Empower Your Retirement

Frank and Frankie discuss overplanning for retirement, reducing taxes and risk, and how to incorporate charitable giving into financial planning. They emphasize the importance of tax planning and explain how it can potentially help save significant amounts of money through someone’s retirement years.

Connect with the team at A Better Way Financial  to get a second opinion on your retirement plan today!

Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.”

See omnystudio.com/listener for privacy information.

Frank and Frankie highlight how certain investments can clutter a retirement plan and explain why fees and risk tolerance need to be analyzed. They emphasize why having a strategy for retirement income is crucial when developing a plan.

Connect with the team at A Better Way Financial  to get a second opinion on your portfolio today!

Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.”

See omnystudio.com/listener for privacy information.

Frankie discusses fees within a financial plan and explains the need to uncover, reduce and understand them. He highlights the impact that fees can have on retirement savings.

Connect with the team at A Better Way Financial  to see how fees are impacting your retirement plan today!

Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.”

See omnystudio.com/listener for privacy information.

Frank and Frankie discuss taxes and various income options when planning for retirement. They emphasize the importance of effective tax planning and explain how Roth conversions could lead to tax savings to increase income.

Connect with the team at A Better Way Financial  to see how taxes are impacting your retirement plan today!

Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.”

See omnystudio.com/listener for privacy information.

Frank and Frankie discuss the complexities of taxes and the importance of tax planning for retirement. They highlight the challenges of navigating the thousands of pages of the tax code and the additional IRS regulations.

Also, Frank and Frankie touch on the benefits of Roth conversions and using non-qualified funds before tapping into Roth accounts.

Connect with the team at A Better Way Financial  to start developing your income plan in retirement today!

Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.”

See omnystudio.com/listener for privacy information.

Hidden fees in your portfolio can eat away at your investments more than you think. In this conversation, Frank and Frankie discuss why it’s important to expose the fees in your retirement plan to maximize income.

Connect with the team at A Better Way Financial  to start developing your income plan in retirement today!

CLICK HERE to register for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops.

Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.”

See omnystudio.com/listener for privacy information.

In this episode, Frank and Frankie discuss the complexities of Social Security and the role of 401k in retirement planning. It explores the decision of when to claim Social Security benefits and the potential strategy of using a 401k as a bridge.

Also, hear about the importance of understanding the rules and options of Social Security and the need to consider factors such as age, spouse's age, income, and your investment portfolio.

Connect with the team at A Better Way Financial  to start developing your income plan in retirement today!

CLICK HERE to register for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops.

Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.”

See omnystudio.com/listener for privacy information.

Preparing for your financial future requires careful planning and consideration of various factors, such as income planning. Annuities can be a valuable tool for income, but it’s important to understand the different types and how they work.

In this episode, Frank and Frankie discuss the misconceptions surrounding annuities and highlight the various parts of a retirement plan, including income, taxes and investment strategies.

Connect with the team at A Better Way Financial  to start developing your income plan in retirement today!

CLICK HERE to register for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops.

Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.”

See omnystudio.com/listener for privacy information.

Schwab says that people need $1.8 Million in savings in order to retire. But is it still possible to retire with less than that and even less than $1 Million?

In this episode, Frank and Frankie discuss the different factors retirees need to consider rather than just looking at what they've saved for retirement.

Connect with the team at A Better Way Financial  to start developing your income plan in retirement today!

Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.”

See omnystudio.com/listener for privacy information.

401(k)s and IRAs are popular retirement savings tools. But it's important to understand their rules and implications, such as how required minimum distributions (RMDs) play a factor into your overall retirement plan.

In this episode, Frank and Frankie discuss how Roth conversions can be a beneficial strategy to minimize taxes in retirement, and how proactive tax planning may result in savings over a retiree's lifetime.

Connect with the team at A Better Way Financial  to see if a Roth conversion is right for you!

CLICK HERE to register for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops.

Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.”

See omnystudio.com/listener for privacy information.