Episode 94 - Ken Carberry - The SECURE Act: Part II

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"Purpose. Planning. Portfolio.®" is a registered trademark of Ridgegate Financial in the United States.

This podcast is hosted and operated by George Wallace Smith and has brought Landon Randall to this episode for a guest [KS1] interview.

Landon Randall is the owner of Hybrid Retirement Solutions, LLC DBA Oxford Retirement & Estate Planning and is an Investment Adviser Representative with AE Wealth Management, LLC. George Wallace Smith is the owner of Ridgegate Financial, LLC, is an Investment Adviser Representative with AE Wealth Management, LLC and a Registered Representative with Emerson Equity, LLC.

Both firms are independent financial services firms that utilize a variety of investment and insurance products.

Both firms offer investment advisory services through AE Wealth Management, LLC. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM, Ridgegate Financial LLC and Hybrid Retirement Solutions, LLC DBA Oxford Retirement & Estate Planning are not affiliated companies.

Ridgegate Financial LLC offers securities products. Securities offered through Emerson Equity LLC, member: FINRA/SIPC. Only available in states where Emerson Equity LLC is registered. Emerson Equity LLC and Ridgegate Financial LLC are not affiliated companies.

Emerson Equity LLC and AE Wealth Management, LLC are not affiliated companies. Emerson Equity LLC is not affiliated with any other companies identified in this communication.

Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying ability of the issuing carrier.

This podcast is intended for informational purposes only. It is not intended to be used for the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

Ridgegate Financial LLC and Hybrid Retirement Solutions LLC DBA Oxford Retirement & Estate Planning are not permitted to offer, and no statement made during this show shall constitute tax or legal advice. Neither firm is affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Ridgegate Financial LLC or Hybrid Retirement Solutions LLC DBA Oxford Retirement & Estate Planning.

Please remember that converting an employer plan account to a Roth IRA is a taxable event. Increased taxable income from the Roth IRA conversion may have several consequences including (but not limited to) a need for additional tax withholding or estimated tax payments, the loss of certain tax deductions and credits, and higher taxes on Social Security benefits and higher Medicare premiums. Be sure to consult with a qualified tax advisor before making any decisions regarding your IRA.

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Wallace Smith, ChFC® talks with Jonathan Easley of Catalyst Lending. Topics include the housing market, mortgage strategy, Jonathan's background, Investment Real Estate, and Veteran's Benefits and VA loans.

Wally Smith, ChFC™ and Pam Nevil of Eqis Capital Management have a discussion on the right mindset when approaching the idea of investing in the stock market. Wally and Pam also share some insights into the idea of institutional level investing.

Wally Smith, ChFC® and Brad Watt discuss techniques and strategies for approaching the idea of real estate investment. They delve into the world of financial planning through the real estate lens. 

Guest appearance from Dave Marr, MBA and serial entrepreneur. He has been practicing in the world of real estate investment for years. His company, Catalyst lending, serves as a Catalyst for positive change in the lives of clients offering meaningful real estate lending solutions.