What does 'financial planning' mean & should you have a financial plan? We discuss how important it is to have a plan, prior to investing, and how we can help. 

Today we are talking about changes to our podcast format and what to expect moving forward. 

Some people are clinging to certain ideas that give them a sense of false hope about their retirement. Let's see if there might be faulty thinking that makes us classify these thoughts as “fool’s gold”

Important Links:

Mach 1 Financial Group Website: https://mach-1financial.com/

Phone Number: 479-876-2100

Which one is better for me? What are the pros and cons? Should I do a conversion? We spend a few minutes this week on the great debate of Traditional versus Roth IRAs.

Important Links:

Mach 1 Financial Group Website: https://mach-1financial.com/

Phone Number: 479-876-2100

It is a fact of life we all must deal with at some point and it's never easy. However, having a plan in place and being prepared on the financial side can somewhat ease the stress during this time. We talk about some of the things to consider and the effects on your retirement plans when dealing with the death of a spouse.

Important Links:

Mach 1 Financial Group Website: https://mach-1financial.com/

Phone Number: 479-876-2100

Today we will answer a few email questions that have come in from our listeners. We go over if you should get rid of an old life insurance policy, the withdrawal rate of an IRA, and the tax implications of stocks, annuities, and IRAs.  

Important Links:

Mach 1 Financial Group Website: https://mach-1financial.com/

Phone Number: 479-876-2100

Sometimes events happen in life that make it really important for you to carefully assess your financial situation. We will name a few events that can occur and why it's important to double check your financial plan after these situations take place.  

Important Links:

Mach 1 Financial Group Website: https://mach-1financial.com/

Phone Number: 479-876-2100

A lot of things in the financial landscape have an “it depends” resolution. It can be frustrating when things are so fluid and vary person to person. So, let’s discuss some financial truths that we can state with confidence and see what we can learn from them.

Important Links:

Mach 1 Financial Group Website: https://mach-1financial.com/

Phone Number: 479-876-2100

We talk all the time about how people need to give their dollars purpose or set goals for their retirement and even specifically for certain investments. But let’s dive deeper into what different goals look like for various folks approaching retirement. How do you determine if a goal is realistic or out of reach? We’ll tackle that conversation with plenty of examples on this episode.

Important Links:

Mach 1 Financial Group Website: https://mach-1financial.com/

Phone Number: 479-876-2100

Mach 1 recently held an event that featured former governor of Arkansas, Mike Huckabee. David gives us a run down of the main talking points and how timely the event was given all of the recent volatility of the market. 

Important Links:

Mach 1 Financial Group Website: https://mach-1financial.com/

Phone Number: 479-876-2100