Solving The Retirement Puzzle is the take-anywhere hour of weekly retirement advice. Hosted by Peter Wechsler and Jeremy A. Wechsler, Esq. , the show regularly features news and insights surrounding retirement, income, tax & estate planning, ensuring that everyone can retire with peace of mind, know…
Nick Hamner sits down with Peter Wechsler—retirement & income planner and Your Retirement Quarterback®-to talk about ways retirees can help the kids and grandkids without putting the younger set in a bind when it comes to Uncle Sam.
Nick Hamner sits down with Peter Wechsler—retirement & income planner and Your Retirement Quarterback®-to talk about ways retirees can help the kids and grandkids without putting the younger set in a bind when it comes to Uncle Sam.
Peter Wechsler, retirement & income planner and Your Retirement Quarterback®, joins Nick Hamner as the two talk about recent world events, current government issues, and what that all means for the future of the market.
Peter Wechsler, retirement & income planner and Your Retirement Quarterback®, joins Nick Hamner as the two talk about recent world events, current government issues, and what that all means for the future of the market.
Peter Wechsler, president & co-founder of Willow Grove's Franklin Retirement Solutions and Your Retirement Quarterback®, and Nick Hamner discuss how much retirees need to have saved for retirement. Later, the duo talk Social Security planning.
Peter Wechsler, president & co-founder of Willow Grove's Franklin Retirement Solutions and Your Retirement Quarterback®, and Nick Hamner discuss how much retirees need to have saved for retirement. Later, the duo talk Social Security planning.
Peter Wechsler—Your Retirement Quarterback® and president & co-founder of Willow Grove's Franklin Retirement Solutions—talks about how to survive a market where stocks are priced so high as well as how to figure out how much you'll need to live on each year once you're retired.
Peter Wechsler—Your Retirement Quarterback® and president & co-founder of Willow Grove's Franklin Retirement Solutions—talks about how to survive a market where stocks are priced so high as well as how to figure out how much you'll need to live on each year once you're retired.
Nick Hamner sits down with Peter Wechsler—president & co-founder of Willow Grove's Franklin Retirement Solutions, retirement & income planner, and Your Retirement Quarterback®—to talk about retirement strategies. Is it better to chase a big number, or to have a customized plan?
Nick Hamner sits down with Peter Wechsler—president & co-founder of Willow Grove's Franklin Retirement Solutions, retirement & income planner, and Your Retirement Quarterback®—to talk about retirement strategies. Is it better to chase a big number, or to have a customized plan?
Your Retirement Quarterback® Peter Wechsler, president & co-founder of Franklin Retirement Solutions, talks about how big a balance you need to carry into your retirement, and spends some time discussing 529 college savings plans.
Your Retirement Quarterback® Peter Wechsler, president & co-founder of Franklin Retirement Solutions, talks about how big a balance you need to carry into your retirement, and spends some time discussing 529 college savings plans.
Peter Wechsler, Your Retirement Quarterback® and president & co-founder of Franklin Retirement Solutions, sits with Nick this week to talk about the long-term predictions of what's going to happen with the market. The two then dig into a sample income plan from outspoken retirement talking head Dave Ramsey.
Peter Wechsler, Your Retirement Quarterback® and president & co-founder of Franklin Retirement Solutions, sits with Nick this week to talk about the long-term predictions of what's going to happen with the market. The two then dig into a sample income plan from outspoken retirement talking head Dave Ramsey.
Estate planning attorney Jeremy Wechsler joins Nick this week, and the two discuss the crippling requirements of Medicaid, the various regulations surrounding it, and all the tips and tricks to avoid losing your shirt if a loved one requires long-term care.
Estate planning attorney Jeremy Wechsler joins Nick this week, and the two discuss the crippling requirements of Medicaid, the various regulations surrounding it, and all the tips and tricks to avoid losing your shirt if a loved one requires long-term care.
Peter Wechsler, Your Retirement Quarterback® and president & co-founder of Willow Grove retirement & income planning firm Franklin Retirement Solutions, talks the ins and outs of a buy & hold stock strategy in terms of retirement planning. Plus, he reviews factors that can lead up to a market correction and where we are today.
Peter Wechsler, Your Retirement Quarterback® and president & co-founder of Willow Grove retirement & income planning firm Franklin Retirement Solutions, talks the ins and outs of a buy & hold stock strategy in terms of retirement planning. Plus, he reviews factors that can lead up to a market correction and where we are today.
