Our latest edition of the Town Hall series is now available to view. This video series keeps our team informed and you up-to-date on current news and planning topics that may affect you. We have found that the more effort we put into informing our clients, the better off they tend to be.
Will Meneses is continuing with his educational series on financial topics. This week, Will covered RMDs or Required Minimum Distributions. He covers some of the basic rules on when you’re required to take your RMD (depending on your birth year) and how important it can be to have a comprehensive plan for managing your income.
Steve Aul is up next with an overview of the potential impacts of the ‘Big Beautiful Bill’ passing. He discusses the changes that are made permanent and those that are temporary. There are also numerous provisions that not everyone will be able to take advantage of. Steve provides us with a rundown of what we know and what we don’t know at this point.
Click Here to watch the July 30th Recording on YouTube
If you have questions or topics you would like the see the team cover on the next Town Hall, please email info@aulfg.com.
Previous Town Halls and more can be viewed on our YouTube channel. Remember to subscribe to our channel to be notified when a new video has been added.
In this edition of our Town Hall series, Will Meneses walks us through why it is important to properly plan where your income comes from in retirement. Seemingly small decisions can have a ripple effect on your planning.
Steve Aul is up next with a look at a complex issue, Roth Conversions and Back-Door Roths. Making the wrong choices can create problems that may follow you for the life of your IRA.
Click Here to watch the July 2nd Recording on YouTube
If you have questions or topics you would like the see the team cover on the next Town Hall, please email info@aulfg.com.
Previous Town Halls and more can be viewed on our YouTube channel. Remember to subscribe to our channel to be notified when a new video has been added.
Our latest edition of the Town Hall series is now available to view. This video series lets our team keep you up-to-date on current news and planning topics that could affect you. We have found that the more effort we put into informing our clients, the better off they tend to be.
Will Meneses is down in Atlanta to further his education on tax planning, so Steve Aul was flying solo for this episode. Our planning team is continually working to enhance its knowledge, enabling us to serve your financial needs best.
Steve packed plenty of great information into this shorter episode. He begins with an overview of what we have seen from the Market and his thoughts on what is to come. Next up is a subject about which we receive numerous questions. What impact could the Big Beautiful Bill have on our planning? At this stage, there are more questions than answers, but Steve does a great job of breaking down the elements we are focused on. Legislative Risk is a subject we often discuss, and you can be assured we will be closely monitoring this.
Click Here to watch the June 4th Recording on YouTube
If you have questions or topics you would like the see the team cover on the next Town Hall, please email info@aulfg.com.
Previous Town Halls and more can be viewed on our YouTube channel. Remember to subscribe to our channel to be notified when a new video has been added.
Our latest edition of the Town Hall series is now available to view. This video series lets our team keep you up-to-date on current news and planning topics that could affect you. We have found that the more effort we put into educating our clients, the better off they tend to be. We recorded this week’s session a day early due to the company team building and training we have this week. The office will be closed on Thursday, April 24th and Friday, April 25th for this training.
Will is up first with his educational piece on the various headwinds retirees face in their planning. While discussing a handful of important topics, Will made a great point on the need for communication. The planning team works hard to maintain open communication with our clients, and we work hard to be accessible to you. This comes in the form of client events, educational events, reviews, and even these town hall sessions.
Steve starts off by hitting us with some market déjà vu. He found an article from 2019 that could have easily been written yesterday. It described a series of issues that were causing a spike in volatility at the time. The point Steve was making was the need to focus on the long-term plan over making hasty reactions during periods like this. That being said, plans always benefit from regular review and adjustment when required. If you haven’t seen us for a review recently, or you have questions, don’t hesitate to reach out to us.
Click Here to watch the April 22nd Recording on YouTube
If you have questions or topics you would like the see the team cover on the next Town Hall, please email info@aulfg.com.
Previous Town Halls and more can be viewed on our YouTube channel. Remember to subscribe to our channel to be notified when a new video has been added.
The April 9th edition of our Town Hall series is now available. As you would expect, market volatility is the main driving force behind this session’s Town Hall topics. Will Meneses starts us off by discussing how sentiment can drive some of our decisions and how the analytical and mathematical approach of Market Guard helps guide us through these times. Steve Aul wraps up this session by discussing the three main drivers of the Market. Steve also restates that we are there for you when you have concerns. If you need to speak with the team, now or in the future, don’t hesitate to give us a call or schedule a review.
Click Here to watch the April 9th Recording on YouTube
If you have questions or topics you would like the see the team cover on the next Town Hall, please email info@aulfg.com.
Previous Town Halls and more can be viewed on our YouTube channel. Remember to subscribe to our channel to be notified when a new video has been added.
