Would you like to know the secret to prosperity? Hi, my name is Eric and the good news is, I have the answer. The bad news is, it’s not any one thing; the secret to prosperity is in every decision you make. The Bible calls it steady plodding. I call it common sense. Join me on this podcast as I…
Across the country, people are saving for that “someday” called retirement. Someday, their careers will end. Someday, they may live off their savings or investments, plus Social Security. They know this, but many of them do not know when, or how, it will happen. What is missing is a strategy – and a good strategy might make a great difference.
You want to retire, and you own a large home that is nearly or fully paid off. The kids are gone, but the upkeep costs haven't fallen. Should you retire and keep your home? Or sell your home and retire? Maybe it's time to downsize.
With inflation hovering near 40-year highs, some investors are looking for alternative ways to weather the storm. For many, a Series I Savings Bond is just the ticket. I Bonds give investors a rate of return plus inflation protection and are backed by the U.S. government.
Little things to keep in mind for life after work
Here are 4 questions to focus on as your big day approaches
What does inflation mean for your investments?
Read the transcript at www.InvestWithCCG.com/blog1/2020/11/10/how-amp-when-to-sign-up-for-medicare
Here are some things you might consider before saying goodbye to 2020.
If you are concerned about one or more of the policies being discussed by the presidential candidates, join me on this podcast for an important message.
Some recognize October as Financial Planning Month, so it's an excellent opportunity to review those six personal finance areas.
In an effort to provide as much clarity into what is happening as possible, I recently hosted this client webinar.
What you need to know about the coronavirus and your investments & retirement accounts. Also, we did some analysis into the impact other outbreaks & epidemics have had on financial markets – if you’d like to see some of this analysis, please head over --> http://investwithccg.com/blog1/2020/2/24/coronavirus-past-epidemics-amp-the-stock-market
What has changed for you in 2019? If notable changes occurred in your personal or professional life, then you will want to review your finances before this year ends and 2020 begins. In the episode, Eric shares 7 things to consider before 2019 ends. -------------------------------------- Thanks for listening! Hi, I’m Eric, & I’m on a mission to help inspire you to make your next financial decision, and the one after that, a good one. To learn how I give my clients financial future the attention it deserves, visit me at www.EricHagen.pro. Want more? Listen to all episodes & subscribe at www.PlodderPodcast.com Who is Eric Hagen? Follow Me Online Here: Instagram: https://www.instagram.com/erichagenpro Facebook: https://www.facebook.com/erichagenpro Twitter: https://twitter.com/ericchagen YouTube: https://youtube.com/ericchagen Capital Consulting Group | 6301 Wayzata Blvd | St. Louis Park, MN 55416 | 952-540-0153 Securities & Investment Advisory Services Offered Through NEXT Financial Group, Inc., member FINRA/SIPC. Capital Consulting Group is not an Affiliate of NEXT Financial Group Citations. 1 - investopedia.com/articles/taxes/08/tax-loss-harvesting.asp [2/26/19] 2 - nerdwallet.com/blog/taxes/itemize-take-standard-deduction/ [9/6/19] 3 - investopedia.com/articles/retirement/06/addroths.asp [7/28/19] 4 - investopedia.com/articles/personal-finance/041315/tips-charitable-contributions-limits-and-taxes.asp [6/5/19] 5 - marketwatch.com/story/how-the-new-tax-law-creates-a-perfect-storm-for-roth-ira-conversions-2018-03-26 [2/24/19] 6 - irs.gov/newsroom/american-opportunity-tax-credit-questions-and-answers [6/28/19] 2019-2996 Securities & Investment Advisory Services Offered Through NEXT Financial Group, Inc., member FINRA/SIPC. Capital Consulting Group is not an Affiliate of NEXT Financial Group, Inc.
Examining the potential differences between assumption and reality. In this episode, Eric shares 6 assumptions about retirement and the reality you may want to be ready for.
In this episode, Eric answers the 5 most commonly asked questions concerning RMDs. If you have an IRA and are in retirement, get out your pad & paper and be ready to take notes.
Thanks for listening! Hi, I’m Eric, & I’m on a mission to help inspire you to make your next financial decision, and the one after that, a good one. To learn how I give my clients financial future the attention it deserves, visit me at www.EricHagen.pro. Want more? Listen to all episodes & subscribe at www.PlodderPodcast.com Who is Eric Hagen? Follow Me Online Here: Instagram: https://www.instagram.com/erichagenpro Facebook: https://www.facebook.com/erichagenpro Twitter: https://twitter.com/ericchagen YouTube: https://youtube.com/ericchagen Capital Consulting Group | 6301 Wayzata Blvd | St. Louis Park, MN 55416 | 952-540-0153 Securities & Investment Advisory Services Offered Through NEXT Financial Group, Inc., member FINRA/SIPC. Capital Consulting Group is not an Affiliate of NEXT Financial Group.
Now is a good time to think about a few financial matters. If you own a business, earn significant investment income, are recently married or divorced, or have a Flexible Savings Account (FSA), you may want to work on your income tax strategy now rather than in December or April. In this episode, Eric talks about: - whether or not you need to pay estimated income tax - taking a look at your withholding - modified rules for FSAs
We all want to make good decisions right, and sometimes making a good decision means avoiding making a bad decision. Making good decisions is very important… but avoiding making a bad decision is even more important. In this episode, I briefly review 8 mistakes to steer clear of, if possible, on the road to & through retirement.
In this episode, Eric talks about: - 5 easy to remember money management principles - why each principle is important, what challenges should be expected, and some ideas for putting the principle into action - ideas for making your next financial decision, and the one after that, great