Join Peter Wechsler, Your Retirement Quarterback®, and Nick Hamner as they talk about a critical piece of retirement planning—proactive tax planning. Anticipating tax moves, considering the tax consequences, and making the right tax decisions ahead of time to avoid penalties and paying too much to Uncle Sam.
Join Peter Wechsler, Your Retirement Quarterback®, and Nick Hamner as they talk about a critical piece of retirement planning—proactive tax planning. Anticipating tax moves, considering the tax consequences, and making the right tax decisions ahead of time to avoid penalties and paying too much to Uncle Sam.
Retirement & Income Planner Peter Wechsler, president of Franklin Retirement Solutions and Your Retirement Quarterback®, and Nick Hamner dig into the trade war with China and its potential consequences. It isn't pretty! Then the duo talk about how modern life insurance is greatly misunderstood. Rounding out the hour is the answering of a few listener questions.
Retirement & Income Planner Peter Wechsler, president of Franklin Retirement Solutions and Your Retirement Quarterback®, and Nick Hamner dig into the trade war with China and its potential consequences. It isn't pretty! Then the duo talk about how modern life insurance is greatly misunderstood. Rounding out the hour is the answering of a few listener questions.
Peter Wechsler, president and co-founder of Franklin Retirement Solutions and Your Retirement Quarterback®, sits down with Nick Hamner to discuss the market movement from the first half of 2018 and where it should head for the second half, and for the next 10 years.
Peter Wechsler, president and co-founder of Franklin Retirement Solutions and Your Retirement Quarterback®, sits down with Nick Hamner to discuss the market movement from the first half of 2018 and where it should head for the second half, and for the next 10 years.
Your Retirement Quarterback®, Peter Wechsler, and Nick Hamner spend an hour breaking down the importance of income planning, and all the myriad steps and strategies that go into developing a lifetime, inflation-adjusted income plan.
Your Retirement Quarterback®, Peter Wechsler, and Nick Hamner spend an hour breaking down the importance of income planning, and all the myriad steps and strategies that go into developing a lifetime, inflation-adjusted income plan.
Franklin Retirement Solutions co-founder Peter Wechsler—Your Retirement Quarterback®—breaks down the traditional "safe" option, bond funds. What are they, how are they performing now that interest rates are going up, and what alternatives are there for "safe" money? All these questions, and more, will be answered on Solving The Retirement Puzzle.
Franklin Retirement Solutions co-founder Peter Wechsler—Your Retirement Quarterback®—breaks down the traditional "safe" option, bond funds. What are they, how are they performing now that interest rates are going up, and what alternatives are there for "safe" money? All these questions, and more, will be answered on Solving The Retirement Puzzle.
Peter Wechsler-Your Retirement Quarterback and president & co-founder of Franklin Retirement Solutions- and Nick Hamner talk over the old rules of investing. Top of the list? The 4% rule. Can you still live a long and happy retirement withdrawing 4% a year from your nest egg?
Peter Wechsler-Your Retirement Quarterback and president & co-founder of Franklin Retirement Solutions- and Nick Hamner talk over the old rules of investing. Top of the list? The 4% rule. Can you still live a long and happy retirement withdrawing 4% a year from your nest egg?
Traditional IRAs defer taxes on what you put in (aka contributions) but tax everything that comes out (aka distributions)-giving you the seed for free but taxing the harvest. Roth IRAs flip that, taxing the contributions but allowing the distributions to come out tax-free, and provide some other options in terms of when you have to withdraw. But does this make sense for you? Peter Wechsler, Your Retirement Quarterback, and Nick Hamner answer the question "To Roth or Not To Roth?" plus other listener questions on this week's "Solving The Retirement Puzzle".
Traditional IRAs defer taxes on what you put in (aka contributions) but tax everything that comes out (aka distributions)-giving you the seed for free but taxing the harvest. Roth IRAs flip that, taxing the contributions but allowing the distributions to come out tax-free, and provide some other options in terms of when you have to withdraw. But does this make sense for you? Peter Wechsler, Your Retirement Quarterback, and Nick Hamner answer the question "To Roth or Not To Roth?" plus other listener questions on this week's "Solving The Retirement Puzzle".
Nick Hamner and Peter Wechsler, president & co-founder of Willow Grove's Franklin Retirement Solutions and Your Retirement Quarterback®, break down retirement planning and income planning today. The duo look at the market movements and discuss what the economy could do next, and then they discuss the five mistakes most retirees make. Chances are, you're probably making at least one of them, so tune in.
