Podcasts about Annuity

In this episode we look at how the 5 pillars of financial and retirement planning can help you deal with market volatility.

During this episode we'll consider whether retirees should continue investing and talk about the various options for financial growth in retirement.

In this episode we look at the market volatility and how you can have a plan to deal with it.

#SafeMoney #JonHeischmanSr #BalancedPortfolioRiskIn this episode, host Jon Heischman, Senior discusses how to balance your retirement portfolio to reduce risk.Call Jon at (888) 426-0177 with questions, comments or to get a free copy of Top 10 IRA Mistakes and How to Avoid Tax Traps. Visit www.heischmanfs.com/ for additional information.

In this conversation, Derrick from The Hoyl Financial Group discuss the evolution of retirement planning, particularly in light of the 4% rule and the changing landscape of investment strategies. They emphasize the importance of diversification, the role of annuities, and the need for personalized financial planning. The discussion also covers how to navigate market volatility, the significance of understanding investment fees, and strategies for maximizing tax refunds to enhance retirement savings. Get Your Complimentary Retirement Analysis Social Media: Facebook I Twitter See omnystudio.com/listener for privacy information.

In this episode we talk about how to plan for taxes in retirement and how to minimize your tax burden through planning.

During this episode, we'll discuss things you need to know about Social Security in 2025 as well as some of the lesser-known services that Social Security provides.

#SafeMoney #JonHeischmanSr #RolloversAndRollups In this episode, host Jon Heischman, Senior discusses rolling over your 401k into an IRA and what type of account options are available. Call Jon at (888) 426-0177 with questions, comments or to get a free copy of Top 10 IRA Mistakes and How to Avoid Tax Traps. Visit www.heischmanfs.com/ for additional information.

This week, JoePat Roop discusses the intricacies of Roth conversions, the importance of guaranteed income in retirement, and strategies for navigating market volatility. He emphasizes the need for personalized retirement income plans and dispels common myths surrounding retirement savings and annuities. The conversation highlights the significance of understanding tax implications and the necessity of having a solid financial plan to ensure a secure retirement. For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com! Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Retirement planning is crucial for those without children to support them in old age. Nearly 25% of older Americans never had children and must rely on government programs or personal savings. The importance of creating a plan that includes long-term care, skilled care, and memory care is highlighted. For professional athletes, self-funded pensions using annuities offer a guaranteed income source. Similarly, individuals can create personal pensions by using annuities to ensure a stable income stream throughout retirement. As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for. To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.comSee omnystudio.com/listener for privacy information.

During this episode we're going to discuss the two hottest current financial news stories: The tariffs, the market downturns, and it's affect on your 401(k).

In this episode, we demystify the world of investing by exploring the dos and don'ts. We'll cover everything from initial consultations and risk assessments to portfolio construction and ongoing management, providing a clear roadmap for anyone seeking expert guidance. Don't let your emotions affect your financial decisions!

In this episode, we dive into the essential components of a robust retirement plan, outlining a clear checklist for listeners at any stage of their career. We'll demystify complex financial jargon and provide actionable steps to ensure your golden years are secure and fulfilling. Finally, we'll discuss common pitfalls to avoid and how to adapt your plan as life evolves.

During this episode, we're going to discuss eight common 401(k) mistakes and why it's important to avoid them.

During this show, we'll consider if you should plan to live to 95, five steps retirement steps, and building a retirement budget.

Anthony welcomes Steven Peranio to talk about employer sponsored retirement plans. From 401(k)s and beyond, he talks about why it is so important to provide these plans to your employees, or what to do if you run a small business or are self-employed.

In this episode, we will discuss the impact of tariffs on the global economy. We will also discuss how tariffs can affect your personal finances. Finally, we will provide some tips on how to protect your finances in a time of rising tariffs.

During this show, we're going to chat about the signs that help you how to know if you're ready for retirement.

During this show, we're going to chat about the signs that help you how to know if you're ready for retirement.

In this episode we uncover how your retirement income is taxed, explore strategies to minimize your tax burden, and ensure you keep more of your hard-earned money during your golden years.

In this episode, we will discuss the impact of tariffs on the global economy. We will also discuss how tariffs can affect your personal finances. Finally, we will provide some tips on how to protect your finances in a time of rising tariffs.

