The Ridge
17 clip(s) in playlist
Retirement Planning Complexities to Discuss
In this episode, Ryan and Luke Mesimer, from Northridge Wealth Advisors, discuss the complexities of retirement planning, focusing on deferred annuities, long-term care, and life insurance. They emphasize the importance of understanding policy details, asking the right questions, and working with p…
53:54
Generating Tax-free Income Replacement and Peace of Mind.
In this episode, Ryan and Luke Mesimer from North Ridge Wealth Advisors discuss critical retirement planning topics including how life insurance can provide tax-free income replacement and peace of mind, pension survivor options, long-term care insurance, annuities, and the importance of personaliz…
51:48
The Importance of Estate Planning for Everyone
In this episode, Ryan and Luke Mesimer from Northridge Wealth Advisors discuss the importance of estate planning, beneficiary designations, and how to keep your estate plan updated to reflect life changes. Learn practical tips to protect your assets and ensure your wishes are honored. If you have…
53:55
Retirement Tax Surprises and How to Avoid Them
In this episode, Ryan and Luke Mesimer from Northridge Wealth Advisors discuss essential retirement planning topics including taxes, RMDs, and Roth conversions. They provide practical advice to help listeners make informed decisions and avoid costly mistakes as they prepare for retirement. If you…
53:07
People are Living Longer, Which Puts Stress on Your Money
In this episode, Ryan Mesimer discusses essential retirement planning topics including Social Security timing, tax strategies, healthcare costs, and common retirement mistakes. Ryan emphasizes the importance of having a personalized plan and offer free consultations to help listeners prepare for a …
51:52
When it Comes to Planning: Difference between Saving and Investing
In this episode, Ryan and Luke Mesimer from Northridge Wealth Advisors discuss the fundamentals of investing, risk management, and personalized retirement planning. They emphasize the importance of tailored strategies and professional guidance to achieve financial security. If you have any questi…
53:30
The Ridge: Long life is a blessing but requires flexible planning
In this episode, Ryan and Luke Mesimer from Northridge Wealth Advisors discuss essential retirement planning topics, including longevity, income protection, and managing health-related uncertainties like dementia. Learn how to prepare for a secure and confident retirement with practical strategies …
54:03
How to Prepare for Retirement
On this episode of The Ridge: Ryan and Luke Mesimer from Northridge Wealth Advisors discuss essential retirement and insurance planning topics, including claim readiness, living benefits, annuities, and the importance of personalized financial strategies. Learn how to prepare for unexpected events…
53:27
Planning Tips for a Secure Future
In this episode, Ryan Mesimer discusses various scenarios related to financial planning, insurance, and retirement strategies. Ryan emphasizes the importance of professional advice and proactive planning to navigate complex decisions. Key topics: Long-term care insurance options and consideratio…
53:55
Retirement Planning: Avoiding the Hidden Risks
In this episode, Ryan and Luke Mesimer from Northridge Wealth Advisors discuss the critical aspects of retirement planning, including choosing the right retirement date, managing home and insurance costs, and protecting against scams. Learn how to prepare for the unexpected and ensure a secure fina…
53:25