On this week’s show we will discuss retirement planning assumptions to avoid. There are six and you will want to make sure you are not following these assumptions. We will also dive in on ‘little” things that can make a big difference in your retirement.
If you have any questions call Elite Income Advisors 800-653-8404.
Planning, Plan, Savings, Save, Taxes, 401K, Roth
See omnystudio.com/listener for privacy information.
On this program we will chew on important retirement ages, penalties and fees to be aware of, saving vehicles tat are available, and some general rules of thumb for retirement. Selecting the financial advisor that you will work with is important. What questions should you be asking before you choose one?
If you have questions concerning your retirement
call Elite Income Advisors 800-653-8404.
Retirement, Planning, Saving, IRA, 401K, Pension, Taxes, Growth
See omnystudio.com/listener for privacy information.
On this week’s show we discuss financial demands that can impact your nest egg as you move toward retirement. Healthcare needs, Inflation, and taxes to name three. What are the top three stressors that retirees are facing? We will dive into a Principal survey that will give us answers. Positive mindset is vital as you plan for and move into retirement. What is the mental makeup for the positive approach? We will tell you all about it.
If you have any questions about retirement planning
call Elite Income Advisors 800-653-8404.
Plan, Save, Money, Taxes, IRA, Roth, 401K
See omnystudio.com/listener for privacy information.
On this week’s show we will take a look at the retirement landscape as it applies to the Baby Boomer generation. Why are people putting off planning with a seasoned professional? That’s a great question and we will give you our reasons why we think it’s happening. We will also play financial planning ‘Fact or Fiction”.
If you have any questions about your retirement
call elite Income Advisors 800-653-8404.
Retire, Save, Plan, 401K, Roth, IRA, Taxes
See omnystudio.com/listener for privacy information.
On this week’s show we discuss tips that can help you gain control of your finances and your retirement. We will also dive into procrastination and how so many of us keep putting off planning for your future. We will also offer up some head turning statistics about retirement and the importance of having a plan.
If you have any questions about your own retirement reach out to Elite Income Advisors at 800-653-8404.
See omnystudio.com/listener for privacy information.
On this week’s show we dive into big money mistakes by very familiar names. We will also give you tips on how to avoid the same mistakes. How can an advisor help in similar situations? Tax planning and legacy planning are two examples of the importance of working with an advisor to these important elements right. A third area to really take advantage with an advisors is diversification. We will discuss the importance of being truly diversified.
If you have any questions about your own retirement reach out
to Elite Income Advisors 800-653-8404.
Retirement, Planning, Save, Taxes, 401K, Pension,
See omnystudio.com/listener for privacy information.
On this week’s show we are gearing up for football, so we thought we would compare game planning for the big Sunday game to game planning for your retirement. We will dive into the X’s & O’s of retirement planning. The latest financial news takes center stage and what it means to you and your retirement.
If you have any questions concerning your retirement
contact Elite Income Advisors 800-653-8404.
Planning, Retirement, Savings, Taxes, Roth, IRA
See omnystudio.com/listener for privacy information.
On this edition we start with three quotes from interesting sources that really hit home when discussing retirement and planning. Peak 65 arrives next year, the largest number of Americans ever will be turning 65. If you’re in the group pay attention, and if you’re not take notes. If you have more runway and you’re in your 50’s you are in luck we got some tips.
If you have any questions concerning your own retirement
call Elite Income Advisors 800-653-8404.
Retirement, Retire, Planning, Plan, Save, Saving, Taxes, 401K, Roth,
See omnystudio.com/listener for privacy information.
On this week’s episode we discuss the latest interest rate hike and what it means for retirement planning. Keeping your retirement planning intact during rocky economic times is vital and we will discuss how to do it. Two retirement generations are front and center when it comes to retirement, Generation X-er’s and the Baby Boomers.We discuss the latest numbers.
If you have any questions about your retirement
contact Elite Income Advisors 800-653-8404.
Retire, Save, Plan, Roth, 401K, Taxes
See omnystudio.com/listener for privacy information.
On this edition of the show we have some fun with the old game show “ Who Wants to be millionaire”, but we insert retirement into the question. Proper financial plan has 5 components and we will go over the 5. We will also be sinning on today’s show….well at least talking about sins to avoid when prepping for your retirement.
If you have any questions call Elite Income Advisors 800-653-8404.
Retirement, Planning, Savings, RMD, Taxes, Roth, IRA
See omnystudio.com/listener for privacy information.
