http://www.blogtalkradio.com/wmgnaWealth Management Group of NA, LLC was established in 1995 for busy individuals and business owners, who were interested in saving time, making smart choices with their money, and who preferred to have one team of professionals handle all aspects of their financial decisions. We take a complete look at our clients’ financial well-being by developing a personalized plan that focuses on tax reduction strategies, sustainable income for their Restylement™, wealth preservation, and the proper transfer of wealth to future generations. WMGNA clients are successful individuals and business owners, and their families, who lead a busy, fulfilling life. Our team has the experience and knowledge to ease your stress, save you time, and help you achieve a financially independent future by applying The Power of True Success™. Disclosure – Securities and advisory services offered through Triad Advisors, Inc., Member FINRA/SIPC, a Registered Investment Advisor. Additional advisory services offered through Wealth Management Group of North America, LLC (WMGNA), a Registered Investment Advisor. WMGNA and Triad Advisors, Inc. are separate and unrelated companies.enBlogTalkRadio.com. All Rights Reserved.Sat, 15 Jun 2019 01:15:00 GMTWed, 24 Aug 2016 14:00:00 GMTFinanceBlogTalkRadio Feed v2.0https://dasg7xwmldix6.cloudfront.net/hostpics/8b3c2906-96a8-4794-be60-db2ad2a06f1d_wmg_friedman_d001.jpghttp://www.blogtalkradio.com/wmgnaWealth Management Group of NA, LLC was established in 1995 for busy individuals and business owners, who were interested in saving time, making smart choices with their money, and who preferred to have one team of professionals handle all aspects of their financial decisions. We take a complete look at our clients’ financial well-being by developing a personalized plan that focuses on tax reduction strategies, sustainable income for their Restylement™, wealth preservation, and the proper transfer of wealth to future generations. WMGNA clients are successful individuals and business owners, and their families, who lead a busy, fulfilling life. Our team has the experience and knowledge to ease your stress, save you time, and help you achieve a financially independent future by applying The Power of True Success™. Disclosure – Securities and advisory services offered through Triad Advisors, Inc., Member FINRA/SIPC, a Registered Investment Advisor. Additional advisory services offered through Wealth Management Group of North America, LLC (WMGNA), a Registered Investment Advisor. WMGNA and Triad Advisors, Inc. are separate and unrelated companies.feeds@blogtalkradio.comBlogTalkRadio.comfinance planningwmgnanoFind out the Power of True Success with WMGNA, LLC's True Success Radio™!episodichttp://www.blogtalkradio.com/wmgna/2016/08/24/true-success-radio-ask-a-recruiterFinancehttp://www.blogtalkradio.com/wmgna/2016/08/24/true-success-radio-ask-a-recruiter/#commentshttp://www.blogtalkradio.com/wmgna/2016/08/24/true-success-radio-ask-a-recruiterWed, 24 Aug 2016 14:00:00 GMTTrue Success Radio: Ask a RecruiterWMGNA, LLC's CEO Daniel Friedman will interview President of Stewart Staffing Solutions Earle Lerner Topics Include: Business Skills Gap and What Some are Doing to Combat this Problem Attracting Young Employees Millenial Expectations in the Workforce Temp vs. Direct Hire Success and Happiness of Employees   00:30:00wmgnanoskills,business,business development,Finance,skills gapWMGNA, LLC's CEO Daniel Friedman will interview President of Stewart Staffing Solutions Earle Lernerhttp://www.blogtalkradio.com/wmgna/2016/06/01/ask-a-travel-agent-on-true-success-radiotmFinancehttp://www.blogtalkradio.com/wmgna/2016/06/01/ask-a-travel-agent-on-true-success-radiotm/#commentshttp://www.blogtalkradio.com/wmgna/2016/06/01/ask-a-travel-agent-on-true-success-radiotmWed, 01 Jun 2016 13:00:00 GMT"Ask a Travel Agent" on True Success RadioTMDaniel J. Friedman, CEO of WMGNA and Alex Medvedovski of Family Travel Concierge will discuss the latest deals and trends in Travel. Many people have a misconception that concierge service costs too much. What would you say to these people?  