The Financial Lab

What’s your personal financial fear?  Maybe you can relate to comedian Kevin Hart! He says his fear is his credit card being declined in public! Credit cards and runaway debt are one thing, but one survey (by Zety) says by far, the number one fear Americans have about retirement is running out of money.  David and Travis explain how using their Financial Lab to create a sturdy income plan, protected from the market, inflation and giving you INCOME FOR LIFE!

Call today for your customized Financial Lab! 

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You’ve heard the saying, “the devils in the details” and that certainly applies to a financial plan before you retire. Hear how David and Travis can help you with this budgeting process, so it doesn’t become overwhelming with a customized Financial Lab.

Then, former Vice President Mike Pence joins the show and shared his philosophy on life after leaving the workforce, listen to see if you agree! 

Call today for your customized Financial Lab! 

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Inflation is up, the Fed is getting aggressive with interest rate hikes and the stock market is showing more volatility.  David and Travis give some examples of how they can help you protect your capital, and take advantage of opportunities during this inflation and volatility atmosphere.  

Get a customized Financial Lab today!  

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We’re in a bear market because it’s down over 20%.  But how long will it last?  An article in the Wall Street Journal contends that despite the best attempts at predictions, nobody knows when or how it will end.  So, the best thing to do is stop trying to predict the unpredictable and work on controlling the controllable.  David and Travis share what you CAN control during these volatile times.

Call today for your customized Financial Lab!  

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The biggest fear of planning retirement is running out of money. Good news is, David and Travis have financial tools and strategies that give you income for life! 

Call today for your Financial Lab! 

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We’ve talked before about retirement planning myths, so let’s shift gears a little – what are some of the popular misconceptions about estate planning?  

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We often talk about “bucket lists” in retirement – usually fun things we want to ‘check off’ once we leave the workforce.  But have you heard about an “anti-bucket list?”  It includes things a person never wants to experience or doesn’t want to repeat.  Some examples:

• Go through a divorce.
• Wait until the right time to travel.
• Spending time in constant worry.  

So, let’s apply this to retirement planning.  What are some of things that should be on that anti-bucket list? 

Create your bucket list AND your Financial Lab today! 

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Should you delay a divorce to increase your Social Security check?  David and Travis share their SS claiming strategies and more! 

Call today for your Financial Lab!  

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Since 2016, retirement plan sponsors have not been allowed to include annuities as a component of a 401(k).  But a new bill in Congress would change that.  The Lifetime Income for Employees Act would pave the way to make annuities a default investment for as much as 50% of plan balances.  Is this a good idea for those who didn’t necessarily make their own investment selections? David and Travis tackle this topic and how you can get ahead of inflation! 

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David and Travis weigh in on the seven financial spring-cleaning tips to tidy up money matters and more! 

Plus, Travis talks about tax information for small business ERC credit that changed in Nov of 2021!

Call David and Travis today for a Portfolio Review! 

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