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Scott Phillips, Steven Cox, and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, ...
 
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show series
 
On this week's show we discuss the highest inflation in 40 years…and how to potentially avoid the pain in retirement by inflation proofing your golden years.Shifting gears from accumulation of funds to decummulation believe it or not, isn’t easy for a lot of retirees. We talk about planning for your decumulation phase what all that entails. Are you…
 
On this week’s show we answer common questions about taxes in retirement.We get into the Roth IRA and reasons to start saving now. We also discuss the many types of risks when it comes to retirement planning and how to potentially avoid them. If you have any questions about your retirement situation call SDP Personalized Planning 800-940-9616. Roth…
 
Cryptocurrencies are now mainstream, digging in to what it is and isn’t. On this week’s show we will take a look at Cryptocurrencies and is it worth the risk. Optimizing your retirement even if you’re in your 60’s and knocking on the door of your golden years. We will also discuss common sense fact about retirement you need to be aware of as you pl…
 
On today’s show, 3 crucial realities in retirement that many people just don’t know. Getting older has its advantages, tax advantages, that is! We discuss ages 50 to 65 and older and what it means to retirees. 5 expenses that can erode your savings and what to do about them. If you have any questions about your retirement picture call SDP Personali…
 
Ideas to Create Income in Retirement and Tips when turning 50 to shore up your plan. On today’s program we discuss creating income once you are retired. The importance of having a plan unique to your situation is vital. Turning 50 and approaching retirement this can be crunch time and we have some strategy tips. If you have any questions concerning…
 
On this week's show The Roth IRA discussion & we discuss retirement readiness, Legacy pitfalls to avoid, and simple tips to boost your retirement savings. If you have any questions contact SDP Personalized Planning 800-940-9616. Retirement, Roth, 401K, Plan, Taxes, Savings See omnystudio.com/listener for privacy information.…
 
On this week's show we discuss Is the 401K a good fit for everybody? We also will go over distribution strategies for your retirement plan. We also tackle some retirement planning red flags. If you have any questions about your retirement picture call SDP Personalized Planning 800-940-9616. Retirement, Risk, Plan, 401K, Taxes See omnystudio.com/lis…
 
On today’s episode we discuss the differences for women & men when it comes to retirement and an interesting conversation unfolds. Avoiding the myths that exist when it comes to retirement planning is vital because it can derail your golden years. If you have any question regarding your retirement call SDP Personalized Planing 800-940-9616. Retirem…
 
Today we discuss rules of Thumb related to investing and Retirement. You don’t want to miss those plus if you are in your 50’s what does retirement look like for you? Make sure you are on the right track and if you’re a couple you need to be on the same page. Finally, covering your bases, who should you be working with and what are the essentials y…
 
On today’s show we discuss threats your retirement savings could face. What can you do to combat “Longevity Risk”? We have tips to maximize your retirement dollar as you near the last ten years before you head off into your golden years. If you have any questions about your retirement please contact SDP Personalized Planning 800-940-9616. Retiremen…
 
Market volatility is a given. On today’s show we discuss ways you can protect your retirement plan. Today we will go over Supercharging your retirement if you are a late starter when it comes to planning. How do you really know you’re ready to retire? We will give you a few calculations to consider. If you have any questions about retirement call S…
 
On this week's show we discuss getting your ducks in a row as you head towards retirement. Forbes Finance Council weighed in on things you shouldn’t overlook as you near your golden years. We also discuss questions you might be hesitant to ask when you sit down to plan your retirement. If you have any questions about your retirement call SDP Person…
 
On this week’s program we will outline ways to give your retirement accounts a workout. Expenses in retirement can erode your savings we will discuss. Staying calm when the Market does what it does we’ve got some easy steps to follow to financial serenity. If you have any questions call SDP Personalized Planning 800-940-9616. Planning, Investments,…
 
You are 50 or older. Here are mistakes to avoid in your retirement planning. The first step to retirement is to start planning, we discuss tips to get you started. New year is here, on today’s show we discuss how to boost your financial security in retirement. If you have any questions about your retirement situation call Scott and Steven at SDP Pe…
 
On this weeks program we discuss the importance of meeting yearly retirement goals. How can you boost your retirement savings? We will answer that question plus we will look at several income strategies in retirement. If you have any questions please contact SDP Personalized Planning 800-940-9616 Retire, Strategy, Plan, Money, See omnystudio.com/li…
 
