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Del-Sette Capital Management LLC
Del-Sette Capital Management LLC
On-demand
  • New Year, New Tax Law Changes that Will Impact your Financial Plan
    Thursday, January 12, 2023 · 11:00 AM CST
    Tune in for a discussion of the recently passed legislation known as Secure Act 2.0. We will discuss changes to Required Minimum Distributions, Roth IRAs, 529 Plans and Retirement Plans.
  • Danger or Opportunity? A Look Back at 2022 and forward to 2023
    Thursday, January 5, 2023 · 11:00 AM CST
    The word crisis in Japanese has the symbols for both danger and opportunity.
    Tune is as we discuss why 2022 was significant and what the DCM strategy is going in to the new year.
  • Reviewing End of Year Planning Opportunities
    Wednesday, November 30, 2022 · 12:00 PM EST
    Happy Holidays! Join us as we talk about 18 time-sensitive planning considerations, including:

    How to optimize year-end gifts to charitable organizations or family members

    Turning lemons into lemonade by "tax loss harvesting"

    Required minim...
  • Retirement Income - Bringing it All Together
    Thursday, October 20, 2022 · 12:00 PM EDT
  • In Turmoil - The Market Opportunity and Why you Shouldn't Panic (Join Us for Lunch or via the Web)
    Monday, October 17, 2022 · 12:00 PM EDT
    What is the DCM Team Doing Now to Help With Your Plan and Your Investments? Join us on Monday at noon for a conversation about why your plan drives investment decisions, the current market environment and keeping things in perspective. Bring yo...
  • Spending Guardrails - A New Approach to Retirement Income Planning
    Thursday, October 13, 2022 · 12:00 PM EDT
  • Dividends - the Cornerstone of a Del-Sette Capital Retirement Plan
    Thursday, October 6, 2022 · 12:00 PM EDT
    In this second of our retirement income planning series, we discuss the importance of dividends to our retirement income strategy.
  • The Risks to Your Retirement Income and Purchasing Power
    Thursday, September 29, 2022 · 12:00 PM EDT
    Join us in this first in a series of webinars as we discuss the risks to retirement income - some of which you may not even be aware of!
  • Rising Interest Rates - a Game Changer for Emergency and Short-Term Cash
    Wednesday, September 28, 2022 · 12:00 PM EDT
    Where you park your cash hasn't mattered this much since 2007. Interest rates have increased so far, so fast that options to earn a respectable rate of interest are emerging. Tune-in to hear Glen and I discuss some options.
  • Understanding Recessions and How They Can Impact Your Financial Plan
    Thursday, September 8, 2022 · 1:00 PM EDT
    When is the next US recession, and how should you prepare for it? Tune in to gain an understanding of recessions, and how to weather the potential economic storm if one should occur.
  • Finding Your Ikigai
    Thursday, September 1, 2022 · 12:00 PM EDT
    The Oxford English Dictionary defines ikigai as "a motivating force; something or someone that gives a person a sense of purpose or a reason for living". More generally it may refer to something that brings pleasure or fulfilment. * Tune in to lea...
  • Understanding How the Inflation Reduction Act Might Impact Your Tax Situation
    Thursday, August 25, 2022 · 12:00 PM EDT
    The Inflation Reduction Act includes some major tax law changes, including a reduction in the death tax exclusion, higher income and capital gains rates for some families and individuals, and a massive increase in the number of IRS enforcement age...
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