Retirement Planning Podcast

By Retirement Planning Podcast

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... more

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FAQs about Retirement Planning Podcast:

How many episodes does Retirement Planning Podcast have?

The podcast currently has 13 episodes available.

Retirement Planning Podcast episodes:

September 15, 2020 13: Option Strategies
Nicolas Dumas, PPC® discusses the covered call strategy and how it is utilized to generate income in retirement.
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11min
August 31, 2020 12: Retirement Income
Nicolas Dumas, PPC® discusses taking income off of your portfolio in retirement.
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12min
August 17, 2020 11: Important RMD Deadline
Nicolas Dumas, PPC® discusses an important deadline that is approaching for folks who have already taken their Required Minimum Distributions for the year.
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12min
August 11, 2020 10: Insurance
Nicolas 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.
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13min
August 03, 2020 9: Roth vs Traditional IRA
Nicolas Dumas, PPC® goes through a few key difference between a Roth and Traditional IRA
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10min
July 27, 2020 8: Yield in a Low Interest Rate Environment
Nicolas Dumas, PPC® describes one strategy that was used for income needs during this time of historically low interest rates
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11min
February 05, 2020 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.
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13min
January 30, 2020 6: Secure Act Epsiode
JT Cox and Nico Dumas discuss the impacts of the new SECURE Act relating to your Qualified Accounts.
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19min
December 12, 2019 5: Strategies to Reduce your Taxable Income
JT discusses year end tax strategies as well as Roth conversions
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57min
November 01, 2019 4: Year End Tax Planning
Dave and Nico discuss maximizing retirement account contributions, tax loss harvesting, charitable gifting accounts, and much more.
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57min

FAQs about Retirement Planning Podcast:

How many episodes does Retirement Planning Podcast have?

The podcast currently has 13 episodes available.