Donor-advised funds are an amazing part of the nonprofit landscape, but they can also be hard to understand. As the market is changing, charitable giving can be a way to remain resilient, keep more of your taxes and do good at the same time. In this episode, Brett Ramsey speaks with one of his clients, …
The key to managing your retirement lifestyle is not ‘downsizing’ but ‘rightsizing.’ In this episode, we are joined by two of Artisan Wealth Strategies’ clients, Nancy and Bob Sweeney, and Jason Rose, a realtor for over 20 years. The trio chats with Brett Ramsey about the criteria you should focus on when you decide to …
At Artisan Wealth Strategies we’re always thinking about how to elevate the retirement planning process for our clients. When it comes to your retirement vision, it’s important for us to create a process that takes into account your income and your health. In this week’s episode, Brett Ramsey will talk about his streamlined process and …
Handcrafted for a confident retirement is the motto Artisan Wealth Strategies prides itself on. The commitment to this statement is why one of the first things discussed with any client at Artisan is to understand their circumstances and really get to know them over time. Back with the second episode of Handcrafting Your Retirement, we …
“Helping make your money last one day longer than you” is one of the notions Artisan Wealth Strategies stands by. In this very first episode of Handcrafting Your Retirement podcast, Brett Ramsey CFP, MBA, co-owner of Artisan Wealth Strategies, gives listeners a grasp of what this notion means and why it should matter to you. …
