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Join Joseph Curry, CFP Professional and President of Matthews + Associates, to learn how to simplify your retirement planning. If you're approaching retirement or have already entered your early retirement years, this podcast is designed to help you answer your big retirement questions like... Can I afford to retire? How do I create a paycheck in retirement? How do I pay less tax in retirement? And even big questions about life after work. Through Retirement Planning education, resources, an ...
 
Join investment advisor representative Marsha Harris for financial and retirement planning help on the Marsha on Money Podcast. Marsha is the Founder & CEO of Unified Wealth & Retirement Planning based in Fort Wayne, Indiana. As a fiduciary, Marsha helps clients make financial decisions that are in their best interests to help them get to, and through, retirement. She's the kind of advisor you can feel good about sending mom to...If you need help with your 401(k), IRA, and other retirement a ...
 
Listen in as Chris Hammond teaches you how to easily plan for your retirement. In this podcast Chris Hammond, RICP® discusses: how to help you turn your retirement savings into a lifetime paycheck, Social Security, Medicare... and also dives deeps into some of the most popular personal finance books of all time with the goal of helping you more easily plan for an amazing retirement. Join the Retirement Planning Made Easy community by visiting www.RetirementPlanningMadeEasy.com.
 
Terry Martine answers your retirement planning questions. There are other "financial" podcasts, but only one that focuses on teaching you how to manage your own finances. It's one thing to hear about a lot of theory, but we discuss specific strategies people are using today. Are you curious about what your retirement will look like? Do you have enough money saved to retire at 65? Maybe you want to retire before 65? Even if you have a financial planner, we will give you the tools to build you ...
 
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
 
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show series
 
Without the right planning in place, new retirees often find the financial aspect of the retirement transition to be somewhat daunting. Although we can plan for retirement for years, estimating actual cash flow needs can be pretty tricky. So, in this episode, I will be explaining how to figure out how much you will likely need to keep up the same l…
 
Part 1 of 2 of the replay of my previously aired Facebook live video with Chris D'Agnes, CFA, Partner and Co-Portfolio Manager at Hamlin Capital Management. Chris talked about the high dividend equity portfolio he manages and why dividends are an important part of investing for retirees Full video replay with Chris - here Facebook group - Taxes in …
 
This week on Make It Last, the show starts with a little, “Get To Know Victor,” segment. Find out how he is connected to the hit trilogy: Pitch Perfect. Then, Victor talks about the importance of maintaining your mental health in retirement, and finding your purpose outside of your career. Finally, they’ll wrap things up with a game of Inflation Tr…
 
We’ve assembled a list of priorities to keep in mind as you count down the days to retirement. From focusing on your health to thinking about a post-retirement career, which of these should you get started on? CONTACT Website: https://unifiedwealthplanning.com/ Phone: 260-338-2379 Email: marsha@unifiedwealthplanning.com Location: Fort Wayne, Indian…
 
Explanation of a LIRP, or Life Insurance Retirement Plan, which is ultimately an Indexed Universal Life insurance policy Facebook group - Taxes in Retirement YouTube channel - Retirement Planning Demystified Newsletter - Retirement Planning InsightsAndy Panko による
 
This week on Make It Last Victor gives you his top reasons why not to panic during a Bear Market. We’ll also be discussing the top concerns our clients have. Including, but not limited too, market risk, inflation risk, and tax risk. How do these affect your retirement? Victor will wrap the show up with explaining why it’s important to have great es…
 
Many individuals want a retirement that is authentic to who they are, passion-driven, and filled with purpose. However, it takes a certain kind of mindset to achieve the motivation, tools, and community for someone who is retirement age to make this happen. Mind Switch helps individuals transition from their careers and create the next phase of the…
 
Explanation of the five different versions of Modified Adjusted Gross Income, or MAGI, you're likely to come across in retirement planning Downloadable MAGI summary handout - here What is MAGI YouTube video - here Understanding Medicare Premium Surcharges YouTube video - here Affordable Care Act ("ACA") Premium Tax Credits YouTube video - here What…
 
Most Americans are getting a failing grade in financial literacy, especially revolving around retirement. Victor and Mark share the top topics people are struggling with so you can understand! They’ll also discuss all of the tools you need that will get you through retirement. These tools will help you live the retirement of your dreams! How do we …
 
Most people assume tax planning is only done in April, but tax planning for the long-term impact of taxes on your retirement is just as important. On today's episode, we'll explore tax planning for retirement. CONTACT Website: https://unifiedwealthplanning.com/ Phone: 260-338-2379 Email: marsha@unifiedwealthplanning.com Location: Fort Wayne, Indian…
 
Summary of the key points in the 2022 Social Security Trustees Report 2022 Social Security Trustees Report - here Facebook group - Taxes in Retirement YouTube channel - Retirement Planning Demystified Newsletter - Retirement Planning InsightsAndy Panko による
 
In this episode of Make It Last, Victor & Mark discuss building the financial house that will get you through retirement and all the materials you need to make sure the Big Bad Wolf doesn’t blow your house down. They’ll also be talking about how “The Great Resignation” has affected the United States economy. Similar to Baby Boomers, Gen X will also…
 
