LIFE AS PLANNED VIDEOS

The following videos were produced during my practice work in Marin County, California, while affiliated with another firm. I am now based in Prescott, Arizona, and am affiliated with Stratos Wealth Partners. These videos address relevant financial planning topics which is why I continue to provide the content.

LOVE AND THE LAW

This is an edited version of the Women On Money (TM) television program focused on how laws, court decisions and tax codes affect our most significant relationships. Host is Kathleen Nemetz, certified financial planner. Guests for this edition are family law attorney Abby Lucha; estate planning attorney Jennifer Cowan, and psychologist Dr. Melanie Greenberg, author of The Stress Proof Brain.

Savvy Strategies for Social Security

In this fast-paced discussion of Social Security claiming strategies, guests CPA Tamara Hull and Attorney Georgeana Roussos discuss ways to maximize payouts. Kathleen Nemetz, MBA, CFP, moderates.

The pluses and pitfalls of claiming early rather than at full retirement age or age 70 are reviewed, as well as taxation of benefits for people who work while receiving them. A separate follow on supplement also delves into best ways to claim on the work record of a deceased or ex-spouse.

Investment income can also result in Social Security taxation, depending on one's age. Kathleen Nemetz reviews ways to invest for supplemental income that can minimize these other taxes on benefits.

Finally, Tamara talks about self employment and all participants talk about how to best manage one's work credits for life, when qualifying for Social Security and building one’s account for benefits. Produced for CMCM-TV, Community Media Television of Marin.

RETIREMENT INCOME, CREATING AN INVESTMENTS PAYCHECK

This video highlights methods by which retirees can sustain their lifestyle and finance living expenses using investments. This group discussion by five female experts covers income from property rentals, stock dividends, bond interest, pensions, tax free Roth IRAs and Social Security. Speakers include real estate investor Toni Esposti; Social Security attorney Georgeana Roussos; reverse mortgage expert Homa Rassouli; and banker Karen Hawkey. Created for CMCM-TV, Marin Community Television, as an episode of the Women On Money (TM) program, hosted by certified financial planner Kathleen Nemetz, MBA.

CREDIT REPAIR AND REAL ESTATE

This video is about Credit Repair and Real Estate. Five female experts join in a roundtable discussion for this edition of Women On Money, a CMCM-TV production, Marin County television.