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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 ...
 
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. If you need help with your 401(k), IRA, and other retirement accounts then Marsha on Money is the show for you. If you have quest ...
 
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.
 
Certified Financial Planners™ Richard and Steven Paul discuss planning and preparing for retirement. Listen in as they discuss investing in the stock market, insurance, healthcare, taxes, social security, and various other topics that will help you to understand how to best prepare for retirement. Rich and Steve can be heard on "The Rich Paul Show: Your Retirement Survival Guide", a weekly show airing on WJR Radio AM 760. Rich is the author of the book "The Baby Boomers' Retirement Survival ...
 
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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There are plenty of external factors that often negatively influence our chances of having a successful retirement. But often, failure comes from within. On this episode, we’ll talk about some of the common ways people get in their own way when it comes to financial planning. CONTACT Website: https://unifiedwealthplanning.com/ Phone: 260-338-2379 E…
 
Explanation of tax loss harvesting and tax gain harvesting, as well as an introduction to "wash sales" Links in this episode: YouTube video - What is Tax Loss Harvesting? YouTube video - What is Tax Gain Harvesting? YouTube video - What is Tax Loss and Tax Gain Harvesting? Facebook group - Taxes in Retirement YouTube channel - Retirement Planning D…
 
This week on Make It Last, Victor and Mark discuss financial literacy and share the top topics people are struggling with so you can understand! It’s springtime, which means highway construction is on the rise! Just like it’s important that construction workers install guardrails on the highway, how can you install guardrails on your retirement? Vi…
 
Most traditional retirement plans in the past were created by making a projection that has taken into account assumptions around inflation, rates of return, and longevity and putting it all together to see if there is money left over to last you the remainder of your life. Although this is a good starting point, it doesn’t take into account any unf…
 
How she got into the business. Her planning philosophy. What you'll get out of listening to this podcast. We'll cover those topics and more in this first edition of the Marsha on Money Podcast as we get to know more about Marsha as a person, business owner, and financial planner. CONTACT Website: https://unifiedwealthplanning.com/ Phone: 260-338-23…
 
Summary of variable annuities, indexed annuities and a Guaranteed Living Withdrawal Benefit rider Links in this episode: YouTube video - What is a Variable Annuity? YouTube video - What is an Indexed Annuity? YouTube video - What is a Fixed Indexed Annuity with Income Rider? Facebook group - Taxes in Retirement YouTube channel - Retirement Planning…
 
This week on Make It Last, Victor and Mark will be taking you back to the past, comparing todays retirement world to the retirement world of the 1960s. They’ll also be talking about the Gig Economy and the advantages and disadvantages these individuals face. Are You Paying Too Much In Taxes In Retirement? Click here to find out. We help you take co…
 
Summary of immediate and deferred income annuities, and explanation of the different annuity payment options available Links in this episode: YouTube video - What is an Income Annuity? www.ImmediateAnnuities.com Facebook group - Taxes in Retirement YouTube channel - Retirement Planning Demystified Newsletter - Retirement Planning Insights…
 
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. How much do you know about taxes? Listen to follow along and test your knowledge with Victor! To access additional information, please visit: Don’t Let a …
 
The basics of annuities and details about Multi-Year Guaranteed Annuities ("MYGAs") Links in this episode: YouTube video - Understanding Annuities YouTube video - What is an Income Annuity? YouTube video - What is a Variable Annuity? YouTube video - What is an Indexed Annuity? YouTube video - What is a Fixed Indexed Annuity with Income Rider? YouTu…
 
This week on Make It Last Victor and Mark will be discussing inflationary psychology and how inflation can severely impact your retirement plan. They’ll also be answering the two biggest questions pre-retirees have- when can I retire, and have I saved enough? Finally, they’ll wrap things up with a game of Retirement “Yay or Nay?” Download your FREE…
 
It's one thing to know what the risks of retirement are as far as your income planning goes, but knowing what to do about those risks and how to handle them is what counts. That's where retirement income strategies come in. In this episode, I will be sharing several types of retirement income strategies so you can find the best option that will sui…
 
This week on Make It Last, Victor and Mark will be discussing the not-so-great forecast for taxes, and how current tax rates might be the lowest we’ll see for the rest of our lives. They’ll also be talking about an article published by Dr. Ekerdt explaining the differences between having taught the concept of aging and living them… and how wrong he…
 
