Category: In The News

“Getting Retirement Right” Will Air Tomorrow on WSTR (Ch 64) (Saturday, April 24)

2nd Airing: Total Wealth Planning’s 30-minute show titled Getting Retirement Right! will air again in Cincinnati on Channel 64, WSTR-TV at 3:30 PM ET on Saturday, April 24th! …

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Rob Lemmons and Dave Wilder, Getting Retirement Right, to be aired on Channel 12 and Channel 64!

Total Wealth Planning has produced a new video titled Getting Retirement Right to be aired on Channel 12 and Channel 64! The baby boom generation, …

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Joel Musser wins 1st place at Courier Stock Contest

“Joel Musser, wealth adviser at Blue Ash-based Total Wealth Planning, generated a whopping 86.5% gain for the year to win the contest going away.” Read …

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Joel Musser wins 1st place at Courier Stock Contest

“Joel Musser, wealth adviser at Blue Ash-based Total Wealth Planning, generated a whopping 86.5% gain for the year to win the contest going away.” Read …

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Rob Siegmann Named a 2019 Hero of Character

Congratulations to Rob Siegmann on being named a 2019 Hero of Character by the Character of Council of Cincinnati! The Character Council seeks out individuals …

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Total Wealth Planning named finalist in Cincinnati Business Courier’s 2-10 Best Places to work!

Excited and proud of the Total Wealth Planning, LLC team for being named a finalist in the Cincinnati Business Courier Best Places to Work program. …

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Rob Siegmann named a 2019 Hero of Character

Congratulations to Rob Siegmann on being named a 2019 Hero of Character by the Character of Council of Cincinnati! The Character Council seeks out individuals …

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AdvisoryHQ Top in Cincy Ranking 2019

Total Wealth Planning included in List of Top 11 Best Financial Advisors & Wealth Management Firms in Cincinnati, Ohio. We are pleased to announce Total …

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Quarter 2, 2019 Market Review

We are pleased to share a review of world capital market performance and a timeline of events that occurred during the most recent quarter and …

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Show your patriotism this 4th of July!

I recently read the transcript of Mayor (of Indian Hill) Gary Kuenning’s speech from Memorial Day and he shared a few ideas on how we …

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