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At Monolith Financial Group, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety... more
FAQs about Monolith Money Show:How many episodes does Monolith Money Show have?The podcast currently has 259 episodes available.
December 22, 2020Four Questions - December 20, 2020Many retiree concerns revolve around four main issues - having enough savings, how long it will last, when can they retire, and will loved ones left behind be okay. Jeff and Camille take a look at each of these areas and continue to stress the importance of planning for them so these concerns won't be quite so concerning for one's retirement years....more51minPlay
December 14, 2020Lessons of Retirements Past and Present - December 12, 2020Certainly today planning for retirement is much different than it was in the past - fewer people have pensions, interest rates are lower, health care costs are higher and the stock market is always volatile. Today Jeff and Camille talk about ways to build a retirement plan that will make sure you have the income you need and provide a way for you to deal with unexpected events that will inevitably occur over time....more51minPlay
November 01, 2020Medicare 2020 - November 1, 2020It's open enrollment time and today Jeff and Camille take a look at Medicare - what you need to know and upcoming changes to the program, along with things you need to plan for when considering your health care needs....more51minPlay
October 25, 2020The Client Experience - October 25, 2020After a look at current events, Jeff discusses how clients should approach contacting a financial professional to discuss their retirement planning, and what it's like when people call Monolith Financial as opposed to other different types of offices....more51minPlay
October 18, 2020Create A Five Star Retirement Plan - October 18, 2020The stars in this case are the five components for a solid retirement plan - income, wealth management, tax efficiency, health care needs (including long term care) and an estate plan. And a new star is added to the program as well - Jeff's daughter Camille Mitchell makes her radio debut to help discuss these topics from the perspective of a female and a younger generation of financial advisor....more51minPlay
October 04, 2020Retirement Construction Zone - October 4, 2020You wouldn't begin a road trip without having a plan to get there - and putting a retirement plan together is somewhat like routing your trip down the post-working years of your life. Today Jeff talks about possible potholes like taxes and health care costs that can wreck retirements if not accounted for, and also having the safety part of your plan addressed like they were guardrails. Jeff also looks at recent news and answers questions from listeners....more51minPlay
September 13, 2020Get Your Financial Check-Up - September 13, 2020You get a physical check-up every year - and when you get close to retirement, you need to get a financial check-up as well. Today Jeff looks at what you need to be aware of when you approach and get into retirement....more51minPlay
August 24, 2020The Biggest Retirement Concerns - August 23, 2020After looking at the latest financial headlines, Jeff takes a look at some of the factors that keep potential retirees up at night, including the ever rising health care costs as well as longevity....more51minPlay
July 13, 2020Four Retirement Pillars - July 12, 2020Protection, growth potential, liquidity and income. They are the pillars of a solid retirement plan. Today Jeff discusses the ways that your money can provide each of these elements in your plan so that you can live the retirement you've always wanted....more51minPlay
July 04, 2020Tackling Retirement's Three Biggest Money Challenges - June 28, 2020Running out of assets, the cost of health care, and funding bucket list items. Those are the three things retirees and soon-to-be retirees worry about. Today Jeff provides some strategies that can help people with each of these areas to be sure that there is less worrying about any of them....more51minPlay
FAQs about Monolith Money Show:How many episodes does Monolith Money Show have?The podcast currently has 259 episodes available.