Retirement Planning ציבורי
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Join Joseph Curry, CFP Professional and President of Matthews + Associates, to learn how to simplify your retirement planning. If you're approaching retirement or have already entered your early retirement years, this podcast is designed to help you answer your big retirement questions like... Can I afford to retire? How do I create a paycheck in retirement? How do I pay less tax in retirement? And even big questions about life after work. Through Retirement Planning education, resources, an ...
 
Listen in as Chris Hammond teaches you how to easily plan for your retirement. In this podcast Chris Hammond, RICP® discusses: how to help you turn your retirement savings into a lifetime paycheck, Social Security, Medicare... and also dives deeps into some of the most popular personal finance books of all time with the goal of helping you more easily plan for an amazing retirement. Join the Retirement Planning Made Easy community by visiting www.RetirementPlanningMadeEasy.com.
 
New Episodes are Released Bi-weekly on Tuesdays! Welcome to Ditch the Suits, where reformed planners get real about the stuff no one in the financial world wants you to know about. If you are interested in learning from successful business owners about how to build your retirement and better manage your family’s wealth while protecting it from financial exploitation, stick around and join co-hosts Steve Campbell and Travis Maus for this unapologetic and thought-provoking no-holds-barred banter.
 
Join investment advisor representative Marsha Harris for financial and retirement planning help on the Marsha on Money Podcast. Marsha is the Founder & CEO of Unified Wealth & Retirement Planning based in Fort Wayne, Indiana. As a fiduciary, Marsha helps clients make financial decisions that are in their best interests to help them get to, and through, retirement. She's the kind of advisor you can feel good about sending mom to...If you need help with your 401(k), IRA, and other retirement a ...
 
Terry Martine answers your retirement planning questions. There are other "financial" podcasts, but only one that focuses on teaching you how to manage your own finances. It's one thing to hear about a lot of theory, but we discuss specific strategies people are using today. Are you curious about what your retirement will look like? Do you have enough money saved to retire at 65? Maybe you want to retire before 65? Even if you have a financial planner, we will give you the tools to build you ...
 
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
 
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show series
 
This three-part series discusses what you need to understand when you engage with a financial advisor and the options you have for paying for their "advice." A reporter recently asked why he can't pay an hourly fee for a good financial advisor to tell him what to do. In this episode, we discuss if this type of arrangement exists and why financial f…
 
Stocks and bonds are down at the same time for the third time in history. Victor and Mark will discuss why that is, and what it means for the U.S. economy. Then, Victor goes on to discuss the challenges behind guiding his clients through their estate planning and the three stages of life -the Go-Go Years, the Slow-Go years, and the No-Go years. Are…
 
Rather than trying to predict the future, wouldn’t it be great if there was a way to draw information about expected returns from the market itself? Luckily there is. Through scientific and evidence-based investing, you can take a less subjective and more systematic approach to investing. In this episode, Christian Newton, Vice President of Dimensi…
 
Want to know the secrets to experiencing satisfaction in retirement? We’ve discovered five key situations to which your financial plan needs to lead you. If you can key in on these five points, you’ll have a high chance to achieve retirement satisfaction. CONTACT Website: https://unifiedwealthplanning.com/ Phone: 260-338-2379 Email: marsha@unifiedw…
 
Summary of the 3.8% Net Investment Income Tax ("NIIT") and how it may impact your retirement planning Links in this episode: IRS Form 8960 - here Facebook group - Taxes in Retirement YouTube channel - Retirement Planning Demystified Newsletter - Retirement Planning Insights My recent webinar - How to Review a Tax Return (as a Retirement Planner) My…
 
This week on Make It Last, the show starts with a little, “Get To Know Victor,” segment. Find out how he is connected to the hit trilogy: Pitch Perfect. They’ll also be talking about small business owners and the unique challenges and concerns they face when preparing for retirement. Finally, they’ll wrap the show up with “the mailbag” question seg…
 
