Retire Smart Maryland Radio with Prashant Sabapathi

On this edition we head to Hollywood for a few movie clips that provide some financial planning advice. Some good and some not so good. Retirement planning myth busting on the show today. Finally, What questions are being asked of financial advisors and the retirement planner? We go over the top ones so be prepared to take notes.

If you have any questions concerning your retirement

call Elite Income Advisors 800-653-8404.

Planning, Retirement, Finances, Financial, Taxes, 401K, IRA, Roth,

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Politics and retirement planning are intermingling we discuss the hot topic ESG(Environmental, Social, Governance). We will go over red flags you need to be aware of, if you’re hearing these from your current advisor look out!  Baby Boomers, we talk directly to those turning 65 and things you need to avoid as you near retirement.

If you have any questions call Elite Income Advisors 800-653-8404.

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On this week’s show the recent bank failures has many people nervous. What does it mean for retirement planning? Retirement planning regrets

Also making the show this weekend learning from past mistakes. True false quiz for our host covering concepts and strategies. We will see how they do.

If you have any questions about today’s show or your retirement

call Elite Income Advisors 800-653-8404.

Retirement, Strategy, Planning, Risk, FDIC, 401K, Roth, IRA

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On this week’s show we start with things you can do right now to help your money last through retirement.  Unsteady times require calm rational behavior when it comes to your retirement accounts. We shift gears to discuss non-financial retirement questions that need to be answered before you call it quits. 

If you have any questions call Elite Income Advisors 800-653-8404.

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On this week’s show we will talk all things retirement. Strategies that can shape your retirement income will be our first stop. Annuities are selling like hot cakes and we discuss why? 401K rollovers make the show as well. Baby boomers may have a number of old 401K’s and are not sure what to do with them. We discuss the rollover.

If you have any questions call Elite Income Advisors 800-653-8404.

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On this week’s show we discuss some “Do’s” and Don’ts when it come to your retirement savings. Also, the Federal Reserve has been adjusting interest rates and we’ll dive into what that means for retirement portfolios. 

If you have any questions about your retirement

call Elite Income Advisors 800-653-8404.

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On this week’s show we discuss the mindset needed when moving from accumulation to distribution. Saving more is one key that can help everyone’s retirement so we have some tips to help you add to your accounts. Being a Grandparent may be in your future so let’s talk about how to go about being a financially responsible Grandparent and protect one’s own retirement.

If you have any questions about your retirement

call Elite Income Advisors 800-653-8404.

Retirement, Savings, 401K, Roth, Taxes, Planning, 

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On this week’s show 5 new savings and tax rules you need to be aware of moving forward. Annuities may or may not be a good fit for your retirement portfolio, we dive in on Annuities.  Also this week the loss of a spouse and how important it is to avoid some big mistakes.

If you have any questions about what you’re facing with your retirement

call Elite Income Advisors 800-653-8404.

Retirement, Savings, Tax, Taxes, Planning, Annuities,

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On this week’s show it’s tax season and we’re here to help. Taxes can potentially take a bite out of your retirement. We’ll go over tips to help. Milestone ages for retirement start at 50 and you need to know the significance of the different ages. We will also go over retirement advice you should probably follow, but many do not.

If you have any questions about your retirement

call Elite Income Advisors 800-653-8404.

Retirement, Taxes, Planning, 401K, Investing, RMD, Pension, 

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On this week’s show we discuss the latest from money management firm Natixis. That surveyed advisors around the country concerning the biggest retirement mistakes people are making. Life is filled with milestones and these can really impact your retirement. One of the first calls you make should be to your advisor when something big happens. Will you be better off in retirement than your parents or grandparents? We discuss all that and more coming up.

If you have any questions about your retirement situation

call Elite Income Advisors 800-653-8404.

Retirement, Savings, Planning, IRA, 401K, TSP, 

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On this week’s show we discuss key provisions in the Secure Act 2.0 that will impact retirement. New Year’s resolutions when it comes to your retirement and we’ll do some myth-busting when it comes to planning.

If you have any questions concerning your retirement

call Elite Income Advisors 800-653-8404.

Retirement, Planning, Saving, 401K, Insurance, Taxes,

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On this week’s edition we have tips for your retirement in 2023 and beyond. We will also focus on some differences to be aware of that women may face moving into their golden years. Last but not least, we will discuss things you can do financially that could impact your happiness in retirement.

If you have any questions call Elite Income Advisors 800-653-8404.

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On this week’s show we will discuss Retirement Income Replacement Rate. What it is and why it’s important. Taxes will always be a concern for retirees, and we have strategies that could help reduce that tax bill. Do you plan on working in retirement? We have some questions you need to ask yourself.

If you have any questions about today’s show and your retirement situation

call Elite Income Advisors 800-653-8404.

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On this week’s show we discuss retiring in 2023 and what that may look like. Planning for income in retirement is one key to success, is your plan addressing everything as retirement looms. Keeping retirement money as safe as possibly is vital, we will discuss a few strategies.

If you have any questions about your retirement situation call Elite Income Advisors 800-653-8404.

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On this week’s program we give some tips if you are in the final ten years before you retire. Inflation is real and will impact retirement, we will discuss reevaluating your budget to cover expenses. We will also give you some tips to protect yourself and your financial future.

If you have any questions concerning your retirement

call Eite Income Advisors 800-653-8404.

Retirement, Planning, 401K, Roth, Taxes, Inflation,

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On this week’s show if you are working until age 70 and beyond there are a number of things you need to factor into your retirement. We will also look at withdrawal strategies that can help your money last while in retirement. Retirement planning mistakes to avoid as we approach the new year.

If you have any questions call Elite Income Advisors 800-653-8404.

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On this week’s show we get into four ways to adjust your income and understanding the taxes. Stretching your budget in retirement may be required to stay on track. You will get a lot of advice from friends, coworkers and family when it comes to retirement, make sure the advice fits in your retirement puzzle.

If you have any questions about your retirement

call Elite Income Advisors 800-653-8404.

Retirement, Planning, Taxes, Savings, Investing, Roth, IRA

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On this edition we discuss inflation’s impact on your retirement. Avoiding big potential mistakes that you can make as you plan for your golden years is vital. 3 years into the Secure Act we outline changes that could influence your plans.

If you have any questions call Elite Income Advisors 800-653-8404.

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On this week’s edition we discuss that first year of retirement. What you need to prepare for as you begin your retirement. We also get into navigating retirement if you are a Gen X-ers. The year is ending and we have money moves to make before 2023.

If you have any questions about your retirement

call Elite Income Advisors 800-653-8404.

Retirement, Finance, Taxes, 401K, HSA, Stocks, Bonds,

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On this week’s show we dive into investment strategies for retirement. We discuss financial gaps that can impact retirement in a negative way. Last but not least we look at a few tips that can help with financial portfolio stress.

If you have any questions about your retirement situation

call Elite Income Advisors 800-653-8404

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