The retirement income "buckets" approach generally involves dividing your short-term cash and long-term investments into different buckets. This way, regardless of the short-term performance of your investment portfolio, you can make planned withdrawals and regular payments from the buckets without feeling uncertain about the state of your portfoli…
 
The basics of the Social Security system YouTube video - Introduction to Social Security YouTube video - Calculating your Social Security Primary Insurance Amount YouTube video - Are Social Security Benefits Taxable? YouTube video - When to claim Social Security YouTube video - Social Security myths and Q&A Facebook group - Taxes in Retirement YouT…
 
This week on Make It Last, the show starts with a little, “Get To Know Victor,” segment. Find out how he is connected to the hit trilogy: Pitch Perfect. Then, Victor goes on to discuss the challenges behind guiding his clients through their estate planning and the three stages of life: the Go-Go Years, the Slow-Go years, and the No-Go years. Finall…
 
It’s been said that if you don’t have an income plan, you don’t really have a retirement plan. Does Marsha agree? CONTACT Website: https://unifiedwealthplanning.com/ Phone: 260-338-2379 Email: marsha@unifiedwealthplanning.com Location: Fort Wayne, Indiana Click the following link to get your no-cost Tax Free Retirement Toolkit! https://hza007oh.pag…
 
Actions retirees and near-retirees should (and shouldn't) consider doing as a result of bad financial markets and high inflation YouTube video - What is the 4% Rule? YouTube video - How much money do I need to retire? Facebook group - Taxes in Retirement YouTube channel - Retirement Planning Demystified Newsletter - Retirement Planning Insights…
 
This week on Make It Last, Victor & Mark will talk to you about the client experience at Medina Law Group and Palante Wealth Advisors. They’ll also be talking about how the four pillars of retirement will lead you to success. Specifically, how income planning works and why it’s so important for your retirement plan. Finally, they’ll wrap things up …
 
There are many uncertainties that make calculating retirement spending an educated guess at best - many of which we have covered in previous episodes. You want the flexibility to spend as much as you need in retirement, while also feeling secure enough in your funds that you know you won’t run out of money halfway through your golden years. So, in …
 
There are plenty of external factors that often negatively influence our chances of having a successful retirement. But often, failure comes from within. On this episode, we’ll talk about some of the common ways people get in their own way when it comes to financial planning. CONTACT Website: https://unifiedwealthplanning.com/ Phone: 260-338-2379 E…
 
Explanation of tax loss harvesting and tax gain harvesting, as well as an introduction to "wash sales" Links in this episode: YouTube video - What is Tax Loss Harvesting? YouTube video - What is Tax Gain Harvesting? YouTube video - What is Tax Loss and Tax Gain Harvesting? Facebook group - Taxes in Retirement YouTube channel - Retirement Planning D…
 
How she got into the business. Her planning philosophy. What you'll get out of listening to this podcast. We'll cover those topics and more in this first edition of the Marsha on Money Podcast as we get to know more about Marsha as a person, business owner, and financial planner. CONTACT Website: https://unifiedwealthplanning.com/ Phone: 260-338-23…
 
This week on Make It Last, Victor and Mark discuss financial literacy and share the top topics people are struggling with so you can understand! It’s springtime, which means highway construction is on the rise! Just like it’s important that construction workers install guardrails on the highway, how can you install guardrails on your retirement? Vi…
 
Summary of variable annuities, indexed annuities and a Guaranteed Living Withdrawal Benefit rider Links in this episode: YouTube video - What is a Variable Annuity? YouTube video - What is an Indexed Annuity? YouTube video - What is a Fixed Indexed Annuity with Income Rider? Facebook group - Taxes in Retirement YouTube channel - Retirement Planning…
 
This week on Make It Last, Victor and Mark will be taking you back to the past, comparing todays retirement world to the retirement world of the 1960s. They’ll also be talking about the Gig Economy and the advantages and disadvantages these individuals face. Are You Paying Too Much In Taxes In Retirement? Click here to find out. We help you take co…
 
Most traditional retirement plans in the past were created by making a projection that has taken into account assumptions around inflation, rates of return, and longevity and putting it all together to see if there is money left over to last you the remainder of your life. Although this is a good starting point, it doesn’t take into account any unf…
 
Summary of immediate and deferred income annuities, and explanation of the different annuity payment options available Links in this episode: YouTube video - What is an Income Annuity? www.ImmediateAnnuities.com Facebook group - Taxes in Retirement YouTube channel - Retirement Planning Demystified Newsletter - Retirement Planning Insights…
 
In this episode, Victor & Mark discuss building the financial house that will get you through retirement and all the materials you need to make sure the Big Bad Wolf doesn’t blow your house down. How much do you know about taxes? Listen to follow along and test your knowledge with Victor! To access additional information, please visit: Don’t Let a …
 
The basics of annuities and details about Multi-Year Guaranteed Annuities ("MYGAs") Links in this episode: YouTube video - Understanding Annuities YouTube video - What is an Income Annuity? YouTube video - What is a Variable Annuity? YouTube video - What is an Indexed Annuity? YouTube video - What is a Fixed Indexed Annuity with Income Rider? YouTu…
 
