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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.
November 27, 2017Build Your Own Retirement Income PlanThere are some folks who still will be receiving a pension for retirement, but there are also many who won't. If you are among the many, Jeff talks about the steps to take to build lifetime retirement income from such things as retirement plan assets (401 Ks and the like) along with Social Security benefits, money in the bank, home equity, and other things you may never have even thought about....more51minPlay
November 27, 2017Making the Right Decisions at the Right TimeHow do you manage your retirement account funds to be sure they provide income that lasts as long as you do? Today Jeff talks about making the correct decisions for turning your 401K or other retirement savings into an income plan - and how and when to make those decisions - so your money will be there when you need it....more51minPlay
November 21, 2017Build Your Own Retirement Income PlanSome people still have a traditional pension - but not many. Today's retirees need to build their own pension, and today Jeff offers the steps to build guaranteed lifetime income by using resources like Social Security, retirement plan savings and other ways you may not have thought of to help assure your retirement will have the money you need to live it....more51minPlay
November 13, 2017How Tax Refunds Can Boost Retirement SavingsTax season will be here before you know it - and if you are receiving a refund, you might put some of it to good use in a retirement plan. Jeff talks about the ways you can bolster your nest egg if the IRS or State of California will be giving you a tax refund....more51minPlay
October 30, 2017Financial Considerations for Potential CentenariansA lot of people don't plan to live to age 100 - but if there is a somewhat realistic possibility of that happening, your money will need to be there. Today Jeff talks about working that into your financial plan, especially as trends indicate more and more people living to age 100 - and beyond!...more51minPlay
October 30, 2017Make Your Retirement Strategy A RoutinePlan, diversify, revisit, rebalance and repeat - those are the steps which need to be taken regularly to be sure your retirement savings remain on track to do what they will be needed to do. Today Jeff talks about these steps and how to make them a part of your routine - to be sure you are on top of your retirement plan....more51minPlay
October 16, 2017The Right Retirement BalanceGrowth and protection - you need both in your retirement plan, but how do you strike the right balance? Today Jeff discusses strategies which can help you find the right approach - and also how to adjust it if your priorities change....more51minPlay
October 11, 2017When Guaranteed Income is VitalIncome is the new "holy grail" in retirement. Without it you basically can't retire. Today Jeff talks about how guaranteed income sources, such as Social Security, pensions and the like, are vital to your success for retirement, as well as ways to manage the various sources to avoid unnecessary expenses and taxes....more51minPlay
October 11, 2017When An Annuity Makes SenseAnnuities are some of the most misunderstood financial instruments available for retirement planning. Yet in the right circumstance, it can be one of the very best things to have in a portfolio. Today Jeff talks about the various kinds of annuities, and whether one makes sense as part of your retirement plan....more51minPlay
October 11, 2017Ages That Matter MostThere are a lot of age milestones to keep track of before, at and after retirement - from 50 to 70 1/2. Jeff talks about all of them and the decisions you face at each stop along the way so that your next egg can provide you with a happy and fulfilling retirement....more51minPlay
FAQs about Monolith Money Show:How many episodes does Monolith Money Show have?The podcast currently has 259 episodes available.