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The Retirement Planning Podcast episodes
- Moneyball - Let's Talk Baseball and Financial Planning
Rich and Steve use baseball analogies to explain planning for retirement. Should you swing for the fences? Is there a perfect five tool investment?
www.rwpaul.com/
Disclosure:
The Retirement Planning Podcast is for Educational Purposes Only and is not intended as investment/tax advice. Please consult with a qualified professional for any financial, insurance, tax, or legal matters.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Richard W. Paul & Associates, LLC, is a Registered Investment Advisor. Advisory services offered through Richard W. Paul & Associates, LLC. Insurance services offered through Midwest Financial Consultants, Inc. The aforementioned are affiliated companies. Matthew Paul is a registered representative with securities offered through G.F. Investment Services, LLC, member of FINRA/SIPC. Richard W. Paul & Associates, LLC and G.F. Investment Services, LLC, are separate entities.
13 min - Should I Take My Pension Lump Sum when I Retire?
When you retire from a company such as Ford, GM, or Chrysler, you may be faced with the biggest financial decision of your life. Should you take the lifetime of income, or should you take control of the money? Listen in as CERTIFIED FINANCIAL PLANNER™ professionals, Steve Paul and Rich Paul, discuss this difficult decision.
www.rwpaul.com/
Disclosure:
The Retirement Planning Podcast is for Educational Purposes Only and is not intended as investment/tax advice. Please consult with a qualified professional for any financial, insurance, tax, or legal matters.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Richard W. Paul & Associates, LLC, is a Registered Investment Advisor. Advisory services offered through Richard W. Paul & Associates, LLC. Insurance services offered through Midwest Financial Consultants, Inc. The aforementioned are affiliated companies. Matthew Paul is a registered representative with securities offered through G.F. Investment Services, LLC, member of FINRA/SIPC. Richard W. Paul & Associates, LLC and G.F. Investment Services, LLC, are separate entities.
5 min - Rich and Steve Discuss Loss of Spouse Risk and Putting a Plan in Place
Losing a spouse is the most difficult experience a person can endure in retirement. When it happens, you lose more than just your spouse. You may lose a pension or a social security check, so this is something that needs to be planned for.
www.rwpaul.com/
Disclosure:
The Retirement Planning Podcast is for Educational Purposes Only and is not intended as investment/tax advice. Please consult with a qualified professional for any financial, insurance, tax, or legal matters.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Richard W. Paul & Associates, LLC, is a Registered Investment Advisor. Advisory services offered through Richard W. Paul & Associates, LLC. Insurance services offered through Midwest Financial Consultants, Inc. The aforementioned are affiliated companies. Matthew Paul is a registered representative with securities offered through G.F. Investment Services, LLC, member of FINRA/SIPC. Richard W. Paul & Associates, LLC and G.F. Investment Services, LLC, are separate entities.
10 min - The Bond Bears Are Out of Hibernation - Retirement Planning Podcast
Rich and Steve discuss the traditional 60/40 retirement portfolio, and how we can't expect the same returns out of bonds in today's interest rate environment. They also make available a whitepaper from finance legend, Robert Ibbotson, discussing Fixed Indexed Annuities as an alternative to bonds.
www.rwpaul.com/
Disclosure:
The Retirement Planning Podcast is for Educational Purposes Only and is not intended as investment/tax advice. Please consult with a qualified professional for any financial, insurance, tax, or legal matters.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Richard W. Paul & Associates, LLC, is a Registered Investment Advisor. Advisory services offered through Richard W. Paul & Associates, LLC. Insurance services offered through Midwest Financial Consultants, Inc. The aforementioned are affiliated companies. Matthew Paul is a registered representative with securities offered through G.F. Investment Services, LLC, member of FINRA/SIPC. Richard W. Paul & Associates, LLC and G.F. Investment Services, LLC, are separate entities.
9 min - Estate Planning - Are You Flirting with Disaster?
In this episode of the Retirement Planning Podcast, Rich and Steve discuss the importance of estate planning. If you don't have your documents in place and updated, you may be flirting with disaster.
This podcast is for educational purposes only and not intended as financial or legal advice. Please consult with an estate planning attorney for advice on implementing an estate plan.
Richard W. Paul & Associates, LLC, is a Registered Investment Advisor. Advisory services offered through Richard W. Paul & Associates, LLC. Insurance services offered through Midwest Financial Consultants, Inc. The aforementioned are affiliated companies. Matthew Paul is a registered representative with securities offered through G.F. Investment Services, LLC, member of FINRA/SIPC. Richard W. Paul & Associates, LLC and G.F. Investment Services, LLC, are separate entities.
7 min - From the Mailbag - RMD from an Inherited IRA? Max out my 401k?
Questions from the mailbag:
Should I max out my 401k?
Should I cash out of my company stock?
