Navigating the Stock Market Landscape
The Aul Financial Hour
by Steve Aul
4d ago
Steve discusses the current state of the stock market and its implications for investors, particularly in light of President Trump's return to the White House. The conversation covers various investment strategies, the importance of understanding risk, and the nuances of Roth conversions and annuities in retirement planning. Listeners gain insights into how to navigate the complexities of financial decisions in a changing economic landscape. Schedule a quick 15-minute call with Aul Financial today to discuss your questions about today's market! See omnystudio.com/listener for privacy informati ..read more
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The Trump Tax Cuts and Economic Fragility
The Aul Financial Hour
by Steve Aul
4d ago
In this episode of the Aul Financial Hour, Steve discusses the implications of the Trump tax cuts, strategies for tax efficiency in retirement, the role of annuities in guaranteed income, and the importance of preparing for retirement. The conversation also touches on the evolving landscape of cryptocurrency investments and their place in modern portfolios. Schedule a quick 15-minute call with Aul Financial today to discuss your questions about today's market! See omnystudio.com/listener for privacy information ..read more
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Navigating Financial Strategies in 2025
The Aul Financial Hour
by Steve Aul
3w ago
In this episode, Steve discusses various aspects of financial planning, including the impact of political changes on investments, considerations for relocating during retirement, the complexities of annuities, and the importance of planning for long-term care. He also addresses common retirement myths that can mislead individuals in their financial decisions. The conversation is enriched with personal anecdotes and practical advice for listeners navigating their financial futures. Schedule a quick 15-minute call with Aul Financial today to discuss your questions about today's market! See omnys ..read more
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Navigating Financial Resolutions for 2025
The Aul Financial Hour
by Steve Aul
1M ago
In this episode Steve discusses the importance of financial resolutions as the new year begins, reflecting on family traditions during the holidays. He emphasizes the significance of setting retirement goals and understanding one's readiness for retirement. The conversation delves into the current retirement crisis, highlighting key issues such as debt, inflation, and the future of Social Security. Steve offers practical strategies for achieving a secure retirement, including the 80-10-10 rule and the importance of guaranteed income.  Schedule a quick 15-minute call with Aul Financial tod ..read more
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Navigating Market Volatility in Retirement
The Aul Financial Hour
by Steve Aul
1M ago
Steve discusses various financial topics including market volatility, the importance of protecting gains in 401k accounts, understanding different types of annuities, and strategies for optimizing Social Security benefits. The conversation emphasizes the need for personalized financial advice and the importance of understanding one's financial situation to make informed decisions about retirement planning. Schedule a quick 15-minute call with Aul Financial today to discuss your questions about today's market! See omnystudio.com/listener for privacy information ..read more
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Navigating Market Predictions for Retirement
The Aul Financial Hour
by Steve Aul
2M ago
In this episode, Steve discusses the varying predictions for the stock market in 2025 and how individuals preparing for retirement can navigate these differing viewpoints. He emphasizes the importance of a methodical investment philosophy that prioritizes need over greed, utilizing tools like Market Guard to manage risk and optimize returns.  Steve highlights the importance of year-end financial reviews and tax strategies to ensure clients are prepared for the upcoming year. Schedule a quick 15-minute call with Aul Financial today to discuss your questions about today's market! See omnyst ..read more
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Balancing Caregiving and Retirement Planning: Strategies for Financial Stability
The Aul Financial Hour
by Steve Aul
2M ago
Research shows that many caregivers, often tending to aging parents, are forced to reduce their work hours or leave their jobs entirely. This episode delves into the financial implications of caregiving, such as the average annual out-of-pocket costs of $7,200, and offers practical strategies to help ensure your retirement planning stays on track despite these challenges. Steve shares his personal experiences and insights into long-term care planning, discussing various financial tools and strategies that can help mitigate the costs associated with caregiving and long-term care. From understan ..read more
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Navigating Tax Strategies for Retirement
The Aul Financial Hour
by Steve Aul
2M ago
In this episode Steve discusses various financial strategies, focusing on tax implications, retirement planning, market dynamics, and the emotional aspects of financial decision-making. He emphasizes the importance of Roth conversions, the need for income and protection in retirement, and the necessity of addressing Social Security issues. The conversation also touches on market corrections and the importance of a balanced investment strategy. Schedule a quick 15-minute call with Aul Financial today to discuss your questions about today's market! See omnystudio.com/listener for privacy informa ..read more
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Navigating Interest Rates, Retirement Planning, and Social Security
The Aul Financial Hour
by Steve Aul
2M ago
Economist Mohamed El-Erian shares insights on CNBC about the Fed's potential rate cuts and what it could mean for your financial future. Steve breaks down how higher interest rates could affect different aspects of retirement, from home buying to annuities. Learn why having the right legal documents is essential and ways to help avoid common pitfalls. Steve provides practical strategies on taxes and ways to help optimize your Social Security benefits, emphasizing the importance of starting your retirement planning early. Get your FREE Portfolio Review TODAY!    See omnystudio.com/li ..read more
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Navigating Retirement Post Election
The Aul Financial Hour
by Steve Aul
2M ago
Steve discusses the current state of the stock market following the recent election results, emphasizing the potential for continued growth due to anticipated tax cuts and deregulation. He highlights the importance of being prepared for market corrections and the role of financial advisors in helping clients navigate emotional decisions regarding investments. The conversation also covers new opportunities for catch-up contributions to retirement accounts, the implications of the Secure Act on estate planning, and the critical need for strategic tax planning to optimize retirement income and So ..read more
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