Secure 2.0 Act - Major Changes to Retirement Planning & RMDs
In today's episode, we dive into the newly passed Secure 2.0 Act and its impact on retirement calculations, from changes to contribution limits, RMDs, and new rules for 401k. This legislation has the potential to...View Episode
How to Avoid a Roth Conversion Disaster!
Today we're going to talk about the biggest mistakes people make with Roth conversions and how to avoid them. We're also going to talk about how Aunt Irma and Uncle Ronald, r m d, and our good old friend, uncle Sam,...View Episode
The 5 Major Risks in Retirement
there are. Five major risks that I see a or for retirees. It's for everyone in general, but it's specifically once we, as we're transitioning into retirement and you need to start thinking about this, within a few...View Episode
End of Year Tax Saving Tips
Tips on how we can take advantage of our losses in the market: So end of the year and end of the year is a great time to start looking at your taxes because you got, you have an idea of how much income you're gonna...View Episode
Is The 60/40 Portfolio and 4% Rule dead? [Part 2 of 2]
We were talking about the 60 40 portfolio. If it was dead or not what do you do during the retirement years? How do you make adjustments and changes as the economy continues to shift and change? When we were together...View Episode
S2E13 - Is the 60/40 Portfolio dead? [Part 1 of 2]
Hello libel. How you feeling today, sir? I'm doing pretty good. How about you? I'm doing well, and I'm really excited to talk about today's topic because we've talked about it on the edges before. I'll say it that...View Episode
S2E12 - Is this the end of Crypto? WTF Happened? Who is SBF and FTX?
So what exactly is happening now in the world of crypto? I've seen some bankruptcies go across and people losing money. Yeah. As Warren Buffet likes to say, and I love quoting this, a rising tide lifts all ships, but...View Episode
S2E11 - The Safest Way to Invest in the Market
There are many ways to participate in the market without having to ride the Wall Street Roller coaster. It is important first to identify what "safe" means to the individual and then create a strategy that allows for...View Episode
S2E10 - Handling Market Anxiety
Q: What was the impetus for living with financial anxiety? Many people's biggest stumbling block to success is that they act out of fear. When it comes to financial planning, this manifests as the fear of not having...View Episode
S2E9 - What Type of Advisor Should I Hire?
Q: What type of advisor should I hire? A: The answer is, is the advisor who can help you, The advisor that you connect with..coming from the marketing side of this business, I have dealt with the full spectrum of...View Episode
S2E8 - The 4% Rule...What You Don't Know Can Hurt You!
What is the 4% Rule? A: It seems like even the people who seem to think that they know what the 4% rule is, and once they start talking, you kind of realize that everyone has a different impression of what the 4% rule...View Episode
S2E7 - What Type of Advisor Should I Hire to Help Me in Retirement? What should I look for in an advisor?
Q: What type of financial advisor have you found to be the most helpful for those on the verge of retirement? (2:11) A: This is a little bit of a trick question of, you know, when we're thinking about financial...View Episode