On this episode of the Retire Once Show, Johnathan and Melissa discuss what you should do before year-end to maximize your wealth. Whether it is year-end retirement planning or year-end tax strategies, there are a number of things you do not want to forget to check off your to-do list.

There are some time-sensitive year-end retirement strategies that will help you maximize your wealth and retirement savings.

Use this link to see if you are on track to your retirement. 

https://wealth.emaplan.com/ema/LeadGen/Welcome/35fc8061-43d5-4d43-a3f6-70bf17389865

We will then schedule time to put together your personal comprehensive retirement analysis that includes understanding your risk tolerance and an asset allocation that is personalized to you.

If you have questions or comments for the show email us  [email protected] or head to www.Retireonceshow.com

- Johnathan Rankin CRPC® CEPA®, Founder & CEO

-  Melissa Rankin - Wealth Management Advisor

- Theorem Wealth Management

On this episode of the Retire Once Show, Johnathan and Melissa discuss 2 popular retirement planning trends that died this year. With inflation at decade highs and the current bear market, retirees are having to rethink their investment strategies. Retirement savers can no longer follow general rules of thumb like the 4% rule or basic investment strategies. 

Use this link to see if you are on track to your retirement. https://wealth.emaplan.com/ema/LeadGen/Welcome/35fc8061-43d5-4d43-a3f6-70bf17389865

We will then schedule time to put together your personal comprehensive retirement analysis that includes understanding your risk tolerance and an asset allocation that is personalized to you. 

If you have questions or comments for the show email us  [email protected] or head to www.Retireonceshow.com

- Johnathan Rankin CRPC® CEPA®, Founder & CEO

-  Melissa Rankin - Wealth Management Advisor

- Theorem Wealth Management

🎁 [ULTIMATE RETIREMENT TOOL KIT] https://www.theoremwm.com/retirement-toolkit-download

👍 [SCHEDULE A CONVERSATION]  https://www.theoremwm.com/start-here

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#TheoremWealthManagement #RetireOnce #RetirementPodcast

Disclaimer: Johnathan Rankin is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Theorem Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC. retirement podcast

On this episode of the Retire Once Show, Johnathan and Melissa discuss the possible changes that might be coming to retirement plans soon. The Retirement Savings Modernization Act could have one of the biggest impacts on retirement savers. 

One of the big changes is that 401(k) plans could eventually invest in speculative investments such as hedge funds, private equity, private debt and even cryptocurrency like Bitcoin. Is this really a good thing? 

We also discuss a new study of investors with at least $1 million in retirement savings and the high-net-worth investors are extremely worried about retirement. More than a third of the millionaires surveyed believe it will take a miracle to retire. Why are these investors so worried about retirement? Make sure you stay tuned until the end to find out. 

If you have questions or comments for the show email us  [email protected] or head to www.Retireonceshow.com

- Johnathan Rankin CRPC® CEPA®, Founder & CEO

-  Melissa Rankin - Wealth Management Advisor

- Theorem Wealth Management

🎁 [ULTIMATE RETIREMENT TOOL KIT] https://www.theoremwm.com/retirement-toolkit-download

👍 [SCHEDULE A CONVERSATION]  https://www.theoremwm.com/start-here

😁 [REACH OUT ON FACEBOOK] https://www.facebook.com/Theoremwm/

#TheoremWealthManagement #RetireOnce #RetirementPodcast

Disclaimer: Johnathan Rankin is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Theorem Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC. - Retirement Podcast

On this episode of the Retire Once Show, Johnathan and Melissa discuss the current housing market. We have gotten a lot of questions from clients about whether or not the housing market will crash as it did in 2008. We discuss the current state of the 2022 housing market and the outlook moving forward. We also discuss how falling house prices might impact your retirement. We also go through a retirement planning exercise to see what happens to a retirement plan if the value of a house drops by 50%. 

There are so many concerns about how the housing market will impact the economy and someone’s individual retirement plan. Our goal is to help alleviate those concerns through comprehensive retirement planning.

If you have questions or comments for the show email us  [email protected] or head to www.Retireonceshow.com

- Johnathan Rankin CRPC® CEPA®, Founder & CEO

-  Melissa Rankin - Wealth Management Advisor

- Theorem Wealth Management

🎁 [ULTIMATE RETIREMENT TOOL KIT] https://www.theoremwm.com/retirement-toolkit-download

👍 [SCHEDULE A CONVERSATION]  https://www.theoremwm.com/start-here

😁 [REACH OUT ON FACEBOOK] https://www.facebook.com/Theoremwm/

➡️ [CONNECT WITH ME ON LINKEDIN] https://www.linkedin.com/in/johnathan-rankin-crpc%C2%AE-cepa%C2%AE-4a908b4a/

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#TheoremWealthManagement #RetireOnce #RetirementPodcast

Disclaimer: Johnathan Rankin is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Theorem Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC. Retirement podcast

On this episode of the Retire Once Show, Johnathan and Melissa discuss the difference between a successful and unsuccessful retirement. They share 3 habits of successful retirees. They also answer a question from a listener who wants to know what to he should payoff prior to retirement. Does it make sense to pay off your house before you retire? Check out this episode to find out. 

