IRA Encyclopedia

FromYour Retirement Playbook

Start listening View podcast show

IRA Encyclopedia

FromYour Retirement Playbook

ratings:

Length:

59 minutes

Released:

Jul 25, 2019

Format:

Podcast episode

Description

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.

Released:

Jul 25, 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.

Skip carousel

Breaking Down the Game of "Risk": What should you insure, what shouldn't you insure. 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
Should I refinance my mortgage in 2019?: What will happen with interest rates in 2019? by Your Retirement Playbook
58 min listen
The Retirement Reality: What goes in must come out, the real risk in hiring a financial advisor, tax loss harvesting & much more! 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
The Three Retirement Robbers: Things hidden in plain sight can destroy your "Life After Work". 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
Thought Processes Shouldn't Change: Thought processes shouldn't change but conclusions will change over time. by Your Retirement Playbook
59 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
New Years Resolutions: Happy Birthday, Happy New Year & Resolutions! by Your Retirement Playbook
58 min listen
Chocolate Cake: Chocolate cake tastes good every day however remember to eat your broccoli. by Your Retirement Playbook
58 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
Convert or Contribute & Planning Matters: Points to consider when contributing, converting and planning. by Your Retirement Playbook
59 min listen
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
Market Misbehavior - David Keller, CMT: Join Big Joe and David Keller, CMT as we discuss Market Misbehavior with insights into behavioral finance, how we think about our relationship with our money, finances and investments. by Your Retirement Playbook
41 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
Graduation Season: Looking for your 1st job? Save early & often and other things to consider. by Your Retirement Playbook
59 min listen
Equity-Indexed Annuities: Do not trade short term fear for long term complication! by Your Retirement Playbook
58 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
All About Roth IRAs: Today we talk about Roth IRAs, what happens to old 401Ks when you go to another company, and how inherited IRAs can mess up taxation. by Your Retirement Playbook
59 min listen
Expectation Versus Reality: Today we discuss Phantom Capitol Gains, how Medicare works, generational differences of expectation versus reality, and we have a short interview on "Permanent Happiness" with Doctor Iyabo. 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
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
Permanent Happiness: The Background and Inspiration by Your Retirement Playbook
36 min listen
Thinking Back and Understanding Things Change...: A discussion on stock buybacks, what is a retirement budget, and giving advice to your 30-year-old self! by Your Retirement Playbook
59 min listen
Consider This Podcast Breakout to RADIO: Breaking out the great recent podcast moments to Radio! Discussions regarding culture, teaching kids to invest, the difference between technical, fundamental and narrative type investing and My Life & Wishes (when something happens to you... by Your Retirement Playbook
58 min listen
Why Legacy Planning Matters All The Time: Why is the federal reserve adjusting interest rates in a growing economy? What happens if you die without a will? And a short interview with Jon Bradock. 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
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
Stop the Insanity!: Read your tax return. by Your Retirement Playbook
59 min listen