On this week's show we talk about managing our savings and stretching our dollars in retirement. Also this week, the 401K is a good savings vehicle, but you might be surprised what it’s doing while you continue to work. If you have any questions about your retirement situation please call SDP Personalized Planning 800-940-9616. Retirement, 401K, Sa…
 
Starting retirement planning late in life is not advised, but there are steps you can take. We will discuss the discipline you will need. We discuss ROI when it comes to your Nest Egg. Weathering the ups and downs of the market makes the show this week as well. If you have any questions about your retirement give SDP Personalized Planning a call 80…
 
On today’s program strategies to protect your retirement nest egg. Tips to get the most out of your 401K. Big decisions come with planning for your retirement and we will discuss these choices and how that will impact your golden years. If you have any questions about your retirement please contact SDP Personalized Planning 800-940-9616 or visit sd…
 
We look at ways to safeguard your retirement during these uncertain times. On the show today we take a look at options that may be better than a 401K. Have you ever thought about what questions people ask when they visit an advisor? We have the most asked questions and the answers. if you have any questions please contact SDP Personalized Planning …
 
Should you work in retirement? There are positives and negatives we will discuss. Are you sabotaging your own retirement by doing these 6 things? Spoiler alert…a lot of you are. 2022 will include big changes for Social Security, we hit the highlights on the show this week. If you have any questions about your current retirement situation please con…
 
Being ready for future taxes takes a plan. We discuss on the program today ways to strategize within your retirement plan. We will break down ways to keep your retirement savings as safe as possible. Procrastination can really impact your retirement plan, we chat about what not to put off. If you have any questions reach out to SDP Personalized Pla…
 
We point out some retirement advice that is dated and then many still follow. New year approaching and changes are on the horizon for retirees The Scott and Steven dig in. What risks are you facing as you head towards your retirement? Answers to this question are coming up. If you have any questions about retirement planning please contact SDP Pers…
 
Market volatility is the opening topic in this podcast. Scott and Steven outline ways a market correction could impact your retirement along with tips to help keep your plan strong in the event of a correction of worse. What’s the key to protecting your savings from a crash and what are your best investment strategies? They also talk about simplify…
 
There is an art to properly withdraw from your retirement accounts and, if not done properly, it could cost you money. Scott & Steven discuss the right order in which to approach your withdrawal. They also look at some red flags that could warn of adjustments needed to your current retirement thinking and they offer some tips to give yourself confi…
 
The 5.4% rise in the consumer price index in the last year marked the highest inflation in almost 13 years. If you remember the soaring, double-digit inflation rates of the 1970s, you may be worried now. In this episode, Scott & Steven discuss ways to stress test your retirement nest egg and offer action steps to take to relieve the stress. To conn…
 
Market volatility is the opening topic in this podcast. Scott and Steven outline ways a market correction could impact your retirement along with tips to help keep your plan strong in the event of a correction of worse. What’s the key to protecting your savings from a crash and what are your best investment strategies? They also talk about simplify…
 
There are many parts to SECURE Act 2.0. It's not clear what will be in the final bill but most agree it will be passed in some form by the end of the year. In this episode, Scott and Steven take a look at both proposals. Also in this episode, Hindsight is 20/20. We discuss some of the biggest things retirees wish they did differently. To connect wi…
 
The rules on inheriting a 401(k) or IRA are based on your relationship to the person who died. If you make a mistake here it might be near impossible to undo it. Learn strategies on how to properly make this transition happen as well as how to deal with unplanned retirement. Retirement coming earlier than expected can seem overwhelming. This is exa…
 
Holding Bitcoin or other cryptocurrency in a retirement account can make sense due to the tax issues associated with digital assets. Let’s see how it could fit into your retirement portfolio. Scott and Steven will also dig in and outline several withdrawal strategies that could help you avoid costly tax traps and keep more of your retirement dollar…
 
Inflation is reaching highs we haven’t seen for about 13 years. If you’re in or near retirement how is that going impact your current plan? In this episode, Scott and Steven outline just what higher inflation means for retirees. We’ve also got some great tips to keep your finances it tip top shape as you move to and through retirement including how…
 
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