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Date Summary
   

10-15-11

Being the best possible steward of our God-given resources is a major theme of this podcast. Host John Tetzloff explains how an understanding of tax rules helps us use our resources to maximum benefit of ourselves and our loved ones.

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10-08-11

Host John Tetzloff explains how life insurance beneficiary arrangements are important considerations to a financial plan.

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10-01-11

Key components of beneficiary arrangements, ownership and features of life insurance, plus why reviewing your life insurance needs every couple of years is a wise financial practice. Host John Tetzloff leads the discussion.

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09-24-11

Host John Tetzloff reviews the basics of life insurance, types of policies, beneficiaries and what the insured is buying when they purchase a policy. September is Life Insurance Awareness Month.

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2-26-11

Guest Hosts and Sales Representatives Mary Harens and Ryan Selleck are on the mikes today to talk about the "Member Experience" part of Catholic United. They discuss their roles in that experience, the Catholic nature of the company, and how Catholic United impacts Catholic families around the upper midwest.

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2-19-11

Host John Tetzloff is back to talk about pre- and post-retirement estate and financial planning. It's not too late to start getting the house in order. Sales Representative Ryan Selleck also calls in to share some advice in this area.

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2-12-11 Life insurance can do a lot of different things for people of a lot of different ages. As a useful financial tool and providing dollars when needed most, it has no equal. Host John Tetzloff talks about the subject with Sales Representative Rick Mathiowetz of Lakeville, Minn.

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02-05-11 Long-term care is our topic on this podcast. John Tetzloff and guest Sales Representative Brett Cummings chat about real issues with this type of insurance.

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01-29-11

The first podcast of 2011 brings Host John Tetzloff back to the airwaves to chat about life insurance and Catholic United Financials name change as of Jan. 1, 2011. Senior Vice President Harald Borrmann also drops by to chat. It's a new year, a new name and a new sense of vitality. Listen now.

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11-13-10

Guest hosts Patrick Brown and Peter Ryan of Catholic Aid's sales staff talk about the advantages of membership in Catholic Aid, and how sales careers with Catholic Aid are about more than just selling a product.

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11-6-10

Catholic Aid has given back millions of dollars to our Catholic communities. Listen as guest host Fraternal Director Kathleen Moriarty explains our fraternal programs and volunteer network, and talks about our most recent Gather4Good events in New Ulm and Sauk Rapids that aided America's servicemen and women.
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10-23-10

Estate and retirement planning is our topic for today. Have you computed your daily living expenses for retirement, for necessities like food, clothing, housing? Host John Tetzloff describes this and how certain assets are taxed and can be transferred differently.

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10-16-10

Estate planning is the topic of this podcast. Do you have an estate? Do you own assets? Then you need an estate plan.
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10-09-10

We're live at All Saints Catholic Church in Lakeville, Minn. Advanced Case Specialist John Tetzloff shares financial advice with a live audience.

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10-02-10

Who needs an estate plan? Anyone who owns a home, has kids, owns a business, has retirement assets, owns a cabin, etc. In other words, almost everybody. Advanced Case Specialist John Tetzloff explains the basics of estate planning for the average person.

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9-25-10

Your questions about life insurance are answered on this podcast. Advanced Case Specialist John Tetzloff explains the many uses of life insurance: income replacement, final expenses, savings, estate and asset protection, and charitable giving. Guest Mary Holm, CAA Field Representative from Wausau, Wis., also joins the show, introduces herself and explains her duties as the newest CAA Field Rep in our company.

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9-18-10

The first episode of our fall season opens with questions. What is Catholic Aid Association? Is it a business? Is it a charity? Is it a social club? Host John Tetzloff clarifies these questions, talks about the name change coming in 2011, and explains the services CAA offers for our members. John also gives a preview of upcoming episodes. We also have a guest; Senior Vice President Harald Borrmann calls in to explain Catholic Aid's mission.

