cornerstonevegas.com/cornerstone-retirement-podcast/ Timestamps: …
 
When it comes to investing, there are three primary places to contribute your money based on your goals and your risk tolerance. We call these the three worlds of money and today we’ll break down each of them for you. Show Notes, Contact & Resources: https://www.cornerstonevegas.com/cornerstone-retirement-podcast/ Timestamps: 0:48 – Why we’re talki…
 
The relationship with a financial advisor is one that you need to feel comfortable with and have trust in. How do you find the right person? A lot of people can do a good job for you but we’ll explain the qualities and characteristics you absolutely need from an advisor. Show Notes, Contact & Resources: https://www.cornerstonevegas.com/cornerstone-…
 
Our Cornerstone Retirement Blueprint Process is focused around 5 key pillars of retirement planning designed to help our clients achieve the retirement they have always dreamed of. On this episode, we’ll explain the fifth and final pillar in our process: legacy planning. Show Notes, Contact & Resources: https://www.cornerstonevegas.com/cornerstone-…
 
Our Cornerstone Retirement Blueprint Process is focused around 5 key pillars of retirement planning designed to help our clients achieve the retirement they have always dreamed of. On this episode, we’ll explain the fourth pillar in our process: healthcare planning. Show Notes, Contact & Resources: https://www.cornerstonevegas.com/cornerstone-retir…
 
Our Cornerstone Retirement Blueprint Process is focused around 5 key pillars of retirement planning designed to help our clients achieve the retirement they have always dreamed of. This episode is all about taxes and how we work with clients to reduce their tax liabilities in retirement. Show Notes, Contact & Resources: https://www.cornerstonevegas…
 
Our Cornerstone Retirement Blueprint Process is focused around 5 key pillars of retirement planning designed to help our clients achieve the retirement they have always dreamed of. On this episode, we’ll explain the second pillar in our process: investment planning. What can you do with the remaining assets after your income plan is in place? Show …
 
Our Cornerstone Retirement Blueprint Process is focused around 5 key pillars of retirement planning designed to help our clients achieve the retirement they have always dreamed of. On this episode, we’re going to elaborate on the income planning process, which is a top priority for your retirement plan. Show Notes, Contact & Resources: https://www.…
 
After years of radio, the Cornerstone Vegas team is joining the podcasting world. Before we get rolling on financial planning conversations, we want to introduce everyone to our business, our history, and our goals for the show. Show Notes, Contact & Resources: https://www.cornerstonevegas.com/cornerstone-retirement-podcast/ Timestamps: 0:42 – COVI…
 
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