This week on Make It Last Victor and Mark will be discussing inflationary psychology and how inflation can severely impact your retirement plan. They’ll also be answering the two biggest questions pre-retirees have- when can I retire, and have I saved enough? Finally, they’ll wrap things up with a game of Retirement “Yay or Nay?” Download your FREE…
 
It's one thing to know what the risks of retirement are as far as your income planning goes, but knowing what to do about those risks and how to handle them is what counts. That's where retirement income strategies come in. In this episode, I will be sharing several types of retirement income strategies so you can find the best option that will sui…
 
Everything you ever wanted to know about I Bonds Links in this episode: TreasuryDirect - here CPI-U monthly data - here Facebook group - Taxes in Retirement YouTube channel - Retirement Planning Demystified Newsletter - Retirement Planning InsightsAndy Panko による
 
This week on Make It Last, Victor and Mark will be discussing the not-so-great forecast for taxes, and how current tax rates might be the lowest we’ll see for the rest of our lives. They’ll...Victor J. Medina, JD, CELA®, CFP® による
 
This week on Make It Last, Victor and Mark will be discussing women in retirement- the challenges they may face, and why it’s important that they plan ahead. Victor is offering his book: Empowering Women...Victor J. Medina, JD, CELA®, CFP® による
 
Today we are joined by Kaz Nesbitt, CPA, CA, who is the Senior Manager at Grant Thornton. Kaz helps business owners and high net worth individuals save thousands of dollars by structuring their succession plans, estate plans and compensation strategies in a tax-efficient manner to maximize wealth. In this episode, Kaz joins the show to explain how …
 
Discussion of the pros and cons of possible alternatives to using bonds or bond funds in your portfolio Links in this episode: My YouTube video about fixed indexed annuities - here Facebook group - Taxes in Retirement YouTube channel - Retirement Planning Demystified Newsletter - Retirement Planning Insights…
 
You already have the foundation, but what’s a house without walls and a roof? Victor gives you all the materials you need to make sure the Big Bad Wolf doesn’t blow your house down. Why...Victor J. Medina, JD, CELA®, CFP® による
 
Explanation of bonds and bond funds; how they work, what risks they have, what their purpose is, etc. Links in this episode: My YouTube video about bonds and bond funds - here Facebook group - Taxes in Retirement YouTube channel - Retirement Planning Demystified Newsletter - Retirement Planning Insights…
 
The show starts with a little, “Get To Know Victor,” segment. Find out how he is connected to the hit trilogy: Pitch Perfect. Then, Victor and Mark will be discussing the Tour de France! How...Victor J. Medina, JD, CELA®, CFP® による
 
Unexpected healthcare costs can be one of the biggest expenses a retiree can face. Similar to how we cannot predict how long we are going to live, we cannot predict when an accident is going to happen. So, how do we prepare financially for the risk of healthcare expenses? In this episode, I will be sharing how to understand and plan for potentially…
 
Explanation of some of the various letters and professional designations often seen after financial advisors' names Links in this episode: Rock Retirement Club - here Facebook group - Taxes in Retirement YouTube channel - Retirement Planning Demystified Newsletter - Retirement Planning InsightsAndy Panko による
 
Most Americans are getting a failing grade in financial literacy especially revolving around retirement. Victor and Mark share the top topics people are struggling with so you can understand! Then, Baby Boomers are often the...Victor J. Medina, JD, CELA®, CFP® による
 
Summary of the ways to do and file your own tax return, or how to find a paid tax return preparer Links in this episode: IRS forms and schedules search tool - here IRS PTIN and "credentialed" return preparer directory - here IRS VITA and TCE info and locator tool - here AARP Tax-Aide info and locator tool - here IRS "Free File" and "Free Fillable F…
 
This week on Make It Last Victor and Mark discuss the current fiscal climate and how headlines can mislead people and cause sensationalism. Do you need life insurance for your retirement? Most of us think...Victor J. Medina, JD, CELA®, CFP® による
 
Clients often ask me how to know when they have enough money set aside to take all risk off the table in their investments. Unfortunately, there is no easy answer. You cannot take risk off the table, as inflation is constantly happening. However, there are ways to minimize your risk. So, in this episode, I will be sharing the steps you can take to …
 
Explanation of the various forms and schedules commonly used in retiree tax returns Links in this episode: IRS forms and schedules search tool - here My YouTube video - Overview of Federal Income Taxation My YouTube video - Understanding a Retiree Tax Return PDF of the tax return discussed in the above video - here Facebook group - Taxes in Retirem…
 
This week on Make It Last Victor will be discussing what the client experience is like and the role of our Director of Business & Client Strategy. He’ll also be talking about Social Security and...Victor J. Medina, JD, CELA®, CFP® による
 
Explanation of mutual fund capital gain distributions, and why 2021 was a unique year for large (and taxable) distributions Links in this episode: Wall Street Journal article about a particular fund company's large capital gain distributions in their target date retirement funds - here Facebook group - Taxes in Retirement YouTube channel - Retireme…
 
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