This week on Make It Last, Victor and Mark will be discussing women in retirement- the challenges they may face, and why it’s important that they plan ahead. Victor is offering his book: Empowering Women in Retirement for FREE to any woman (Sorry men) Just call us at (856) 506-8300 and tell us you want it! You can check out the book & its descripti…
 
Today we are joined by Kaz Nesbitt, CPA, CA, who is the Senior Manager at Grant Thornton. Kaz helps business owners and high net worth individuals save thousands of dollars by structuring their succession plans, estate plans and compensation strategies in a tax-efficient manner to maximize wealth. In this episode, Kaz joins the show to explain how …
 
Discussion of the pros and cons of possible alternatives to using bonds or bond funds in your portfolio Links in this episode: My YouTube video about fixed indexed annuities - here Facebook group - Taxes in Retirement YouTube channel - Retirement Planning Demystified Newsletter - Retirement Planning Insights…
 
You already have the foundation, but what’s a house without walls and a roof? Victor gives you all the materials you need to make sure the Big Bad Wolf doesn’t blow your house down. Why are bags of potato chips half-empty these days? Inflation might be behind it. Victor gives tips on how to battle inflation and make your money last as long as you n…
 
Explanation of bonds and bond funds; how they work, what risks they have, what their purpose is, etc. Links in this episode: My YouTube video about bonds and bond funds - here Facebook group - Taxes in Retirement YouTube channel - Retirement Planning Demystified Newsletter - Retirement Planning Insights…
 
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 and Mark will be discussing the Tour de France! How the Marginal Gains Theory helped France win, and if you can use the same theory to plan a successful retirement. Finally, the show wraps up with a little segme…
 
Unexpected healthcare costs can be one of the biggest expenses a retiree can face. Similar to how we cannot predict how long we are going to live, we cannot predict when an accident is going to happen. So, how do we prepare financially for the risk of healthcare expenses? In this episode, I will be sharing how to understand and plan for potentially…
 
Explanation of some of the various letters and professional designations often seen after financial advisors' names Links in this episode: Rock Retirement Club - here Facebook group - Taxes in Retirement YouTube channel - Retirement Planning Demystified Newsletter - Retirement Planning InsightsDi Andy Panko
 
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! Then, Baby Boomers are often the talk of this show. But what about Generation X? Being the next generation in line for retirement, what should they be doing t…
 
Summary of the ways to do and file your own tax return, or how to find a paid tax return preparer Links in this episode: IRS forms and schedules search tool - here IRS PTIN and "credentialed" return preparer directory - here IRS VITA and TCE info and locator tool - here AARP Tax-Aide info and locator tool - here IRS "Free File" and "Free Fillable F…
 
This week on Make It Last Victor and Mark discuss the current fiscal climate and how headlines can mislead people and cause sensationalism. Do you need life insurance for your retirement? Most of us think of life insurance as insurance to cover your family in the event something happens to you. However, as your kids get older and need less help, do…
 
Clients often ask me how to know when they have enough money set aside to take all risk off the table in their investments. Unfortunately, there is no easy answer. You cannot take risk off the table, as inflation is constantly happening. However, there are ways to minimize your risk. So, in this episode, I will be sharing the steps you can take to …
 
Explanation of the various forms and schedules commonly used in retiree tax returns Links in this episode: IRS forms and schedules search tool - here My YouTube video - Overview of Federal Income Taxation My YouTube video - Understanding a Retiree Tax Return PDF of the tax return discussed in the above video - here Facebook group - Taxes in Retirem…
 
Explanation of mutual fund capital gain distributions, and why 2021 was a unique year for large (and taxable) distributions Links in this episode: Wall Street Journal article about a particular fund company's large capital gain distributions in their target date retirement funds - here Facebook group - Taxes in Retirement YouTube channel - Retireme…
 
This week on Make It Last Victor and Mark kick-off the show discussing seniors, retirees, and the challenges they face with inflation. How can you retire from a non-corporate job without a 401k? Preparing and...Di Victor J. Medina, JD, CELA®, CFP®
 
