P&G Retirement Services Resources

 

P&G Q2 2018 Earnings Podcast

P&G Q2 2018 Earnings Podcast

Nolan Kamerer, wealth advisor, & Kyle Moore, CFA®, portfolio manager at Mariner Wealth Advisors share their thoughts on P&G fiscal second quarter 2018 earnings report.

[Listen to Podcast]

P&G 2018 Q1 Earnings Podcast

P&G Q1 2018 Earnings Podcast

Nolan Kamerer, wealth advisor, & Kyle Moore, CFA®, portfolio manager at Mariner Wealth Advisors review P&G's first-quarter earnings.

[Listen to Podcast]

Top 12 P&G Questions & Mistakes

Top 12 P&G Questions & Mistakes

The unique knowledge of Mariner Wealth Advisors allows us to develop a comprehensive plan that is customized to the specific goals of each P&G employee and retiree.

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Everything You Need to Know After Separating From Your Company Thumb

Everything You Need to Know After Separating From Your Company

We strive to provide direction and a plan of action to those who find themselves unemployed.

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P&G Q3 2017 Earnings Podcast

P&G Q3 2017 Earnings Podcast

Nolan Kamerer, wealth advisor, & Kyle Moore, CFA®, portfolio manager at Mariner Wealth Advisors review P&G's 2017 third-quarter earnings.

[Listen to Podcast]

Three Bucket Strategy

How to Effectively Create a Paycheck in Retirement

Mariner Wealth Advisors' Three Bucket Strategy

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Are you thinking about leaving P&G?
Charitable Remainder Trust Guide

Charitable Remainder Trust Guide

Use this guide to understand the terms and benefits of using a Charitable Remainder Trust (CRT). A CRT is an option to diversify out of P&G stock, while minimizing capital gains tax and aiding the charity of your choice.

 
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IRA Trust as a Beneficiary

IRA Trust As A Beneficiary

Use this guide to understand how to use an IRA Trust as the beneficiary of your IRA. 

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IRAs: Traditional or Roth

IRAs: Traditional or Roth?

The type of individual retirement account (IRA) you choose can affect you and your family’s long-term savings. Use this guide to understand the differences between a traditional IRA and a Roth IRA.

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When should you start receiving social security?

When Should You Take Social Security?

Choosing the age to start drawing Social Security benefits is an important financial decision. This decision is even more important if you are married because your decision affects your spouse and family. Use this guide to help you evaluate the strategy that is right for you.

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Utilizing Stock Collars to Help Protect Against Risk of P&G Stock Price Dropping Rapidly

Stock Collars

Use this guide to understand stock collars, which is one way to protect against the risk of P&G stock price dropping rapidly, either just before exercising stock options or just after retirement and before you can diversify.

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Restricted Stock Units Guide

Restricted Stock Units Guide

Use this guide to understand Restricted Stock Units (RSUs) and what they mean to your financial plan & retirement. 

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Mariner Wealth Advisors P&G Stock option planning guide

Stock Options Guide

Use this guide to understand what stock options are and how to use them as part of your overall financial plan. 

[Explore Ways to Use Stock Options]

P&G Bond Ladders

Bond Ladders

In a bond ladder, the bonds’ maturity dates are evenly spaced across several months or several years so that the bonds are maturing, and the proceeds are being reinvested at regular intervals. The more liquidity that an investor needs, the closer together his or her bond maturities should be.

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P&G Retirement Plan Distribution Choices Guide

Retirement Plan Distribution Choices Guide

Use this guide to review retirement plan choices and options that are based on your age and financial need.

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Mariner Wealth Advisors is not affiliated with Procter & Gamble. Any reference to them should not be construed as an endorsement by either party.