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with your host John Tetzloff, Advanced Case Specialist
	March 2010
March 27, 2010
Topics	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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March 20, 2010
Topics	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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March 13, 2010
Topics	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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March 6, 2010
Topics	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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	February 2010
Feb. 27, 2010
Topics	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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Feb. 20, 2010
Topics	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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Feb. 13, 2010
Topics	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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Feb. 6, 2010
Topics	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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	January 2010
Jan. 30, 2010
Topics	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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Jan. 23, 2010
Topics	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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	November 2009
Nov. 14, 2009
Topics	A typical home visit from a CAA representative.
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Nov. 7, 2009
Topics	Goal-oriented insurance planning; using life insurance to pay for college; protecting assets using life insurance; youth life insurance.
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	October 2009
Oct. 31, 2009
Topics	Charitable Trusts; Disaster Relief Grants from CAA Foundation; IRAs
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Oct. 24, 2009
Topics	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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Oct. 17, 2009
Topics	Common life insurance mistakes, determining life insurance needs, trusts.
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Oct. 10, 2009
Topics	Coming soon
	February 2009
Feb. 14, 2009
Topics	Charitable giving for Catholics; Catholic Aid Association Foundation; charitable annuities.
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Feb. 7, 2009
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	November 2008
Nov. 15, 2008
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Nov. 8, 2008
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