Investing in Uncertain Times During Retirement – Election Edition
Secure Your Retirement
by Secure Your Retirement
1d ago
In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the possible impact of the presidential election on your retirement investments. Political uncertainty causes increased volatility in the short term, and the idea here is to maintain security and peace of mind regarding your retirement plan.  Listen in to learn why combining the strategic core and tactical portfolio strategies works well in lowering risk. You will also learn how structured banknotes lower the risk for a client to have a fixed income in case of a volatile market in an election year.  In this ..read more
Visit website
How To Keep Your Mobility in Retirement
Secure Your Retirement
by Secure Your Retirement
1w ago
In this Episode of the Secure Your Retirement Podcast, Radon and Murs speak with Mercedes Fernandez about keeping mobility in retirement. Mercedes is the founder of Movement, lead Geriatric Physiotherapist, a certified senior fitness instructor, and an authorized CPR/First Aid responder. Listen in to learn the most common mobility issues in older adults and the good habits you can develop to reduce them as you age. You will also learn how maintaining movement with simple stretches and following the right instructions with mobility aids and exercise can diminish pain and prolong your mobility a ..read more
Visit website
Harnessing the Power of Step-Up in Basis
Secure Your Retirement
by Secure Your Retirement
3w ago
In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss how to harness the power of step-up in basis when it comes to inheritance. A basis is the original investment into something and can be a big tax strategy as a step-up in inheritance. Listen in to learn about the tax advantage inheritors get when capital gains on investments are erased when you pass away. You will also learn the importance of having a conversation with a financial professional to evaluate the risk associated with holding one investment for basis purposes. In this episode, find out: Basis – your orig ..read more
Visit website
Closing the Gap Strategies for Coping with Medicare's Doughnut Hole in Retirement
Secure Your Retirement
by Secure Your Retirement
1M ago
In this Episode of the Secure Your Retirement Podcast, Radon and Murs have Shawn Southard, our in-house Medicare expert, talk about Medicare's doughnut hole. Medicare’s doughnut hole is a temporary limit on what a Medicare drug plan will pay towards the course of the drug. Listen in to learn about the importance of enrolling into a prescription drug plan at the right time to avoid paying penalties. You will also learn about the four stages of how Medicare Part D works, plus strategies you can take yourself to avoid the doughnut hole. In this episode, find out: Doughnut hole – a temporary limi ..read more
Visit website
Beneficiary Best Practices in Retirement – A Yearly Check-In
Secure Your Retirement
by Secure Your Retirement
1M ago
In this Episode of the Secure Your Retirement Podcast, Radon, Murs, and Nick discuss beneficiary best practices and what’s discussed in a typical beneficiary’s meeting. Things can change in a year, and that’s why we believe it’s important to update or change beneficiaries annually. Listen in to learn how we prepare for the beneficiaries’ topic before the client meeting. You will also learn how primary and contingent beneficiaries work and the difference between per stirpes and per capita beneficiary designations. In this episode, find out: Understanding the topics covered in a financial plann ..read more
Visit website
Preparing To File Your 2023 Taxes in Retirement
Secure Your Retirement
by Secure Your Retirement
1M ago
In this Episode of the Secure Your Retirement Podcast, Radon, Murs, and Taylor discuss how to prepare to file for the 2023 taxes. The first things you should be looking at include your different sources of income and tax forms connected to that income. Listen in to learn the importance of working with a professional tax preparer to avoid misreporting different income taxes. You will also learn why you should report your Qualified Charitable Distributions and Roth conversions to your tax preparer to avoid overpaying taxes or paying penalties. In this episode, find out: Things to think about yo ..read more
Visit website
Cybersecurity Safety in Retirement
Secure Your Retirement
by Secure Your Retirement
1M ago
In this Episode of the Secure Your Retirement Podcast, Radon and Murs have Joseph O'Donnell, a cybersecurity safety expert, talk about cybersecurity safety in retirement. Joe explains the nature of phishing emails and texts, how they’re used to trap you into giving out personal information, and the two powerful ways to avoid falling victim to phishing emails. Listen in to learn the importance of staying informed and taking precautions when using the internet instead of avoiding it. You will also learn the importance of having strong passwords, changing passwords when you suspect maliciousness ..read more
Visit website
Don't Gamble Your Retirement
Secure Your Retirement
by Secure Your Retirement
2M ago
In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss why you shouldn’t gamble with your retirement. They compare how gambling in Vegas and retirement investing co-relates and why having an expert help you with your retirement strategy is important. Listen in to learn about the risk and reward concept in retirement investing and how your age and life experiences will impact it. You will also learn how to avoid uncertainty and unpredictability with an investment strategy and the importance of a good long-term strategy and a diversified investment portfolio. In this episo ..read more
Visit website
529 Plans to Roth IRA - How it Works in Retirement
Secure Your Retirement
by Secure Your Retirement
2M ago
In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the 529 plan as a tax-free investment vehicle and the new ruling around it. A 529 plan is a tax-free compound interest account funded for qualified educational expenses. Listen in to learn about the stipulations around the new ruling enabling rolling unused 529 money into a Roth IRA for the beneficiary you set it up for. You will also learn the importance of opening and funding a 529 account without going crazy with the money and teaching your kids/grandkids how to open a Roth IRA account as early as they can. In thi ..read more
Visit website
What Are You Getting for the Fee You Are Paying in Retirement?
Secure Your Retirement
by Secure Your Retirement
2M ago
In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss what you should get for the fee you’re paying a financial advisor. When looking for a financial advisor, it’s important to ask yourself what you’re getting versus their fee. Listen in to learn about the three major types of financial advisors and what each offers you. You will also learn about categories of our Wealth Integrated Management System: specialized investment strategy, a retirement-focused financial plan, tax strategy, estate planning, and other ever-evolving elements to cater to our clients' needs. In thi ..read more
Visit website

Follow Secure Your Retirement on FeedSpot

Continue with Google
Continue with Apple
OR