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Retire Once Show
Retire Once Show episodes
- Time’s Running Out – Tips To Maximize Retirement & Wealth
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
22 min - 2 BIG Retirement Planning Trends That Died In 2022
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
17 min - BIG Changes Coming To Retirement Plans
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
23 min - Should You Delay Retirement? Tips On Surviving The Market CrashOn this episode of the Retire Once Show, Johnathan and Melissa answer 2 listener questions.Should you delay your retirement because of the market and inflation? What things should you consider when retirement is right around the corner?AlsoMany people are worried about the current market and don’t know what to do. We help a listener with 4 tips on surviving a market crash.If you look at your portfolio and don’t know if you are in the right investment strategy for your retirement, make sure you schedule some time for us to go through a detailed retirement analysis for 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😁 [REACH OUT ON FACEBOOK] https://www.facebook.com/Theoremwm/#TheoremWealthManagement #RetireOnce #RetirementPodcast #retirementplanning #retirementDisclaimer: 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.20 min
- Will Falling Home Prices Hurt Your Retirement Plans?
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
24 min - 3 Habits of Successful Retirees
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
22 min - The 2022 Midterm Election and Your Retirement
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.
18 min - The 7 Best & Worst Places To RetireOn this episode of the Retire Once Show, Johnathan and Melissa discuss the Wallethub rankings for the best and worst cities to retire. Where does your city rank? We also discuss a recent Forbes article – The Hidden Retirement Pitfall: It’s Not The Money and share 3 things retirees should never overlook but often do. The author Carolyn Rosenblatt calls them the 3 Important Components of a True Success RetirementWallethub Story: https://wallethub.com/edu/best-places-to-retire/61652019 Wallethub Rankings https://rlist.io/dataset/rlistinsights/25206972/db-wallethubForbes Article: https://www.forbes.com/sites/carolynrosenblatt/2022/09/07/the-hidden-retirement-pitfall-its-not-the-money/?sh=1f2ff07e713eIf 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- Retirement Podcast🎁 [ULTIMATE RETIREMENT TOOL KIT] https://www.theoremwm.com/retirement-toolkit-download👍 [SCHEDULE A FREE RETIREMENT ANALYSIS] 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/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.21 min
- Thinking About Retirement? Do This First!
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.
21 min - Great News For Retirees
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.
22 min
About Retire Once Show
From the publisher's feed
The Retire Once Show is a retirement podcast designed to help simplify retirement so that you can retire with confidence. Running out of money in retirement is one of the biggest fears that retirees have. That is why our goal is to help you not just get to retirement, but most importantly, stay retired.
Join your hosts, Johnathan R. Rankin CRPC® CEPA®, founder and CEO of Theorem Wealth Management, and Melissa Rankin, Wealth Management Advisor with Theorem Wealth Management
Each week, they will cover retirement topics to help you prepare for retirement if you are not retired or help you improve your retirement if you are already retired.
They will cover topics such as Social Security, advanced tax planning, IRA's, 401(k)'s, retirement income strategies, investing strategies, stocks and bonds, and ways to help you gain confidence in your retirement plan.
Every episode will give you the tools you need to get to retirement and most importantly stay retired. Our goal is to make sure you only have to "retire once" and that work after retirement is optional and not mandatory. Learn more and grab FREE retirement resources by going to www.retireonceshow.com.