Episode 16: The 60/40 Portfolio is Dead
On the Money: Alpha Planning 101
by Brandon Domenick
2y ago
Safer Alternative asset classes Annuities Royalties Private Equity Funds Advantages of Annuities Utilizing our Safety, Income, Growth bucket system ..read more
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Episode 15: Market Volatility & Your Retirement
On the Money: Alpha Planning 101
by Brandon Domenick
2y ago
Sequence of Return Risk Disadvantages of portfolio withdrawals Importance of a diverse portfolio with fixed-income assets Importance of properly structuring assets ..read more
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Episode 14: Women in Retirement
On the Money: Alpha Planning 101
by Brandon Domenick
2y ago
Important stats surrounding women’s retirement: Longevity & outliving your spouse Likelihood of retiring at 65 Use of financial advisors/retirement plan Financial confidence Importance of healthcare planning Social Security benefits – differences for women vs. men Tax planning ..read more
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Episode 13: Step 5 – Legacy Planning
On the Money: Alpha Planning 101
by Brandon Domenick
2y ago
Protecting your legacy from volatility, taxes, & long-term care facilities Benefits of and differences between Wills and Trusts Use of Important documents including Wills, Trusts, Power of Attorney, & Beneficiary documents Maximizing your estate by utilizing other pieces of the Alpha Plan process ..read more
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Episode 12: Step 4 – Healthcare Planning
On the Money: Alpha Planning 101
by Brandon Domenick
2y ago
Break-down of Medicare costs How Medicare compensation works What Medicare does not cover, including a discussion about Long Term Care ..read more
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Episode 11: Step 3 – Tax Planning
On the Money: Alpha Planning 101
by Brandon Domenick
2y ago
Tax Cuts & Job Act Upcoming Expiration Micro & Macro views of Taxation: looking in the past vs. looking in the future Tax Diversification Planning and understanding the IRS’s “bucket structure”: Income Taxable Tax Deferred Tax Free Roth Conversions ..read more
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Episode 10: Step 2 - Investment Planning
On the Money: Alpha Planning 101
by Brandon Domenick
2y ago
Risk & Volatility in the market The Great Resignation 3 Bucket Structure for your money Safety Income Growth ..read more
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Episode 9: Step 1- Income Planning
On the Money: Alpha Planning 101
by Brandon Domenick
2y ago
Retirement Income Sources (The 3-Legged Stool): Social Security Pensions Retirement Savings Closing the Income Gap Using annuities properly Inflation Spousal Protection Longevity ..read more
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Episode 8: Q&A Session
On the Money: Alpha Planning 101
by Brandon Domenick
2y ago
Questions addressed:   Will social security be there for us in the future? Can I file for social security benefits on my divorced spouse’s record? They recently announced at work that our 401K has added a Roth option.  Should my future investments go to the Roth or my traditional 401k? I am not a savvy investor, but I have been saving in my 401k for 35 years.  I have a large balance but have no idea how I should be investing my current dollars or my future savings. I never hear from my current financial advisor unless I call him.  Should I be concerned?   ..read more
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Episode 7: Myth busting the 4% Rule
On the Money: Alpha Planning 101
by Brandon Domenick
2y ago
What is the 4% rule? Why it’s no longer relevant Market volatility Current interest rates Life expectancies & length of retirement Alternative strategies that better suit today’s market ..read more
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