Are you making the most of your Medicare options?Understanding the different parts of Medicare can help you choose the right plan for you. Knowing when your election period is, working with a professional, and understanding how your fina...

Do you know where all of your 401K money is?401Ks are retirement accounts provided through employers. When we change jobs, we can often lose track of where we have these accounts and how much money is in them. There are 4 main options f...

Do you need to locate care for an aging loved one?Private duty homecare is a non-medical, in-home care service for seniors recovering from an operation or with an advancing condition such as dementia or Alzheimer’s. Understand...

Are you familiar with 529 Accounts and the tax benefits they can have? These accounts can be an effective wealth planning tool, but it's essential that you know how to use them properly. On this episode, we welcome guest Doug Lewis to h...

What should you be careful of when creating a living trust? In this episode, Trudy is breaking down the four common mistakes people make when creating a living trust. If you missed it, check out the episode "Creating a Living Trust" to ...

Do you have a living trust? A living trust can protect your family in estate planning to avoid the probate process which can be slow and expensive. So, what is a living trust? In this episode Trudy is breaking down who creates the trust...

What does a financial advisor do, anyway?In this episode, Pat is talking about the role of a Financial Advisor and what they can do for your family. With his life-time of sailing experience, Pat draws fun similarities to a financial adv...

What happens to all my things when I die?We can't escape the inevitable, and how we prepare for what happens when we die will majorly impact the experience of our friends and families when the time comes. There's a lot to sort out, so i...

Are you prepared for potential long term care needs?It is all too common that a loved one will grow old and need long term care. Do you know the options for your loved ones and yourself if this need should arise? In this episode, Trudy ...

If you are looking for a financial advisor or want to learn more, contact Haussmann Financial here.Visit our website www.haussmannfinancial.com if you would like to know...

Do you have children or grandchildren? Do you want to save for their college education?There are options when it comes to saving for your children or grandchildren's college expenses. In this episode, Trudy (who has 4 children in colleg...

Do you need to communicate financial information with your family members, but not sure where to start?In this episode, we're talking about the benefits of having a family meeting about your financial affairs.  Sitting down with yo...

How risky is investing in the stock market? As investment professionals and certified financial planners, our job is to understand the whole range of risk associated with financial investing. In this episode, Trudy is sharing the five m...

Do I really have to budget? Budgeting isn't the most exciting task, but it is important to have a template for spending. Having a clean budget helps both you and your financial advisor make the best financial decisions each month. In th...

What will you do when you retire?In this episode, Trudy is talking about the three common categories in retirement that she's observed in her clients over the last thirty years as a financial advisor. There are lots of ways you can prep...

Meet the Haussmann Team! In this episode, we're getting to know Financial Advisor Pat Danly.Pat and Trudy grew up together and have now worked together at Haussmann Financial for 15 years. In this episode, Pat is sharing his path to Hau...

We are thrilled to announce that Haussmann Financial is launching a PODCAST!  The Haussmann Financial Podcast was created because we realized many of our clients have asked similar questions over the last 30 years and we...