The Lantz Way
The Lantz Way
The Lantz Financial Team
The Lantz Way is a three part podcast series that introduces the retirement process used at the Lantz Financial team. This podcast is broken up into three episodes, each diving deep into details explaining the Lantz Way.Investment advisory services provided by Lantz Financial, LLC, an SEC registered investment adviser. This podcast is only intended for clients and interested investors residing in states in which we are registered to provide investment advisory services or exempt from registration. Please contact us to determine if the firm provides investment advisory services in the state where you reside. All content on this podcast is for informational purposes only and should not be considered investment advice. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another party’s informational accuracy or completeness. Neither Lantz Financial, LLC nor its representatives provide tax or legal advice, and nothing herein should be construed as such. Always consult with your tax advisor or attorney regarding your specific circumstances.
The Lantz Team Direct Indexing with Vanguard
Listen to Dan and Logan with Vanguard covering direct indexing. We go over what direct indexing is, how it works, and why we use it.
Jun 5, 2024
17 min
The Lantz Team Technology Stack
Listen to Mike Lantz and team cover the technology they use to better serve clients. Some topics include Black Diamond, 401k management, tax return analysis, and tools for planning for retirement.
Oct 27, 2023
23 min
The Lantz Team on Taxes: Part 2
The advisors take time to explain the "next generation" of tax efficient investing, direct indexing.
Jun 28, 2023
14 min
The Lantz Team on Taxes: Part 1
The Lantz Team is back and better than ever! The team discusses informative information regarding tax planning, setting the ground work for this summer series of podcasts.
Jun 14, 2023
22 min
The Lantz Way: Episode 3
The third installment of the Lantz Way describes the final 3 steps used in the 5 part retirement plan process used at the Lantz financial Team.
Jan 30, 2023
21 min
The Lantz Way: Episode 2
Episode 2 of the Lantz Way focuses on the psychological aspect of retirement and the assets/liabilities/sources of income to account for when making retirement decisions.
Jan 9, 2023
16 min
The Lantz Way: Episode 1
Episode 1 of the Lantz way dives into the history behind Mike's retirement process and gives a broad overall description of the 5 step retirement plan.
Dec 22, 2022
32 min