KSGF

22/05/2025

On this week’s LaTour Talks we discuss why you should continue to invest in this current volatile market. And some options for financial growth for those already in retirement.
Should retirees continue to invest in 2025?
Yes, retirees should continue investing—but shift focus from aggressive growth to income generation, capital preservation, and inflation protection. Work with a fiduciary advisor, like us, to tailor a plan based on risk tolerance, income needs, and legacy goals.
To learn more on this topic. 𝐓𝐮𝐧𝐞 𝐢𝐧 𝐒𝐮𝐧𝐝𝐚𝐲’𝐬 𝐚𝐭 𝟏𝟎𝐚𝐦.
Retirement is about the details. Let us help get you there. Contact Joe, Jim or Josh at LaTour Asset Management, LLC to learn more.
Have a question, topic suggestion or miss an episode? https://www.ksgf.com/show/latour-talks/

09/05/2025

In 2025 several key retirement planning details are simply being overlooked.
- Optimizing income streams
- Proactively adjusting healthcare costs
- Ensuring a robust emergency fund
Just to name a few. Not to mention making these common mistakes …
- Failing to maximize employer sponsored plans
- Taking advantage of catch-up contributions
- Understanding implications of SS timing
For more on securing your financial future.
𝐓𝐮𝐧𝐞 𝐢𝐧 𝐒𝐮𝐧𝐝𝐚𝐲’𝐬 𝐚𝐭 𝟏𝟎𝐚𝐦.
Retirement is about the details. Let us help get you there. Contact Joe, Jim or Josh to learn more.
Have a question, topic suggestion or miss an episode? https://www.ksgf.com/show/latour-talks/

02/05/2025

Ready to secure your future?

Join us this Sunday, we break down actionable retirement savings strategies tailored to your current life stage, whether you're just starting your career, navigating mid-life financial responsibilities, approaching retirement, or already enjoying it.

We'll explore different investment options, contribution levels, and tax advantages relevant to each of the four key age brackets, empowering you to make informed decisions no matter where you are on your retirement journey.

For more on securing your financial future. 𝐓𝐮𝐧𝐞 𝐢𝐧 𝐒𝐮𝐧𝐝𝐚𝐲’𝐬 𝐚𝐭 𝟏𝟎𝐚𝐦.

Contact Joe, Jim or Josh to learn more.

Have a question, topic suggestion or miss an episode? 👉https://www.ksgf.com/show/latour-talks/

24/04/2025

As markets and product availability change in the world of investing, it’s a good idea to review the current positioning of your retirement assets to make sure they are working to best achieve your financial needs and goals in retirement.

Our team can review your unique situation and make recommendations with no pressure to move forward. Our suggestions are for you to take home, review and consider. We want you to have peace with them.

We can assist in creating, maintaining or a second opinion on a comprehensive retirement plan that fits your lifestyle and goals.

Contact Joe, Jim or Josh LaTour Asset Management, LLC to learn more.
For more financial tips. 𝐓𝐮𝐧𝐞 𝐢𝐧 𝐒𝐮𝐧𝐝𝐚𝐲𝐬 𝐚𝐭 𝟏𝟎𝐚𝐦.

Have a question, topic suggestion or miss an episode?

https://www.ksgf.com/show/latour-talks/

LaTour Asset Management's team of financial planners and financial advisors offer retirement planning and wealth management services in Springfield, MO.

17/04/2025

At LaTour Asset Management, LLC we do full evaluations and create for you a custom comprehensive retirement plan setting you up for a comfortable secure retirement.

Comprehensive retirement planning involves more than product recommendations. It’s helping clients file for social security to best fit their needs, changing insurances from employer to individual or Medicare plans and involves enhanced planning with a will, trust and powers of attorney.

It also entails …

YOUR Retirement Goals

Assessing YOUR income needs & sources

Developing investment strategies that fit YOUR lifestyle

Tax management

Healthcare planning

Estate planning the way YOU want it

Need help creating, maintaining or a second opinion on a comprehensive retirement plan that fits your lifestyle and goals?

Contact Joe, Jim or Josh at LaTour Asset Management, LLC to learn more.

For more financial tips. 𝐓𝐮𝐧𝐞 𝐢𝐧 𝐒𝐮𝐧𝐝𝐚𝐲𝐬 𝐚𝐭 𝟏𝟎𝐚𝐦.

Have a question, topic suggestion or miss an episode?https://www.ksgf.com/show/latour-talks/

LaTour Asset Management's team of financial planners and financial advisors offer retirement planning and wealth management services in Springfield, MO.

10/04/2025

Buy when the market dips, ride it out or get out?

Keep your money out of a volatile market?

Are my retirement dollars safe?

First step ** breathe **

Second, trust your asset management to a team that has been through the ups and downs.

And who will treat your investments like their own.

Contact Joe, Jim or Josh at LaTour Asset Management, LLC to learn more.

For more financial tips 𝐓𝐮𝐧𝐞 𝐢𝐧 𝐒𝐮𝐧𝐝𝐚𝐲𝐬 𝐚𝐭 𝟏𝟎𝐚𝐦.

Have a question, topic suggestion, or miss an episode? https://www.ksgf.com/show/latour-talks/

LaTour Asset Management's team of financial planners and financial advisors offer retirement planning and wealth management services in Springfield, MO.

