Sign up to save your podcastsEmail addressPasswordRegisterOrContinue with GoogleAlready have an account? Log in here.
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.
April 19, 2025Protected Income - April 19, 2025First, Jeff and Camille address planning opportunites for so-called high net worth individuals, then move on to some ways to help protect you receive protected, or guaranteed, income for retirement, including optimizing Social Security benefits and using products such as annuities with income riders to help provide income that will be there every month, not just sometimes....more50minPlay
April 12, 2025Where Will You Live - April 12, 2025Where you will live in retirement is a question many boomers are starting to answer as they are about to embark on post-working life. Jeff and Camille look at a study which notes trends that are happening and how planning is essential to determine how you will or can live in retirement. They also revisit the subject of the growing government debt and how tax planning can play into that....more50minPlay
April 05, 2025Retirement Income Faces Tax Challenges - April 5, 2025It seems inevitable that tax rates will be going up in the future, perhaps as soon as the end of this year. Camille is solo on this show, and she takes a look at some of the best strategies to use to help keep more money in your pocket instead of giving it to Uncle Sam....more51minPlay
March 22, 2025Retirement Planning for Women - March 22, 2025Women have their own special needs when it comes to retirement planning. Jeff and Camille take a look at why this is, and what women can do to help themselves become familiar with a plan that may have been done by their spouse or partner, or to set up a plan for themselves....more50minPlay
March 20, 2025401 K and IRA Decisions - March 8, 2025Much of today's retirement savings is in IRA or 401K accounts, which means it has never been taxed - but it will be taxed as ordinary income when it is withdrawn. Jeff and Camille go over options and strategies you can use so you can pay the lowest amount legally possible to the IRS....more50minPlay
February 15, 2025Three Risks in Retirement - February 15, 2025Health care, longevity and losing a spouse or partner are some of the risks associated with a long retirement. Jeff and Camille discuss these areas and how to plan to best protect yourself when and if any of these things happen. They also revisit how to optimize your 401K savings, as well as take a look back at the year 2008....more50minPlay
February 08, 2025Tackling the Twin Threats of Taxes and Inflation - February 8, 2025The Tax Cuts and Jobs Act is set to expire at the end of the year unless Congress passes something to replace it. And inflation is still hanging around as well. These can cut into your nest egg unless you plan for them, and Jeff and Camille discuss some of the strategies that can help you preserve that hard earned retirement savings....more51minPlay
January 25, 2025Balance Your Retirement Portfolio - January 25, 2025Finding the right investment mix for your portfolio can help you reach your goals. Jeff and Camile discuss how rebalancing your investments with the help of a financial professional can go a long way toward reaching the goals for each individual or couple. They also answer questions in their ever popular mailbag segment....more50minPlay
December 21, 2024Preserving and Optimizing Your 401K - December 21, 2024Jeff and Camille go over tips for you to get the most out of your 401K account, including proper diversification, reviewing investment choices and aligning everything with your retirement timeline....more50minPlay
November 16, 2024Growing Government Debt - November 16, 2024The U.S. government debt now stands at $36 trillion and growing fast. Jeff and Camille look at this issue and how expected rising taxes to pay for it could affect your retirement portfolio, as well as the best ways to plan for taxes and save money now for the future....more51minPlay
FAQs about Monolith Money Show:How many episodes does Monolith Money Show have?The podcast currently has 259 episodes available.