Retire Once Show

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On this episode of the Retire Once Show, Johnathan sits down with Matt Meline CFP®, the Founder and CEO of PrairieFire Wealth Planning and the author of the book Empty Nest Full Pockets – How to emotionally and financially prepare for you and your children’s future. With the rising cost of education, college planning can be very stressful. Many parents focus on the financial aspects of college planning while overlooking the emotional impact they face as parents. Matt shares his journey of becoming an empty nester and his advice on how to best avoid what many parents face empty nest syndrome. 

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Submit questions to the show at [email protected]‍

- Johnathan Rankin CRPC® CEPA®, Founder & CEO

-  Melissa Rankin - Wealth Management Advisor

- Theorem Wealth Management, Financial Advisor Dallas Texas

- Retire Once Show - 2022 Retirement Podcast Series

On this episode of the Retire Once Show, Johnathan and Melissa discuss the top 3 things that are impacting people’s decisions around retirement. With so many headlines in the news about everything from inflation to politics, there is so much noise that makes it hard to focus on individual goals. We share the 3 things that have caused clients to rethink their retirement and what you can do to help block out the noise. 

Submit questions to the show at [email protected]

- Johnathan Rankin CRPC® CEPA®, Founder & CEO

-  Melissa Rankin - Wealth Management Advisor

- Theorem Wealth Management

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POPULAR RETIREMENT VIDEOS

How rising interest rates affect retirement plans: 

All About Roth Accounts - Roth Conversions, Roth IRAs & Roth 401(k)s: 

Retirement During A Recession: Are you Prepared?: 

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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.

Multiple surveys have shown that many Americans are unprepared for retirement. What should you do if you are getting a late start on retirement savings? Join Johnathan and Melissa on this episode of the Retire Once Show. 

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2022 Global Benefits Attitudes Survey: 

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Top IRA Mistakes To Avoid: Schedule Your FREE Retirement Assessment Today 

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If you are planning for retirement and saving in an IRA, what are some mistakes you should look to avoid so that you can have a successful retirement? In this episode of the Retire Once Show, we discuss mistakes that could end up costing you money in taxes or mistakes that can impact your intended beneficiaries. 

Submit questions to the show at [email protected]

- Johnathan Rankin CRPC® CEPA®, Founder & CEO

-  Melissa Rankin - Wealth Management Advisor

- Theorem Wealth Management, Financial Advisor Dallas Texas

- Retire Once Show - 2022 Retirement Podcast Series

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1️⃣[RETIRE ONCE]

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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.

The Most Common Retirement Questions: Schedule Your  FREE Retirement Assessment Today 

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How much do I need to retire? Should I retire in a bear market? How will I pay for medical expenses? These are a few of the common questions we get from viewers so today we will answer these questions and a few more.

Submit questions to the show at [email protected]‍

- Johnathan Rankin CRPC® CEPA®, Founder & CEO

-  Melissa Rankin - Wealth Management Advisor

- Theorem Wealth Management, Financial Advisor Dallas Texas

- Retire Once Show - 2022 Retirement Podcast Series

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CHAPTERS

0:00 - Introduction

1:46 - How long will my money last?

8:50 - How Much Do I Need To Retire?

9:48 - How Will I Pay For Medical Expenses?

14:59 - Should You Retire In a Bear Market?

17:12 - What Can I Do To Combat Inflation?

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ARTICLES

https://crr.bc.edu/briefs/can-we-predict-boomers-drawdown-behavior-from-earlier-cohorts/

https://corporate.vanguard.com/content/dam/corp/research/pdf/Safeguarding-retirement-in-a-bear-market-US-ISGSRBM_062020_A4_Online.pdf

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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.

Most Common Social Security Questions: Schedule Your FREE Retirement Assessment Today 

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There are many small nuances to social security; because of this, we get a lot of questions regarding SS. Today we hope to answer some of the more common questions we get, covering topics like spousal benefits, survivor benefits, and if social security will go bankrupt.

