Empower Your Retirement

So you're retiring.  You're no longer receiving a paycheck from your employer.  What do you do now?  How do you replace that paycheck?  Frank and Nick explain how you can do this and make your retirement worry free.  And if you're a small business owner, how you can use the sale as part of your plan.

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What if you did all your financial services online? Are there advantages of doing so?  Do you think this will be easier and save you time money?  That's up to you.  On this episode, Frank and Nick explain the advantages of working with a human being instead of a robo advisor. 

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As you are well aware of, 2020 was not a great year, even at the beginning we had a market crash.  Frank and Nick talk about the ups and downs of the market and how they can help you develop a strategy to help you weather the storm of the market as you're approaching or in retirement.

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Of course the market is always going to be volatile.  But how will this affect you once you're near or in retirement?  What strategies can you use to protect you and ease the stress of these markets.  Nick will explain and keep your mind at ease.

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On this episode, Frank Nick and I recreate a scenario of what it's like when a client or potential client comes in to discuss their retirement.  What questions do you have?  What questions to Frank and Nick have for you?  And what you need to know for your future retirement.  

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Looking ahead to 2021 what should your retirement goals be.  In this episode Nick talks about how you should be preparing for the new year and what are some of your retirement goals?  Do you want to travel or buy that vacation house? And we will hear some of Nick's retirement bucket-list items.

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So what is the economy?  Is it just the Stock Market?  How does this affect you in your retirement?  Frank explains in the episode what kind of risk you should take in your retirement.  He will also educate you about taxes and how to utilize a Roth IRA in your retirement portfolio.

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One of the biggest decisions you will make in life other than marriage and having kids, is finding the right financial advisor that fits you best.  Nick and I explain what you should be looking at in your next financial advisor.  The good and bad.  At the end of the day, it's all about you and your finances.

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One important part of your portfolio is "Long Term Care."  Chances are, you're going to need it.  But paying for it can be costly and detrimental to your funds.  Frank explains some strategies to help reduce your stress dealing with it and to help fund it.  

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To better plan for the rest of this year and into 2021, Frank explains how ROTH conversions should be applied form your IRA's and how it will save you money on your taxes in the future.  And with the news of the feds raising the RMD age, how can this help you keep money from Uncle Sam.

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