New Perspective Financial

New Perspective Financial

By Tayvon JacksonBusinessEducationInvesting
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New Perspective Financial episodes

  • Is the 60/40 portfolio back for 2024?

    The 60/40 portfolio has been up and down the last few years. Tayvon Jackson explains his thoughts on the split and how he's strategizing his clients' portfolios. 

    Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by calling 202-839-8982 or visit newperspectivefs.com

    See omnystudio.com/listener for privacy information.

    4 min
  • What to do if taxes go up

    A lot of people assume taxes are going to go up in the future. Tayvon Jackson explains how he's being proactive with his clients in case that happens. 

    Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by calling 202-839-8982 or visit newperspectivefs.com

    See omnystudio.com/listener for privacy information.

    5 min
  • Is a well-funded 401K enough for retirement?

    If you have a 401k, do you believe it's enough to cover your retirement? Tayvon Jackson explains why it might not be and how to integrate other strategies. 

    Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by calling 202-839-8982 or visit newperspectivefs.com

    See omnystudio.com/listener for privacy information.

    5 min
  • Stay within budget in retirement

    One mistake you could make in retirement is spending too much your first few years. Tayvon Jackson explains how he helps his clients keep their spending structured. 

    Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by calling 202-839-8982 or visit newperspectivefs.com

    See omnystudio.com/listener for privacy information.

    5 min
  • Prepping for the tax cuts to end

    The clock is ticking on certain tax cuts. What should we do to prepare? Tayvon Jackson explains how he's preparing his clients for when things change. 

    Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by calling 202-839-8982 or visit newperspectivefs.com

    See omnystudio.com/listener for privacy information.

    4 min
  • Breaking down an IRA Rollover

    Do you have old retirement accounts you need to rollover? Tayvon Jackson explains how this process works and how he sets his clients up for success. 

    Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by calling 202-839-8982 or visit newperspectivefs.com

    See omnystudio.com/listener for privacy information.

    4 min
  • How to interpret the new tax brackets

    When the new tax brackets take effect, how will it change your retirement plan? Tayvon Jackson breaks down what to keep an eye on. 

    Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by calling 202-839-8982 or visit newperspectivefs.com

    See omnystudio.com/listener for privacy information.

    6 min
  • Why don't we understand annuities?

    Annuities seem to be one of the most misunderstood tools we use in retirement. Tayvon Jackson explains why he believes that is and how he utilizes annuities with his clients. 

    Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by calling 202-839-8982 or visit newperspectivefs.com

    See omnystudio.com/listener for privacy information.

    4 min
  • Keep an eye on out for hidden fees in your retirement plan

    There can be lots of hidden fees stacking up in your retirement plan, but how can you tell? Tayvon Jackson explains what to look out for and ways to avoid this hidden hazard.

    Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by calling 202-839-8982 or visit newperspectivefs.com

    See omnystudio.com/listener for privacy information.

    7 min
  • Tiger Woods might call it quits

    After a very successful career, Tiger Woods might be calling it quits soon. His injuries from a bad car wreck have made it extremely difficult to get around the course. Tayvon breaks down the choices you have when an injury could leave you unable to work. 

    Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by calling 202-839-8982 or visit newperspectivefs.com

    See omnystudio.com/listener for privacy information.

    6 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.