Get More Retirement Podcast

By Bruce Smith

Education Business Investing

What's Get More Retirement Podcast about?

Bruce Smith is the president and founder of the Wealthkare Investment Center serving central Pennsylvania. Bruce has spent more than 30 years identifying and using strategies that wealthy individuals use and making them available to the everyday retirement saver. The “Get More Retirement” podcast asks the question, “How can you GET MORE from your retirement?”

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The main reasons people see...

07.19.2021

What are the unknowns in your financial life that you are looking to solve? See if they are the same things on our list.

Get More Retirement Podcast episodes:

07.19.2021 The main reasons people seek financial help What are the unknowns in your financial life that you are looking to solve? See if they are the same things on our list.
07.12.2021 Biden invests in IRS President Biden wants to invest 80 billion dollars in the IRS to beef up their ability to audit and collect taxes. What kind of investment will you make to keep your retirement money?
07.05.2021 Are we facing “The Perfect Storm” for retirement planning? Why is this the most challenging era ever to plan for retirement?
06.28.2021 Congress is working on higher taxes for retirees Could the money you send down to your heirs be taxed at 83 percent? That’s a new proposal in Congress!
06.14.2021 Will the new rules on Capital Gains affect you? There is a proposal to bring the capital gains tax up to your income tax bracket. What would that do to you in retirement?
06.07.2021 Put your retirement plan on the treadmill When your doctor puts you through a stress test, they are looking for failure points. You can do the same with your retirement plan.
05.31.2021 Can you order off the retirement menu? Many advisors have a set menu of tools you can use for retirement planning. What if you could order off the menu?
05.10.2021 Why are there so many tax proposals right now? The market is up, and so are the number of new ideas for taxes. Coincidence?
05.03.2021 Should you haggle about your retirement? Are you a bargain shopper? Are you always looking for a discount? There are savings to be had in retirement planning, if you know where to look.
04.19.2021 How much steam is left in this market? There is an incredible amount of new money pouring into stocks. Should that concern us?
04.12.2021 What can we learn from the ultra-wealthy? A study was done about what the Super Wealthy view as important regarding their money. It might surprise you.
03.29.2021 What you don’t know can hurt you One survey says Americans lose 307 billion dollars a year because of things they don’t know. Are you missing something in your retirement planning?
03.22.2021 401(k) vs IRA – Which is better? The 401(k) and the IRA each have their advantages and disadvantages. Let’s put them head to head.
03.15.2021 The market is up, why is my account not up? Is your retirement account and its success connected to the market? Is there a need for some diversification?
03.08.2021 Will your financial plan keep working in 10 or 20 years? Is your financial plan built to stand the test of time? Bruce Smith has evaluated many plans at many stages of life. What did he find?
03.01.2021 Don’t get caught in this frothy market How do you know what time to pull money off the table without being a market timer?
02.22.2021 Are you terrified of loss? Are you so afraid of losing money that it’s hurting your chances of retirement success? Is there a middle road between too conservative and too risky?
02.15.2021 50% of retirees are seeing their Social Security check get taxed! They’ve already taxed your paycheck for Social Security. Can they tax you again? The answer is YES!
02.08.2021 Do you want to live to 100? People were asked about living to 100. Those who said they didn’t want to, had a very interesting reason.
02.01.2021 How do you choose the right financial advisor? There are so many different titles of people to help you with your money. How do you know which one is right for you?
01.25.2021 10 reasons you need a tax plan in your retirement plan Bruce’s new book “The Power of Tax Freedom Planning and Management” will be available soon. Here we discuss the 10 benefits he outlines in the book.
01.18.2021 Will you be proactive or reactive with taxes in retirement? Bruce is an Ed Slott 'Master Elite Financial Advisor'. What does that mean and why does Ed say you can choose how you want to pay taxes?
01.11.2021 Should DOW 30 thousand mean anything to you? When is the best time to take a profit? When there is one. Is this the time to make a decision with your retirement accounts?
12.14.2020 The inheritance wrinkle you didn’t count on Boomers will pass down over 36 trillion dollars over the next 10 years. Who will benefit the most?
