The Retirement Solutions Show

As America Tries To "Flatten The Curve", We Have A Significant Mental Health Challenge On Our Hands With Increasingly Anxious People Living In Isolation Watching The Stock Market Whipsaw.

Market Circuit Breakers & Financial Jargon Podcast As Coronavirus Fear Continues To Grow

Recent Market volatility Approaching a "Bear Market" and the Fed Interest Rate Drop Having Negative Market Reaction

DOW Drops Over 3,500 This Week Coming On The Heels Of Coronavirus Pandemic

The guys discuss tax laws being written in pencil, should we count on Social Security employees to make our claiming strategy, Warren Buffet speaks on politics, and how money mistakes are like termites.

On this week's episode of the Retirement Solutions Show, we discuss how retirement funds are taxed. Plus, how we help clients get ahead of the curve when preparing to leave the working world behind. And are we overdue for a bear market?

This week on the Retirement Solutions Show, we take you behind the scenes and show you how exactly we work with our clients. And the people at Gobankingrate.com say people in New Mexico can expect to retire at age 60 with a nest egg of $760,000. We share whether this is realistic. 

This week, we discuss negative investor behaviors, what to look for in a financial advisor, and why this is the time to talk about tax strategy. Plus, how we help clients wade through the sometimes choppy waters of Social Security.

In this week's episode, the dangers of "secondhand" financial advice, why having a written retirement plan is a big deal, and making sure you don't run out of money. Plus, how to simplify tax planning.

• [1:00] Secondhand financial advice. What is it and what to be wary of.
• [7:22] Why having a written retirement plan is such a big deal
• [15:20] Converting your retirement accounts into retirement income
• [19:55] Why tax planning is complicated and how to simplify it

Ready to take the leap towards a more secure retirement? Schedule a free phone consultation with one of our advisors. We start with a 15-minute phone call to determine if our services fit your situation. We want to ensure we can provide solutions to your concerns before we move forward. Get Started.

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On this week's episode, we discuss pros and cons of the new RMD age, how rising inflation could be a problem for your nest egg, and whether the stock market is underinvested. Plus, why the next 20 years could be tough ones for the Social Security program.

• [1:25] How your RMDs are affected by the SECURE Act
• [6:25] Why you should build inflation into your retirement plan
• [13:25] Our advice to people who are worried about the stability of Social Security
• [18:30] Are you missing out by keeping too much cash on the sideline?

• Financial Jargon episode on the SECURE Act
• [WEBINAR] 4 Ways the SECURE Act Will Affect Your Retirement

• ITUNES
• STITCHER
• SPOTIFY

If you enjoy the Retirement Solutions Show, we'd appreciate your feedback! Leave a review on iTunes and let us know how we’re doing. Reviews help other people in or nearing retirement find our show. CLICK HERE TO LEAVE A REVIEW.