Listener Q&A where Andy answers questions about: How to calculate the increase to Social Security for delaying the start of benefits, or the decrease for starting benefits early What to consider with regards to when to start receiving a pension What Required Minimum Distributions ("RMDs") are necessary when inheriting an IRA from someone who inheri…
 
In this episode, we answer the big question everyone is asking:" can I actually make money in crypto?" In short, yes, but there are many caveats and things to consider first. We break down what you need to consider before you invest any money in crypto. You are allowed to play as long as you understand the rules of the game. But if you don't, stay …
 
This week on Make It Last, we’ll be talking about growth & safety. The first half of 2022 led us into uncharted territory as inflation skyrocketed. Victor shares his thoughts on how he thinks the rest of the year will play out. Do you know how to down size? Victor & Mark will be talking about to be better organized and not be overwhelmed by old fin…
 
Trusts, when understood properly, can help people successfully plan their finances, provide security for their families, and even invest more confidently. Trusts allow for one person (or a company) known as the trustee to hold money for the benefit of another person (or a group of persons) known as the beneficiary. There are a number of different t…
 
Summary of the options for health insurance if you no longer have employer-sponsored health insurance and aren't yet 65 and therefore can't yet sign up for Medicare Links in this episode: Facebook group - Taxes in Retirement YouTube channel - Retirement Planning Demystified Newsletter - Retirement Planning Insights…
 
Most Americans are getting a failing grade in financial literacy, especially revolving around retirement. Victor and Mark share the top topics people are struggling with so you can understand! They’ll also be talking about the psychology of money and why it’s important to utilize your “street smarts” to get the most out of your investment journey. …
 
Explanation of health insurance offered through the Affordable Care Act (aka ACA or ObamaCare) and subsides for such insurance in the form of premium tax credits Links in this episode: IRS Form 8962 - here My YouTube video - Affordable Care Act Premium Tax Credits Facebook group - Taxes in Retirement YouTube channel - Retirement Planning Demystifie…
 
Are you currently invested in or considering investing in cryptocurrency? There are a lot of investors wondering if crypto is a good alternative to dollars. Is this true? How can we know? Governments and large institutions have always controlled currencies. It has been this way since human civilization started. So when and how could crypto take the…
 
This week on Make It Last, Victor & Mark will be talking about two major opportunities that can happen for retirement planning during a market downturn. Victor will also give you his top tips for starting a conversation with loved ones around estate and legacy planning. Finally, they’ll wrap the show up with “the mailbag” question segment. Are You …
 
You’ve decreased your spending and cut all of the costs you possibly can, but somehow you still find you’re not saving enough for retirement. Where can you go from there? In this episode, Joe and Lindsay share several options you have if you are concerned about the amount of money you will have for retirement and want to ensure you’re not having to…
 
Being a good advisor isn’t about winning a popularity contest or just saying the same things that everyone else in the industry says. It’s about giving the best advice that you can for each individual situation. On today’s show, we’re going to peel back the curtain to discuss some areas where a good financial advisor’s opinions might go against the…
 
Discussion of how there is a lot of value in retirement planning & investment management, but how it's impossible to actually quantify and measure that value Links in this episode: Link to my Rethinking65 article - "How Much Are Your Services Worth?" Link to FINRA BrokerCheck - here Link to my YouTube video - How to Find a Financial Advisor, Part 1…
 
In this episode, Victor & Mark discuss building the financial house that will get you through retirement and all the materials you need to make sure the Big Bad Wolf doesn’t blow your house down. Today, most retirees aren’t receiving employer provided assistance for their retirement. Listen to this episode to learn more about tax planning around 40…
 
Listener Q&A where Andy answers questions about: Whether I prefer simplification or optimization in financial planning Roth conversion optimization Is crypto mining taxable How to buy I Bonds through tax return refunds What positions to sell when distributing from an IRA When to start annuity payments Links in this episode: Facebook group - Taxes i…
 
