
Money Not Math
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The host, Drew Erickson loves our country but believes our government is terrible at managing money and should not control our financial future. Therefore, this podcast is focused on conversations to bring value to people who believe what I believe and care about money.
Money Not Math
5d ago
Are you reconsidering when to take your Social Security benefits? Or planning for the unpredictable future of late-life finances? Check out this podcast highlighting:
1. Discover why delaying Social Security benefits might not always be the best strategy.
2. Learn how to create a robust financial plan to guide late-life decisions and weather an unpredictable future.
Stay informed and make the best decisions for your financial future!
Disclaimer: This content is not legal, tax, or investment advice. Always consult a qualified professional regarding your own situation.
Articles referenced: https ..read more
Money Not Math
1w ago
Curious about how tariffs might affect your investment portfolio? Check out this podcast.
Key Takeaways:
• Historical Context: Learn how past tariff implementations, like those during President Trump's term, impacted markets.
• Market Reactions: Discover why markets often price in expected developments, potentially muting the impact of new tariffs.
• Forward-Looking Insights: Understand how current market prices may already reflect anticipated economic changes.
Stay informed and make better investment decisions by understanding the broader economic landscape.
Schedule a Private Call: If you pr ..read more
Money Not Math
2w ago
Hello everyone! ?
In today’s Money Not Math episode #157, we review key tax deductions that can help you save money and make the most of your home investment. ??
I recently came across an insightful article on Yahoo Finance about tax deductions for homeowners, highlighting eight valuable deductions that can lower your income tax. Let's break them down:
1. Mortgage Interest Deduction: Deduct the interest paid on your mortgage if you itemize your deductions.
2. Interest on Home Equity Loans and HELOCs: Deductible if used to buy, build, or improve your home, within certain limits.
3. Discount Poi ..read more
Money Not Math
2w ago
Here's a clip of,
? Retirement Planning Insights: Watch or Listen Now! ?
Hey everyone! ??️ I just recorded a video and podcast diving into some crucial retirement planning topics inspired by three insightful articles. Here's a sneak peek:
1. Double Taxation on Social Security: Many older Americans are feeling the pinch as Uncle Sam claws back their Social Security benefits. Learn how this "double taxation" impacts your retirement and what you can do about it.
2. Turbocharging Your Retirement Savings: Are you between 60 and 63? Discover how you can take advantage of "super catch-up" contributio ..read more
Money Not Math
2w ago
? Retirement Planning Insights: Watch or Listen Now! ?
Hey everyone! ??️ I just recorded a video and podcast diving into some crucial retirement planning topics inspired by three insightful articles. Here's a sneak peek:
1. Double Taxation on Social Security: Many older Americans are feeling the pinch as Uncle Sam claws back their Social Security benefits. Learn how this "double taxation" impacts your retirement and what you can do about it.
2. Turbocharging Your Retirement Savings: Are you between 60 and 63? Discover how you can take advantage of "super catch-up" contributions to boost your r ..read more
Money Not Math
3w ago
Did you know the government decides when you must start spending your 401(k) and IRA money in retirement?
?️ Welcome to Money Not Math 156! ?️ Tune in to learn more about:
? RMD Essentials: Understand that taxes are only delayed, not avoided. ? Strategies: Discover ways to delay or avoid RMDs. ? Retirement Planning Tips: Get expert advice to secure your financial future.
Don't miss out! Share this podcast with friends, comment with your questions and thoughts, like this post to help me provide value to more people, or contact me privately for a personalized retirement planning conversation.
Fu ..read more
Money Not Math
3w ago
Ever wondered if 401(k) withdrawals before age 73 count toward your Required Minimum Distributions (RMDs)? ?
Did you know the government decides when you must start spending your 401(k) and IRA money in retirement?
?️ Welcome to Money Not Math 156! ?️ Tune in to learn more about:
? RMD Essentials: Understand that taxes are only delayed, not avoided. ? Strategies: Discover ways to delay or avoid RMDs. ? Retirement Planning Tips: Get expert advice to secure your financial future.
Don't miss out! Share this podcast with friends, comment with your questions and thoughts, like this post to help me ..read more
Money Not Math
3w ago
“More than 8 in 10 workers over 45 regret not taking retirement saving more seriously when they were younger.”
“More than half of those surveyed by EBRI retired earlier than expected due to reasons beyond their control, such as health problems or disability, or changes at their company, like downsizing, closure, or reorganization.”
Only 19% of retirees have a written plan, she added. “But just because you’re already retired doesn’t mean you can’t do some retirement planning to know where you stand and give yourself a boost.”
Full podcast: https://creators.spotify.com/pod/show/drew-erickson7/e ..read more
Money Not Math
3w ago
What do people regret the most when they retire? 1.23.25 Retirement Planning Coffee Talk
“More than 8 in 10 workers over 45 regret not taking retirement saving more seriously when they were younger.”
“More than half of those surveyed by EBRI retired earlier than expected due to reasons beyond their control, such as health problems or disability, or changes at their company, like downsizing, closure, or reorganization.”
Only 19% of retirees have a written plan, she added. “But just because you’re already retired doesn’t mean you can’t do some retirement planning to know where you stand and giv ..read more
Money Not Math
1M ago
In our latest Coffee Talk video/podcast, we dive into smart retirement planning tips:
1. 5 Mistakes to Avoid with Your Investment Portfolio.
2. How inflation affects your stocks and bonds ??
3. 4 purchases keeping the middle class from retiring early ??
Full podcast: https://creators.spotify.com/pod/show/drew-erickson7/episodes/5-Mistakes-to-Avoid-with-Your-Investment-Portfolio--1-16-25-Retirement-Planning-Coffee-Talk-e2tj8q1
Join us for these weekly Coffee Talks to connect and get valuable advice—even if you're not a client. Whether you join us on Facebook Live or drop by my office for a free ..read more