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97% of You Fall into This Category for Retirement Planning
The number of people that have over a million dollars saved for retirement is shockingly low. Are your retirement concerns and planning that much dif…
9Â months, 1Â week ago
At What Point Do You Get Off the Market Roller Coaster? | How Many People Have Actually Saved 1 Million Dollars for Retirement? You’ll Be Shocked | What Could Take the Biggest Bite Out of Your Retirement Money?
On this episode:
If the up and down of the stock market bothers you, ask yourself THIS question. The number “they say” we need for retirement keeps …9 months, 2 weeks ago
Do You Have a “Fire Starter” in Your Retirement Plan?
In the same way you don’t want to pack dangerous items in your luggage when you get on a plane…you don’t want a fire starter in your retirement plan.…
9Â months, 2Â weeks ago
75% of People in Retirement Do Their Own Planning. What Are the Most Common Misses? | What If They Change the Laws on the Roth? | How Long Will Your Money Last in Retirement? You Might Be Surprised
On this episode:
What are the biggest advantages of using a financial advisor? The Roth is one of the best retirement planning vehicles. What if the…9 months, 3 weeks ago
If I’m in Retirement for 25 years, Why am I NOT a Long-Term Investor?
You need growth on your retirement money, but how much?
Like this episode? Hit that Follow button and never miss an episode! 💬 Engage, Share, and Le…
9Â months, 3Â weeks ago
The Latest Retirement Problem: People Are Scared to Spend | Is One Month Better to Retire Than Another? | What is Your “Cash on the Sidelines Fund” Used For?
On this episode:
The fear of running out of money is resulting in people not enjoying their retirement. Picking your retirement date. Is there a per…9 months, 4 weeks ago
Reasons to Consider an IRA-to-Roth Conversion
You may have heard your 401(k) or IRA referred to as “A Tax Time Bomb.” We found one 90-year-old who is experiencing it and we discuss ways to avoid …
10Â months ago
The Magic Savings Number for Retirement Has Dropped! | A 90-Year-Old Runs into a Huge Tax Problem! | Studies Show if You Do THIS, You Will Have More to Spend in Retirement
On this episode:
For the first time in memory, the number you need for retirement has dropped! Why? This 90-year-old missed a simple tax move that i…10 months ago
IRA Conversion Alert
We go through some of the mistakes people make when moving money from an IRA or 401(k) to a Roth. We also share a story of a 90-year-old who choose n…
10Â months, 1Â week ago
Will Falling Interest Rates Affect Your Retirement? | Does the 'Warren Buffett Way' Still Work? | The #1 Thing People Want from Their Retirement Plan
On this episode:
Should you be building up your cash reserves?
The MVP of your Retirement plan.
Things to watch out for in an IRA-to-Roth rollo…
10Â months, 1Â week ago