Sandman Financial

Have your circumstances changed during the coronavirus economy? Some simple budgeting adjustments may help you get through this economic volatility a little easier. During our episode today, we’re going to dig into just how important it can be to conduct a financial checkup.

During our episode today, we’re going to discuss specific steps you can take in each of the last five years before retirement to better position yourself to enjoy the rewarding retirement you’ve worked so hard towards.

Annuities can provide a steady stream of retirement income if utilized properly. Find out about different types of annuities, how they work and how/when they may be part of a financial strategy.

Not everyone is prepared for retirement. How will you make up the difference? Do you have a strategy? This episode looks at potential options, tips and tricks to address being unprepared.

Do you know there are many different types of annuities? Some have high fees, some have NO fees. Some have fixed rates of return and others invest in the stock market. Which one is right for you?

Do you know the difference between a Qualified account and a Non-Qualified Account? Learn how to protect your money from making a wrong tax move with your IRA’s, 401K’s, Roth Accounts and more.

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

The financial media is flooded with information about annuities. Some of it may be good to know. Some may not be. How can you filter the perceptions that are rooted in reality from the ones that aren’t?

Do you know the difference between an IRA rollover and an IRA transfer? Do you know what precautions you should take as you roll over funds from one retirement account to another?

Do you know the difference between an IRA rollover and an IRA transfer? Do you know what precautions you should take as you roll over funds from one retirement account to another?