Financial Strategies Institute

Financial strategies designed for a successful retirement plan. Learn the many tips and tricks for a successful retirement from financial advisors with over 90 years of proven experience. Planners are Registered Representatives of and offer securities through Securities America, Inc., member FINRA/ SIPC. Advisory services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisor. Financial Strategies Institute is not affiliated with the Securities America companies. Securities America and its representatives do not provide tax or legal advice. Please consult the appropriate professional regarding your specific situation. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation.

Last refreshed: August 20th, 2025 at 10:28 AM ⓘ

Follow this podcast in the Metacast mobile app to refresh it and see new episodes.

Follow on

Apple Podcasts

Spotify

RSS

Podcasts are better in Metacast mobile app

Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more

Episodes

Episode 008 - Estate Planning with Mary Black

York, Howell and Guymon have been our go to estate planning firm for many years. They have always provided our clients with the sound estate plans needed in retirement planning. We will be chatting with Mary Black today who is an Associate Attorney with York, Howell and Guymon about the importance of having a proper estate plan. Mary Black Bio https://www.yorkhowell.com/our-people/mary-black/

Jul 21, 2020•20 min

Episode 007 - What You Should Know About Mortgage Rates

In this episode we sit down with Mike Larsen, owner of West Ridge Financial, to learn about current interest rates and what you may want to think about when looking at getting into a mortgage. Join us as we learn from this 22 year experienced veteran to learn more about today's environment on mortgage interest rates. Financial Strategies Institute SteVan Gates 801-316-4100 www.fsiplanners.com West Ridge Financial Mike Larsen 801-971-3956 www.westridgefinancial.com...

Jun 22, 2020•12 min•Ep. 7

Episode 006 - Personal Touch Tuesday - SteVan Gates, CRPC

Today we interview SteVan Gates, CRPC about his personal life and dive a little deeper into who he is.

May 08, 2020•15 min

Episode 005 - Baby Boomer's Guide to Medicare

On todays show we invited Derek D. Bohne, CLU®, ChFC® to discuss some basics on Medicare planning and some "How To's" when it comes time for you to apply for your own medicare benefits. Derek Bohne's Profile Schedule a 15-Minute Phone Consultation Here derek@fsiplanners.com 801-316-4100

May 01, 2020•15 min

Episode 004 - Retirement Considerations With SteVan Gates, CRPC

Join us as SteVan Gates discussed the impact that the markets might have on your income streams in retirement and how one might approach retirement in a different way. stevan@fsiplanners.com 801-316-4100

Apr 25, 2020•14 min

Episode 003 - 3 Tips on Managing Stress

Join in as we look at 3 tips for managing stress levels in retirement!

Apr 17, 2020•6 min•Ep. 3

Episode 002 - Social Security X-Spousal Claiming

Claiming a spousal benefit in retirement is a GAME CHANGER however, if you relate to 50% of our nation and have gone through a divorce you might be wondering how Social Security can still benefit you with a spousal benefit. Well, thankfully you have options. Listen to this quick tip of the day to find out how this might help you in your retirement.

Apr 01, 2020•5 min•Ep. 2

Episode 001 - Retirement Income: Social Security Spousal Benefits

There are over 500 ways to claim your social security benefits! That leaves a lot of room for error and a lot of money possibly left on the table. In this quick tip for retirees we are going to explore spousal benefits and how they will impact your income prior and during retirement. Take a listen and let us know what you think here!

Mar 31, 2020•10 min•Ep. 1

Hosted on Buzzsprout

For the best experience, listen in Metacast app for iOS or Android