The Lantz Financial Team

Mike Lantz, Dan Rohlfing, Lori Johanneson

Booking Overview

The Lantz Financial Team breaks down investing topics in plain language, including ETFs, tax strategy, and major life financial decisions like homebuying. For PR professionals, it’s a credible platform for financial experts to translate market and planning concepts for investors and clients.

Metrics

24 episodes, Irregular, 5.0 rating
<1k, Male, USA

Contact Information

Description

The Lantz Financial Team dives into multiple aspects of financial planning and investments. The Lantz Team provides informative and applicable insights on topics appropriate for investors. Investment advisory services provided by Lantz Financial, LLC, an SEC registered investment adviser. This podcast is only intended for clients and interested investors residing in states in which we are registered to provide investment advisory services or exempt from registration. Please contact us to determine if the firm provides investment advisory services in the state where you reside. All content on this podcast is for informational purposes only and should not be considered investment advice. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another party’s informational accuracy or completeness. Neither Lantz Financial, LLC nor its representatives provide tax or legal advice, and nothing herein should be construed as such. Always consult with your tax advisor or attorney regarding your specific circumstances. 

Host

Mike Lantz, Dan Rohlfing, Lori Johanneson

Categories

Investing, Business, Entrepreneurship, Careers, Personal Journals

Booking Intelligence

Booking Requirements

medium
Typical Credentials:  
Industry professionals with specialization relevant to personal finance topics (e.g., ETF/mutual-fund specialists from major asset managers, or qualified real-estate professionals for homebuying/selling financial considerations). Guests should be able to explain products and strategies for non-expert investors.
Required Achievements:  
Role-specific expertise (e.g., ETF specialist roles) at recognized financial institutions/asset managers, Senior leadership positions (e.g., SVP level) or specialized advisory backgrounds, Demonstrated subject-matter authority in investment products and/or homeownership financial planning

Recent Guest Discussions

Steve Venetsanopoulos - Etfs; ETF Appeals; Comparisons To Mutual Funds; Suitability Across Account Types, Za Nakhooda - Etfs; Comparing Etfs Vs Mutual Funds; Which Account Types Benefit Most From Etfs, Lori Johanneson - Homeownership Concepts For Buyers And Sellers; Budgeting/price Setting; Gifting; Tax Implications

Recent Topics

Investing, Retirement, Etfs, Tax Planning, Financial Planning, Wealth, Accounting, Real Estate, Portfolio, Advice
Get your clients booked on top podcasts

Try us risk free with a FREE 3 days trial.

Start Your Free Trial

Join hundreds of PR teams using Podseeker to pitch and land bookings