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Latest episodes from Money Matters with Ken Moraif

Capital Gains Taxes And Why Are They So Important To Your Retirement Plan

Play Episode Listen Later May 29, 2025 23:27


In this episode of the Retirement Planners of America Podcast, Ken Moraif breaks down the often-misunderstood world of capital gains taxes—what they are, how they differ from ordinary income taxes, and why they play a critical role in a smart retirement strategy. Joined by co-host Jeremy, Ken explains how proper tax planning can help your money last longer by minimizing the taxes you pay on investment income. Learn the difference between IRA, non-IRA, and Roth IRA accounts—and how the order in which you draw from them can significantly impact your financial future.RPOA Advisors, Inc. (d/b/a Retirement Planners of America ) (“Retirement Planners of America”, “RPOA”) is an SEC registered investment adviser with a primary business location in Plano, Texas. Registration as an investment adviser is not an endorsement by securities regulators and does not imply that Retirement Planners of America has attained a certain level of skill, training, or ability. The “Invest and Protect Strategy” (the “Strategy”) refers to a strategy that Retirement Planners of America fundamentally employs for its clients. Retirement Planners of America previously employed a similar strategy that it referred to as the “buy, hold, and sell” strategy or “buy hold, and protect” strategy. These videos are presented for informational and educational purposes only and should not be construed as personalized investment, financial, or tax advice. Opinions expressed herein are solely those of Retirement Planners of America as of the date of publication and are subject to change without notice.Investing involves risks, including possible loss of principal. Past performance discussed in these videos is no guarantee of future results. Indicators such as the yield curve, building permits, investor sentiment, and credit conditions discussed herein are used for illustrative purposes only and are not reliable predictors of market performance or economic conditions.Viewers should consult their own financial, tax, or investment professionals before making investment decisions. Any reference to specific market events or historical examples is for context only and does not imply an assurance of future results or performance.For more detailed information about Retirement Planners of America's services, investment strategies, and risks, please review our Form ADV Part 2A, available upon request or at adviserinfo.sec.gov.

Is The Bond Market Predicting A Recession?

Play Episode Listen Later May 23, 2025 11:35


The Market Has Come Back, But Don't Get Cocky

Play Episode Listen Later May 16, 2025 21:40


What Could Cause The Market To Go Way Down Again?

Play Episode Listen Later May 9, 2025 10:45


Investment Principle #2: Growth Is Important But Protection of Principle Is More Important

Play Episode Listen Later May 2, 2025 44:20


Investment Principle #1: Have Your Money Last As Long As You Do

Play Episode Listen Later Apr 25, 2025 44:15


Discipline: Take Only As Much Risk As Necessary To Accomplish Your Financial Goals

Play Episode Listen Later Apr 18, 2025 44:04


What Is More Important, Growth Or Protection?

Play Episode Listen Later Apr 11, 2025 43:44


Tariffs, Why All The Fuss?

Play Episode Listen Later Apr 7, 2025 17:50


Investment Principle #1: Have Your Money Last As Long As You Do

Play Episode Listen Later Apr 4, 2025 44:15


What Is Your Investment Philosophy?

Play Episode Listen Later Mar 28, 2025 44:28


Investment Principle #2: Growth Is Important But Protection of Principle Is More Important

Play Episode Listen Later Mar 21, 2025 44:20


What Is More Important, Growth Or Protection?

Play Episode Listen Later Mar 14, 2025 43:44


What Makes People Truly Happy In Retirement?

Play Episode Listen Later Mar 7, 2025 44:23


Investment Principle #1: Have Your Money Last As Long As You Do

Play Episode Listen Later Feb 28, 2025 44:15


What Is More Important, Growth Or Protection?

Play Episode Listen Later Feb 21, 2025 43:44


Fearless Forecast Part 2!

Play Episode Listen Later Feb 7, 2025 44:11


fearless forecast
The 2025 Fearless Forecast!