03/04/2025

Comprehensive retirement planning involves more than product recommendations.

It’s helping you file for social security to best fit your needs, changing insurances from employer to individual or Medicare plans and involves enhanced planning with a will, trust, and powers of attorney.

Need help creating, maintaining, or a second opinion on a comprehensive retirement plan that fits your lifestyle and goals?

Contact Joe, Jim or Josh at LaTour Asset Management, LLC to learn more.

For more financial tips. 𝐓𝐮𝐧𝐞 𝐢𝐧 𝐒𝐮𝐧𝐝𝐚𝐲’𝐬 𝐚𝐭 𝟏𝟎𝐚𝐦.

Have a question, topic suggestion or miss an episode?

https://www.ksgf.com/show/latour-talks/

Joe LaTour alongside Josh LaTour and Jim Margraf discuss in-depth the landscape of planning for retirement, and the financial management needed to retire comfortably and on your own time. LaTour Retirement Talks answers your questions about the current economy, marketplace options and various invest...

27/03/2025

As you inch closer to retirement, what employer sponsor plan options are more appropriate?

Pro Tip: At age 59 ½ these qualified accounts, no longer incur the ten percent tax penalty, and most employers allow funds to be rolled out to an IRA without closing the account. This opens a variety of investment options while allowing you to continue your contributions while you’re working.

For more financial tips. 𝐓𝐮𝐧𝐞 𝐢𝐧 𝐒𝐮𝐧𝐝𝐚𝐲𝐬 𝐚𝐭 𝟏𝟎𝐚𝐦.

Contact Joe, Jim or Josh at LaTour Asset Management, LLC to learn more.

Have a question, topic suggestion or miss an episode? 👉
https://www.ksgf.com/show/latour-talks/

LaTour Asset Management's team of financial planners and financial advisors offer retirement planning and wealth management services in Springfield, MO.

20/03/2025

My mindset is shifting from the accumulation phase to focusing more on distribution and preservation.

How do I enjoy my life today, tomorrow and still contribute to the generational wealth of my family?

At LaTour we look at the whole picture, helping you prepare for many years of a secure retirement and beyond.

𝐓𝐮𝐧𝐞 𝐢𝐧 𝐒𝐮𝐧𝐝𝐚𝐲 𝐚𝐭 𝟏𝟎𝐚𝐦.

Contact Joe, Jim or Josh at LaTour Asset Management, LLC to learn more.

Have a question, topic suggestion or miss an episode?

https://www.ksgf.com/show/latour-talks/

LaTour Asset Management's team of financial planners and financial advisors offer retirement planning and wealth management services in Springfield, MO.

13/03/2025

Be steady. Have a plan.

How do I preserve my retirement funds in…
- An economic downturn?
- A volatile market?
- With possible tax increases?

Are there ways to distribute my hard-earned savings back to me, ensuring my funds last as long as I do?

At LaTour we look at the whole picture, helping you prepare for many years of a secure retirement.

𝐓𝐮𝐧𝐞 𝐢𝐧 𝐒𝐮𝐧𝐝𝐚𝐲 𝐚𝐭 𝟏𝟎𝐚𝐦.

Contact Joe, Jim or Josh at LaTour Asset Management, LLC to learn more.
Have a question, topic suggestion or miss an episode?

https://www.ksgf.com/show/latour-talks/

LaTour Asset Management's team of financial planners and financial advisors offer retirement planning and wealth management services in Springfield, MO.

06/03/2025

Overwhelmed with Retirement Decisions?

LaTour can help.

Our financial advisors can assist in social security and investment planning.

Our insurance agents help with changes in coverage.

Our CPA and attorney partners assist in tax and estate planning.

At LaTour we look at the whole picture, helping you prepare for many years of a secure retirement.

𝐓𝐮𝐧𝐞 𝐢𝐧 on 𝐒𝐮𝐧𝐝𝐚𝐲𝐬 𝐚𝐭 𝟏𝟎𝐚𝐦.

Contact Joe, Jim or Josh at LaTour Asset Management, LLC to learn more.
Have a question or miss an episode? 👉 https://www.ksgf.com/show/latour-talks/

LaTour Asset Management's team of financial planners and financial advisors offer retirement planning and wealth management services in Springfield, MO.

27/02/2025

Ready to get serious about finalizing your retirement plans?
𝐋𝐢𝐬𝐭𝐞𝐧 𝐭𝐡𝐢𝐬 𝐒𝐮𝐧𝐝𝐚𝐲 𝐚𝐭 𝟏𝟎𝐚𝐦 for retirement details that need to be addressed.

Retirement Planning Checklist:
☑️ Review banks account FDIC coverage
☑️ Review beneficiaries
☑️ Adjust 401K to fit your current needs
☑️ Review child provisions
☑️ Maximize amount earning on cash
☑️ Meet required IRA distribution
☑️ Track HSA funds and spending
☑️ Update your life insurance plans

Why do the above and more? Listen Sunday.

Why hire a fiduciary for retirement planning?
Learn More: https://www.youtube.com/watch?v=cwIiA8JQUqg
Contact LaTour Asset Management, LLC to learn more.
Miss an episode? 👉 https://www.ksgf.com/show/latour-talks/

There are many financial and retirement planners to choose from. When doing your research, seek out a fiduciary. They are obligated to put your financial int...