The March 12th edition of our Town Hall series is now available for viewing. Will Meneses was out with a minor eye surgery, so we had our ‘classic’ lineup with Mel Brandon and Steve Aul. Mel starts by talking about one of his favorite subjects, Annuities. If you have met with us in the past, you’ll know we are proponents of using annuities in the planning process. The differences in how an annuity might perform can be complicated, and several factors can affect how a contract can perform, even inside the same company. Mel takes us through some factors that can affect annuity performance and cements why it is essential to review your annuity products regularly. If you have an annuity you would like reviewed, call us for an Annuity X-Ray.
Steve Aul wraps up our Town Hall session by discussing the Market. We have seen greater volatility in recent weeks, and these moments are when we can make emotional decisions that can impact our planning. One of the key points that Steve made was regarding risk tolerance. If these periods of volatility are causing you to feel significant discomfort, it could be a sign that you are taking more risk than you should be. You should have regular conversations with your advisor to adjust risk exposure and help keep your plan on track. This is why we proactively reach out to our clients for regular reviews.
Click Here to watch the March 12th Recording on YouTube
If you have questions or topics you would like the see the team cover on the next Town Hall, please email info@aulfg.com.
Previous Town Halls and more can be viewed on our YouTube channel. Remember to subscribe to our channel to be notified when a new video has been added.
The February 26th edition of our Town Hall series is now available for viewing. Even though the planning team doesn’t coordinate their topics beforehand, this episode had a solid theme. The focus was on the various elements that go into the planning process at Aul Financial Group. This includes the philosophy that helps guide our team to the more practical daily matters we deal with. This helps to illustrate the team approach we use when serving our clients.
Click Here to watch the February 26th Recording on YouTube
If you have questions or topics you would like the see the team cover on the next Town Hall, please email info@aulfg.com.
Previous Town Halls and more can be viewed on our YouTube channel. Remember to subscribe to our channel to be notified when a new video has been added.
The January 29th edition of our Town Hall series is now available for viewing. Mel Brandon starts the discussion by looking at some of the volatility the federal workforce may face as the new administration gets going.
Will Meneses is up next with a similar topic regarding the new administration, and this is likely going to be a common theme as we move through 2025. Will talks with us a bit about proposed changes we could see with Social Security and Medicare.
Steve Aul wraps up this session with a look at the market. There has been a tremendous amount of volatility recently, and it always brings us back to planning. Emotional investing can be the enemy of a good long-term plan. If you’re feeling uneasy about elements of your plan, reach out to our team.
Click Here to watch the January 29th Recording on YouTube
If you have questions or topics you would like the see the team cover on the next Town Hall, please email info@aulfg.com.
Previous Town Halls and more can be viewed on our YouTube channel. Remember to subscribe to our channel to be notified when a new video has been added.
We kicked off the first Town Hall of the year with a big change for Aul Financial Group… Mel announced his retirement in March. Mel has helped many people toward the goal of a better retirement, and he is finally looking forward to enjoying the same for himself.
Will Meneses used his time to cover an important topic: scams. There tends to be an uptick in financial scams at the start of a year. This can be especially so when we have significant events such as natural disasters, new administrations, or new technology. It is essential to take a pause when receiving offers that promise life-changing returns or try to scare you with changes to programs you may not be familiar with. The Federal Trade Commission keeps an up-to-date list of scams to watch out for. Click here to learn more.
Steve Aul wrapped up this session by looking at the history of Aul Financial Group. We are celebrating our 15-year anniversary, and Steve walks us through the journey to get here. We are very appreciative of the trust you place in Aul Financial Group, and we look forward to serving your financial needs for years to come.
Click Here to watch the January 15th Recording on YouTube
If you have questions or topics you would like the see the team cover on the next Town Hall, please email info@aulfg.com.
Previous Town Halls and more can be viewed on our YouTube channel. Remember to subscribe to our channel to be notified when a new video has been added.
In the November 13th Town Hall meeting, the planning team is back again with a rundown on current events and topics that can affect your financial planning. As you may expect, the election’s impact was a hot topic for this session.
Mel Brandon starts by looking back at the immediate impact of elections on the market over the last 44 years. Will Meneses covers a subject we often discuss: taxes in retirement. There are some common misconceptions about what taxes and income look like in retirement.
Will touches on the importance of planning to maximize your spending power when taking income in retirement.
Steve Aul wraps up the session by expanding on the impact of the election and taxes. As planners, we take on the important role of providing guidance and helping clients avoid making emotional decisions during chaotic times.
Click Here to watch the November 13th Recording on YouTube
If you have questions or topics you would like the see the team cover on the next Town Hall, please email info@aulfg.com.
Previous Town Halls and more can be viewed on our YouTube channel. Remember to subscribe to our channel to be notified when a new video has been added.
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