Retireable

Retireable

By retireableBusinessInvesting
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Retireable episodes

  • Retirement Planning in Action

    Mike and John continue their discussion about retirement planning and delve into Holistic Happenings to show some of the planning in action. The guys will also dive into more detail about what they see and do in the industry.

     

    Financial Services of America | Personal Financial Planning (fsa1.com)

     

    #Retireable

    #FinancialServicesOfAmerica

    #RetirementPlanning

    #Retirement

    #HolisticHappenings

    #YourMoney

     

    47 min
  • We’re Back! - Season 2 Holistic Happenings

    Welcome back!  Join John and Mike on the first episode of Season 2 of Retireable.  The hosts discuss things in the retirement planning subject matter.  This episode has a bunch of new info, as well as the Holistic Happenings segment to show some of the planning in action.  No special guests on this episode as John and Mike try to dive into more detail about what they see and to in the industry.

    Financial Services of America | Personal Financial Planning (fsa1.com)

     

    #HolisticHappenings

    #FinancialServicesOfAmerica

    #RetirementPlanning

    #Retireable

    41 min
  • Michael Wallace and John Sauger

    On the season wrap-up of Retireable, John and Mike walk through a handful of examples of when and where they use the information that was shared through-out this season in an effort to try to best bring the Retireable concepts together for the listener.

     

    Financial Services of America, AEFS, Riskalyze, Holistiplan, RightCaptial and Morningstar

    are not affiliated companies. Financial Services of America and AEFS cannot guarantee the accuracy or completeness of the Riskalyze, Holistiplan, RightCapital and Morningstar
    software or outputs. Riskalyze, Holistiplan, RightCaptial and Morningstar are intended to 
    be used as tools in designing a financial portfolio.

    Insurance products are offered through the insurance business Financial Services of 

    America (FSA). Financial Services of American (FSA) is also a Financial Services practice 
    that offers securities products and services through AE Financial Services, LLC (AEFS), 
    member FINRA/SIPC. Financial Services of America (FSA) is also an Investment Advisory 
    practice that offers investment advisory products and services through Financial Services 
    of America Advisors (FSAA), a Registered Investment Advisor. AEFS and FSAA do not offer 
    insurance products. The insurance products offered by Financial Services of America 
    (FSA) are not subject to regulatory requirements and standards of care applicable to 
    registered representatives and are not subject to investment advisory requirements. 
    AEFS, FSAA and FSA are not affiliated companies.
    Any and all other services referenced are an outside business activity not offered through 
    or supervised by AE Financial Services, Inc. (AEFS), member FINRA/SIPC or Financial 
    Services of America Advisors (FSAA), a Registered Investment Advisor. AEFS, FSAA (and 
    any other entities] are all separate and not affiliated entities.
    Financial Services of American (FSA) advisors may refer you to local CPAs for tax services 
    (including our business partnership with FSA Tax & Accounting) and attorneys for estate 
    planning services (including our strategic partnership with Benjamin T. Vader, PLLC), if 
    needed, to coordinate and collaborate with you and your advisor on your holistic 
    financial plan (with proper, written authorization).

     

    Please remember that converting an employer plan account to a Roth IRA is a taxable 

    event. Increased taxable income from the Roth IRA conversion may have several
    consequences including (but not limited to) a need for additional tax withholding or 
    estimated tax payments, the loss of certain tax deductions and credits, and higher taxes
    on Social Security benefits and higher Medicare premiums. Be sure to consult with a 
    qualified tax advisor before making any decisions regarding your IRA.

     

    35 min
  • Financial Technology

    Join Mike and John as they interview Nick Shaheen of Financial Services of America.  They continue a discussion about Financial Technology and some of the tools that the guys use when working with clients.  They also continue the ongoing Holistic Happening examples that Mike and John come in contact with every week.

    Advisor | Financial Services of America (FSA) | Warren (fsa1.com)

     

    #FinancialServicesOfAmerica

    #FinancialTechnology

    #RetirementPlanning

    #HolisticHappenings

    #Retirement

    #FinancialPlanning

    #YourMoney

    35 min
  • Cash Alternatives

    Join John and Mike as they discuss all things Retireable.  On this episode, the guys are joined by Bryan McLaughlin and have a wide ranging discussion on “cash alternatives” and some of the ideas Bryan is sharing with his clients.  As always, the episode wraps up with “holistic happenings” and some examples of how John and Mike use their planning strategies in practice with the families they help.

     

    Advisor | Financial Services of America (FSA) | Warren (fsa1.com)

     

    #Retireable

    #Retirement

    #HolisticHappenings

    #FinancialServicesOfAmerica

    #CashAlternatives

    #RetirementPlanning

    37 min
  • Life Insurance

    In this episode, Mike and John interview Sean Beckerman to discuss the idea of insurance.  They quickly discuss different types of insurance but spend the majority of the interview talking about life insurance and the different methods of planning with it.  The hosts then continue their regular conversation about “holistic happenings."

    Advisor | Financial Services of America (FSA) | Warren (fsa1.com)

     

    #Reireable

    #LifeInsurance

    #financialservicesofamerica

    #holistichappenings

    #Retirement

    #RetirementAge

     

    40 min
  • Technology and Your Finances

    Join Mike and John as they talk with Darci Barrera about technology in and for a comprehensive Holistic Financial Plan.  Darci lays out what type of technology is mostly in use today, what she was looking for to best meet the needs of a family, and what she created to fit those needs.  As always, Mike and John finish with a discussion about Holistic Happenings and what it means to the listener.

     

    Advisor | Financial Services of America (FSA) | Warren (fsa1.com)

     

    #finance

    #Retireable

    #HolisticHappenings

    #Retirement

    #technology

    #financialplan

    #financialservicesofamerica

     

     

    40 min
  • Tax Preparation

    On this episode of Retireable, Mike and John interview Beverly Bobcean and discuss a few different tax scenarios.  Bev has a long history of tax preparation for not just individual families, but for small to medium business owners as well.  They discuss different types of planning and filing options for those individuals.  Then, the guys continue their Holistic Happenings stories from families they work with.

     

    Advisor | Financial Services of America (FSA) | Warren (fsa1.com)

     

    #retireable

    #financialservicesofamerica

    #taxpreparation

    #retirement

    #taxes

    #readyforretirement

    #holistichappenings

     

    40 min
  • Health Insurance in Retirement

                  In this episode, John and Mike interview Mark Kersten for a free-flowing discussion on Health Insurance and Medicare.  Mark explains some of the things we should be aware of, and some of the questions we should be asking as we plan for our retirement years.  Then they continue on the regular discussion of Holistic Happenings with some existing families they both work with.

     

    #medicare

    #retirement

    #healthinsurance

    #retirementplanning

    #financialservicesofamerica

    #holistichappenings

    #retireable

     

    Advisor | Financial Services of America (FSA) | Warren (fsa1.com)

     

     

    41 min
  • How to Live a Tax-Free Lifestyle

    Join Mike and John as they bring on this episode’s guest, Mark Virostick.  Mark goes into a detailed discussion of Tax Planning and ways to try to minimize taxes in our retirement years.  Mark also shares some strategies of what to look for with different tax ideas that people might want to consider as they work towards a tax-free lifestyle.

     

    #Retireable

    #financialservicesofamerica

    #taxplanning

    #TaxFree

    #financial

    #financialplanning

     

    Advisor | Financial Services of America (FSA) | Warren (fsa1.com)

     

     

    35 min

About Retireable

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Have you ever tried to ask someone the specific steps they took to achieve a happy retirement? If you are already successfully retired, have you ever tried to explain to someone how you did it? It…