Submit questions to the show at [email protected]‍

- Johnathan Rankin CRPC® CEPA®, Founder & CEO

-  Melissa Rankin - Wealth Management Advisor

- Theorem Wealth Management, Financial Advisor Dallas Texas

- Retire Once Show - Retirement Podcast

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CHAPTERS

0:00 - Introduction

1:13 - Social Security -FAQ

6:50 - Social Security - Spousal Benefits

11:33 - Social Security Survivor Benefits

13:54 - Social Security - Will It Go Bankrupt?

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POPULAR RETIREMENT VIDEOS

Retirement Planning Do's & Don'ts: https://youtu.be/JRzVkSmo0rQ

Retirement During A Recession: Are you Prepared?: https://youtu.be/sR28HxppG6o

Roth Conversions: What are they, and is it right for me?: https://youtu.be/oMGZpoHP_ts

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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.

What are the most important Do's & Don'ts of retirement planning? Join hosts Johnathan and Melissa Rankin as they discuss retirement planning topics that you will either want to make sure you are doing or make sure you are avoiding. 

Retirement planning can be stressful and that is why it is equally important to know the things that you should do and the things that you shouldn't do. Avoiding retirement mistakes is a must. In this episode of The Retire Once Show, Johnathan and Melissa discuss topics ranging from starting retirement planning early, to avoiding getting sucked into large annuity purchases in down markets. 

Head to Retireonceshow.com to submit a question or schedule a free retirement assessment. 

- Johnathan Rankin CRPC® CEPA®, Founder & CEO, 

-  Melissa Rankin - Wealth Management Advisor

- Theorem Wealth Management, Financial Advisor Dallas, Texas

- Retire Once Show - 2022 Retirement Podcast Series

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CHAPTERS

0:00 - Introduction

2:28 - Do - Set Goals

4:38 - Don't - Wait to Start Planning

7:03 - Do - Be a Disciplined Investor

10:05 - Don't - Annuities in Down Markets

13:30 - Do - Eliminate Debt

15:04 - Don't - Stop Saving

16:43 - Do - Constantly Update and Stress Test Your Retirement Plan

18:55 - Don't - Think Retirement and Investing is a Steady Process

20:48 - Recap

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🎁 [ULTIMATE RETIREMENT TOOL KIT] 

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POPULAR RETIREMENT VIDEOS

How rising interest rates affect retirement plans: 

How a Recession Impacts You: 

One Way To Save Taxes In Retirement: 

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#TheoremWealthManagement #RetireOnce #RetirementPodcast #BearMarket #Investing #Retirement

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.

With stocks down, there are a lot of questions about what you should do in this bear market. It can be scary for investors to lose money, so we want to discuss the strategies that investors can take to get through a bear market. We'll explain how these different investment strategies can be implemented for a bear market, some of their pros and cons, and who each strategy is right for.

We will go in-depth on strategies for investing during a bear market. Tax-loss harvesting is a strategy that could help offset gains or income and help you save on taxes. Rebalancing is a strategy that will help you stay consistent over a long period of time with your asset allocation. Roth conversions might make sense during down markets as you have seen positions in your portfolio fall. 

Check out the full episode to learn all about investing strategies for bear markets as well as a few things you do not want to do.

Head to Retireonceshow.com to submit a question to the show or download any of our useful retirement resources. 

- Johnathan Rankin CRPC® CEPA®, Founder & CEO, 

- Melissa Rankin - Wealth Management Advisor

Theorem Wealth Management

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CHAPTERS

0:00 - Introduction

2:15 - Tax Loss Harvesting

7:16 - Rebalancing Your Portfolio

12:50 - Roth Conversions

14:41 - Bad Bear Market Strategies

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🎁 [ULTIMATE RETIREMENT TOOL KIT] 

👍 [SCHEDULE A CONVERSATION]  

😁 [REACH OUT ON FACEBOOK] 

➡️ [CONNECT WITH ME ON LINKEDIN] 

----------------------- 

POPULAR RETIREMENT VIDEOS

How rising interest rates affect retirement plans: 

How a Recession Impacts You: 

One Way To Save Taxes In Retirement: 

----------------------- 

#TheoremWealthManagement #RetireOnce #RetirementPodcast #BearMarket #Investing

Disclaimer: Johnathan Rankin is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities are 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.

Music 

Song: Can't Get Over

Artist: Ballpoint/Epidemic Sound