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Everything Retirement (Planning) episodes
- How To Develop A Spending Policy Statement
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An average retiree will spend 30-40 years accumulating money to retire, then they need to spend it. Having a Spending Policy Statement in order can help.
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Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member FINRA/SIPC.
Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Jarmosco Financial Advisory and Cambridge are not affiliated.
Cambridge does not offer tax or legal advice.
Music credit: Music by Lesfm from Pixabay12 min - Using Tax Harvesting To Lower Your Tax Bill
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This is a strategy that could either offset a capital gain and/or lower your taxable income (or both).
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Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member FINRA/SIPC.
Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Jarmosco Financial Advisory and Cambridge are not affiliated.
Cambridge does not offer tax or legal advice.
Music credit: Music by Lesfm from Pixabay10 min - Things To Consider Approaching End Of 2024
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It's a great time to check-in on how much you've saved, can you save more?
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Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member FINRA/SIPC.
Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Jarmosco Financial Advisory and Cambridge are not affiliated.
Cambridge does not offer tax or legal advice.
Music credit: Music by Lesfm from Pixabay10 min - What's Happening That We Need Know Part 4
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This is a brief overview of what we need to pay attention to because is could affect our retirement plan.
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Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member FINRA/SIPC.
Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Jarmosco Financial Advisory and Cambridge are not affiliated.
Cambridge does not offer tax or legal advice.
Music credit: Music by Lesfm from Pixabay10 min - I Inherited An IRA How Does This Work?
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Inheriting an IRA can be complex to understand by itself and can be even more complex to understand how it fits into your full retirement plan.
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Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member FINRA/SIPC.
Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Jarmosco Financial Advisory and Cambridge are not affiliated.
Cambridge does not offer tax or legal advice.
Music credit: Music by Lesfm from Pixabay10 min - Should You Have An Investment Philosophy?
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Having an investment philosophy is important for both client and financial advisor.
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Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member FINRA/SIPC.
Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Jarmosco Financial Advisory and Cambridge are not affiliated.
Cambridge does not offer tax or legal advice.
Music credit: Music by Lesfm from Pixabay9 min - I'm An Executor Of A Will, Now What Do I Do?
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Being an executor can be a difficult job so learn what you have to do and prepare yourself.
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Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member FINRA/SIPC.
Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Jarmosco Financial Advisory and Cambridge are not affiliated.
Cambridge does not offer tax or legal advice.
Music credit: Music by Lesfm from Pixabay13 min - Elder Financial Abuse Is On The Rise
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Have a conversation with your loved ones who are in the age of 70 to 80 and talk about how to protect themselves from the scammers.
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Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member FINRA/SIPC.
Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Jarmosco Financial Advisory and Cambridge are not affiliated.
Cambridge does not offer tax or legal advice.
Music credit: Music by Lesfm from Pixabay12 min - Long-Term Care Insurance Premiums Are Increasing
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It's critical to understand the affect health care and nursing care cost can have on your retirement plan. Create a full retirement plan and keep it up to date.
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Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member FINRA/SIPC.
Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Jarmosco Financial Advisory and Cambridge are not affiliated.
Cambridge does not offer tax or legal advice.
Music credit: Music by Lesfm from Pixabay11 min - Tax Cut Jobs Act Provisions To Sunset: 2026 Tax Law Changes
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The sunset of TCJA is coming January 1, 2026.
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Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member FINRA/SIPC.
Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Jarmosco Financial Advisory and Cambridge are not affiliated.
Cambridge does not offer tax or legal advice.
Music credit: Music by Lesfm from Pixabay12 min
About Everything Retirement (Planning)
From the publisher's feed
Host Darryl Jarmosco has been in the financial service industry for over 20 years and a Certified Financial Planner since 2001. He has the unique ability to connect with people and truly understand…
them and help them navigate to reaching their goals. This podcast will provide insight, inspiration and a pathway to reaching financial life goals and how to be successful at retirement planning.