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Is the Advice from Financial Celebrities Worth Anything?
On this episode of Retirement Coffee Talk, we look at advice from Kevin O’Leary, Mark Cuban, and Suze Orman. Is there anything here you can use?
Lik…
1Â year, 3Â months ago
6 Reasons People Avoid Financial Advisors
Only 25% of people use a financial advisor. What are the reasons the other 75% are hung up on?
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1Â year, 3Â months ago
Is the Stock Market Getting Too Risky? | Is Now the Time to Reevaluate Your Portfolio? | Could You Really Get 1.5 Million in Social Security? | When is the Best Time for an IRA-to-Roth Conversion?
On this week's show:
Is this a time to dial back your retirement account risk level? What is the average Social Security check? Three times when a I…1 year, 3 months ago
Why are People Delaying Retirement? | RMDs: What You Need to Know | Now Might Be the Time for a Roth Conversion
On this week's episode:
Do you have “one more year” syndrome? Everything you need to know about Required Minimum Distributions An IRA-to-Roth Conver…1 year, 3 months ago
Is Your Health Putting Your Retirement at Risk? - Part 2
Physician Assistant Rob Main joins us for the second part of our talk about health concerns in retirement including diabetes, weight loss, Ozempic an…
1Â year, 3Â months ago
Something New in 401(k)s That Some Like, But Others Don't | Don't Be Bad Santa When Giving Money to Your Kids | The Top 3 Reasons People Don't Spend Money in Retirement
On this episode:
Pros and cons of target date funds. The implications of inheriting IRAs. The importance of being prepared for market volatility. Ov…1 year, 3 months ago
Is Your Health Putting Your Retirement at Risk? - Part 1
Are you aware of how your health can impact your retirement finances? Charisse Rivers explores the crucial connection between managing health and pro…
1Â year, 3Â months ago
The Number One Question People are Asking About Their 401(k)
You may have heard your 401(k) can become a “Tax Time Bomb” in retirement. How can you avoid it?
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1Â year, 4Â months ago
Has your 401(k) accidently become a “Tech Fund?” | Currently THIS is the number one question for financial advisors | Is it time to move to bonds? | When your business is your retirement plan
On this week's show:
The Tech Sector has been driving the market for over two years. Are you over weighted in tech stocks?
Preparing your 401(k) …
1Â year, 4Â months ago
How much will an IRA-to-Roth Conversion save you?
Pay the taxes now or pay the taxes later. What makes sense for your IRA and 401(k)?
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1Â year, 4Â months ago