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Planning for retirement is not a “one size fits all” process. We all have different needs and goals and it’s important to work with an advisor who understands ours. John Dubots has spent nearly 30 y... more
FAQs about Retirement and Money Matters:How many episodes does Retirement and Money Matters have?The podcast currently has 39 episodes available.
July 29, 2019Are We Headed Towards a Retirement Crisis?This year marks a 10-year bull run for the S&P 500 and most recently, the market hit all-time record highs, what’s to come next? A recent Market Watch column warned that the next bear market is going to spark a retirement “crisis.” Is that just unavoidable, or are there steps we can take to protect ourselves? ...more12minPlay
July 01, 2019National Debt and Your Retirement Go TogetherThe National Debt has reached $22 trillion, how can this effect your taxes and planning for retire? What is the future of taxes? Is a Roth/traditional IRA and 401(k) the answer for tax free retirement? ...more15minPlay
June 24, 2019Business Structuring, Exit Strategies and Business ContinuationBusiness attorney David Shoup (www.ShoupLegal.com) joins John to discuss issues concerning business owners such as: entity structure (sole prop, C Corp, LLC) and tax issues facing business owners. Plus, if you’re ready to retire, what are some exit strategies and business continuation tools you should consider?...more20minPlay
June 10, 2019The #1 Question about RetirementWhat’s the most researched question about retirement on Google? Plus, how much do you really need to retire? Should you claim SS immediately or wait until you are 70? John answers these questions and more in this episode, you don’t want to miss it! ...more17minPlay
May 27, 201924-year-old Powerball winner may lose nearly half to tax!What will your taxes look like in retirement? Is it possible to have a tax-free retirement? Some estimate that Social Security will end in 2035, what does that mean for you and your spouse? Plus, how do you know if your income is enough to last as long as you do? ...more16minPlay
April 15, 2019Paying Taxes on Your SS and How to Live Tax Free!One of the most overlooked, but perhaps most important, aspects of Social Security is whether you’ll have to pay taxes on your monthly benefits. How does the National debt influence our taxes? And, is it possible to live a tax free retirement?...more19minPlay
April 08, 2019BREAKING NEWS- Big Tax ChangesHow will the new tax reform impact you? Will your taxes be higher or lower when you enter retirement? Does it matter who is in the white house when it comes to your taxes? What can you do today to ensure better future returns?...more13minPlay
March 11, 2019Claiming Social Security and Rolling over 401KsOn this episode, hear why it’s so important to find out now what your future benefits are likely to be. How can you maximize your social security? When is the right time to claim? Plus, some say that Social Security Trust Funds may run dry by 2034, if so, how will this affect you?...more14minPlay
February 15, 2019Prepare for Retirement Today!Do you the difference between a financial plan and a retirement plan? You don’t have to be “all in” the market to be successful, John explains different strategies that protect you and grow your assets despite what's going on in the market. Plus, the #1 fear in retirement is running out of money, John explains how he can get you guaranteed income for life. ...more14minPlay
FAQs about Retirement and Money Matters:How many episodes does Retirement and Money Matters have?The podcast currently has 39 episodes available.