Do you ever wonder if you should invest in cryptocurrency? Confused as to what it actually is or how it works? It seems to be everywhere, and everyone is talking about it. Or maybe you've already started investing in crypto and are looking for some sound advice moving forward. There is a lot to unpack! Today we will start a brand new three-part ser…
 
This week on Make It Last, get Victor’s take on the Fed’s most recent interest rate hike. Victor will also give you his top tips for starting a conversation with loved ones around estate and legacy planning. Finally, the show wraps up with “the mailbag” question segment. Are You Paying Too Much In Taxes In Retirement? Click here to find out. We hel…
 
Many Canadians are concerned about inflation’s impact on retirement savings, and rightly so. Without the correct plan in place, it can be easy to miscalculate how much you will need to have a good retirement. With a new report from Aon stating that the average 45-year-old Canadian will need to accumulate $1.4 million in retirement savings to retire…
 
People have many reasons for procrastinating when it comes to putting a retirement plan together. Let’s explore some of those excuses and why they can be dangerous, and talk about how to overcome them. CONTACT Website: https://unifiedwealthplanning.com/ Phone: 260-338-2379 Email: marsha@unifiedwealthplanning.com Location: Fort Wayne, Indiana Click …
 
Part 2 of 2 of the audio replay of my previous video with Kerry Peabody from Clark Insurance where we talked all about long term care insurance How to contact Kerry - https://www.clarkinsurance.com/long-term-care-insurance/ Replay of the original video - here Links in this episode: Facebook group - Taxes in Retirement YouTube channel - Retirement P…
 
This week on Make It Last, the show starts with a little, “Get To Know Victor,” segment. Find out how he is connected to the hit trilogy: Pitch Perfect. They’ll also be talking about one of the greatest secrets you could learn to achieve financial success. Finally, the show will wrap up with a game of “Would You Rather?” Are You Paying Too Much In …
 
Part 1 of 2 of the audio replay of my previous video with Kerry Peabody from Clark Insurance where we talked all about long term care insurance How to contact Kerry - https://www.clarkinsurance.com/long-term-care-insurance/ Replay of the original video - here Links in this episode: Facebook group - Taxes in Retirement YouTube channel - Retirement P…
 
This week on Make It Last, Victor and Mark will be talking about baby-boomers and how the current market fluctuations are affecting them. They’ll also be talking about the psychology of money and why it’s important to utilize your “street smarts” to get the most out of your investment journey. They’ll wrap things up by talking about how to plan for…
 
In this episode, we conclude our three-part investing series as we try to persuade you that planning for doomsday is a waste of time! The world is not coming to an end, and if you do it right, there is real money to be made right now in the markets. Don't be afraid! But plan to be proactive and intentional with the decisions you make moving forward…
 
Oftentimes, people mistakenly think that once they hit retirement, they no longer need to invest. They believe that retirement is the time to live off of their savings and simply avoid financial risks. Although you no longer are earning a working income once you hit retirement, this doesn’t mean you should stop investing. So, in this episode, Joe a…
 
Most Americans are getting a failing grade in financial literacy, especially revolving around retirement. Victor and Mark share the top topics people are struggling with so you can understand! Would you rather be healthy or wealthy? Every year more than half a million Americans file for bankruptcy due to medical bills. Victor & Mark will be talking…
 
It seems that most people don’t have a clear picture of whether they should contribute to a traditional IRA or a Roth. Let’s discuss how to determine what’s best for you… CONTACT Website: https://unifiedwealthplanning.com/ Phone: 260-338-2379 Email: marsha@unifiedwealthplanning.com Location: Fort Wayne, Indiana Click the following link to get your …
 
Listener Q&A where Andy answers questions about: Spousal Roth IRAs 401(k) to Roth IRA conversions Splitting up IRAs to have different beneficiaries for each Investing money earmarked for potential future long term care expenses How I named my company, Tenon Financial IRS website link about direct vs indirect rollovers - here Facebook group - Taxes …
 
Empty nesters are not saving more for retirement after their kids have left despite their initial intentions. Is this really bad for their future? Victor weighs in as his first son is about to go...על ידי Victor J. Medina, JD, CELA®, CFP®
 
