Empower Your Retirement

We go over the last presidential debate and discuss what will happen in the financial future.  Nick explains what will happen with our taxes and how using charitable giving will decrease your tax bill.

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Should you turn your 401k into a ROTH?  Frank explains how this will benefit your tax situation and even how that will benefits your Social Security.  Also how is this pandemic affecting your retirement plans?  Should you postpone your retirement?  Frank will let fill you in,

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On this episode, Nick and I discuss how people spend more time browsing Netflix than they do planning for their company benefits.  And are you thinking about selling your small business to fund your retirement? Nick gives advice and tells a story about one of his clients and how he saved him tons of money on his transaction.

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On this episode, Nick explains the difference between wills and trusts as you figure out your estate planning.  Also, how to make your money last 20-30 years into your retirement, like mixing up your investments and explaining what the 4 percent rule it. 

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Who you choose to vote for in November is up to you, but is it a good idea to vote for the opposite party in the Congressional elections to protect your retirement?  Frank gives his opinion on this, as well as how Spam, the canned lunch meat relates to income.  Also we'll talk about how to set minds at ease when couples don't agree on everything with their portfolios.

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On this episode, Nick talks about how much you should be putting into the stock market as you're approaching and in retirement.  And, with the current epidemic and the upcoming election, he explains that we should be revisiting our retirement strategy especially for those being laid off and forced into early retirement. 

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How should you prepare for inflation in retirement? Nick and I discuss what your risk tolerance should be, along with inflation-adjusted accounts and even taxes in retirement.  

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So, what are you paying in fees in your portfolio?  Most people don't know.  Where are those hidden fees?  On this episode, Frank and Nick expose those pesky hidden fees in your portfolio and how to alleviate them.  

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With many companies laying off employees and even forcing some into early retirement, how will this affect you and what should you do?  Frank and Nick will explain this.  Also, with the upcoming Presidential election looming, what strategies should you take with your finances.

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On this episode Frank and I talk about former MLB player Bobby Bonilla and the pension his agent set up for him and how it pays him over the next 20 years.  Also the annuity debate and are they right for you.

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