The Retirement Cafe

Today we are going to discuss one of the most powerful tools in financial planning. The Roth IRA. They have been around for over 20 years, but many people don’t fully understand what they are and if they should be using them. Hopefully we will be able to clear much of that up today for everyone listening!

Contact:

https://www.averywealth.com/

517-783-1695

One of the more confusing parts of owning a retirement account is required minimum distributions. Today we are going to jump into the topic and try to help you better understand what RMD’s are and how they can affect your retirement planning.

Contact:

https://www.averywealth.com/

517-783-1695

When we think about receiving a large lump sum of money, we tend to look at that as a positive thing. However, if you look at the statistics among NFL players and lottery winners, they end up filing for bankruptcy only a couple years after receiving those big checks. On today's show, Dan and Brent talk about some proactive steps you should take when receiving a large amount of money and where most people go wrong.

Contact:

https://www.averywealth.com/

517-783-1695

College is one of the most expensive investments you will make in your life. But most people do not shop for college in the same way they would for a house, or car. Instead, they ask their child what university they're interested in, visit the campus, and worry about the cost later. Dan and Brent talk to us about a tool that will help compare prices between different universities and help shop smarter for college.

Contact:

https://www.averywealth.com/

517-783-1695

On this show, we want you to look at your finances in a different way: visually. Research shows that many people learn and understand concepts better when they can see them in a visual format versus in other ways. So Brent and Dan are going to break this down today and discuss some of the tools they use to present information visually.

Contact:

https://www.averywealth.com/

517-783-1695

Today's episode is all about better understanding your 401(k) plan and strategies that you may be able to use to optimize it.

Contact:

https://www.averywealth.com/

517-783-1695

Today’s episode is all about keeping tabs on where you have been, where you are currently, and where you are heading. Dan and Brent consider this one of the biggest keys to long-term success. It also can be one of the most challenging tasks when dealing with money.

Contact:

https://www.averywealth.com/

517-783-1695

On today’s episode we are going to discuss the importance of understanding your tax return and how it can contribute to building more wealth. We all know that taxes are a reality and that they can be confusing! Hopefully we can help improve your understanding on the subject and provide a great tool to help you understand your specific return better.

Contact:

https://www.averywealth.com/

517-783-1695

Diversification is one of the most important fundamental investing ideals. This concept seems to be misunderstood and many people's portfolios aren't truly diversified. We address what proper diversification might look like and debunk some of the popular misconceptions.

Contact:

https://www.averywealth.com/

517-783-1695

There are many people that feel like they will never be able to retire. They worry that they will not have enough money to live off of to be comfortable, but this can be solved by developing an income plan. Knowing where your different streams of income are coming from each month can ease this worry and give you the confidence to finally retire. Dan and Brent talk us through how they build income plans for their clients and what considerations they have to make throughout this process.

Contact:

https://www.averywealth.com/

517-783-1695