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Retirement Planning Podcast
Retirement Planning Podcast episodes
- 13: Option StrategiesNicolas Dumas, PPC® discusses the covered call strategy and how it is utilized to generate income in retirement.11 min
- 12: Retirement IncomeNicolas Dumas, PPC® discusses taking income off of your portfolio in retirement.12 min
- 11: Important RMD DeadlineNicolas Dumas, PPC® discusses an important deadline that is approaching for folks who have already taken their Required Minimum Distributions for the year.12 min
- 10: InsuranceNicolas Dumas, PPC® discusses the tax efficient way to transfer wealth to the next generation. He also briefly describes a new insurance product that allows access to money for LTC expenses.13 min
- 9: Roth vs Traditional IRANicolas Dumas, PPC® goes through a few key difference between a Roth and Traditional IRA10 min
- 8: Yield in a Low Interest Rate EnvironmentNicolas Dumas, PPC® describes one strategy that was used for income needs during this time of historically low interest rates11 min
- 7: Who Are We?JT Cox and Nico Dumas give a brief overview of the Retirement Planning Group and how they operate as a firm.13 min
- 6: Secure Act EpsiodeJT Cox and Nico Dumas discuss the impacts of the new SECURE Act relating to your Qualified Accounts.19 min
- 5: Strategies to Reduce your Taxable IncomeJT discusses year end tax strategies as well as Roth conversions57 min
- 4: Year End Tax PlanningDave and Nico discuss maximizing retirement account contributions, tax loss harvesting, charitable gifting accounts, and much more.57 min
About Retirement Planning Podcast
From the publisher's feed
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach in helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.