))
Welcome to Financially Fluent with Ray Godleski from Southeast Wealth Partners, LLC. Whether you're already retired or planning for the future, navigating financial advice can be overwhelming. This podcast cuts through the noise, bringing real insights from experts who specialize in every aspect of a successful financial plan—including how to adapt when things don’t go as expected. Join us as Ray Godleski answers audience questions and shares actionable strategies—not just empty clichés.
…
continue reading
1
Real Estate and Financial Planning-A Smart Partnership Ep.8
41:01
41:01
Play later
Play later
Lists
Like
Liked
41:01
summary In this episode of Financially Fluent, host Ray Godleski speaks with Dominai Reeves, an experienced real estate professional, about the intersection of real estate and financial planning. They discuss current market trends, the importance of strategic decision-making for buyers and sellers, and how financial planning plays a crucial role in…
…
continue reading
1
Social Security Q&A with Cindi & Ray Ep. 7
27:54
27:54
Play later
Play later
Lists
Like
Liked
27:54
Summary In this episode of Financially Fluid, Ray Godleski and Cindi Walters delve into the complexities of Social Security benefits, discussing eligibility, calculation methods, and real-life scenarios through a Q&A format. They emphasize the importance of personalized strategies for claiming benefits and address common misconceptions. The convers…
…
continue reading
1
Medicare planning with a SHIP expert Ep.6
51:43
51:43
Play later
Play later
Lists
Like
Liked
51:43
In this episode, Janet Payne discusses the State Health Insurance Assistance Program (SHIP) and its vital role in assisting Medicare beneficiaries. She explains the importance of early planning for Medicare, common misconceptions about costs, and the differences between Original Medicare and Medicare Advantage plans. Janet emphasizes the need for i…
…
continue reading
1
Estate Planning with Holly Geerdes Ep 5
1:08:46
1:08:46
Play later
Play later
Lists
Like
Liked
1:08:46
Summary In this episode of Financially Fluent, Rae Godleski and guest Holly Geerdes delve into the complexities of financial planning, focusing on probate, wills, trusts, and long-term care. They discuss common misconceptions about probate, the importance of having a will or trust, and the various types of trusts available. The conversation also hi…
…
continue reading
1
Q&A Ray and Cindi on 401k, SoloK and AOTC
25:08
25:08
Play later
Play later
Lists
Like
Liked
25:08
In this episode of Financially Fluent, Ray Godleski discusses key financial topics including 401k rollovers, the benefits of solo 401k plans for solopreneurs, and strategies to maximize tax credits for education. The conversation provides insights into making informed financial decisions, understanding retirement savings options, and leveraging tax…
…
continue reading
Summary In the inaugural episode of the Financially Fluent podcast, host Ray Godleski introduces the purpose of the show, which is to provide informative and engaging content on various financial planning topics. The discussion covers the importance of understanding different types of accounts, the three C's of financial planning (clarity, communic…
…
continue reading
1
The Secure Act and Advanced Planning Ep.3
42:59
42:59
Play later
Play later
Lists
Like
Liked
42:59
Summary In this episode of Financially Fluent, Ray Godleski and Ryan Yamada delve into the complexities of financial planning, focusing on the Secure Act, Roth conversions, and the intricacies of inheriting IRAs. They discuss the implications of the Secure Act on retirement accounts, the importance of strategic estate planning, and the benefits of …
…
continue reading
Summary In this episode of Financially Fluent, Rae Godleski and Phil Blancato discuss the current financial landscape, including market predictions for 2025, the importance of financial wellness, and the impact of AI and cybersecurity on the financial services industry. They explore investment strategies, the significance of staying invested, and t…
…
continue reading