If you have questions or comments for the show email us  [email protected] or head to www.Retireonceshow.com

- Johnathan Rankin CRPC® CEPA®, Founder & CEO

-  Melissa Rankin - Wealth Management Advisor

- Theorem Wealth Management

🎁 [ULTIMATE RETIREMENT TOOL KIT] https://www.theoremwm.com/retirement-toolkit-download

👍 [SCHEDULE YOUR FREE RETIREMENT PLAN]  https://www.theoremwm.com/start-here

😁 [REACH OUT ON FACEBOOK] https://www.facebook.com/Theoremwm/

#TheoremWealthManagement #RetireOnce #RetirementPodcast

Disclaimer: Johnathan Rankin is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Theorem Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.

Retirement Podcast

Music 

Song: Can't Get Over

Artist: Ballpoint/Epidemic Sound

On this episode of the Retire Once Show, Johnathan and Melissa discuss the upcoming Midterm election and whether or not it will have an impact on your retirement. Covering everything from what’s at stake in this election and how midterm elections have impacted the economy and the stock market in the past, this is an episode you do not want to miss. Make sure you check out the end of the video where we share what you should do to prepare your retirement portfolio for the upcoming election. 

If you have questions or comments for the show email us  [email protected] or head to www.Retireonceshow.com

- Johnathan Rankin CRPC® CEPA®, Founder & CEO

-  Melissa Rankin - Wealth Management Advisor

- Theorem Wealth Management

🎁 [ULTIMATE RETIREMENT TOOL KIT] https://www.theoremwm.com/retirement-toolkit-download

👍 [SCHEDULE A CONVERSATION]  https://www.theoremwm.com/start-here

😁 [REACH OUT ON FACEBOOK] https://www.facebook.com/Theoremwm/

➡️ [CONNECT WITH ME ON LINKEDIN] https://www.linkedin.com/in/johnathan-rankin-crpc%C2%AE-cepa%C2%AE-4a908b4a/

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#TheoremWealthManagement #RetireOnce #RetirementPodcast

Retirement Podcast

Disclaimer: Johnathan Rankin is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Theorem Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.

Download Our Retirement Toolkit: https://www.theoremwm.com/retirement-toolkit-download

Schedule Your FREE Retirement Assessment Today https://www.theoremwm.com/start-here

On this episode of the Retire Once Show, Johnathan and Melissa discuss the 5 things you should do to make sure you are ready to retire. Many people save for years thinking that retirement may be something they want to do, but when the time comes, how do you know you are really ready to retire? What steps should you take to make sure you are fully prepared. 

If you have questions or comments for the show email us  [email protected] or head to www.Retireonceshow.com

Monte Carlo Retirement Successful at 50% - https://www.kitces.com/blog/monte-carlo-retirement-projection-probability-success-adjustment-minimum-odds/

- Johnathan Rankin CRPC® CEPA®, Founder & CEO

-  Melissa Rankin - Wealth Management Advisor

- Theorem Wealth Management

🎁 [ULTIMATE RETIREMENT TOOL KIT] https://www.theoremwm.com/retirement-toolkit-download

👍 [SCHEDULE A CONVERSATION]  https://www.theoremwm.com/start-here

😁 [REACH OUT ON FACEBOOK] https://www.facebook.com/Theoremwm/

➡️ [CONNECT WITH ME ON LINKEDIN] https://www.linkedin.com/in/johnathan-rankin-crpc%C2%AE-cepa%C2%AE-4a908b4a/

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#TheoremWealthManagement #RetireOnce #RetirementPodcast

Retirement Podcast

Disclaimer: Johnathan Rankin is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Theorem Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.

On this episode of the Retire Once Show, Johnathan and Melissa discuss how the Inflation Reduction Act can impact your retirement. For many retirees, the Inflation Reduction Act can save them money in retirement. They discuss whether or not the market will be impacted by the new law. They also help answer a question from a listener who is going back to work after retirement and is wondering how her Social Security Benefits will be impacted. Most people don’t realize that you can reverse your Social Security decision, but beware, there are important factors to consider. 

If you have questions you would like answered, submit questions to the show at [email protected] or head to www.Retireonceshow.com

- Johnathan Rankin CRPC® CEPA®, Founder & CEO

-  Melissa Rankin - Wealth Management Advisor

- Theorem Wealth Management

🎁 [ULTIMATE RETIREMENT TOOL KIT] https://www.theoremwm.com/retirement-toolkit-download

👍 [SCHEDULE A CONVERSATION]  https://www.theoremwm.com/start-here

😁 [REACH OUT ON FACEBOOK] https://www.facebook.com/Theoremwm/

➡️ [CONNECT WITH ME ON LINKEDIN] https://www.linkedin.com/in/johnathan-rankin-crpc%C2%AE-cepa%C2%AE-4a908b4a/

#TheoremWealthManagement #RetireOnce #RetirementPodcast

Disclaimer: Johnathan Rankin is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Theorem Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.