Empower Your Retirement

With inflation at the highest levels in many years, some believe that a recession will be good.  On this episode Frank gives his thoughts on if this is a good idea and how it will affect your portfolio.  Also, we will get his thoughts on his clients' risk tolerance and tax planning.

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With the market in a volatile state these days, it has those who are retired in a bit of a panic.  What should they do to soften the panic?  On this episode Frank and Nick explain how to remedy the panic.  Also, they talk about how to make your portfolio work for you in retirement.

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Rebalancing your assets can be daunting, especially if you're nearing or in retirement.  How often should you do this?  Also, do you know what your risk tolerance is?  Well, you're not alone.  Frank explains what you should do and be aware of how risky your portfolio is. 

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Many financial talking heads are bracing us for a volatile year in the stock market.  There will be a mid-term election and the feds are expected to raise interest rates.  So what can you do if you're nearing or already in retirement?  Nick and Frankie will explain how to handle your portfolio for the upcoming year.

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On this episode, Frank and Nick explain another inflation, "Rapid Inflation," and how that affects Millennials, who are not yet as familiar as non-millennials.  Also, the conversation leads to talk about 529 plans and Ibonds.

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Many people are too conservative with investing their money.  Is this you?  Are you afraid to invest all that cash that's sitting in the bank only getting a one percent return?  On this episode, Frank and Nick talk about alternatives, live iBonds.  Also, Frank tells a story of a client who were too conservative with their money and how he got them to invest wisely.

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There's a new word in inflation since the pandemic started.  It's called "Skimpflation."  Companies are "skimping" on the quality or products and services.  In this episode, Frank and Nick discuss the quality of their financial services.  There's no "skimpflation" here. 

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With the ever present threat of inflation, how does this affect your retirement?  Frank and Nick explain how to cope with this in your portfolio.  Also, they will explain some great tax strategies to reduce your retirement taxes to almost nothing.  

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As the year is coming to a close, how is your portfolio doing?  Any questions or concerns?  On this episode Frank and Nick talk about what you should be thinking about to enhance your portfolio and get ready for the new year.  You should think about ROTH conversions and saving money on taxes in your retirement.

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When it comes to money, you might be surprised that couples have varying opinions on how to save and spend.  Not all couples are on the same page.  On this episode, Frank tells a story of how a couple was not on the same page with their portfolio as they were approaching retirement.  But this story doesn't have an unhappy ending.

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