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3-27-10

Guest Paul Naumann, executive director of the Catholic Aid Association Foundation joins Host John Tetzloff to talk about the charitable activities of the chartiable arm of CAA. The Foundation exists to assist Catholics with their charitable giving. The Foundation's general fund focuses on three grant areas: 1) technology grants for Catholic schools; 2) chastity and abstinence education grants; 3) disaster relief grants for CAA members who have experienced property damage due to storms, flooding, etc. The Foundation also manages charitable funds for Catholics, and can help you give assets to your favorite charities. The Foundation is changing its focus in the near future to help Catholic churches prepare for disasters. Learn more about the Foundation by clicking here.
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3-20-10

The tax deadline approaches. Host John Tetzloff discusses actual case studies on tax situations: home ownership; capital gains tax; estate taxes; life insurance tax and ownership issues; chartiable gift issues; IRAs and taxes. (Tax information provided during this podcast is general in nature. CAA does not provide assistance for tax preparation. Contact your attorney or tax professional for your specific situation.)

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3-13-10

Host John Tetzloff is back to talk about how retirement accounts can affect taxes.Estates in relation to tax issues. Getting control of your own situation. (Tax information provided during this podcast is general in nature. CAA does not provide assistance for tax preparation. Contact your attorney or tax professional for your specific situation.)

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3-06-10

Guests hosts today! CAA Director of Fraternal, Kathleen Moriarty and CAA Field Representative Jon Ginther. Catholic Aid's role in disaster relief, origins of our fraternal mission. CAA's spring Financial Realignment Challenge. CAA encouraging volunteers of all ages. Youth Fraternal Programs.

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2-27-10

Guests hosts today! CAA Field Representatives Robb Smith and Ryan Selleck join the show today. Catholic Aid's committment to Catholic values. Topics include: financial performance of Catholic Aid products; the roll of a Catholic Aid field rep in the business of a Catholic Aid member; CAA's fraternal (charitable) side; upcoming CAA events.

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2-20-10

Your Retirement Plan: starting early. Topics include: retirement in relation to longer lifespans; the decline of pensions and rise of 401(k)s; traditional vs. Roth IRAs; stock market risks.

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2-13-10

Life insurance life cycles as it relates to estate planning and long-term care planning; life insurance from infancy to mature adulthood. How life insurance protects family members and assets.

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2-06-10

Long-term care topics with special guest Deb Newman of Newman Long-Term Care, nationally-known speaker on the topic of long-term care with 30-plus years of expertise. Topics include long-term care options and definitions (not just nursing homes); setting up a long-term care plan.

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1-30-10

Estate planning with host John Tetzloff and special guest Bill Forsberg, from the law offices of Leonard, Street and Deinard. Topics: New federal estate taxes; Minnesota estate tax exemption; assets that are subject to estate taxes; explanation of probate, protecting assets in multiple states; financial power of attorney. (Tax information provided during this podcast is general in nature. CAA does not provide assistance for tax preparation. Contact your attorney or tax professional for your specific situation.)

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1-23-30

Guest Michael McGovern, president of CAA, talks about the company's history, purpose, mission, vision and the organizations we partner with. Principal Rita Humbert of St. Elizabeth Ann Seton School in Hastings, MN joins the conversation as well.

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11-14-09

A typical home visit from a CAA representative.

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11-07-09

Goal-oriented insurance planning; using life insurance to pay for college; protecting assets using life insurance; youth life insurance.

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10-31-09

Charitable Trusts; Disaster Relief Grants from CAA Foundation; IRAs

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10-24-09

Year-end financial matters, taxes and estate planning, annuity liquidity and fees. (Tax information provided during this podcast is general in nature. CAA does not provide assistance for tax preparation. Contact your attorney or tax professional for your specific situation.)

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10-17-09

Common life insurance mistakes, determining life insurance needs, trusts.

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03-07-09

Financial and insurance advice from a Catholic perspective.

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02-28-09

Charitable giving for Catholics; Catholic Aid Association Foundation; charitable annuities.

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