What type of concierge services do you provide? (dietary request/flight transfer/etc) Are there any hidden gems in the US that people may not think about? There are people who are spur of the moment. What would you suggest? What do you do for people who want to get away but don’t know where? Where are the hotspots for summer/fall vacation? How soon should you book for those hotspots? Are there places that you would have people avoid? What should Americans with money be careful of when traveling?   00:31:00wmgnanoTravel,traveling,trends,trending,dealsDaniel J. Friedman, CEO of WMGNA and Alex Medvedovski of Family Travel Concierge will discuss the latest deals and trends in Travelhttp://www.blogtalkradio.com/wmgna/2016/04/27/ask-a-realtor-on-true-success-radioFinancehttp://www.blogtalkradio.com/wmgna/2016/04/27/ask-a-realtor-on-true-success-radio/#commentshttp://www.blogtalkradio.com/wmgna/2016/04/27/ask-a-realtor-on-true-success-radioWed, 27 Apr 2016 15:30:00 GMT"Ask a Realtor" on True Success RadioTMDaniel J. Friedman, CEO of WMGNA, LLC and Evan Berman of William Raveis Broder Group: Northeast selling seasonPreparation of homes for sellingAre technology apps like Zillow always accurateWhat are some secrets to purchase/sales that people may be overlookingHurdles with bringing deals to a closeHow involved are realtors in the buying process?Rent vs. Homeownership00:31:00wmgnanoFinance,Realtor,buying a home,housing,Housing marketDaniel J. Friedman, CEO of WMGNA, LLC and Evan Berman of William Raveis Broder Group: Northeast selling seasonPreparation of homes for sellingAre technology apphttp://www.blogtalkradio.com/wmgna/2016/04/11/true-success-radio-how-to-help-your-aging-parents-with-their-financesFinancehttp://www.blogtalkradio.com/wmgna/2016/04/11/true-success-radio-how-to-help-your-aging-parents-with-their-finances/#commentshttp://www.blogtalkradio.com/wmgna/2016/04/11/true-success-radio-how-to-help-your-aging-parents-with-their-financesMon, 11 Apr 2016 15:00:00 GMTTrue Success Radio: How to Help Your Aging Parents With Their FinancesDaniel J. Friedman, CEO of WMGNA, LLC and Stephen Allaire of Allaire Elder Law help with tips to help aging loved ones including: What are the warning signs help may be needed?When is a power of attorney appropriate?How to keep your loved one at home instead of a nursing home.How to preserve the health and well-being of the aging parent and preserve wealth for the family.00:30:00wmgnanoFinance,eldercare,estate planning,POWER OF ATTORNEY,financialDaniel J. Friedman, CEO of WMGNA and Stephen Allaire of Allaire Elder Law help with tips to help aging loved oneshttp://www.blogtalkradio.com/wmgna/2016/03/02/tax-talk-with-daniel-j-friedman-chris-elliotFinancehttp://www.blogtalkradio.com/wmgna/2016/03/02/tax-talk-with-daniel-j-friedman-chris-elliot/#commentshttp://www.blogtalkradio.com/wmgna/2016/03/02/tax-talk-with-daniel-j-friedman-chris-elliotWed, 02 Mar 2016 15:00:00 GMTTax Talk with Daniel J. Friedman & Chris ElliotDaniel J. Friedman of WMGNA, LLC in Farmington CT will be joined by Chris Elliot from Adams Samartino in Bristol CT to discuss the "IRS "Dirty Dozen" tax scams of 2016.  00:30:00wmgnanotaxes,Finance,Tax PlanningTax security and scams of 2016http://www.blogtalkradio.com/wmgna/2015/12/23/charitable-giving-with-daniel-j-friedman-stefanie-arcangelo-of-the-red-crossFinancehttp://www.blogtalkradio.com/wmgna/2015/12/23/charitable-giving-with-daniel-j-friedman-stefanie-arcangelo-of-the-red-cross/#commentshttp://www.blogtalkradio.com/wmgna/2015/12/23/charitable-giving-with-daniel-j-friedman-stefanie-arcangelo-of-the-red-crossWed, 23 Dec 2015 16:00:00 GMTCharitable Giving with Daniel J. Friedman + Stefanie Arcangelo of The Red CrossDaniel. J. Friedman, CEO of WMGNA, LLC at 10 Talcott Notch Rd. Suite 103 in Farmington CT Stefanie Arcangelo, Chief Communications Officer for The American Red Cross in Farmington, CT 00:20:00wmgnanofinance,charity,red crossJoin WMGNA