In the previous two episodes, we have covered the sequence of return risk (which talks about why having a retirement projection is not really a plan), as well as longevity risk (which is the ability to accurately save for the length of the rest of your life). Today we're talking about the risk of being too conservative, also sometimes referred to a…
 
Explanation of how financial advisors get paid, including the differences in compensation structure between investment managers, securities salespeople and insurance salespeople Links in this episode: My three-part video series about how to find a financial advisor - here Facebook group - Taxes in Retirement YouTube channel - Retirement Planning De…
 
On this episode of Make It Last, Victor & Mark discuss building a financial house and the tools you need that will get you through retirement. This episode will help you make sure your retirement...Di Victor J. Medina, JD, CELA®, CFP®
 
Summary of the Required Minimum Distribution ("RMD") rules around inherited retirement accounts Links in this episode: "Free Stuff" (including the IRS Uniform Lifetime table and flowcharts) - here IRS Joint Life and Last Survivor Expectancy table - here My detailed video about RMDs from inherited accounts - here Facebook group - Taxes in Retirement…
 
This week on Make It Last Victor & Mark kick off the show by discussing interest rates and market volatility. A new study published by the Employee Benefit Research Institute found that retirees who felt...Di Victor J. Medina, JD, CELA®, CFP®
 
Many people tend to underestimate how long they will live, therefore underestimating how much money they will require for retirement. And although there is no way to know for sure how long you’re going to live, there are measures you can put in place to ensure you do not outlive your money. So, in this episode, I will be sharing how to calculate ho…
 
Summary of Required Minimum Distributions or "RMDs" Links in this episode: "Free Stuff" (including the IRS Uniform Lifetime table) - here IRS Joint Life and Last Survivor Expectancy table - here Facebook group - Taxes in Retirement YouTube channel - Retirement Planning Demystified Newsletter - Retirement Planning Insights…
 
The show starts with a little, “Get To Know Victor,” segment. Find out how he is connected to the hit trilogy: Pitch Perfect. Potholes in retirement- what are the things you can’t see coming/can’t avoid...Di Victor J. Medina, JD, CELA®, CFP®
 
Summary of the rules around taking money out of your Roth IRA without tax or penalty Links in this episode: "Free Stuff" (including Roth withdrawal rule summary sheet) - here Facebook group - Taxes in Retirement YouTube channel - Retirement Planning Demystified Newsletter - Retirement Planning Insights…
 
This week on Make It Last Victor & Mark discuss inflation and if it is caused by excessive government spending. They’ll also be talking about an article published by Dr. Ekerdt explaining the differences between having taught...Di Victor J. Medina, JD, CELA®, CFP®
 
Today we will be discussing one of the biggest factors to consider when transitioning and saving for retirement: sequence of return risk. This is the risk that comes from the order in which your investment returns occur. In other words, the sequence of return risk is the potential that the market declines at the beginning of your retirement, signif…
 
Comparison of the features of tax-deferred vs Roth vs normal brokerage accounts Links in this episode: Facebook group - Taxes in Retirement YouTube channel - Retirement Planning Demystified Newsletter - Retirement Planning InsightsDi Andy Panko
 
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! Then, they will go on to...Di Victor J. Medina, JD, CELA®, CFP®
 
Explanation of how to do a "backdoor" Roth contribution, and what to look out for when doing it Links in this episode: Summary of helpful tax and financial planning info for 2022 - here Facebook group - Taxes in Retirement YouTube channel - Retirement Planning Demystified Newsletter - Retirement Planning Insights…
 
This week on Make It Last, Victor and Mark discuss why people are retiring early due to the pandemic. They’ll also be talking about the advantages and disadvantages between personal retirement funds and pension plans....Di Victor J. Medina, JD, CELA®, CFP®
 
Explanation of income-based Medicare premium surcharges known as IRMAA, Income Related Monthly Adjustment Amounts Links in this episode: 2022 Medicare IRMAA amounts - here Form SSA-44 - here Facebook group - Taxes in Retirement YouTube channel - Retirement Planning Demystified Newsletter - Retirement Planning Insights…
 
The pros and cons of rolling over employer retirement plans (401(k), 403(b), 457, TSP) to IRAs and Roth IRAs Links in this episode: Facebook group - Taxes in Retirement YouTube channel - Retirement Planning Demystified Newsletter - Retirement Planning InsightsDi Andy Panko
 
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