In an attempt to break down often overcomplicated financial topics, Tanner Millar explains financial planning and economic events in a way that anyone can understand. Follow the journey to financial freedom and literacy.
We're back with another special episode! Over the past few weeks you've been sending in your questions that you'd like to have answered on the show. This week I sat down with some members of the Core Planning team where we answered those questions, as well as others that we are commonly asked. Listen now to hear your question answered! Please note - The opinions and financial advice given on this episode is for educational purposes only. You should consult a professional before using this advice for your own financial plan. Advisory services offered through Core Planning LLC, a Registered Investment Advisor. https://www.yourcoreplan.com/disclosures Check out the new Podcast Index Fun Lei Deng - Lei@yourcoreplan.com Guy Penn - Guy@yourcoreplan.com Patrick Ritter - Patrick@yourcoreplan.com riverkingfishing.com Tanner Millar - Tanner@yourcoreplan.com
In this week's episode, Tanner is joined by Andy Miller, small business owner and real estate investor in the Denver area. They discuss the small business Andy is getting up and running, as well as talk about some ins and outs of the real estate game. Listen now! Andy Miller - (720)-392-8719 - andy.miller@industryhmc.com Tanner Millar - (660)-998-4639 - tanner@yourcoreplan.com tmillar.com
In this week's episode, Tanner discusses the current state of the weakening economy. Often times we're filled with fear when we hear major news outlets and politicians talk about the struggling economy and markets. Today, Tanner offers some insight as to why we need to step back and look at the bigger picture. Listen now! Submit your questions for the next Core Planning interview HERE - Tanner Millar tanner@yourcoreplan.com (660)-998-4639 Tmillar.com
In this week's episode, Tanner is joined by Jason Co, founder and owner of Co Planning Group. Jason is a trusted contact in the RIA world and someone who does great work. Today, Tanner and Jason discuss Jason's practice and the niche he is serving. They talk about how Jason serves immigrants and their families, specifically those who speak Cantonese and Mandarin. Listen now! Submit your questions for the next Core Planning interview HERE Jason Co jason.co@coplanninggroup.com Co Planning Group Check out Jason's content at any of the links below! Youtube Instagram TikTok LinkedIn Tanner Millar tanner@yourcoreplan.com tmillar.com
In today's episode, Tanner is Joined by Jacob George, a fellow member of Core Planning who is building his practice around his faith in God. Tanner and Jacob discuss some hard hitting questions that show the route Jacob is taking in growing his practice. Listen now! Submit your questions for the next Core Planning interview HERE Jacob George jacob@yourcoreplan.com worthwhileretirement.com Tanner Millar tanner@yourcoreplan.com (660)-998-4639 tmillar.com
In today's episode, Tanner discusses what compound interest is and why it plays such a major role in our financial plan. It's common to hear the word compounding and brush it off, but maybe the examples Tanner offers today will catch your attention. Listen now! Follow Honest Wage on Instagram! - Tanner Millar tanner@yourcoreplan.com (660)-998-4639 Tmillar.com
In today's episode, Tanner is joined by Lei Deng CFA, CFP® where they discuss the health savings account. The HSA is a powerful tool that is gaining in popularity. Should you be utilizing the HSA in your own financial plan? Listen now! Follow Honest Wage on Instagram! Lei Deng - Guest - lei@yourcoreplan.com Tanner Millar - Host - tanner@yourcoreplan.com tmillar.com
In today's episode, Tanner discusses the benefits and process of rolling old retirement plans into an IRA. It's common that over the years we've switched employers and have old plans out there "collecting dust." Let's talk about the importance of rolling those plans over and getting those funds working for us. Listen now! Follow Honest Wage on Instagram! - Tanner Millar tanner@yourcoreplan.com (660)-998-4639 Tmillar.com
In today's episode Tanner discusses what to expect when working with an advisor. Often times people are timid or hesitant to reach out to an advisor because they're nervous about what the process looks like. Today, we discuss what you can expect the process to look like and the beginning steps to creating a great financial plan. Listen now! Follow Honest Wage on Instagram! - Tanner Millar tanner@yourcoreplan.com (660)-998-4639 Tmillar.com
