
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

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 advisors take time to explain the "next generation" of tax efficient investing, direct indexing.
Jun 28, 2023
14 min

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 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

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

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
