Radio & Podcasts

    Remixed Episodes Coming Soon

Episode 76: Is Tax Free Retirement Real

Host: Sam Ingersoll   Guest: Frank DeLuccia, CPA, David Kay

Episode 75: The Good, Bad & Ugly of Annuities

Host: Sam Ingersoll   Guest: Steve Thompson, Frank DeLuccia, CPA

Episode 74: Healthcare Cost Containment

Host: Sam Ingersoll   Guests: Ed Haas, Frank DeLuccia, CPA

Episode 73: Life Insurance for Life & Death

Host: Sam Ingersoll   Guest: Dale Nupp, Frank DeLuccia, CPA

Episode 72: Pension Problems & Solutions

Host: Sam Ingersoll   Guests: Steve Carter, Bill Goetz, Frank DeLuccia, CPA

Episode 71: Paying Less for College

Host: Sam Ingersoll   Guest: David Kay, Frank DeLuccia, CPA

Episode 70: Boosting Your Social Security Income

Host: Sam Ingersoll   Guest: Frank DeLuccia, CPA

Episode 70: Rescuing Your 401(k) and IRA

Host: Sam Ingersoll   Guest: Bob Thompson, Frank DeLuccia, CPA

Need Advice? Want to be a Guest?
Call (800) 254-4719

HOST

Sam Ingersoll

My Dad always challenged me, "Don't tell me what you believe. Show me what you do and I'll tell you what you believe," so after graduating from Yale I worked for the next 22 years helping educational nonprofits and business owners earn more money, more easily by serving their customers better. Along the way I became a consumer advocate and educator. IvyWest Financial is the culmination of that work in a process designed to help you, your family, and your friends live wealthier, healthier, happier lives.

Frank DeLuccia, CPA

GET A COMPLIMENTARY ANALYSIS

As an Certified Public Accountant (CPA) for over 25 years, I've 

analyzed the tax returns and financial statements
of thousands of families and businesses. Most people are not aware of the hidden taxes, fees, and costly contract fine print in their financial policies and retirement strategies. How much are you losing? How much should you be earning? I'd be happy to provide you with a complimentary analysis or your annuities, investments, life insurance, IRAs, 401(k)s, pensions, or social security income. Just call me at (800) 254-4719 extension 700 or
click here
.

25 + Years as CPA
5700 Clients *Families Helped
$ 55000000 *Saved/Earned

*estimates based on accounting firm records and interviews with partner. Includes tax work and business consulting.