Today's episode is a special one! For the past week, you have been submitting your finance related questions. Today, those questions are answered by a group of Core Planning members. Listen now to hear your question and others answered by a group of professionals! Follow Honest Wage on Instagram! Please note - The opinions and financial advice given on this episode is for educational purposes only. You should consult a professional before using this advice for your own financial plan. Advisory services offered through Core Planning LLC, a Registered Investment Advisor. https://www.yourcoreplan.com/disclosures Lei Deng - Lei@yourcoreplan.com Jacob George - Jacob@yourcoreplan.com Randy Swetnam - Randy@yourcoreplan.com Guy Penn - Guy@yourcoreplan.com Tanner Millar - Tanner@yourcoreplan.com
In today's episode I wanted to express my gratitude to the listeners who listen to the podcast and have supported me along the way. The last 10 episodes have been a blast to produce and I am stoked for what's ahead. Today I simply wanted to say thank you, and briefly talk about what's coming up in episode 11. Listen now and submit your questions for EP. 11 at the link below! SUBMIT YOUR QUESTIONS HERE Follow Honest Wage on Instagram - Tanner Millar tanner@yourcoreplan.com Tmillar.com
In today's episode, Tanner is joined again by the founder/owner of Core Planning, Guy Penn. Tanner and Guy discuss the unique position that Core and other small RIA's are in. They discuss how they're able to serve a broad range of clients and really take care of those who matter to them the most. Listen now! Follow Honest Wage on Instagram Guy Penn - guy@yourcoreplan.com - gmpenn.com - Tanner Millar tanner@yourcoreplan.com Tmillar.com
On Wednesday June 15, we heard FED Chairman Jerome Powell discuss the .75% hike in the federal interest rate. This is the largest rate hike since 1994. We now have a better idea of how aggressively the FED plans to act on the inflation crisis in the United States. In today's episode Tanner breaks down the FOMC meeting and discusses a few clips from Jerome Powell's press conference. Listen now! Full interview with Jerome Powell - Click Here Follow Honest Wage on Instagram! - Tanner Millar tanner@yourcoreplan.com Tmillar.com
In today's episode, Tanner breaks down the IRA as well as discusses what a Roth IRA is. Listen to the full episode where he discusses the annual limits/rules regarding IRAs, and provides a way to help decide which type of account is right for you. Listen now! Follow Honest Wage on Instagram! Tanner Millar - tanner@yourcoreplan.com - Tmillar.com
In today's episode, Tanner sits down with Zack Shown to discuss how the uncertainties in the world today are affecting the market and causing some harsh reactions. It's times like now when it's important to remain calm and not make irrational decisions. Listen now to hear how Zack and Tanner recommend getting through these times! Follow Honest Wage on Instagram ! Zack Shown - zshown@yourcoreplan.com - Zshown.com Tanner Millar - tanner@yourcoreplan.com - Tmillar.com
In today's episode, Tanner sits down with Mark Langworthy to discuss estate planning. Mark has been a licensed attorney practicing estate planning in Columbia MO for 30+ years. Today they discuss the estate planning process, and why getting your estate figured out and planned is the responsible thing to do. Listen now! Tanner Millar tanner@yourcoreplan.com https://www.tmillar.com/
In today's episode we discuss different retirement plans for small business owners and self-employed individuals. Tanner is joined by Lei Deng CFA, CFP® who has a network of small business owners and plenty of experience implementing these retirement accounts. Listen now! Lei Deng - Guest - lei@yourcoreplan.com Tanner Millar - Host - tanner@yourcoreplan.com https://www.tmillar.com/
Today we began our discussion on different retirement accounts. There's tons of options out there when it comes to picking a retirement account. Today we focus on the IRA and 401(k), we talk about what each plan is, how they're similar, and what makes them different. Listen now to learn about two of the most popular retirement accounts!
Today we sit down with Mary Dorn and talk about filing our personal income taxes. It's possible that the tax return that we received or owed for 2021 looked a little different than it has in years past. Today we talked about what's changed this year and what we can do going forward to become more tax efficient. If you're left with some questions or have interest in getting some help developing or reviewing your financial plan, send me an email or shoot me a text or call. Thank you! Tanner Millar tanner@yourcoreplan.com (660)-998-4639
In our first episode Guy Penn, owner and founder of Core Planning, joins Tanner to discuss what Core Planning is and how they're separating themselves from the major brokerages in the industry. They discuss Guy's journey that led to him starting Core and making the jump. Listen now! tanner@yourcoreplan.com
Introducing Honest Wage, a podcast geared towards everyday men and women that want to expand their financial knowledge, as well as keep up with the economic events happening around them. Listen to the intro now!