Retirement Keys

Get your finances in order for the new year! In this episode, we'll walk you through a step-by-step checklist to help you review your financial situation, make tax-saving moves, and set goals for the year ahead. From retirement contributions to investment reviews, we've got you covered.

In this episode, we look into the essential steps to ensure a comfortable and financially secure retirement. Discover the key components of a well-crafted retirement plan, including savings strategies, investment choices, and understanding your unique financial needs. Join us as we guide you through the process of creating a personalized roadmap to a fulfilling retirement.

Inflation is a growing concern for many retirees. In this episode, we'll discuss how inflation can erode your retirement savings and explore strategies to protect your retirement income. We'll also provide practical tips on how to adjust your spending habits and investment portfolio to weather inflationary pressures.

In this episode, we dive deeper into common estate planning mistakes. We'll discuss the pitfalls of outdated wills, the importance of naming beneficiaries for retirement accounts, and the risks of joint ownership without proper planning. Join us to learn how to avoid these costly errors and ensure your legacy is protected.

Estate planning is often overlooked, but it's crucial for protecting your loved ones and assets. In this episode, we'll uncover common estate planning pitfalls that could cost you dearly. Discover how to create a comprehensive plan that ensures your wishes are fulfilled and your family is taken care of.

Retirement looming? Don't panic! This episode breaks down essential steps to plan and achieve your dream retirement. From calculating your savings goal to optimizing investment strategies and exploring retirement lifestyle options, we've got you covered. Tune in and take control of your financial future.

Are you ready for what the markets may have in store for you? In this week's episode we discuss ways to be ready for market volatility leading up to and in retirement.

Dreaming of golden years free from financial worry? This episode dives into planning for retirement income. We'll explore different sources of income, from Social Security to investment strategies, and help you build a secure future. Tune in and take control of your retirement journey.

During this show, we'll discuss Social Security survivor benefits and your ideal filing age.

Dreaming of retirement days? This episode is your roadmap! We'll break down 5 crucial things to plan for, from nailing down your ideal retirement date to understanding your future healthcare options. Tune in and set yourself up for a smooth transition into your golden years.

Is your retirement savings at risk? In this episode we talk about figuring out your own personal risk tolerance when it comes to your money and how to properly allocate your assets so they will last.

Worried about running out of money in retirement? In this episode we dive into strategies to safeguard your nest egg. We'll discuss how to diversify investments, manage healthcare costs, and ensure your income lasts a lifetime. Tune in and gain peace of mind about your golden years!

In this episode we break out the key dates and milestones on your journey to and through retirement.

During today's show, we're going to consider what data and historical trends suggest the impact of the 2024 presidential election will be on your finances.

In his episode we dive into smart strategies to keep more of your hard-earned money. We'll explore tax-efficient investments, Roth conversions, and how to manage required minimum distributions to ensure a more tax-friendly retirement.

During this episode, we examine various types of retirement income and what kind of taxes each of them may be subject to.

Join us as we navigate the intricacies of financial planning, offering expert insights and practical strategies to navigate money matters as a family. We'll help you build a secure future together, fostering communication and understanding so your finances become a source of strength, not stress. Tune in and discover how financial harmony can lead to family happiness!

It's important to know how much money you will need in retirement. In this episode we talk about having a financial retirement plan and making sure it includes long-term care needs.

In this episode we talk about what you need to do before the end of the year to help save money, taxes and more.

Many times there are things we can do before the end of each year to improve our tax situation. In this episode we discuss year-end tax planning strategies to possibly help minimize your overall tax burden.

In this episode we talk about how to plan for healthcare in retirement and what you need to know about Medicare changes and enrollment.

We get to the final 4 questions you need to address before you retire. From RMD's and Roth's to how to make sure you do not outlive your money.

In this episode Michael Fite talks about how to prepare for and deal with taxes in retirement.

What can you do to make sure you're making the right decisions with your investments? Will you have enough to retire? In this episode we look at these questions and others that you need to answer before you retire.

In this episode we talk about questions you need to ask and answer before you retire involving your investments, taxes and more.

We continue our 20 Questions series with a discussion on what you need to know about retirement income and Social Security.

We welcome special guest attorney Blake Guidry to talk about wills, trusts and estate planning.

We welcome special guests David Purvis and Ernst den Hartigh of The Alternative Board to talk about small businesses and help for business owners.

We continue our series on the 20 questions you need to ask and have answered before you retire. We look at how to figure out what your net income needs to be in retirement as well as Social Security maximization.

We continue our series on the 20 questions you need to ask and have answered before you retire. We look at planning for healthcare and long-term care costs.

In this episode we start a new series on the 20 questions you need to ask and have answered before you retire.

We talk about 20 questions that you need to have answered before you retire.

In this episode we will tell you how you can have a solid retirement plan that you don't have to worry about.

In this episode we look at the current financial landscape and talk about the dangers of making emotional decisions.

In this show Anthony brings in special guest Chip LoCoco to talk about wills, trusts and estate planning. Vincent “Chip” LoCoco is an estate planning attorney in New Orleans. He is a partner in the law firm of Many & LoCoco. He has been practicing in this area for close to 30 years now

In this episode we are going to talk about enhanced planning. This is the planning you do beyond wealth management. Some of you may refer to it as estate planning or advanced planning. In my firm, we call it enhanced planning. We talk about how to protect your legacy and preserve family harmony.

In this show we discuss "intentional living" and how to have a successful retirement.

Not having a financial and retirement plan can be very costly. In this episode we talk about what you need to know about various aspects of planning.

Today we talk about achieving happiness in retirement. Anthony welcomes special guest Kenlie Fite a Success Coach with herrefuge.com

When planning your retirement you need to look at the big picture, now and in the future. In this episode we talk about the most important parts of retirement planning.

In this episode Anthony welcomes special guest Craig Condon to talk about healthcare and long-term care planning.

During this episode, we're going to discuss the current bout of market volatility and how you can cut out emotions and stick to your financial strategy.

The financial world and the economy have both been extremely volatile. In this episode we discuss what's going on and possible strategies and solutions.

The markets are extremely volatile and in this episode we talk about ways to help deal with that.

In this episode we discuss the current bout of inflation and market volatility as well as tips and strategies to deal with each.

In this episode we discuss some importing tips and strategies to deal with Medicare and Healthcare costs in retirement.

In this episode Anthony talks about the importance of getting a second opinion and how it can help you.

In this episode we discuss ways to deal with inflation and market volatility.

During this episode, we're going to first address some of the most common myths about Social Security before pivoting to a discussion about some of the lesser known services that Social Security provides.

In this episode we talk about strategies to help you deal with market volatility and the importance of legacy planning.

Anthony welcomes special guest Danny Fister of Sunset Commercial Lending to talk about the current business climate and commercial lending.