The Retirement Cafe

Medicare can be difficult to understand because it contains a variety of moving parts. There are a lot of misconceptions about the coverage you receive and what the different parts provide. Dan and Brent look to clear up some confusion with Medicare and discuss the penalties if you apply late and some possible remedies to solve that situation.

Contact:

https://www.averywealth.com/

517-783-1695

College debt is a hot topic in the United States right now. Year after year, the cost of college continues to get more expensive and students graduate with a large amount of debt as they enter the workforce. On today's show, we talk about some proactive strategies you can do to hopefully cut down on some of the costs.

Contact:

https://www.averywealth.com/

517-783-1695

Today we are going to have some fun with financial goals and help you realize that everyone has things that are important to them and often through a simple conversation with a qualified advisor, you can quickly get excited about your financial future and begin to make progress towards the things that are most important to you.

Contact:

https://www.averywealth.com/

517-783-1695

In today’s episode we are going to talk about some of the recent financial news around GameStop and Bitcoin and in a funny way, how they may relate to diet pills.

Contact:

https://www.averywealth.com/

517-783-1695

Most financial professionals make it a point to have an annual review done with you to look over your portfolio and see how everything has been doing. These reviews should make you feel secure in your plan moving forward, however, some advisors have this review to see if they can sell you another financial product. Dan and Brent talk today on what their annual reviews look like and some red flags you should be weary of.

Contact:

https://www.averywealth.com/

517-783-1695

2020 was not an easy year to be an investor in the stock market. After nearly a decade of a bull market, things quickly took a sharp downturn in March with news of the pandemic. This decline instilled fear in a lot of people and caused some to even pull their money out of the market at a loss. Today the Dan and Brent look back on the stock market's performance for 2020 and put some numbers behind a hypothetical portfolio going through a year like 2020.

Contact:

https://www.averywealth.com/

517-783-1695

This is the last installment of our retirement phase series. It's not easy to discuss how you would like your assets to be distributed when you are gone, but it is certainly an essential conversation to have. We take a look at some items you should review, making your assets tax-efficient, and much more.

Contact:

https://www.averywealth.com/

517-783-1695

Now that you have accumulated money and have transitioned into retirement, it's important to strategically plan out how you will use your assets to live off of. We discuss how to make your distribution plan efficient and a couple things to take a closer look at when you enter this phase.

Contact:

https://www.averywealth.com/

517-783-1695

This week we are diving into part two of our four-part series on the different stages of money, which includes accumulation, transitioning into retirement, the distribution phase, and your legacy. So today we get to talk about what many people get most excited about, transitioning into retirement.

Contact:

https://www.averywealth.com/

517-783-1695

This week we are kicking off a 4-part series on the different stages of money, which include accumulation, transitioning to retirement, the distribution phase, and your legacy. Over these sessions we hope to give our listeners some key elements to focus on during these different stages so they can optimize their long-term financial health.

Contact:

https://www.averywealth.com/

517-783-1695