12.07.2020 How much of your 401k is really yours? A record number of people have a million dollars in their 401k accounts. Although they may not actually be millionaires. Joe Pat Roop explains why and how you can stay closer to that million-dollar mark. .
12.07.2020 How should you feel about Dow 30,000? The Dow is up 9,000 points since March. How did you do?
11.23.2020 You may not know it but you have a tax problem Most people pay their taxes on Uncle Sam’s schedule. Is there another way to legally pay fewer taxes in retirement?
11.16.2020 What retirement and your credit card bill have in common They tell you to “pay taxes later” on that 401(k) and IRA. But paying taxes later may also mean paying taxes longer.
11.09.2020 The right time to sit down with a financial advisor In the military, you train during the calm times to be ready during the tough times. Can we say the same thing about retirement planning?
11.02.2020 Would you rather have a million dollars or a pension? Everyone wants to be a millionaire, right? In retirement there is a number that is more surprisingly important than your account balance.
10.26.2020 Can you run a computer test run on your retirement? If you took all your financial data and plugged it into a computer program, can it give you a reliable answer to the question, "Have I saved enough for retirement?"
10.19.2020 Having a light bulb moment about retirement How many times have you had a moment of discovery and said “Why didn’t anyone tell me about this?” It could be a good thing. Like finding a new restaurant. However, it could also be the moment when you discover ...
10.12.2020 Will politicians ruin the 401(k)? They offered us a 401(k) when the pension went away. When it comes to the tax benefit, one politician wants to change the rules.
10.05.2020 Can you get to a zero tax rate in retirement? You can go with the Government tax plan or a personalized tax plan. Which do you think will keep more money in your pocket?
09.28.2020 Stop overpaying your taxes The IRS says there are billions of dollars people pay every year on taxes that could be saved. How can you avoid that trap?
09.21.2020 Is paying high taxes a sign of success or something else? Paying high taxes used to be a sign of great financial success. But is there something you are missing?
09.14.2020 The Pension Pot Hail Mary Many pensions are under-funded. To turn the tide, a pension in California is trying to hit new “highs.”.
09.07.2020 Is the advantage of the 401(k) gone? The 401(k) came along to help those of us who didn’t have pensions. But now that boomers are using it, are there some fatal flaws?
08.31.2020 Will this wacky California idea about taxes catch on? California has a creative way to retrieve the money they paid for pandemic aid. Will it trickle down to the rest of the country?
08.24.2020 How can comedian Steve Martin help your retirement? There’s been a lot of funny moments with Steve Martin over the years, but there’s nothing funny about how one of his routines affects our retirement.
08.17.2020 How is retirement planning like Monopoly? Is Monopoly a game of luck or skill? What about retirement planning? Can you build your financial future on more than just a roll of the dice?
08.10.2020 Is “sitting still” a good option right now? Can you look at your investments and retirement accounts and say, “I’ll just wait until this is over”?
07.27.2020 Will you have the spendable income you think in retirement? A new survey looked at retirees over more than 20 years and found half of them didn’t have the income they hoped. What happened and how can you avoid it?
07.20.2020 Is Wall Street really cutting back on fees? Investment Fees pull away at your retirement nest egg. People are getting wise to it and are not happy about it. Is Wall Street starting to listen?
07.13.2020 Tax forward thinking for 2020 Wealthy people have a tax strategy before the November election. Should you do the same?
07.06.2020 Suzi Orman says you’re crazy if you put your money here… Suzi Orman says you’re crazy if you put your money in a 401(k). Have things changed so much that the 401(k) is no longer a good place to save for retirement?
06.29.2020 Is there too much market risk in the next 6 months? The Chairman of the Fed sees it. Many money managers see it. Why is it that investors can’t see the risk in this market?
06.22.2020 Has Covid-19 put your Social Security check in jeopardy? Social Security is funded primarily through payroll deductions. What has all the unemployment done to the future of the program?
06.15.2020 Is the market full of “stupid money"? The bad economic news keeps coming in, but the market keeps going up. How is this possible, and is it a warning sign?
06.01.2020 Congress is busy changing retirement planning Congress has made sweeping changes in the last 6 months about how you will treat your IRAs and 401(k)s. Is your plan keeping up?

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