Cruzing Into Retirement
Podcast Description
Highlights Rey & Christian Cruz as they give financial advice on 95.9 The River.
Investment advisory services are offered through Cruz Investments & Wealth Management, an Illinois State Registered Representative Investment Advisor. Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), Member FINRA/SIPC. Cruz Tax Advisory, LLC and Cruz Investments & Wealth Management are not affiliated with MAS. Cruz Tax Advisory offers tax advice on qualified plans. Consult your tax advisor on your specific situation. This show is a paid placement.
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Focuses on financial planning, retirement strategies, and tax efficiency with episodes covering topics such as creating a Retirement Income Blueprint, tax-efficient retirement strategies, and the impact of tariffs on the market.
Highlights Rey & Christian Cruz as they give financial advice on 95.9 The River.
Investment advisory services are offered through Cruz Investments & Wealth Management, an Illinois State Registered Representative Investment Advisor. Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), Member FINRA/SIPC. Cruz Tax Advisory, LLC and Cruz Investments & Wealth Management are not affiliated with MAS. Cruz Tax Advisory offers tax advice on qualified plans. Consult your tax advisor on your specific situation. This show is a paid placement.
Rey Cruz joins Scott MacKay to break down one of the most overlooked parts of retirement planning — your estate plan. From avoiding probate and helping protecting your home to choosing the right legal documents, Rey explains the key steps every retiree needs to take. To help guide thoughtful legacy planning with a focus on future stability and care for beneficiaries
Original Air date: 09/14 & 09/021 2025
Investing involves risk, including the potential loss ofprincipal. Any references to protection, safety, or lifetime income generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims-paying abilities ofthe issuing carrier. This show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Our firm is not permitted to offer, and no statementmade during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the US Government or any governmental agency. The information and opinions contained herein, provided by the third parties, have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by our firm. This show is a paid placement.
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