Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Marrella Financial Group is not a registered broker/dealer and is independent of Raymond James. Content represents the opinions of the speaker and not necessarily those of Raymond James. Important Disclosure Information: http://raymondjames.com/smicd.htm

Latest episodes of the podcast Investing Is The Easy Part with Sam & Paul Marrella

• Why is Objectivity So Important
• What Are Family Meetings?
• What is Hybrid Long-Term Care
• How Much Money Do I Need to Retire
• Potential Tax Law Changes
• What is Multi-Generational Wealth Planning?
• The Reality of Long-Term Care
• The Importance of Estate Planning
• The Retirement Challenge
• Who is IRMAA
• How to Make My Charitable Donations Tax Efficient
• Why Invest in a Roth IRA
• How Do Income Taxes Work
• Why Would Your Taxes Ever Go Up
• Figuring Out Your Taxes - Part 1
• Wealth Management 2.0
• Welcome to Investing Is The Easy Part