CEO Daniel J. Friedman and Stefanie Arcangelo, Chief Communications Officer of The American Red Cross to discuss charitable giving this holiday seasohttp://www.blogtalkradio.com/wmgna/2015/11/25/lets-talk-medicare-with-daniel-j-friedman-and-clay-caronFinancehttp://www.blogtalkradio.com/wmgna/2015/11/25/lets-talk-medicare-with-daniel-j-friedman-and-clay-caron/#commentshttp://www.blogtalkradio.com/wmgna/2015/11/25/lets-talk-medicare-with-daniel-j-friedman-and-clay-caronWed, 25 Nov 2015 16:00:00 GMT"Let's Talk Medicare!" with Daniel J. Friedman and Clay CaronAdvantage vs.Supplement PlansPerfect Candidates for Each PlanPenalties for Late FilingIs There a Cost for Seeing a Specialist?Coverage for Life Threatening DiseasesState Subsidies Depending on IncomeIncome Tiers and Tax Planning for 201700:30:00wmgnanomedicare,Finance,Healthcare,social security,insuranceMedicare benefits and changes for the next year, along with some tax planning for 2017http://www.blogtalkradio.com/wmgna/2015/05/21/insurance-talk-with-daniel-j-friedman-and-william-morris-from-h-d-segurFinancehttp://www.blogtalkradio.com/wmgna/2015/05/21/insurance-talk-with-daniel-j-friedman-and-william-morris-from-h-d-segur/#commentshttp://www.blogtalkradio.com/wmgna/2015/05/21/insurance-talk-with-daniel-j-friedman-and-william-morris-from-h-d-segurThu, 21 May 2015 14:00:00 GMTInsurance Talk with Daniel J. Friedman and William Morris from H. D SegurPlease join us for a conversation with William Morris from H.D Segur Insurance Agency about numerous Insurance related topics including: Carrier Choice One Carrier for Multiple Properties in Multiple States Limits on Liability Travel and Security Risk while abroad (Business and Pleasure)       00:30:00wmgnanoFinance,insurance,carriers,Retirement,retirement planningPlease join us for a conversation with William Morris from H.D Segur Insurance Agency about numerous Insurance related topics including: Carrier Choice One Cahttp://www.blogtalkradio.com/wmgna/2015/02/25/tax-talk-with-dan-friedman-and-chris-elliotFinancehttp://www.blogtalkradio.com/wmgna/2015/02/25/tax-talk-with-dan-friedman-and-chris-elliot/#commentshttp://www.blogtalkradio.com/wmgna/2015/02/25/tax-talk-with-dan-friedman-and-chris-elliotWed, 25 Feb 2015 15:00:00 GMTTax Talk with Dan Friedman and Chris ElliotThis episode will feature:  Dan Friedman, CEO of WMGNA  Chris Elliot, CPA at Adams Samartino & Company PC   Topics will include: Section 179 and bonus depreciation for small business in our communityUtilizing 529 plans to create multi-generational tax-free education fundsHealth care mandate IRA withdrawals directly to charity Find out how private foundations can benefit folks like youMaterials and supply inventory and new depreciation provisions Maximizing your retirement plan contributions Bullet proof your document retention policyPreserving social capital by using the regulations to your benefit00:31:00wmgnanoFinance,money,taxes,Tax Planning,wealth managementThis episode will feature:  Dan Friedman, CEO of WMGNA  Chris Elliot, CPA at Adams Samartino & Company PC   Topics will include: Section 179 and bonus dehttp://www.blogtalkradio.com/wmgna/2012/10/04/managing-health-care-expenses-in-retirementFinancehttp://www.blogtalkradio.com/wmgna/2012/10/04/managing-health-care-expenses-in-retirement/#commentshttp://www.blogtalkradio.com/wmgna/2012/10/04/managing-health-care-expenses-in-retirementThu, 04 Oct 2012 16:30:00 GMTManaging Health Care Expenses in Retirement Join us with guest speaker, Tom Ammons, CPA/PFS, CLTC, President of Affinity Advantage Financial, as we talk about managing your health care expenses in retirement.  The following topics will be covered: Medicare Enrollment Medicare and Private Insurance Planning for Higher Health Care Costs in Retirement Disclosure – Securities and advisory services offered through National Planning Corporation (NPC), Member FINRA/SIPC, a Registered Investment Advisor. Additional advisory services offered through Lexco Wealth Management Inc. (LEXCO), a Registered Investment Advisor and Wealth Management Group of North America, LLC (WMGNA), a Registered Investment Advisor. LEXCO, WMGNA and NPC are separate and unrelated companies.   