Employee Spotlight: Daniel Allgaier

In Articles, Articles: Salt Lake City Office, SLC Winter 2020, Team Spotlights by Scott DouganJanuary 15, 2020

Daniel Allgaier, Financial Planner

Daniel is from Utah and loves the diversity of the Utah landscape and changing seasons, especially the fall. He graduated from Utah Valley University with a degree in Personal Financial Planning. He carries is Series 7 and 63 licenses and will be sitting for the CFP® exam in April of 2020.

Daniel and his wife, Raina, along with their three kids and two dogs enjoy spending time outdoors and doing home projects. Daniel also enjoys archery hunting and ice fishing with his family.

Your Retirement Elevated Podcast with Scott Dougan

In this show, we explore why people in this financial bracket often rethink their strategy and discuss key topics like tax planning, withdrawal strategies, and income guardrails. With more at stake and no room for mistakes, the importance of having a skilled team to guide you through retirement is greater than ever.

Here’s what we cover in this episode:

0:00 – Intro

1:52 – Shift to Distribution

5:25 – Are you paying too much in taxes?

10:58 – Will your money last?

14:07 – Final thoughts

Want to connect with us?

Web:https://listentoscott.com/

Schedule a call: https://elevatemyretirement.com/contact/ or 913-393-4724

Watch the show on YouTube: https://bit.ly/3RiT7Ky

$1 to $5 Million Saved – Should I Change Advisors?

December 19, 2024

Costly Year-End Financial Planning Mistakes

December 5, 2024

Search Results placeholder

Send Files

PODCASTS

Employee Spotlight: Daniel Allgaier

Daniel Allgaier, Financial Planner

Set Yourself Up for Retirement Success

Salt Lake City Office

Explore

Disclaimer

Disclosures

Locations

Kansas City Office

Salt Lake City Office

Boise Office

California Offices

Send Files