There is an art to properly withdraw from your retirement accounts and, if not done properly, it could cost you money.  Marty discusses the right order in which to approach your withdrawal.  He also looks at some red flags that could warn of...

Inflation!  Marty looks at where we are now and how to effectively plan long term for your retirement keeping inflation and longer lifespans in mind.  He also explains how he runs a portfolio stress test for clients and how to implement a...

Is your portfolio fortified to withstand market volatility?  Marty Nevel goes through what to consider in making sure you can withstand a down market in retirement.  He also discusses options you have with your old 401 (k) if you leave your...

What is SECURE Act 2.0?  Marty Nevel will explain what the proposed legislation could mean for your retirement accounts if it is passed. He will also look at some steps you can take to make sure you have a smooth transition into...

Marty Nevel has some tips on how to avoid mistakes when inheriting an IRA or 401k.  An unexpected retirement can be overwhelming.  Marty will discuss what you need to know to deal with this unforeseen situation.  Single?  Well, you...

Marty Nevel will look into if it makes sense to add cryptocurrency like Bitcoin to your retirement portfolio.  He’ll also look at several withdrawal strategies to keep taxes at a minimum and keep more of your hard earned money.  So you...

Marty Nevel takes a look at how inflation may impact your retirement.  He also goes over tips like when to start social security and RMD’s to keep your finances in excellent shape.  There are so many moving parts of a retirement...

Marty Nevel talks about things to consider when planning for decumulation or drawing down your retirement dollars, including how to set up your investments.  He’ll also talk about how to avoid pitfalls and anxiety when it comes to not being...

On this week’s show, Marty Nevel talks about how inflation works and what you can do to combat inflation risk in your retirement plan.  Next, he talks about what you can do with a 401k once you enter into retirement and it’s all dependent on...

Marty Nevel takes a look to see if you are ready to start your retirement journey sooner.  Over a trillion dollars is left behind in old 401k’s.  Yep, you read that right. Marty will explain what you can do to retrieve yours if you have...