Want to grade your preparedness for retirement? Here are five key questions you need to ask yourself. Your answers will help determine how ready you are for retirement.

Important Links:

Protective Wealthcare Website: https://www.mcwealth.com/

Schedule A Free Review: https://calendly.com/mcwealth/intro

A lot of concern goes into trying to pick the proper investments, build a balanced portfolio, and getting the highest return. But how much time have you really put into finding the right advisor to work together with on all these tasks and more? You might be surprised to find out that a lot of people don’t do their due diligence or put in a considerable amount of thought into picking their advisor.

Important Links:

Protective Wealthcare Website: https://www.mcwealth.com/

Schedule A Free Review: https://calendly.com/mcwealth/intro

The governor of Illinois Jay Robert Pritzker has a tax proposal that would significantly increase the tax rate for higher income earners. One of Illinois' wealthiest residents Ken Griffin donated 20 million to campaign against this proposal. We discuss the problems with this tax proposal as well as answer and email question from Sally.

Important Links:

Protective Wealthcare Website: https://www.mcwealth.com/

Schedule A Free Review: https://calendly.com/mcwealth/intro

Just like your iPhone or your computer can become obsolete and need to be replaced, the way that some people think about retirement is obsolete and needs to be replaced. Let’s talk about some outdated ideas that people still cling to.

Important Links:

Protective Wealthcare Website: https://www.mcwealth.com/

Schedule A Free Review: https://calendly.com/mcwealth/intro

There’s a popular podcast called Stuff You Should Know, where they break down things like how sneezing works. Typically, it doesn’t have anything to do with the financial world. On today’s show, we’ll embrace the concept of “Stuff you should know”, but all based in the financial realm.

Important Links:

Protective Wealthcare Website: https://www.mcwealth.com/

Schedule A Free Review: https://calendly.com/mcwealth/intro

If you’re a First Responder in Pennsylvania and not paying into Social Security as part of your job with the Police, Fire or EMS, you could have your benefits reduced substantially. We spend a few minutes on the WEP and how it might affect you.

Important Links:

Protective Wealthcare Website: https://www.mcwealth.com/

Schedule A Free Review: https://calendly.com/mcwealth/intro

The IRA is an incredibly popular vehicle to save for retirement. But are you being too passive about how you’re saving and investing inside that account? Let’s put your IRA through some scrutiny to see if you’re truly taking advantage of all it has to offer and understand its pros and cons.

Important Links:

Protective Wealthcare Website: https://www.mcwealth.com/

Schedule A Free Review: https://calendly.com/mcwealth/intro

George's Youtube Channel: https://www.youtube.com/channel/UCoAWRL9a8isWC7wXAG66Fvg?app=desktop

Call: 215-699-1050

Everyone has read blogs, watched shows, and listened to people talk about all the key ways to improve or succeed in retirement. But what about how you can mess it all up? Let’s tackle five easy ways to ruin your retirement (then just do the opposite of these things and you’ll be fine).

Important Links:

Protective Wealthcare Website: https://www.mcwealth.com/

Schedule A Free Review: https://calendly.com/mcwealth/intro

Check Out Expert Stories: https://www.amazon.com/Expert-Stories-Clint-Arthur-ebook/dp/B07L7GDLYV

Call: 215-699-1050

People are always studying geniuses and highly intelligent people, trying to get an understanding of what makes them tick. Let’s look at some of the common characteristics of highly intelligent people that you should apply to your financial life.

Important Links:

Protective Wealthcare Website: https://www.mcwealth.com/

Schedule A Free Review: https://calendly.com/mcwealth/intro

Call: 215-699-1050

It seems that most people don’t have a clear picture of whether they should contribute to a traditional IRA or a Roth. Let’s discuss how to determine what’s best for you.

Important Links:

Protective Wealthcare Website: https://www.mcwealth.com/

Schedule A Free Review: https://calendly.com/mcwealth/intro

Call: 215-699-1050