A Top Retirement Podcast Dedicated To Helping You:​

Meet Your Host

Scott Sierens, financial advisor at Sierens Financial Group, will provide thoughts, strategies, and ideas on each episode to help you thrive in life, wealth and retirement. The goal is to take complex financial subjects and make them simple and easy to understand so you can feel confident to take action, enjoy life, and eliminate financial stress and anxiety.

Scott, along with guests from across various industries, will cover topics such as tax savings strategies, investments and wealth management, IRAs, 401(k)s, retirement planning, retirement income strategies, pensions, estate planning, social security, healthcare, and much more.

Retirement isn't an age or number. It's finding the balance between living life today and feeling financially confident about YOUR tomorrow.

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Ep 81: Reducing Investment Risk, Account Split in Divorce, 10-Year Younger Spouse – Mailbag Episode

Today’s episode will be all about your questions as we dive into our mailbag to cover three different scenarios.

Each of these is great and we’ll spend time tackling each topic in depth. We’ll first talk about when you should shift your investing strategy to a conservative approach. Then we’ll help someone work through which assets would be better to get out of a divorce. And finally we’ll discuss life insurance needs for a couple with a 10-year age difference. Plus, we’ll take a look at tax planning in the wake of a $2 billion Powerball lottery win this month.

Here’s some of what you’ll learn in this episode:

  • What will the $2B Powerball winner take home after taxes? (2:34)
  • Mailbag question on when to shift to conservative investing. (7:55)
  • Mailbag question on how to split divorce assets. (14:12)
  • Mailbag question on life insurance. (19:44)
  • How to get in touch with your financial questions. (25:15)

 

Read more and get additional financial resources here: http://lifemoneyshow.com 

Check out our YouTube channel: https://www.youtube.com/channel/UCPhQ-u12d60Z0HNCwwVubdQ 

SHOW NOTES

Ep 81: Reducing Investment Risk, Account Split in Divorce, 10-Year Younger Spouse – Mailbag Episode

Subscribe With Your Favorite App Show Notes Today’s episode will be all about your questions as we dive into our mailbag to cover three different scenarios. Each of these...

Listen Now

Ep 80: Secrets For Experiencing Satisfaction in Retirement

Subscribe With Your Favorite App Show Notes Have you ever wanted to know the secrets for having a successful retirement? While we all require a different level of planning...

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Ep 79: Medicare – Why You Should Review Your Plan Annually & Options to Consider

Subscribe With Your Favorite App Show Notes If you’re on Medicare or will be switching over to it soon, this episode will be extremely valuable for you. We’ve invited...

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Ep 78: 5 Common Retirement Planning Questions About Taxes

Subscribe With Your Favorite App Show Notes As we approach the end of the year, saving money on taxes becomes a bigger focus for many people. Today we’re focusing...

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Ep 77: Stock Market Update: How We Got Here and Where It’s Headed

Today we’re joined by Ben Sullivan, CFA® and vice president at AE Wealth Management. Ben will share his thoughts about why the market is down, whether we’re heading into...

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Ep 76: Year-End Retirement and Tax Strategy Planning (Part 2)

Just like we prepare our houses and lawns for the winter, we need to do the same for our finances. A lot of financial institutions have a Dec. 31...

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Ep 75: Lending Expert Shares Tips for Financing Homes

Buying a home is often the largest purchase someone makes over the course of their lifetime so finding ways to do that as efficiently as possible could really benefit...

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Ep 74: Year-End Retirement and Tax Strategy Planning

Are you prepared for year-end and tax strategy planning? This puts you in the best position possible before the end of the year to help maximize your retirement and...

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Ep 73: Irreversible Retirement & Financial Decisions

There are plenty of decisions that you’ll make in the retirement planning process that can’t be undone, so you want to make sure that you make the right call....

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Ep 72: Getting the Best Price Buying or Selling a Home with Realtor Lindsay Schulze

If you’re looking to sell your home, buy a home or buy a vacation home, today’s show is for you. Today we’ve invited a good friend and realtor onto...

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