New Perspective Financial

New Perspective Financial

By Tayvon JacksonBusinessEducationInvesting
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New Perspective Financial episodes

  • The Importance of Both Partners in Financial Planning

    Tayvon Jackson explores the intersection of love and finance, specifically in the context of relationships and marriage. He expresses the importance of both partners being involved in financial planning is emphasized, as it ensures alignment with goals and prevents potential issues in the future.

    Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by visiting newperspectivefs.com

    See omnystudio.com/listener for privacy information.

    8 min
  • The Importance of Planning and Structuring Social Security Benefits

    Tayvon discusses important things to know about Social Security this year, including changes in the COLA and the need for additional sources of income. He emphasizes the importance of planning and structuring Social Security benefits to supplement retirement income.

    Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by visiting newperspectivefs.com

    See omnystudio.com/listener for privacy information.

    9 min
  • Maximizing Tax Benefits with Qualified Charitable Distributions

    Tayvon Jackson discusses the tax strategy of qualified charitable distributions (QCDs) for individuals 70 ½  and older. He also explains the use of RMDs (required minimum distributions) from retirement accounts to fund life insurance policies.

     

    Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by visiting newperspectivefs.com

    See omnystudio.com/listener for privacy information.

    7 min
  • Strategies for a Successful Retirement

    Tayvon Jackson explains that when it comes time to retire, many people are caught off guard by various aspects of retirement. Some strategies that people often overlook include investing in retirement accounts, avoiding overspending during the first 10 years of retirement, and planning for healthcare and insurance costs.

    Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by visiting newperspectivefs.com

    See omnystudio.com/listener for privacy information.

    8 min
  • The Importance of Diversification in the TSP

    Tayvon Jackson discusses the changes in retirement plans for federal workers, comparing the old Civil Service Retirement System (CSRS) with the new Federal Employees Retirement System (FERS).

    Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by visiting newperspectivefs.com

    See omnystudio.com/listener for privacy information.

    7 min
  • Understanding Federal Employee Group Life Insurance (FEGLI)

    Tayvon Jackson explains Federal Employee Group Life Insurance (FEGLI), the different coverage options in retirement, and the benefits of having a permanent life insurance policy outside of FEGLI. 

    Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by visiting newperspectivefs.com

    See omnystudio.com/listener for privacy information.

    9 min
  • Demystifying TSP: A Guide for Federal Employees

    Tayvon Jackson covers the basics of TSP (Thrift Savings Plan) and how federal employees can choose the best investment options. He explains the different TSP funds, their risks, and the importance of diversification. Tayvon also breaks down the impact of fund choices on wealth accumulation and provides guidance on setting up and diversifying TSP accounts.

    Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by visiting newperspectivefs.com

    See omnystudio.com/listener for privacy information.

    5 min
  • Protecting the Inheritance: The Importance of Trusts in Retirement Planning

    Tayvon Jackson discusses the importance of properly managing inherited money and highlights the common mistake of putting the money in conservative accounts with low interest rates instead of investing it. Tayvon emphasizes the need for younger generations to invest in stocks and mutual funds for long-term growth. 

    Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by visiting newperspectivefs.com

    See omnystudio.com/listener for privacy information.

    6 min
  • Is retirement about a 'magic number' or a lifestyle?

    You hear lots of advice telling you to save a certain amount of money for retirement. Tayvon Jackson explains the strategy he uses to help his clients retire successfully every day at New Perspective Financial Services. 

    Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by visiting newperspectivefs.com

    See omnystudio.com/listener for privacy information.

    4 min

About New Perspective Financial

From the publisher's feed

Join Tayvon Jackson of New Perspective Financial Solutions for a podcast series to help you understand the various aspects of retirement planning. Tayvon believes retirement planning starts with useful information. Don’t let financial myths hold you back. Fears about the stock market, taxes in retirement or life insurance expenses can often keep people from planning effectively for financial independence. Don’t believe the myths. Find out the truth about investing for a bright future. Financial literacy could transform debilitating fears into increased confidence.