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Secure Retirement Strategies helps you plan your retirement with a set of investments customized for your situation. 1 (866) 481-5211

Secure Retirement Strategies


    • Jan 29, 2019 LATEST EPISODE
    • infrequent NEW EPISODES
    • 5m AVG DURATION
    • 27 EPISODES


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    Latest episodes from Secure Retirement Strategies

    Episode 29: John Bogle's Investment Strategy: Was He Right

    Play Episode Listen Later Jan 29, 2019 24:49


    John Bogle pioneered consumer index funds. What do we think of his classic strategy? Read the article: https://medium.com/@srsstrategies/john-bogles-investment-strategy-was-he-right-dcb97cc2b7fe Watch on YouTube: https://youtu.be/vKmddj0HcuE Listen on iTunes: https://itunes.apple.com/us/podcast/secure-retirement-strategies/id1354730500?mt=2 Visit our website: https://www.srsstrategies.com/ Call us: (866) 481-5211

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    Episode 28: Does the LIRP Make Sense After Age 65?

    Play Episode Listen Later Dec 11, 2018 3:07


    Even with slightly higher fees and a bit less income, the LIRP is still a great alternative to the Roth after age 65. Read the article: https://medium.com/@srsstrategies/does-the-lirp-make-sense-after-age-65-905679ab6a07 Watch on YouTube: https://youtu.be/4rTV_6u9Qp0 Listen on iTunes: https://itunes.apple.com/us/podcast/secure-retirement-strategies/id1354730500?mt=2 Visit our Website: https://www.srsstrategies.com/ Call us: (866) 481-5211

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    Episode 27: The LIRP: An Antidote to Volatility

    Play Episode Listen Later Dec 4, 2018 2:13


    Volatility is here, and a recession is possible. Are you prepared? Read the article: https://medium.com/@srsstrategies/the-lirp-an-antidote-to-volatility-3c7e803622d9 Watch on YouTube: https://youtu.be/KftT24xY6MU Listen on iTunes: https://itunes.apple.com/us/podcast/secure-retirement-strategies/id1354730500?mt=2 Visit our Website: https://www.srsstrategies.com/ Call us: (866) 481-5211

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    Episode 26: Don't Pay 7-Figure Long-Term Care Costs

    Play Episode Listen Later Nov 20, 2018 2:00


    Without insurance, long-term care costs could be in the millions. Today, a cautionary tale and some modern solutions. Read the article: https://medium.com/@srsstrategies/dont-pay-7-figure-long-term-care-costs-18fe78374492 Watch on YouTube: https://youtu.be/mdZuOIUQRM4 Listen on iTunes: https://itunes.apple.com/us/podcast/secure-retirement-strategies/id1354730500?mt=2 Visit our Website: https://www.srsstrategies.com/ Call us: (866) 481-5211

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    Episode 25: How Much to Allocate to Volatile Investments?

    Play Episode Listen Later Nov 12, 2018 3:29


    Is volatility always bad? It depends on what portion of your asset allocation we are talking about. Read the article: https://medium.com/@srsstrategies/how-much-to-allocate-to-volatile-investments-c3ba2e458218 Watch on YouTube: https://youtu.be/nohrvciJowg Listen on iTunes: https://itunes.apple.com/us/podcast/secure-retirement-strategies/id1354730500?mt=2 Visit our Website: https://www.srsstrategies.com/ Call us: (866) 481-5211

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    Episode 24: Watch Out for Variable Annuity Fees

    Play Episode Listen Later Nov 6, 2018 2:27


    Be extremely cautious with Variable Annuities, as they often come with extremely high fees. Here's why Hybrid Indexed Annuities are a much better option for retirement. Read the article: https://medium.com/@srsstrategies/watch-out-for-variable-annuity-fees-db3660df27a1 Watch on YouTube: https://youtu.be/txqZw8lGl_s Listen on iTunes: https://itunes.apple.com/us/podcast/secure-retirement-strategies/id1354730500?mt=2 Visit our Website: https://www.srsstrategies.com/ Call us: (866) 481-5211

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    Episode 23: Mutual Funds vs. Indexed Annuities

