Empower Your Retirement

After celebrating A Better Way Financial's 10-year anniversary, what is the most satisfying part of the job? Frank has his surprising answer.  Also, there going to be a $3.5 trillion tax resolution.  Did you know about this?  Frank and Nick will explain what it entails and how this will affect you.

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At one time bonds were a big part of your portfolio.  But with lower interest rates, bonds are going by the wayside.  So what do you do?  On this episode, Frank give the history of bonds and educates you on how to replace them with annuities.  He'll discuss the good and bad of them and how to lessen your risk in your retirement.

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You know you'll be getting Social Security.  Usually you might think that it's normal to take it at age 62.  But hold on, there's more you need to know.  There are many factors of when you need to take it or even delay it.  On this episode Frank and Nick explain those factors and help you navigate when the right time to take it is for you.

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Tax season will be here before you know it.  How do you prepare?  Should you think about ROTH conversions?  Well, Frank and Nick explain what you should do and what you should know about the new tax laws and how they will affect you.  

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So what is your overall goal of your retirement?  The usual answer is never running out of money.  But what about stress?  Also, Frank tells the story of finding a large amount of hidden money in a client's portfolio.

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If you have a pension, consider yourself lucky.  If you have a government pension they might be underfunded.  How do you deal with this?  Frank explains how to do this and not to have to worry.  Also, people spend more time preparing for a vacation than they do for their retirement.  Frank has one simple rule for your retirement.  You need to take control.

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2020 was not a good year for many reasons.  But one good thing that happened is that more people became millionaires!  And with all that money, you need to be aware of the taxes that come with it.  On this episode Frank and Nick tell you how to avoid paying Uncle Sam and develop a strategy to save more money on your taxes in retirement.

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Roth or not Roth?  That is the questions.  On this episode Nick and I talk about should you have ROTH in your 401k.  He explains about how much it could save you and your family on taxes.  

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On this episode, Frank talks about what are some of the most common questions that clients are asking and what are their concerns.  Also, where should you get your financial advice?

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Do you know what "Asset Rich" means?  Most people don't.  So Frank explains what this is and tells a story about who is affects.  Also, what is the most common missing step in your retirement?  It's the "Written Plan."  Most people do not have one.  Nick will tell you the importance of why you need one.

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