Tag: Financial Advice
Tax Strategies for 2024 with Michael Mandarino (Ep. 14)

Tax Strategies for 2024 with Michael Mandarino (Ep. 14)

By |

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

As the end of the year approaches, are you prepared to handle taxes wisely? Are you deferring taxes now, only to face a bigger bill down the road?

In this episode, Bryan Repple sits down with Michael Mandarino, a financial advisor at 123 Investing, to tackle year-end tax planning strategies that high-income earners often overlook. They delve into powerful tools like Roth conversions, oil and gas programs, and opportunity zones—all designed to boost your financial IQ and help you align your tax strategy with your broader financial goals. Don’t miss these insights to make the most of your earnings while keeping your future tax obligations in check.

Michael discusses: 

  • How can effective tax planning help you avoid wasting money on unnecessary taxes
  • When is the best time for high-income earners to consider a Roth conversion
  • What unique tax advantages do oil and gas investments or opportunity zones offer
  • Why is consulting a professional important for maximizing tax benefits and minimizing liabilities
  • And more

Connect with Bryan Repple: 

Connect with Michael Mandarino: 

About Our Guest: 

Michael William Mandarino, hailing from West Newton, Pennsylvania, exemplifies a journey of dedication and leadership that has led him to become a renowned financial advisor. His foundation was laid in a town that prides itself on hard work, a value that propelled him to the United States Military Academy at West Point. Here, Michael earned a Bachelor of Science in General Management with a focus on Systems Engineering, setting the stage for his future leadership roles.

The information covered and posted represents the views and opinions of the guest and does not necessarily represent the views or opinions of Bryan Repple. The content has been made available for informational and educational purposes only. The content is not intended to be a

substitute for professional investing advice.

Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. Bryan Repple is a registered representative and investment advisor for G.A. Repple & Company, member of FINRA, SIPC.
How To Become Your Own Banker (Ep. 9)

How To Become Your Own Banker (Ep. 9)

By |

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Are you stuck in the cycle of traditional financial strategies? 

Discover a groundbreaking approach with Bryan Repple as he explores the concept of infinite banking. Learn how to become your own banker, ensuring your money continues to grow without interruption. Bryan discusses how this innovative method can redefine your financial planning and help you achieve continuous wealth growth.

Key Highlights:

  • Infinite Banking Explained: Learn how managing your finances through your own banking system can help you retain and grow your wealth by avoiding the pitfalls of traditional borrowing and saving
  • Compounding Interest: Understand the crucial role of uninterrupted compounding interest in wealth creation and how the infinite banking approach ensures continuous asset growth
  • Leveraging Whole Life Insurance: Discover how a well-designed whole life insurance policy can act as a powerful financial tool, providing liquidity and growth without interrupting your wealth’s compounding interest
  • Drawbacks of 401(k) Plans: Bryan highlights the risks associated with traditional retirement accounts like 401(k)s, including potential future tax liabilities and lack of predictability
  • Practical Applications: Learn how Bryan uses whole life insurance policies for various financial needs, maintaining liquidity and ensuring continuous wealth growth
  • And much more!

Resources:

Connect with Bryan Repple: 

The information covered and posted represents the views and opinions of the guest and does not necessarily represent the views or opinions of Bryan Repple. The content has been made available for informational and educational purposes only. The content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. Bryan Repple is a registered representative and investment advisor for G.A. Repple & Company, member of FINRA, SIPC.
How to Align Your Finances AND Your Relationships (Ep. 7)

How to Align Your Finances AND Your Relationships (Ep. 7)

By |

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

How do your financial choices affect your health and happiness, specifically your relationships?

Bryan Repple unveils a transformative approach that seamlessly integrates mindset, financial strategies, and the pursuit of meaningful living. Learn how proficient financial planning can optimize your wealth, enrich your relationships, and improve your overall well-being.

Tired of the same old financial advice? Learn how to hack your brain for wealth!

Key Highlights:

  • Retirement Planning Essentials: Bryan highlights how tailored retirement questions can profoundly impact your financial future
  • Emotional Financial Impact: Explore how financial stress adversely affects physical health and the need for effective financial strategies
  • Strategic Roadmapping: Bryan illustrates the need for a clear financial plan with a road trip analogy, emphasizing successful retirement planning
  • Proactive Tax Strategies: Emphasizes the role of smart tax planning, such as Roth conversions, in protecting against future economic shifts and tax hikes
  • Aligning Financial Goals: Bryan explains how financial advisors can synchronize couples’ financial goals, bolstering relationships and minimizing conflicts
  • Financial Advisory as Counseling: Discusses how financial advice goes beyond numbers to address emotional and psychological well-being, aiding clients in redefining their financial outlook
  • And much more!

Connect with Bryan Repple: 

The information covered and posted represents the views and opinions of the guest and does not necessarily represent the views or opinions of Bryan Repple. The content has been made available for informational and educational purposes only. The content is not intended to be a substitute for professional investing advice.

Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. Bryan Repple is a registered representative and investment advisor for G.A. Repple & Company, member of FINRA, SIPC.

FEATURE
How To Balance Finance and Fulfillment (Ep. 2)

How To Balance Finance and Fulfillment (Ep. 2)

By |

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Can your values shape your “Brain Wealth”?

Discover how the integration of personal values can transform your financial future in this intriguing episode with Bryan Repple from Repple Wealth Management. Beginning their journey in the 1990s, the firm has been at the forefront of values-based investing, anticipating significant shifts in the financial world. Today, they are innovators in merging FinTech with wealth management, creating strategies that resonate particularly with Gen Xers. This unique approach combines traditional financial wisdom with cutting-edge technology to guide financial decisions toward a balance of wealth and well-being.

Join Bryan Repple in this journey and learn how to align your financial strategy with your personal values for a fulfilling and secure financial future.

Key Highlights:

  • Explore the pivotal shift from traditional to values-based investing
  • Uncover the groundbreaking evolution of Repple Wealth Management
  • Dive into how emotional intelligence shapes financial planning
  • Understand the tailored financial strategies for Gen Xers
  • Learn the significance of holistic financial planning, including insurance, investments, estate planning, and tax considerations
  • Discover key questions for effective financial self-evaluation
  • Gain insights on aligning your current lifestyle with future financial goals
  • And much more!

Resources:

Connect with Bryan Repple: 

The information covered and posted represents the views and opinions of the guest and does not necessarily represent the views or opinions of Bryan Repple. The content has been made available for informational and educational purposes only. The content is not intended to be a substitute for professional investing advice.

Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. Bryan Repple is a registered representative and investment advisor for G.A. Repple & Company, member of FINRA, SIPC.