Healthy, Wealthy, and Whys Podcast

Retirement Ready Income Planning Strategies

Enza presents the Retirement Ready: Income Planning Strategies webinar hosted by Scott Fischer, Principal at Enza Financial, with guest speaker, Christine Millen, Principal at Enza Financial.

Topics Include:

• The Increasing Need for Retirement Income – Planning for Longevity & Rising Costs
• Timing is Everything – the Retirement Risk Zone
• Creating a Diversified Income Strategy

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Quarterly Economic Update

Listen to our latest webinar recording, Quarterly Economic Update, held on Friday, April 19th at 10am ET. Hosted by Scott Fischer, Principal at Enza Financial.

Topics discussed include:

• Economic Update
• Market Update
• Forecast for Next Quarter

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Medicare Basics

Enza Financial presents Marylee Carey of The Koptis Carey Organization. Marylee's presentation is an overview of Medicare benefits including: 

1. Background on Medicare 

2. Medicare vs Medicaid 

3. Parts of Medicare 

4. Medicare enrollment

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Quarterly Economic Update Webinar

View the latest Quarterly Economic Update webinar on January 19th at 10am hosted by Scott Fischer, Principal at Enza Financial. 

Topics Discussed:

Market Update

Economic Update

Next Quarter Forecast

File #: 6209542.1

401(k)

Join us as we talk with Enza's Kiowa Speck, Senior Retirement Consultant, all about your 401(k). You don't want to miss this!

2023 Year End Tax Planning Opportunities

Listen as guest speaker, Geoff Zion, from Zion, & Synek Associates prepares us for the 2023 Year End Tax Planning Opportunities.  The topics discussed are as follows:

• Individual year-end tax planning ideas
• Qualified Charitable Distributions (QCD) from IRA
• Business year-end tax planning ideas
• Ohio tax updates from biennial budget

Quarterly Economic Update

Listen as Scott Fischer gives an update on the Q4 2023 market, economy, and what we can expect for Q1 in 2024.

4th Quarter Economic Update Webinar

Listen to the 4th Quarter Economic Update with Scott Fischer, Principal of Enza Financial. Topics include economic & market updates along with Scott's forecast for the next quarter! You don't want to miss it!

Navigating the Future Annuity Trends & Strategies for Retirement Planning

Listen to the latest Enza webinar series on Navigating the Future Annuity Trends & Strategies for Retirement Planning. Hosted by Scott Fischer, Principal & Director of Wealth Management at Enza Financial with featured speaker, Christine Millen, Principal at Enza Financial.

Mental Well-being

In this episode, we welcome a new guest speaker, Jessica Harklua from Hylant, to discuss mental well-being. We hear Jessica's moving story and dive into why mental well-being is important to recognize!