Retirement Playbook

We examine some of the most significant elements of the Biden tax plan proposal and what some of its details may mean for your financial strategy in both the near term and the long term.

During this episode, we’re going to illuminate some potentially surprising facts and figures about retirement. And, to make things a little more fun, we’re going to intersperse some fascinating facts about some of our most beloved movies.

Roth IRAs can be a solid part of an overall financial strategy. In this episode will describe Roth IRAs, compare them to traditional IRAs, highlight their tax implications and then look at rollovers.

During this episode, we’re going to really break down 401(k) so that listeners can gain a deeper understanding of their importance. We’ll also discuss way to maximize your 401(k).

During this episode, we’re going to do a deep analysis of the recently passed American Rescue Plan. In our final segment, we’ll address some good post-pandemic budgeting options.

During this episode, we’re going to examine financial statistics that may surprise you, scare you, or inspire you to readjust your own financial strategy.

During this episode, we’ll discuss some potential tax breaks for people who are in their 50s and 60s, the self-employed, and tax breaks that anyone can take advantage of.

During today’s episode, we’re going to discuss some of the changes you’ll see to Social Security in 2021 as well as what you can do to adjust your own retirement strategy to address those changes.

In this episode Brock discusses the Game Stop stock story and the markets overall. Then we discuss tips and strategies to help you have a balanced portfolio.

During this episode, we’ll examine eight scenarios when temporarily pausing saving for retirement may make broader financial sense.