This episode will share how investing is like riding a roller-coaster. It should be the thrill of your life! You may want to puke and scream a little, but it will be the time of your life if you do it right. You may be nervous now as an investor, and we understand that. BUT! We will provide some context so you can hopefully take advantage of this u…
 
At Matthews & Associates, we get a lot of questions surrounding the topics of the Canadian Pension Plan (CPP) and Old Age Security (OAS). Our clients want to know what these are, what the difference between the two is, and how to go about calculating them. So, in this episode, we have Lindsay Wilson, Client Care Coordinator, joining the show to hel…
 
Explanation of a bond ladder and how to build one YouTube Video - "What is Sequence of Return Risk" YouTube Video - "Bonds, Bond Prices and Bond Yields" Facebook group - Taxes in Retirement YouTube channel - Retirement Planning Demystified Newsletter - Retirement Planning Insightsעל ידי Andy Panko
 
This week on Make It Last, Victor & Mark discuss building the financial house that will get you through retirement. They’ll also be discussing employer provided assistance and how to take advantage of it! To...על ידי Victor J. Medina, JD, CELA®, CFP®
 
Let's play along with a multiple choice retirement quiz. See how you fare and listen as Marsha breaks down some of the answers. CONTACT Website: https://unifiedwealthplanning.com/ Phone: 260-338-2379 Email: marsha@unifiedwealthplanning.com Location: Fort Wayne, Indiana Click the following link to get your no-cost Tax Free Retirement Toolkit! https:…
 
Part 2 of 2 of the replay of my previously aired Facebook live video with Chris D'Agnes, CFA, Partner and Co-Portfolio Manager at Hamlin Capital Management. Chris talked about the high dividend equity portfolio he manages and why dividends are an important part of investing for retirees Full video replay with Chris - here Facebook group - Taxes in …
 
This week on Make It Last, Victor and Mark will be discussing why the younger Baby Boomers might outlive their retirement savings, and what today’s retirees need to do so they don’t outlive their savings! The...על ידי Victor J. Medina, JD, CELA®, CFP®
 
Today we are starting a new three-part series on the cold truth about investing in today's markets. In this episode, we will confront what has been happening in the stock market over the last few months. Investors are nervous but aren't really sure how nervous they should be! If you are a serious investor, we feel this could be an excellent opportu…
 
Without the right planning in place, new retirees often find the financial aspect of the retirement transition to be somewhat daunting. Although we can plan for retirement for years, estimating actual cash flow needs can be pretty tricky. So, in this episode, I will be explaining how to figure out how much you will likely need to keep up the same l…
 
Part 1 of 2 of the replay of my previously aired Facebook live video with Chris D'Agnes, CFA, Partner and Co-Portfolio Manager at Hamlin Capital Management. Chris talked about the high dividend equity portfolio he manages and why dividends are an important part of investing for retirees Full video replay with Chris - here Facebook group - Taxes in …
 
This week on Make It Last, the show starts with a little, “Get To Know Victor,” segment. Find out how he is connected to the hit trilogy: Pitch Perfect. Then, Victor talks about the importance of maintaining...על ידי Victor J. Medina, JD, CELA®, CFP®
 
Explanation of a LIRP, or Life Insurance Retirement Plan, which is ultimately an Indexed Universal Life insurance policy Facebook group - Taxes in Retirement YouTube channel - Retirement Planning Demystified Newsletter - Retirement Planning Insightsעל ידי Andy Panko
 
This week on Make It Last Victor gives you his top reasons why not to panic during a Bear Market. We’ll also be discussing the top concerns our clients have. Including, but not limited too, market risk,...על ידי Victor J. Medina, JD, CELA®, CFP®
 
Drawing money from your investments can be daunting. You may not know which accounts to draw from or what you should sell to take required distributions. Don't worry. We will help you! In this episode, we break down strategies for taking distributions. We will help you understand the differences between pro-rata distributions (where everything is s…
 
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