Fred discusses how to position yourself and your portfolio in the midst of extreme geopolitical events.  He also dives into inflation and adjustment to interest rates.  The overall thrust of the conversation is how to manage amid uncertainty.

You can reach Fred Saide by calling 800-593-8188.

Money Matters USA

See omnystudio.com/listener for privacy information.

Do you have the right answers to important questions to help determine if you are ready to retire?  Fred covers three of those questions.  Roth IRAs are also part of the discussion and the proper legacy strategies with a Roth plus mistakes to avoid. 

You can reach Fred Saide by calling 800-593-8188.

Money Matters USA

See omnystudio.com/listener for privacy information.

Fred goes over ten ideas you need to consider in your retirement planning while there is still time.  Topics include Roth conversions, life insurance benefits, tax-loss harvesting, and using annuities to manage the timing of taxes for non-qualified assets.  Proactive tax strategies are the overall theme of this podcast which also includes a discussion on deferring capital gains losses and charitable contributions.

You can reach Fred Saide by calling 800-593-8188.

Money Matters USA

See omnystudio.com/listener for privacy information.

Fred highlights some common retirement planning mistakes to avoid.  Topics include Social Security maximization, considering health care and long-term care, over or underestimating expenses, and rules of thumb.  He also advises against failing to plan, waiting too long to plan, controlling debt, and factoring in inflation.

You can reach Fred Saide by calling 800-593-8188.

Money Matters USA

See omnystudio.com/listener for privacy information.

Fred addresses his approach with clients and potential clients in stressing the importance of being open to change and, over the course of up to five initial consultations, providing clarity and an “aha” moment in understand the proposed strategies.  Fred also talks about the big change of shifting from accumulation to de-accumulation.  He covers the longevity analysis he performs and warns of the sequence of return risk.

You can reach Fred Saide by calling 800-593-8188.

Money Matters USA

See omnystudio.com/listener for privacy information.

Inflation, taxes, and investment challenges are three major threats that could impact your retirement.  Fred offers suggestions of protection and proactive measures that can be implemented.  He also discusses planning long term for retirement to help alleviate the risk of longevity and explain why the help of a professional is so critical in today’s retirement planning.

You can reach Fred by calling 800-593-8188.

Money Matters USA

See omnystudio.com/listener for privacy information.

had the best of intentions.  He talks about doubling the effort and working smarter to reach your retirement goals.  He also offers three questions to consider in your effort to successfully achieve success in retirement.  They center on identifying the one thing you do most effectively, one skill you could improve upon, and what you could do to make the actions you take most effective.

You can reach Fred Saide at Money Matters USA by calling 800-593-8188.

Money Matters USA

See omnystudio.com/listener for privacy information.

On this podcast Fred Saide digs deep into the subjects of withdrawal strategies, the 4% rule, Social Security strategies, deaccumulation, and inflation.

You can reach Fred Saide by calling 800-593-8188.

Money Matters USA

See omnystudio.com/listener for privacy information.

Fred discusses how longevity works in retirement planning.  He tackles the issue and potential value of a reverse mortgage and how that can adjust legacy thinking.  He also shares a scenario of a couple adding reverse mortgage to their strategy mix in dealing with their $5 million in assets.

You can reach Fred by calling 800-593-8188.

Money Matters USA

See omnystudio.com/listener for privacy information.

Your fifties can be a critical time in your retirement saving process.  It’s the financial red zone.  Fred warns against serious mistakes often made during this stage of your life when you’re so close to retirement.    He wraps it up with financial saving resolutions that can help strengthen your nest egg.

You can reach Fred Saide at Money Matters USA by calling 800-593-8188.

Money Matters USA

See omnystudio.com/listener for privacy information.