Nick Hamner and Peter Wechsler, president & co-founder of Willow Grove's Franklin Retirement Solutions and Your Retirement Quarterback®, break down retirement planning and income planning today. The duo look at the market movements and discuss what the economy could do next, and then they discuss the five mistakes most retirees make. Chances are, you're probably making at least one of them, so tune in.
Peter Wechsler, president & co-founder of Franklin Retirement Solutions and Your Retirement Quarterback®, joins Nick Hamner as the two discuss getting truly ready for retirement, and what that means for folks working with financial advisors as well as those with a DIY approach.
Peter Wechsler, president & co-founder of Franklin Retirement Solutions and Your Retirement Quarterback®, joins Nick Hamner as the two discuss getting truly ready for retirement, and what that means for folks working with financial advisors as well as those with a DIY approach.
Peter Wechsler, president of Franklin Retirement Solutions and Your Retirement Quarterback®, gets quizzed by Nick Hamner as the two tackle the questions that you should ask your financial advisor. Fees, investment philosophy, and who advisors really work for are all fair game in this quiz-filled episode.
Peter Wechsler, president of Franklin Retirement Solutions and Your Retirement Quarterback®, gets quizzed by Nick Hamner as the two tackle the questions that you should ask your financial advisor. Fees, investment philosophy, and who advisors really work for are all fair game in this quiz-filled episode.
Peter Wechsler, Your Retirement Quarterback®, and Nicholas Hamner talk about a growing issue in households managing their own finances—a dangerous knowledge gap—and then delve into some listener questions.
Peter Wechsler, Your Retirement Quarterback®, and Nicholas Hamner talk about a growing issue in households managing their own finances—a dangerous knowledge gap—and then delve into some listener questions.
Peter Wechsler, Your Retirement Quarterback®, and Nick Hamner tackle the topic on everyone's mind these days—what's up with the up-and-down market? Once done, the duo dive in to IRAs and other retirement accounts, including how to avoid costly mistakes with Required Minimum Distributions (RMDs) and how to ensure they pass on to the next generation effectively.
Peter Wechsler, Your Retirement Quarterback®, and Nick Hamner tackle the topic on everyone's mind these days—what's up with the up-and-down market? Once done, the duo dive in to IRAs and other retirement accounts, including how to avoid costly mistakes with Required Minimum Distributions (RMDs) and how to ensure they pass on to the next generation effectively.
Peter Wechsler, Your Retirement Quarterback®, and Nicholas Hamner talk retirement accounts this week. Making sure those retirement accounts you're collecting are growing and distributed in tax-friendly ways. The two also talk about how to keep Uncle Sam happy without making him FAT and happy.
Peter Wechsler, Your Retirement Quarterback®, and Nicholas Hamner talk retirement accounts this week. Making sure those retirement accounts you're collecting are growing and distributed in tax-friendly ways. The two also talk about how to keep Uncle Sam happy without making him FAT and happy.
Peter Wechsler, Your Retirement Quarterback®, and Nicholas Hamner host the show this week and talk all things Social Security. With everyone so focused on maximizing their distributions, the duo talk strategies as well as considerations to keep in mind when planning for Social Security.
Peter Wechsler, Your Retirement Quarterback®, and Nicholas Hamner host the show this week and talk all things Social Security. With everyone so focused on maximizing their distributions, the duo talk strategies as well as considerations to keep in mind when planning for Social Security.
Peter Wechsler, Your Retirement Quarterback® is on vacation this week so Nick holds down the studio while joined by estate planning & asset protection attorney Jeremy Wechsler, Esq. The duo discuss the dangers of DIY estate planning and whether or not you need a will or a trust.
Peter Wechsler, Your Retirement Quarterback® is on vacation this week so Nick holds down the studio while joined by estate planning & asset protection attorney Jeremy Wechsler, Esq. The duo discuss the dangers of DIY estate planning and whether or not you need a will or a trust.
Join Nick Hamner & Peter Wechsler, Your Retirement Quarterback®, as the duo discuss the continued turbulence in the stock market before moving on to ensuring your heirs & beneficiaries are kept in the loop regarding your plans... and then making sure your plan does what you want it to do.
Join Nick Hamner & Peter Wechsler, Your Retirement Quarterback®, as the duo discuss the continued turbulence in the stock market before moving on to ensuring your heirs & beneficiaries are kept in the loop regarding your plans... and then making sure your plan does what you want it to do.
Peter Wechsler, Your Retirement Quarterback®, and Nick Hamner talk market instability. It's a roller coaster out there! What can you do to protect yourself in an up-and-down market, and better yet, how long can you live off your money in retirement?