Play Episode Listen Later Feb 1, 2025 44:30


fearless forecast
Will Trump's Tariffs Cause Inflation?

Play Episode Listen Later Jan 25, 2025 43:42


Why The Great Job Numbers Made The Market Drop Like A Stone

Play Episode Listen Later Jan 11, 2025 43:52


What Makes People Truly Happy In Retirement?

Play Episode Listen Later Dec 27, 2024 44:23


Investment Principle #1: Have Your Money Last As Long As You Do

Play Episode Listen Later Dec 20, 2024 44:15


Inflation Went Up As We Said It Would, But Why Did The Market Go Up Too?

Play Episode Listen Later Dec 13, 2024 44:05


Discipline: Take Only As Much Risk As Necessary To Accomplish Your Financial Goals

Play Episode Listen Later Dec 6, 2024 44:04


Does Cryptocurrency Have A Place In Your Retirement Plan?

Play Episode Listen Later Nov 29, 2024 44:10


Investment Principle #1: Have Your Money Last As Long As You Do

Play Episode Listen Later Nov 22, 2024 44:14


What Is More Important, Growth Or Protection?

Play Episode Listen Later Nov 15, 2024 43:44


The Elections! The Fed! Whew!

Play Episode Listen Later Nov 8, 2024 43:58


Jobs Worst In 2 Years! Why Did The Market Go Up?

Play Episode Listen Later Nov 1, 2024 44:13


What Makes People Truly Happy In Retirement?

Play Episode Listen Later Oct 25, 2024 44:23


What Will The Market Do If Trump Or Harris Wins?

Play Episode Listen Later Oct 18, 2024 43:53


Jobs Came In Hot! What This Means For Inflation & Interest Rates

Play Episode Listen Later Oct 4, 2024 43:45


What Is Your Investment Philosophy?

Play Episode Listen Later Sep 27, 2024 53:59


The Fed Panicked!

Play Episode Listen Later Sep 20, 2024 43:54


Investment Principle #2: Growth Is Important But Protection Of Principle Is More Important

Play Episode Listen Later Sep 13, 2024 44:20


Investment Principle #1: Have Your Money Last As Long As You Do

Play Episode Listen Later Sep 6, 2024 44:14


Is It Time To Sell Stocks And Buy Bonds?

Play Episode Listen Later Aug 30, 2024 43:30


A Million Jobs Off? Are You Kidding Me?

Play Episode Listen Later Aug 23, 2024 44:04


Was Last Week The Shudder Before The Crash?

Play Episode Listen Later Aug 9, 2024 44:18


Could The Fed Be Causing Another Bear Market?

Play Episode Listen Later Aug 2, 2024 44:26


The Great Rotation: Time To Rebalance?

Play Episode Listen Later Jul 26, 2024 44:03


What Is More Important, Growth Or Protection?

Play Episode Listen Later Jul 19, 2024 43:44


Inflation Came Down, The Stock Market Tanked: Why?

Play Episode Listen Later Jul 12, 2024 44:13


Happy 4th Of July!

Play Episode Listen Later Jul 5, 2024 44:08


The Presidential Debate And What It Means For Our Investments

Play Episode Listen Later Jun 28, 2024 44:06


The Economy Is Slowing Down, This Could Spell Trouble!

Play Episode Listen Later Jun 21, 2024 44:08


The Economy Is Slowing Down, Is That Good?

Play Episode Listen Later Jun 14, 2024 43:55


Is It On The Table Or Off The Table?

Play Episode Listen Later Jun 7, 2024 43:42


Discipline: Take Only As Much Risk As Necessary To Accomplish Your Financial Goals

Play Episode Listen Later May 24, 2024 44:04


What Is More Important, Growth Or Protection?

Play Episode Listen Later May 17, 2024 43:38


Does Cryptocurrency Have A Place In Your Retirement Plan?

Play Episode Listen Later May 10, 2024 44:10


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