Convert or Contribute & Planning Matters

FromYour Retirement Playbook

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Convert or Contribute & Planning Matters

FromYour Retirement Playbook

ratings:

Length:

59 minutes

Released:

Mar 14, 2019

Format:

Podcast episode

Description

Points to consider when contributing, converting and planning.

Released:

Mar 14, 2019

Format:

Podcast episode

Titles in the series (100)

Consider This Program is a show designed to provide every day people with real, useful information that can be translated into daily life and thought. Each week we will be covering a different aspect of financial planning, retirement options, and current economic conditions in common sense language that everyone can understand. We will bring on Special Guests to help us explain what is it we see happening out in the real world, and provide ideas for the “Average Joe” to take home and put to use.

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REALLY, anyone can be a Financial Planner, HOWEVER...: Understanding why anyone can be a Financial Planner but NOT a Certified Financial Planner or Fiduciary. by Your Retirement Playbook
58 min listen
Equity-Indexed Annuities: Do not trade short term fear for long term complication! by Your Retirement Playbook
58 min listen
Designing Your Distribution: Today we talk about hybrid long term care policies, why your broker should ask for your tax return, and why you shouldn't mess with your IRA unless you have to. by Your Retirement Playbook
59 min listen
One Thing Leads to Another: Poking and prodding you to actively take charge of your tax return. by Your Retirement Playbook
59 min listen
Graduation Season: Looking for your 1st job? Save early & often and other things to consider. by Your Retirement Playbook
59 min listen
When Important and Urgent Collide: Wildly Important, Aroundtoit & the Eisenhower Principle. by Your Retirement Playbook
58 min listen
The end is near for the 2018 tax year. Things you should Consider today.: Your questions asked, our answers provided. by Your Retirement Playbook
58 min listen
The Three Retirement Robbers: Things hidden in plain sight can destroy your "Life After Work". by Your Retirement Playbook
59 min listen
New Years Resolutions: Happy Birthday, Happy New Year & Resolutions! by Your Retirement Playbook
58 min listen
Should I refinance my mortgage in 2019?: What will happen with interest rates in 2019? by Your Retirement Playbook
58 min listen
Thought Processes Shouldn't Change: Thought processes shouldn't change but conclusions will change over time. by Your Retirement Playbook
59 min listen
Gender Investing: Conversations regarding Roth IRAs, inherited assets, college debt and savings, pension funds, and differences in gender and investing. by Your Retirement Playbook
58 min listen
Stop the Insanity!: Read your tax return. by Your Retirement Playbook
59 min listen
Convert or Contribute & Planning Matters: Points to consider when contributing, converting and planning. by Your Retirement Playbook
59 min listen
Chocolate Cake: Chocolate cake tastes good every day however remember to eat your broccoli. by Your Retirement Playbook
58 min listen
Breaking Down the Game of "Risk": What should you insure, what shouldn't you insure. by Your Retirement Playbook
58 min listen
Why Not Start Now!: Conversations regarding year end planning, regrets, ramping up retirement and home buyers guide. by Your Retirement Playbook
59 min listen
Answering Your Questions on how to Distribute: Conversations regarding allocations, quarterly rebalancing, liquidity, risk tolerance, asset indexes, and missed RMD's. by Your Retirement Playbook
59 min listen
Myths In The Financial World: Discussion about common myths on paying taxes after retirement. Myths about taking out social security too early. And myths regarding what is really in your Will. by Your Retirement Playbook
58 min listen
Retirees With Student Debt!: Today we discuss starting a new job at 50 years old, and how co-signing for college loans has caused retirees to carry a brand new burden. by Your Retirement Playbook
59 min listen
Defined Distribution...How Do You Get It Out!: Plan how to put it in AND take it out. by Your Retirement Playbook
58 min listen
Consider This Program - Episode 2/2/19 - The Right Questions: Shopping List for Annuities/Life Insurance, Tax Journey, Loss of a Spouse, Rule of Thumb by Your Retirement Playbook
58 min listen
IRA Encyclopedia: How IRAs and 401Ks are different, taking care of your IRA in your estate, and how to avoid hidden taxes and penalties of an IRA. by Your Retirement Playbook
59 min listen
Changing of the Guard - Inherited Assets: Join us as we discuss defined benefit, contribution and distribution. by Your Retirement Playbook
59 min listen
How Will Healthcare Shape Your Retirement?: Today we talk about Health Savings Accounts, details on gifting stocks to your children, and what you need to know if you inherited an IRA. by Your Retirement Playbook
59 min listen
Income Share Agreements: Did you know you can pay for college with future incomes? We also discuss annuities, surprises that destroy retirement, and later, we introduce special guests Andre Norman! by Your Retirement Playbook
59 min listen
IRAs Verses Everything Else: What is the difference between an IRA and all the other investments out there? And have you ever thought about doing a Qualified Domestic Relation Order? Don't! by Your Retirement Playbook
58 min listen
Things To Consider In Retirement: Three phases of finance for retirement... What is your biggest fear as a retiree? And Elder Crimes with Michael Hackard. by Your Retirement Playbook
59 min listen
Recession Lesson: Widow and Widower's Penalty by Your Retirement Playbook
59 min listen
Investing For Your Retirement: Today we talk about using Health Savings Accounts (HSA) to help save up for retirement. Also, do you invest a little at a time, or a lot? by Your Retirement Playbook
59 min listen