Do I need to take an RMD from an Inherited IRA?
www.rwpaul.com
Disclosure:
The Retirement Planning Podcast is for Educational Purposes Only and is not intended as investment advice. Please consult with a qualified professional for any financial, insurance, tax, or legal matters.
Richard W. Paul & Associates, LLC, is a Registered Investment Advisor. Advisory services offered through Richard W. Paul & Associates, LLC. Insurance services offered through Midwest Financial Consultants, Inc. The aforementioned are affiliated companies. Matthew Paul is a registered representative with securities offered through G.F. Investment Services, LLC, member of FINRA/SIPC. Richard W. Paul & Associates, LLC and G.F. Investment Services, LLC, are separate entities.
6 min - What are Retirees Most Worried About?
What are retirees most worried about these days? Listen in as financial advisors, Richard and Steven Paul discuss Market fluctuations, interest rates, longevity, and more.
www.rwpaul.com
Disclosure:
The Retirement Planning Podcast is for Educational Purposes Only and is not intended as investment advice. Please consult with a qualified professional for any financial, insurance, tax, or legal matters.
Richard W. Paul & Associates, LLC, is a Registered Investment Advisor. Advisory services offered through Richard W. Paul & Associates, LLC. Insurance services offered through Midwest Financial Consultants, Inc. The aforementioned are affiliated companies. Matthew Paul is a registered representative with securities offered through G.F. Investment Services, LLC, member of FINRA/SIPC. Richard W. Paul & Associates, LLC and G.F. Investment Services, LLC, are separate entities.
7 min - The Perfect Storm for Retirees - Market Highs and Interest Rate Lows
Rich and Steve discuss the two of the main retirement risks investors are facing today - Market Highs and Interest Rate Lows.
www.rwpaul.com
Disclosure:
The Retirement Planning Podcast is for Educational Purposes Only and is not intended as investment advice. Please consult with a qualified professional for any financial, insurance, tax, or legal matters.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Richard W. Paul & Associates, LLC, is a Registered Investment Advisor. Advisory services offered through Richard W. Paul & Associates, LLC. Insurance services offered through Midwest Financial Consultants, Inc. The aforementioned are affiliated companies. Matthew Paul is a registered representative with securities offered through G.F. Investment Services, LLC, member of FINRA/SIPC. Richard W. Paul & Associates, LLC and G.F. Investment Services, LLC, are separate entities.
8 min - Ford, GM, and Chrysler Pension Buyouts & Not Procrastinating on Planning for Retirement
Certified Financial Planner™ professionals, Rich Paul and Steven Paul, discuss not procrastinating when it comes to retirement planning. Whether it's getting laid off, or getting offered a pension lump sum buyout from a company like Ford, GM, or Chrysler, or simply exploring other options outside your 401(k), it's important to start planning sooner rather than later!
www.rwpaul.com
Disclosure:
The Retirement Planning Podcast is for Educational Purposes Only and is not intended as investment advice. Please consult with a qualified professional for any financial, insurance, tax, or legal matters.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Richard W. Paul & Associates, LLC, is a Registered Investment Advisor. Advisory services offered through Richard W. Paul & Associates, LLC. Insurance services offered through Midwest Financial Consultants, Inc. The aforementioned are affiliated companies. Matthew Paul is a registered representative with securities offered through G.F. Investment Services, LLC, member of FINRA/SIPC. Richard W. Paul & Associates, LLC and G.F. Investment Services, LLC, are separate entities.
9 min - Rich and Steve Discuss February's Market VolatilityThe stock market spoiled us in 2017, and we're now seeing volatility that has been expected. Listen in as Rich discuss their outlook and what retirees and pre-retirees should be thinking about.11 min
About The Retirement Planning Podcast
From the publisher's feed
Certified Financial Planners™ Richard and Steven Paul discuss planning and preparing for retirement. Listen in as they discuss investing in the stock market, insurance, healthcare, taxes, social security, and various other topics that will help you to understand how to best prepare for retirement.
Rich and Steve can be heard on "The Rich Paul Show: Your Retirement Survival Guide", a weekly show airing on WJR Radio AM 760. Rich is the author of the book "The Baby Boomers' Retirement Survival Guide" and Steve is the co-author of the book "Retirement Evolved: The Definitive Guide to Not Outliving Your Money".
DISCLAIMER:
This show is for educational purposes only and not intended as investment advice. Consult with a qualified professional prior to implementing any strategy discussed.
www.rwpaul.com
Richard W. Paul & Associates, LLC, is an SEC Registered Investment Advisor. Advisory services offered through Richard W. Paul & Associates, LLC. Insurance services offered through Midwest Financial Consultants, Inc. The aforementioned are affiliated companies. Matthew Paul is a registered representative with securities offered through JW Cole Financial, LLC, member of FINRA/SIPC. Richard W. Paul & Associates, LLC and JW Cole Financial, LLC, are separate entities.