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Bob Carlson: The Good & The Bad About Social Security in 2022

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Manage episode 335486254 series 2798004
Contenuto fornito da The Annuity Man. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da The Annuity Man o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

In this episode, The Annuity Man and Bob Carlson discuss:

  • Hedging for rising inflation rates
  • Accessing institutional shares through 401k
  • What are your digital assets?
  • Watching out for blockchain technology

Key Takeaways:

  • The inflation rate that you experience is probably lower than what data that is shared suggests. However, don’t forget that inflation rates are still rising, showing signs that it won’t be transitory.
  • 401k plans allow access to institutional shares, which have the lowest expenses. Doing a roll-over from a 401k to an IRA will give you access only to retail shares, which have the highest expenses.
  • Digital assets are a much broader category than a lot of people realize. It’s a federal crime for others to access your digital assets. You have to specify and give people permission. List and organize all your digital assets.
  • It would be wiser to be more interested in blockchain technology than just the cryptocurrency part. Watch out for how companies will utilize this technology and if its biggest problem will ever be resolved: its impact on the environment.

"This is how you decide how much you love your family: are you gonna take time to sit down and write this stuff down, or are you gonna leave them a big electronic mess that’s gonna take a lot of time and effort to resolve, and might not eventually be resolved." — Bob Carlson.

Connect with Bob Carlson:

Website: https://www.retirementwatch.com/

Facebook: https://www.facebook.com/RWcommunity

Twitter: https://twitter.com/RetirementWatch

Most Recent Book: https://www.amazon.com/Wheres-My-Money-Secrets-Security-ebook/dp/B0853F3R7R

Connect with The Annuity Man:

Website: http://theannuityman.com/

Email: Stan@TheAnnuityMan.com

Book: Owner’s Manuals: https://www.stantheannuityman.com/how-do-annuities-work

YouTube: https://www.youtube.com/channel/UCCXKKxvVslbeGAlEc5sra2g

Get a Quote Today: https://www.stantheannuityman.com/annuity-calculator

  continue reading

281 episodi

Artwork
iconCondividi
 
Manage episode 335486254 series 2798004
Contenuto fornito da The Annuity Man. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da The Annuity Man o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

In this episode, The Annuity Man and Bob Carlson discuss:

  • Hedging for rising inflation rates
  • Accessing institutional shares through 401k
  • What are your digital assets?
  • Watching out for blockchain technology

Key Takeaways:

  • The inflation rate that you experience is probably lower than what data that is shared suggests. However, don’t forget that inflation rates are still rising, showing signs that it won’t be transitory.
  • 401k plans allow access to institutional shares, which have the lowest expenses. Doing a roll-over from a 401k to an IRA will give you access only to retail shares, which have the highest expenses.
  • Digital assets are a much broader category than a lot of people realize. It’s a federal crime for others to access your digital assets. You have to specify and give people permission. List and organize all your digital assets.
  • It would be wiser to be more interested in blockchain technology than just the cryptocurrency part. Watch out for how companies will utilize this technology and if its biggest problem will ever be resolved: its impact on the environment.

"This is how you decide how much you love your family: are you gonna take time to sit down and write this stuff down, or are you gonna leave them a big electronic mess that’s gonna take a lot of time and effort to resolve, and might not eventually be resolved." — Bob Carlson.

Connect with Bob Carlson:

Website: https://www.retirementwatch.com/

Facebook: https://www.facebook.com/RWcommunity

Twitter: https://twitter.com/RetirementWatch

Most Recent Book: https://www.amazon.com/Wheres-My-Money-Secrets-Security-ebook/dp/B0853F3R7R

Connect with The Annuity Man:

Website: http://theannuityman.com/

Email: Stan@TheAnnuityMan.com

Book: Owner’s Manuals: https://www.stantheannuityman.com/how-do-annuities-work

YouTube: https://www.youtube.com/channel/UCCXKKxvVslbeGAlEc5sra2g

Get a Quote Today: https://www.stantheannuityman.com/annuity-calculator

  continue reading

281 episodi

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