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Best Of Your Retirement Playbook Episode: Call now to schedule your complimentary Next Steps Meeting today at 800-928-4001 or learn more at . Connect with Financial Enhancement Group: Visit our Facebook page at Join our Facebook Group at Visit our website at We... by Your Retirement Playbook
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Trustee and Executor Job Descriptions: Losing a loved one is never easy. Taking care of the final documents, bank accounts and settling the estate could not come at a more emotionally challenging time. The process doesn’t need to be complex, but in most cases, it is. Here are some... by Your Retirement Playbook
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The Best Time to Give a Financial Gift - Gifting During Life vs. Death - Choosing When to Give an Asset: Generosity is a beautiful thing. Should you give to your children and charities before you are gone to make the most impact? When is the best time to leave a legacy? What is the best time to make a gift? Should you give your inheritance before you... by Your Retirement Playbook
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College Education and Alternatives: College planning is a dominant part of many families’ aspirations. What is the best way to fulfill your hopes, dreams, and self-imposed obligations? We will discuss the pros and cons of college planning in this segment. Call now to schedule your... by Your Retirement Playbook
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Not Your Father’s Mortgage - How Mortgages Have Changed Since Your Parents Bought Their House: Sometimes the hardest thing to learn is things we already thought we knew! Mortgages have changed dramatically in the last 30 years. Find out what your kids face as they look at mortgages in the new environment. Join us to learn more on this segment... by Your Retirement Playbook
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Beginning, Middle and End of Your Financial Journey: In this episode of Your Retirement Playbook, we will discuss the Beginning, Middle, and End of Your Financial Journey. Topics we will cover will include: How mortgages have changed, college education and alternatives, the best time to gift, and estate... by Your Retirement Playbook
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Best Of Your Retirement Playbook Episode: Call now to schedule your complimentary Next Steps Meeting today at 800-928-4001 or learn more at . Connect with Financial Enhancement Group: Visit our Facebook page Join our Facebook Group Visit our website We would love to answer your... by Your Retirement Playbook
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Do You Know Which Phase of Finance You Are In?: Accumulation, Contribution, and Distribution – do you know which Phase of Finance you are in? There are significant differences in how to approach your tax planning and investments depending on where you are in your financial journey! In this... by Your Retirement Playbook
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The Difference Between Trustee, Successor Trustee, and More: Challenges that arise inside of the financial world can be complex. For example, what is the difference between a trustee and a successor trustee or executor? What are the job duties for all the positions inside your Legacy Plan? On Your Retirement... by Your Retirement Playbook
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Eliminating Quarterly Tax Payments: Are you tired of quarterly payments? Your IRA may be the solution! Join us on Your Retirement Program as we talk about simplifying your tax plan and eliminating quarterly tax payments. Call now to schedule your complimentary Next Steps meeting at... by Your Retirement Playbook
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The Appearance of Simplicity In Investment Decisions: Choosing your investments can sometimes look more simple than it actually is! In this episode of Your Retirement Program, we will talk about the appearance of the simplicity of investment decisions, silo decision-making, and orphaned assets. Call now... by Your Retirement Playbook
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Avoiding Confusion In Your Financial Decisions: Thank you for tuning into Your Retirement Playbook! On this show, we will talk about simplifying your investment decisions, eliminating quarterly tax payments, the difference between trustees and executors, and phases of finance! Call now to schedule... by Your Retirement Playbook
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Tax Diversification For Your Legacy Plan: All beneficiaries are not equal, and it is the same for assets! Tax diversification in your legacy plan is a great thing! You worked hard for the retirement you want, and you want to enjoy it, but once you have passed on, who gets it, and how should... by Your Retirement Playbook
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Can Volatility Destroy My Retirement?: Is volatility keeping you up at night? Does volatility really matter? Volatility is uncomfortable and painful in certain parts of investing in the market. Call now to schedule your complimentary Next Steps meeting at 800-928-4001 or learn more at ... by Your Retirement Playbook
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Can Inflation Destroy My Retirement Plans?: How long do you plan on being around – will you outlive your life expectancy? Can inflation destroy your retirement plans? Your financial journey may last a long time, and are you prepared? Call now to schedule your complimentary Next Steps meeting... by Your Retirement Playbook
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Convert or Contribute & Planning Matters

Convert or Contribute & Planning Matters

Description

Titles in the series (100)

More Episodes from Your Retirement Playbook