More Episodes from Your Retirement Playbook

Skip carousel

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
58 min listen
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
13 min listen
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
13 min listen
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
13 min listen
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
13 min listen
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
58 min listen
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
57 min listen
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
13 min listen
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
13 min listen
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
13 min listen
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
13 min listen
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
58 min listen
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
13 min listen
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
13 min listen
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
13 min listen
What To Consider Before Retirement: In this episode of Your Retirement Playbook, we will discuss a case study! Our first segment will lay out the whole case and focus on what to consider before retirement; we hope you enjoy it! Call now to schedule your complimentary Next Steps meeting... by Your Retirement Playbook
13 min listen
A Case Study Exploring Preparing For Retirement, Inflation, Volatility, and Tax Diversification: Thank you for tuning into Your Retirement Playbook! This show will discuss preparing for retirement, inflation, volatility, and tax diversification. Call now to schedule your complimentary Next Steps meeting at 800-928-4001 or learn more at ... by Your Retirement Playbook
58 min listen
Is Higher Inflation a Cause For Concern?: Unfortunately, inflation impacts your retirement dreams. Inflation is like high blood pressure; whether you know you have it or not, it can still kill you. Let’s talk about how to deal with that in Your Retirement Playbook. Give us a call at... by Your Retirement Playbook
13 min listen
Life Insurance Basics: What You Need To Know: Is your life insurance policy current? They call it permanent insurance because you are supposed to die with it; however, the average person ends up getting rid of it and buying another. Why is that? On this segment of Your Retirement Playbook, we... by Your Retirement Playbook
13 min listen
Do Your Retirement Accounts Need To Be Rebalanced?: Rebalancing retirement accounts means selling from what did well and purchasing what did poorly the quarter before. We will discuss if you should and how to go about it in this segment of Your Retirement Playbook. Call us at 800-928-4001 to schedule... by Your Retirement Playbook
13 min listen
Creating Your Letter Of Intention - Legacy Planning and Estate Planning: It is difficult to speak when you are no longer here. A letter of intention gives your family the easiest opportunity to fulfill your wishes after you are gone. Join us on Your Retirement Playbook to learn more. Call us at 800-928-4001 to schedule... by Your Retirement Playbook
13 min listen
Navigating Financial Detours: Navigating through your financial journey, you will encounter many detours. On this episode of Your Retirement Playbook, we will discuss how to make it easier for your family to carry out your wishes with a Letter of Intention, Auto rebalancing of... by Your Retirement Playbook
58 min listen
72(t) Just Say NO Tax Planning Show: 72(t) allows you to get money out of an IRA before you turn 59.5, but it comes with serious stipulations and consequences, proceed with caution!! Call now to schedule your complimentary Next Steps Meeting today at 800-928-4001 or learn more at . ... by Your Retirement Playbook
13 min listen
Reverse Rollover Pitfalls and Possibilities: Moving money out of a 401K into an IRA makes sense, but sometimes you have to reverse your decision. Call now to schedule your complimentary Next Steps Meeting today at 800-928-4001 or learn more at . Connect with Financial Enhancement Group: ... by Your Retirement Playbook
13 min listen
Intellectual Property and Valuation: How do I value my intellectual property? What exactly is an intangible asset and how things changed over time. Call now to schedule your complimentary Next Steps Meeting today at 800-928-4001 or learn more at . Connect with Financial Enhancement... by Your Retirement Playbook
13 min listen
Changes Along Your Financial Journey: There are several ways to get to Florida, but you can’t switch along the way! The goal is to get where you want to go, but there WILL be interruptions along the way and we need to plan for that. Call now to schedule your complimentary Next Steps... by Your Retirement Playbook
13 min listen
A Typical Financial Journey: For over more than 20 years we have helped families prepare for retirement. Our trademarked approach called the Family Focus® Process revolves around 5 Critical Elements that we believe are the cornerstones to a successful retirement. Our process is... by Your Retirement Playbook
58 min listen
Retirement Strategies During A Volatile Market: You have done a great job of saving for your life after work, but what happens when it is time to take money out of your accounts? Call now to schedule your complimentary Next Steps Meeting at 800-928-4001 or learn more at . Connect with... by Your Retirement Playbook
13 min listen
Can I Give Money Without Being Taxed?: In this segment of Your Retirement Playbook we are going to discuss how to use and gift your money in the best way. We want to help you be a better giver, not a bigger giver. Call now to schedule your complimentary Next Steps Meeting at 800-928-4001... by Your Retirement Playbook
13 min listen
How To Create A Tax Plan For Your Retirement: What does it look like when you begin to transfer from your working life to your life after work? One thing you need to plan for is how your taxes change and how you can be proactive. Call now to schedule your complimentary Next Steps Meeting at... by Your Retirement Playbook
13 min listen

Discover this podcast and so much more

IRA Encyclopedia

IRA Encyclopedia

Description

Titles in the series (100)

More Episodes from Your Retirement Playbook