    Play Episode Listen Later Oct 31, 2018 9:00


    Indexed annuities and mutual funds have specific advantages and drawbacks. In this week's episode, Mike covers the differences in terms of gains, losses, fees, and liquidity. Read the article: https://medium.com/@srsstrategies/mutual-funds-vs-indexed-annuities-d8b6a760045a Watch on YouTube: https://youtu.be/R9tAxARN2fA Listen on iTunes: https://itunes.apple.com/us/podcast/secure-retirement-strategies/id1354730500?mt=2 Visit our Website: https://www.srsstrategies.com/ Call us: (866) 481-5211

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    Episode 22: Avoid These RMD Mistakes

    Play Episode Listen Later Oct 24, 2018 5:19


    These simple IRA withdrawal mistakes could cost you thousands of dollars per year in IRS penalties. Read the article: https://medium.com/@srsstrategies/avoid-these-rmd-mistakes-5c0ec16ad6d2 Watch on YouTube: https://youtu.be/qb-8_QQdEg4 Listen on iTunes: https://itunes.apple.com/us/podcast/secure-retirement-strategies/id1354730500?mt=2 Visit our Website: https://www.srsstrategies.com/ Call us: (866)481-5211

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    Episode 21: Take Your Pension Money and Run!

    Play Episode Listen Later Oct 14, 2018 4:31


    The pension bubble is about to burst! Don't be caught off guard without a livable retirement income. Instead, find out how you can guarantee retirement income, no matter what happens in the market. Watch on YouTube: https://youtu.be/RV5XqOwJmog Read the article on Medium: https://medium.com/@srsstrategies/take-your-pension-money-and-run-ad9f1bc86473 Visit our website: https://www.srsstrategies.com/

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    Episode 20: Rising Interest Rates: What They Mean for You

    Play Episode Listen Later Sep 30, 2018 4:04


    Mike goes over last week's interest rate hike, how it could affect you, and what to do about it. Read the article: https://medium.com/@srsstrategies/rising-interest-rates-what-they-mean-for-you-841230b314d5 Watch on YouTube: https://youtu.be/4XQ2WReNEKU Listen on iTunes: https://itunes.apple.com/us/podcast/secure-retirement-strategies/id1354730500?mt=2 Visit our website: srsstrategies.com

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    Episode 19: Hybrid Fixed Indexed Annuities: An Example

    Play Episode Listen Later Sep 25, 2018 2:17


    Mike walks through an example of how easily a hybrid fixed indexed annuity can outperform the stock market. Read the article: https://medium.com/@srsstrategies/hybrid-fixed-indexed-annuities-an-example-25cb1e95af2 Watch on YouTube: https://youtu.be/1OoJu7mIC74 Listen on iTunes: https://itunes.apple.com/us/podcast/secure-retirement-strategies/id1354730500?mt=2 Visit our website: srsstrategies.com

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    Episode 18: Long-Term Care: It's Inevitable

    Play Episode Listen Later Sep 16, 2018 3:58


    Mike explains why long-term care is just as inevitable as death and taxes. Read the article: https://medium.com/@srsstrategies/long-term-care-its-inevitable-24735fb064ee Watch on YouTube: https://youtu.be/GJB_lsrWGTA Listen on iTunes: https://itunes.apple.com/us/podcast/secure-retirement-strategies/id1354730500?mt=2 Visit our website: srsstrategies.com

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    Episode 17: Financial Buckets: An Example

    Play Episode Listen Later Sep 3, 2018 5:29


    Marc walks through the Bucket Strategy with his personal considerations in mind. Article: https://medium.com/@srsstrategies/financial-buckets-an-example-e551e05e0f78 Video: https://youtu.be/9UG58Jw6fDc Podcast: https://itunes.apple.com/us/podcast/secure-retirement-strategies/id1354730500?mt=2 Website: https://srsstrategies.com

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    Episode 16: Are All Your Retirement Buckets Full?

    Play Episode Listen Later Aug 29, 2018 4:12


    The Bucket Strategy is a great way to ensure your retirement is truly secure. Video: https://youtu.be/5s7_6Htkwrs Article: https://medium.com/@srsstrategies/are-all-your-retirement-buckets-full-642be00497cf Podcast: https://itunes.apple.com/us/podcast/secure-retirement-strategies/id1354730500?mt=2 Website: https://srsstrategies.com

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    Episode 15: How LIRP Indexing Works

    Play Episode Listen Later Aug 17, 2018 2:35


    One of the great advantages of the LIRP is that it tracks market gains but does not fall in a market downturn. But how exactly does that work? Article: https://medium.com/@srsstrategies/how-lirp-indexing-works-9c62fc48caaf Video: https://youtu.be/slyspQXUik4 Website: https://srsstrategies.com

