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Leibel on FIRE

Leibel on FIRE

Hosted by: Leibel Sternbach, EA & Freddie Bell

The Financial Independence and Retirement show dedicated to helping you build the life of your dreams, as fast as possible, with as little stress as possible

Episodes

Future-Proof Your Wealth: How SLATs Can Shield Your Estate

Season #2

Today, we're diving into the intriguing world of estate planning with a special focus on the not-so-well-known but incredibly potent Spousal Lifetime Access Trust, or SLAT for short. Joining us this week, is our...
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4 Alternatives to Annuities Your Agent Doesn't Want You To Know!

Season #2

The Roller Coaster Ride of the Market It's a question as old as the markets themselves: Why must the financial markets roller-coaster, teasing us with their ups and downs rather than gliding smoothly upwards? Wouldn't...
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Beyond the 401(k): Crafting a Retirement Strategy That Works for You

Season #2

Navigating the realm of retirement savings can often feel like a daunting journey, along with complex decisions and obscure jargon. Yet, amidst the labyrinth of financial advice, one beacon of wisdom shines a light on...
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The CD Conundrum: Making Wise Moves as Interest Rates Fall

Season #2

Today, we're unraveling the complex world of interest rates and their potential impact on your investment strategy. With the Fed's movements under a microscope, investors are on the edge of their seats, wondering how...
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Beat the Tax Clock: Last-Minute Moves to Lower Your Bill

Season #2

Ah, the great tax scramble of 2023! You might think the clock's run out on trimming that tax bill, but guess what? There's still time for a financial Hail Mary, thanks to some clever moves and, of course, the wisdom...
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Navigating the Sunset of the Tax Cut and Jobs Act: Strategies for Your Finances

Season #2

As we peer into the financial horizon, the looming sunset of the Tax Cut and Jobs Act (TCJA) in 2026 presents a pivotal moment for taxpayers across the United States. This legislation, a hallmark of tax reform, has...
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Predictions for 2024

Season #2

Navigating Market Volatility in an Election Year As the election looms on the horizon and market volatility hits unprecedented levels, many of us standing at the cusp of retirement or already embracing it are left...
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Navigating the World of High-Yield Bank CDs: A 10% Opportunity?

Season #2

Have you heard about these bank CDs offering a whopping 10% return? Sounds like a financial unicorn, right? Well, grab a seat, and let's chat about this. Today, we're diving into the world of banking and investments,...
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Why The Fed is Worried About The Middle East...And So Should You!

Season #2

The Ripple Effects of War on Your Wallet War, as distant as it may seem, has a way of sneaking into our everyday lives, especially when it comes to financial security. We all cherish that comforting routine: wake up,...
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Navigating Social Security: When to Claim for an Optimal Retirement

Season #2

The Crucial Question: Early or Delayed Social Security Filing? Hey there! Today, let's unravel another critical puzzle about Social Security. Should you file early or delay your benefits? It's a decision that weighs...
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Is 2024 the time to ditch the 60/40 Portfolio? Blackrock is doing it...should you?

Season #2

A Time-Tested Strategy with a Twist Hey there, friends! Today, let's chat about something that's been a bit of a Holy Grail in retirement investing โ€“ the famous 60/40 portfolio. Now, this isn't your grandma's knitting...
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Unraveling the Mystery of Roth Conversions: A Down-to-Earth Guide

Season #2

Welcome to another dive into the complex world of retirement planning! Today, we're unraveling the "killer" Roth conversion strategy and its interplay with Required Minimum Distributions (RMDs). Strap in for a journey...
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