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
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 deadline to take action, so we want to make sure you’re prepared.
Today we’re diving into the mailbag to answer questions from listeners just like you. We’re taking questions about taxes on inherited real estate, Roth conversions, and saving for retirement with irregular income.
There are some great rules out there that will lead you down the path of financial success. But there are also some that, if followed, could derail your financial and retirement plan.
What does the transition into retirement look like? On today’s episode, Jim Manning will share his retirement story and the lessons he’s learned along the way.
There’s no better time than the present to remind ourselves of some good investing fundamentals and themes that we see in the market. Right now, your emotions might be high due to the market being down, but we’ll explain how to handle the rollercoaster ride.
Most people realize that it’s usually best to have an estate-planning attorney helping them with their estate plan, but it’s also important for the financial advisor to be part of that conversation. On this episode, we’ll explore the role an advisor plays in the estate and legacy planning process and uncover some of the basic mistakes people often make when trying to sort all this out on their own.
On this episode, we’ll pick sides of some important financial debates. From paying off your mortgage early to life insurance and more, we’ll share our opinions on these hot financial topics.
If current conditions of the stock market being down and your retirement investment accounts falling in value have you concerned, worried or even scared about your future, you’re not alone. Today’s episode is just for you.
Can you still retire in a down market? With the stock market down and inflation up, that question is on a lot of minds. We’re going to talk about the factors involved in making this decision and how we help people like you determine the answer to this question.