On this week’s show we look back and some well known sitcoms that provide interesting financial planning do’s and don’ts. We will also take a look at low-risk high-reward alternatives to build your nest egg. The word annuity doesn’t have to be a bad word and there could be one that would fit well in your retirement plan.
If you have any questions about your own retirement scenario
call Elite Income Advisors 800-653-8404.
Retirement, Planning, Saving, Annuity, IRA, Roth, 401K
See omnystudio.com/listener for privacy information.
On this weeks show we discuss adjustments you can make on your way to retirement to avoid big mistakes. Classic retirement rules don’t always hold water with today’s economy so what do you do? We have suggestions. Our host will take a Social Security quiz, let’s see if we can stump them.
If you have any questions about your retirement
call Elite Income Advisors 800-653-8404.
Retire, Retirement, Plan, Planning, Annuity, Insurance, 401K, IRA
See omnystudio.com/listener for privacy information.
Coming up on this week’s show we discuss retirement concerns and these are the biggies. Retirement planning can be an emotional journey and you need to be careful not to overreact. Proactive strategies for retirement you can apply well before one’s golden years.
If you have any questions call Elite Income Advisors 800-653-8404.
Retirement, 401K, IRA, Roth, Planning, Taxes
See omnystudio.com/listener for privacy information.
On this week’s show we will have some fun with a very serious retirement topic. We all remember the game RISK, well we will put a retirement twist on it. Everybody is different and your retirement plan needs to be customized to you. We will also dive into understanding your investments and the role they will play in building lifetime income.
If you have any questions concerning your retirement
call Elite Income Advisors 800-653-8404.
Retirement, Planning, Plan, Savings, Save, Interest, 401K, Roth, IRA
See omnystudio.com/listener for privacy information.
More than 90 provisions in Secure Act 2.0 and they will impact retirement planning. We will discuss. Many people delay starting their retirement planning. We discuss why that is happening. Also this week four tax strategies that will help you position yourself for retirement.
If you have any questions about your retirement scenario
call Elite Income Advisors 800-653-8404.
Retirement, Taxes, Planning, Saving, IRA, Roth, 401K,
See omnystudio.com/listener for privacy information.
On this week’s show we have a lot to discuss. It’s not uncommon for people to put off meeting with a financial advisor. We will go over some of the reasons people don’t and explain why you should. If you are less than 10 years away from retiring we have some strategies for you to consider. Retirement expenses can go up, but you can control it with careful planning.
If you have any questions about retirement, how to get started with your planning or need a second opinion on what your current situation
call Elite Income Advisors 800-653-8404.
Retirement, Planning, Saving, 401K, IRA, TSP, Pension, Taxes, Healthcare,
See omnystudio.com/listener for privacy information.
On this week’s program we have a few pointers for when you get to that 10 year pre-retirement window. What should you be focusing on? Why are so many retirees heading back into the workforce? We will discuss the big reason, but also how to stay retired. Some expenses in retirement will go down and some will rise…make sure you plan for the ups and downs.
If you have any questions about retirement call Elite Income Advisors 800-653-8404.
Retirement, Planning, Saving, Roth, 403B, IRA
See omnystudio.com/listener for privacy information.
On this week’s show, we tackle the biggest financial concerns as you approach retirement. We dig into the emotional side of planning because it can be intimidating when you’re getting started. You’ve saved well for retirement, now what? We will discuss distribution strategies.
If you have any questions call Elite Income Advisors 800-653-8404.
Retirement, Planning, Saving, Taxes, Stocks, Bonds, IRA, 401K,
See omnystudio.com/listener for privacy information.
On this week’s show we discuss cash flow and the importance of proper planning. What you need to consider as you move to and through retirement starting with income sources and continuing through life expectancy. Human psychology and behavior can impact financial decisions and with that in mind we dive into behavioral finance. Wasting money in retirement can be devastating. We will point out ways retirees are hurting themselves financially so you can avoid the same mistakes.
If you have any questions about retirement planning
call Elite Income Advisors 800-653-8404.
Retirement, Retire, Plan, Planning, Save, Saving, Roth, RMD,
See omnystudio.com/listener for privacy information.
On this week’s show we will hear from the streets. Where are you in your planning process? Annuities just being mentioned sparks a reaction and we will discuss. We will go over strategies for regular dependable income in retirement. After the strategy you need a retirement budget/spending plan to keep you on track.
If you have any questions call Elite Income Advisors 800-653-8404.
Retirement, Plan, Planning, Annuity, 401K, TSP, Roth, IRA
See omnystudio.com/listener for privacy information.
Stay up to date
For any inquiries, please email us at hello@podcastworld.io
