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

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

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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.
Understanding Reverse Mortgages with George Vrban (Ep.12)

Understanding Reverse Mortgages with George Vrban (Ep.12)

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Tune in now as Bryan Repple speaks with George Vrban, a mortgage veteran of 30 years,  on the transformative power of reverse mortgages. They explore the myths surrounding reverse mortgages, the challenges faced by baby boomers, and how to leverage housing wealth for financial success.

Key Highlights: 

  • Dispelling Reverse Mortgage Myths: Learn the truth about reverse mortgages, including the misconceptions about losing home ownership and the role of FHA insurance
  • Retirement Strategies Using Housing Wealth: Discover how to utilize your home’s equity to create a sustainable income stream in retirement without worrying about monthly mortgage payments
  • Tax-Free Financial Benefits: Understand the tax advantages of reverse mortgages, such as accessing your home equity without increasing your taxable income
  • Real-Life Success Stories: Hear inspiring examples of individuals who transformed their retirement and financial health through the strategic use of reverse mortgages
  • And more

Resources:

Connect with Bryan Repple: 

Connect with George Vrban: 

About Our Guest: 

With over 30 years of experience in the insurance and mortgage industries, George Vrban has been a trusted advisor since 1992. He began specializing in reverse mortgages in 2006, successfully closing hundreds of loans and helping countless clients secure their financial futures. George’s extensive knowledge and honest approach make him a standout in the industry, empowering clients to make educated and informed decisions about their financial well-being.

George’s passion for helping others is reflected in his active memberships with the Florida Planning Association (FLFPA), Circle of Wealth (COW), and the National Association of Insurance and Financial Advisors (NAIFA). His dedication to his clients is matched by his commitment to these professional organizations, ensuring he stays at the forefront of industry development.

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.
From Growth to Stability: Financial Moves You Need to Make Now (Ep. 10)

From Growth to Stability: Financial Moves You Need to Make Now (Ep. 10)

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As you approach retirement, how ready are you to shift from accumulating wealth to confidently managing it? 

Listen in as Bryan Repple outlines the essential strategies required for transitioning from the accumulation phase of life into the distribution phase. Drawing insightful parallels between endurance sports and financial planning, Bryan emphasizes the critical mindset shifts and strategies necessary to plan for a fulfilling retirement.

Key Highlights:

  • The Power of Perseverance: Bryan shares his journey of overcoming setbacks in ultra-endurance events, highlighting the importance of perseverance and preparation in both life and financial success
  • The Accumulation vs. Distribution Phases: Explore the unique strategies necessary for transitioning from wealth accumulation during your career to effectively managing and distributing it in retirement
  • Navigating Market Volatility: Uncover investment strategies for navigating a volatile interest rate landscape, striking the right balance between growth potential and financial stability
  • Diversification and Risk Management: Bryan stresses the crucial need for portfolio diversification, including the strategic use of money markets and annuities to shield against market risks
  • Practical Financial Guidance: Gain actionable insights on avoiding the traps of low-yield accounts and the critical need for regular portfolio reviews to evaluate risk, fees, and overall strategy
  • 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.