00:30:00wmgnanoWMGNA,Medicare,Health Care,Retirement,ExpensesJoin us with guest speaker, Tom Ammons, CPA/PFS, CLTC, President of Affinity Advantage Financial, as we talk about managing your health care expenses in retirehttp://www.blogtalkradio.com/wmgna/2012/08/07/winning-the-college-admissions-gameFinancehttp://www.blogtalkradio.com/wmgna/2012/08/07/winning-the-college-admissions-game/#commentshttp://www.blogtalkradio.com/wmgna/2012/08/07/winning-the-college-admissions-gameTue, 07 Aug 2012 16:30:00 GMTWinning the College Admissions Game A follow up of our college admissions presentation with author, J.D. Rothman and college prep professional, Dr. Michael J. Youmans, Ph.D.   Disclosure – Securities and advisory services offered through National Planning Corporation (NPC), Member FINRA/SIPC, a Registered Investment Advisor. Additional advisory services offered through Lexco Wealth Management Inc. (LEXCO), a Registered Investment Advisor and Wealth Management Group of North America, LLC (WMGNA), a Registered Investment Advisor. LEXCO, WMGNA and NPC are separate and unrelated companies.   00:31:00wmgnanoWMGNA,College,Youmans,Rothman,EducationA follow up of our college admissions presentation with author, J.D. Rothman and college prep professional, Dr. Michael J. Youmans, Ph.D.   Disclosure – Securhttp://www.blogtalkradio.com/wmgna/2011/11/22/managing-your-health-with-medicareFinancehttp://www.blogtalkradio.com/wmgna/2011/11/22/managing-your-health-with-medicare/#commentshttp://www.blogtalkradio.com/wmgna/2011/11/22/managing-your-health-with-medicareTue, 22 Nov 2011 17:30:00 GMTManaging your health with MedicareDan Friedman, CEO of Wealth Management Group of NA, LLC will help educate you on Medicare benefits, levels of coverage, eligibility requirements and enrollment information. Topics to be covered: The different parts of Medicare (Hospital Insurance, Medicare Insurance, Medicare Advantage, Medicare Rx Drug Coverage)Understanding the claims processWhen should you sign up?Who pays if you have other insurance? Disclosure – Securities and advisory services offered through National Planning Corporation (NPC), Member FINRA/SIPC, a Registered Investment Advisor. Additional advisory services offered through Lexco Wealth Management Inc. (LEXCO), a Registered Investment Advisor and Wealth Management Group of North America, LLC (WMGNA), a Registered Investment Advisor. LEXCO, WMGNA and NPC are separate and unrelated companies.   00:28:00wmgnanoMedicare,Financial Services,WMGNA,Brian Beck,Dan FriedmanDan Friedman, CEO of Wealth Management Group of NA, LLC will help educate you on Medicare benefits, levels of coverage, eligibility requirements and enrollmenthttp://www.blogtalkradio.com/wmgna/2011/01/11/social-security-summaryFinancehttp://www.blogtalkradio.com/wmgna/2011/01/11/social-security-summary/#commentshttp://www.blogtalkradio.com/wmgna/2011/01/11/social-security-summaryTue, 11 Jan 2011 19:00:00 GMTSocial Security Summary Brian Beck and Daniel Friedman will be hosting a show detailing the main points from our Social Security dinner seminar on December 2nd, 2010. For those of you who couldn't make the event, this will be a valuable summary of the important points and topics that were discussed at the seminar.   Disclosure – Securities and advisory services offered through National Planning Corporation (NPC), Member FINRA/SIPC, a Registered Investment Advisor. Additional advisory services offered through Lexco Wealth Management Inc. (LEXCO), a Registered Investment Advisor and Wealth Management Group of North America, LLC (WMGNA), a Registered Investment Advisor. LEXCO, WMGNA and NPC are separate and unrelated companies.   00:24:00wmgnanoRetirement,Restylement,Social Security,Medicare,BenefitsBrian Beck and Daniel Friedman will be hosting a show detailing the main points from our Social Security dinner seminar on December 2nd, 2010. For those of you