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    Episode 14: 3 Retirement Income Gotchas

    Play Episode Listen Later Aug 6, 2018 3:04


    In our latest episode, Lou discusses 3 retirement income gotchas that could make life harder than it has to be. Article: https://medium.com/@srsstrategies/3-retirement-income-gotchas-bee6f5a89d08 Podcast: https://itunes.apple.com/us/podcast/secure-retirement-strategies/id1354730500?mt=2 Website: https://srsstrategies.com YouTube: https://youtu.be/XRXJC1RIe4c Give us a call today at (866) 481-5211

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    Episode 13 How Does a LIRP Compare to a Roth?

    Play Episode Listen Later Aug 1, 2018 2:58


    In our latest episode, Marc talks about the advantages of a LIRP over a Roth investment. Article: https://medium.com/@srsstrategies/how-does-a-lirp-compare-to-a-roth-b66282282a8b Podcast: https://itunes.apple.com/us/podcast/secure-retirement-strategies/id1354730500?mt=2 YouTube: https://www.youtube.com/channel/UCy7qKcIJR6IYOia83x0UnPg Website: https://srsstrategies.com Give us a call today at (866) 481-5211

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    Episode 12: The Importance of Guaranteed Income for Life

    Play Episode Listen Later Jul 24, 2018 4:07


    This week, Mike and Marc discuss the benefits of guaranteed income for life and why 401(k) plans will soon include hybrid indexed annuities. Article: https://medium.com/@srsstrategies/the-importance-of-guaranteed-income-for-life-20f88d4698e0 Video: https://youtu.be/F-IsGbKDVG0 Website: https://srsstrategies.com Give us a call today at (866) 481-5211

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    Episode 11: LIRP—The Best Retirement Investment You've Never Heard Of

    Play Episode Listen Later Jul 17, 2018 8:16


    This week, Mike and Lou talk about the main benefits of the Life Insurance Retirement Plan—and exactly why you've never heard of it. Article: https://medium.com/p/94b7f26bfcc2/edit Video: https://youtu.be/xjmoFjfwRys Website: https://srsstrategies.com

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    Episode 10: We're Living Longer! That's Bad News for Your Health Coverage

    Play Episode Listen Later May 26, 2018 4:30


    This week, Mike discusses the implications of the Great Recession and new healthcare plans on Long-Term Care. Give us a call today: 1 (866) 481-5211 Visit our website: srsstrategies.com Read our blog: https://www.srsstrategies.com/blog/ Listen to the audio version on iTunes: https://itunes.apple.com/us/podcast/secure-retirement-strategies/id1354730500?mt=2

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    Episode 8: TIAA-CREF Retirement Plans Vastly Underperform

    Play Episode Listen Later Apr 21, 2018 4:10


    Episode 8: TIAA-CREF Retirement Plans Vastly Underperform by Secure Retirement Strategies

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    Episode 7: Most Life Insurance is Dead Money

    Play Episode Listen Later Apr 21, 2018 2:46


    Episode 7: Most Life Insurance is Dead Money by Secure Retirement Strategies

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    Episode 5: Active People Don't Want to Worry About Market Fluctuations

    Play Episode Listen Later Mar 24, 2018 4:21


    Episode 5: Active People Don't Want to Worry About Market Fluctuations by Secure Retirement Strategies

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    Episode 4: Is Another Crash Imminent?

    Play Episode Listen Later Mar 2, 2018 5:33


    SRS Podcast Episode 4: Is Another Crash Imminent? www.srsstrategies.com

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    Episode 3: Guaranteed Income: What's the Catch?

    Play Episode Listen Later Mar 2, 2018 6:38


    SRS Podcast Episode 3: Guaranteed Income: What's the Catch? www.srsstrategies.com

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    Episode 2: Recent Market Volatility

    Play Episode Listen Later Mar 1, 2018 5:04


    SRS Podcast Episode 2: Recent Market Volatility www.srsstrategies.com Watch on YouTube: https://www.youtube.com/watch?v=DISISPwpNQc

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    Episode 1: What is a LIRP?

    Play Episode Listen Later Mar 1, 2018 4:55


    SRS Podcast Episode 1: What is a LIRP? https://www.srsstrategies.com Watch on YouTube: https://www.youtube.com/watch?v=nWJaAdVqkA8&t=1s

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