In this episode, we discuss the 10 most common estate planning mistakes people make, and how to avoid them. We cover everything from not having a plan at all to making assumptions about who will inherit your assets. By the end of this episode, you'll be able to make sure your loved ones are taken care of, no matter what happens.

In this episode Anthony welcomes estate planning attorney Chip LeCoco to talk about estate planning tips and strategies and why it's so important.

During this show, we'll examine retirement steps when you're 10 years, five years, and one year from retirement.

During this episode, we'll discuss things you need to know about Social Security in 2025 as well as some of the lesser-known services that Social Security provides.

In this episode, we delve into the essential foundations of building lasting wealth. Discover the 5 key pillars that support financial success: income generation, disciplined saving, strategic investing, mindful spending, and continuous learning. We'll provide actionable tips and real-world examples to help you implement these pillars in your own financial journey.

In this episode we explore actionable steps to achieve your financial goals in the new year. We'll discuss strategies for budgeting, saving, and investing, including tips for reducing debt, maximizing retirement contributions, and building an emergency fund. Join us as we provide practical advice and motivation to help you make 2025 your most financially successful year yet.

In this episode we explore actionable steps to achieve your financial goals in the new year. We'll discuss strategies for budgeting, saving, and investing, including tips for reducing debt, maximizing retirement contributions, and building an emergency fund. Join us as we provide practical advice and motivation to help you make 2025 your most financially successful year yet.

Now is a great time to reset your financial goals and create a plan to achieve them. In this episode, we'll discuss practical tips for budgeting, saving, and investing. We'll also explore strategies for managing debt and building an emergency fund. By following these steps, you can take control of your finances and secure a brighter financial future.

On this show, we're going to discuss items you'll want to include on your retirement anti-bucket list and will also look at some of the things that often get overlooked during retirement planning.

On this show, we're going to discuss items you'll want to include on your retirement anti-bucket list and will also look at some of the things that often get overlooked during retirement planning.

On this show, we'll look at how younger workers feel about retirement, and we'll then discuss retirement prep at different ages.

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.

During today's show, we'll discuss Medicare's 2025 cost increases and more!

During this show, we're going to discuss how you can save money on withdrawals from retirement accounts.

During this episode, we're going to discuss the recent news about Social Security's Cost of Living Adjustment increase as well as maximizing your Social Security payment.

During this program, we're going to discuss what the recent news of a Fed rate cut means for the average American.

During this program, we're going to discuss what the recent news of a Fed rate cut means for the average American.

In this episode, we dive deep into strategies to protect your retirement savings from market volatility and unexpected expenses. Discover how to diversify your investments, set aside an emergency fund, and consider tax strategies to safeguard your financial future.

During this show, we'll analyze the concept of un-retirement and what it could mean for your financial strategy.

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.

As the leaves change and the air cools, it's time to give your finances a seasonal refresh. In this episode, we'll discuss essential steps to prepare your budget for fall expenses, including spending plans, paying down debt, financial planning and more.

During this show, we'll begin by looking at the retirement needs of Gen X before broadening out to discuss the retirement needs for workers of all ages.

During this show, we'll begin by looking at the retirement needs of Gen X before broadening out to discuss the retirement needs for workers of all ages.

During this show, we're going to look at why many Americans may be afraid of retirement and strategies you can use to help avoid that fear.

Confused about whether to roll over your 401(k) or keep it where it is? In this episode, we break down the pros and cons of both options. Learn about tax implications, investment choices, and how to make the best decision for your financial future.

Confused about whether to roll over your 401(k) or keep it where it is? In this episode, we break down the pros and cons of both options. Learn about tax implications, investment choices, and how to make the best decision for your financial future.

In this episode, we'll delve into the common retirement regrets people experience and provide practical strategies to avoid them. Discover how to set realistic financial goals, diversify your investments, and plan for unexpected expenses to ensure a fulfilling and worry-free retirement.

During this show, we'll discuss the FIRE, or Financial Independence, Retire Early, technique.

Retirement can be a golden chapter, but many people look back with financial regrets. In this episode, we dive into common pitfalls that can derail your retirement dreams. From underestimating healthcare costs to regretting impulsive purchases, we'll uncover the most frequent financial missteps and provide actionable advice to avoid them. By the end, you'll have a clear roadmap to a worry-free retirement.