Living Richly with Curo

Episode 13 | Navigating Medicare with John Norce

🤝 Welcome to Episode 13 of Living Richly with Curo!
 
In this episode, we dive into the complexities of Medicare with our guest, an expert in the field. We break down the different parts of Medicare, including Parts A, B, C, and D, and explore how Medicare Advantage plans work. We discuss enrollment periods, eligibility criteria, and common pitfalls to avoid. Tune in for practical advice on navigating Medicare to ensure you or your loved ones make informed decisions about healthcare coverage.
 
 
John Norce, president and founder of MP Group, leads an independent Medicare insurance agency solely dedicated to assisting seniors transitioning into Medicare. Rooted in integrity, education and service excellence, MP Group has established itself as the leading Medicare resource for financial advisors nationwide.
 
Today, MP Group serves advisors and clients in 36 states, offering no-cost Medicare education and enrollment services. Through the experience of enrolling thousands of individuals, MP Group has developed a PATH℠ process, which provides a stress-free enrollment experience.
 
With over 35 years of industry experience, John enjoys sharing his Medicare knowledge as a featured speaker, continuing education instructor, and content creator.  His passion for the insurance industry is evidenced by his leadership positions with the National Association of Benefits and Insurance Professionals (NABIP) and the National Association of Insurance and Financial Advisors (NAIFA). As an active member of these organizations, he has served as a past President of his local NABIP chapter and currently serves as the President of his local NAIFA chapter.  John is a current member of the Financial Planners Association (FPA) and the National Association of Plan Advisors (NAPA).
 
By 2030, it is estimated that over 80 million Americans will be covered under Medicare. With the inherent complexities of the program, these individuals will seek out professionals to assist with navigating their retiree healthcare benefits. MP Group, under John’s leadership, will continue to evolve and find innovative ways to educate, enroll and guide advisor clientele on their Medicare journey.
 
#LivingRichly #Podcast #PersonalFinance

Episode 12 | Should I Take a 401(k) Loan?

🤝 Welcome to Episode 12 of Living Richly with Curo!
 
In this episode, we discuss all things 401(k) loans. We’ll cover general information 📚, pros and cons 📊, tax strategies 🎯, and more. You don’t want to miss out!
 
#LivingRichly #Podcast #PersonalFinance

Episode 11 | All About Mortgages with Leo Anzoleaga

Welcome to Episode 11 of Living Richly with Curo!
 
In this episode, we discuss all things mortgages 🏠 📝 with a very special guest...
 
Leo Anzoleaga (NMLS ID #251882) is the Senior Vice President of Residential Lending at NEO Home Loans. As a certified mortgage planning specialist, Leo and his team at the Anzoleaga Group specialize in building personalized mortgage plans for each client which includes a Total Cost Analysis, Annual Financial Reviews, and the Mortgage Under Management program. He is a Forbes Finance Council member and often works with CFPs and real estate agents to bring holistic home-planning strategies and plans to homeowners and home buyers in 49 states. 
 
Learn more about the Leo Anzoleaga Group at https://www.anzoleaga.com/.
 
Financial Advisors who are interested in joining the Mortgages Under Management program can join at https://www.mortgageundermgmt.com/.
 
Follow Leo on Social:
Instagram: https://www.instagram.com/leoanzoleagagroup/ 
LinkedIn: https://www.linkedin.com/in/leoanzoleaga 
YouTube: https://www.youtube.com/@LeoAnzoleaga 
 
Compliance disclaimer:
Equal Housing Opportunity. Lennar “Leo” I. Anzoleaga (NMLS ID #251882 DC:MLO251882 FL:LO113037 MD:28992 VA:MLO-6813VA). NEO Home Loans is a registered DBA of Luminate Home Loans, Inc. NMLS# 150953. Corporate Headquarters 2523 S. Wayzata Blvd, Suite 200, Minneapolis, MN 55405. For licensing information, go to: www.nmlsconsumeraccess.org. This advertisement does not constitute a loan approval or loan commitment. Loan approval and/or loan commitment is subject to final underwriting review and approval. Other terms and conditions apply.

Episode 10 | Traditional vs. Roth 401k Contributions

Welcome to Episode 10 of Living Richly with Curo!
 
Join us as we discuss traditional vs. Roth 401k contributions.
 
#LivingRichly #Podcast #PersonalFinance

Episode 9 | Estate Planning 101

Welcome to Episode 9 of Living Richly with Curo!
 
Join us as we take a deep dive into all things estate planning!
 
Email your questions to podcast@curoprivatewealth.com for us to answer in a future podcast episode!
 
#LivingRichly #Podcast #PersonalFinance

Episode 8 | Overlooked Tax Deductions

Welcome to Episode 8 of Living Richly with Curo!
 
On this episode, we discuss many overlooked tax deductions.
 
Join us to hear about some of these deductions and how they can enhance your financial situation!
 
#LivingRichly #Podcast #PersonalFinance

Episode 7 | Our Financial Planning Process

🤝 Welcome to Episode 7 of Living Richly with Curo!
 
🔍 In this episode, we cover the financial planning process we go through at Curo Private Wealth.
 
💡 No matter your financial situation, we encourage you to join us for an in-depth look at this process!

Episode 6 | All About "HSAs" (Health Savings Accounts)

Welcome to Episode 6 of Living Richly with Curo!
 
🤿 Dive into the world of HSAs – unveiling key details, strategies, and numbers!
 
💼 In this episode, we unpack how to navigate your HSA like a pro – from tax advantages to smart spending strategies. 💰 Tune in now to learn all things HSAs!

Episode 5 | Should I Pay for My Kid's College?

Welcome to Episode 5 of Living Richly with Curo!
 
📚 In this episode, we delve into the realm of children's education, offering parents guidance in preparing their children for academic success while safeguarding financial stability. 🔒 💵
 
🎓 Join us as we navigate the intricacies of balancing educational aspirations with financial responsibilities, empowering parents to make informed decisions that lay the groundwork for their children's bright futures while not compromising their financial goals.
 
Here is the article mentioned by Anne!
 
#LivingRichly #Podcast #PersonalFinance

Episode 4 | How Much Cash Should I Have?

💪 Join for our discussion on the power of cash reserves, what we believe is the foundation of your financial plan.
From serving as a safety net in times of need to providing opportunities for growth 📈, explore the importance of cash reserves and learn expert strategies for maximizing their potential and avoiding common mistakes.
Tune in to empower your financial journey today! 💰