The Sage Investor

Larry Kiser discusses the importance of sticking to principles and what exactly asset allocation is. Larry shares how asset allocation is such a large percentage of success in the market and three elements of it. Larry also shares three types of ways to diversify money. And he introduces the world to his new granddaughter Georgia.

Ready to build your retirement plan? Visit https://www.sagewealthdesign.com/ to connect with Larry and his team today!

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Larry Kiser defines what required minimum distributions are and why the government is so fervent in enforcing them. Larry has a funny saying about the IRS and shares what ages people have to start taking RMDs – and the tax implications. Larry also talks about how he thinks the Big 12 has been overlooked in college football this season.

Ready to build your retirement plan? Visit https://www.sagewealthdesign.com/ to connect with Larry and his team today!

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Larry Kiser discusses what qualified money is and what Larry thinks a good threshold is for people saving it. Larry describes the pitfalls of putting too much money on pre-tax accounts and leaving them on autopilot and the three buckets of money and what the tax implications for each are. Larry talks about his Thanksgiving travel to an oddly named Utah county.

Ready to build your retirement plan? Visit https://www.sagewealthdesign.com/ to connect with Larry and his team today!

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Larry Kiser defines what qualified money and non-qualified money are and the types of accounts that align with each. Larry explains different penalties and strategies for managing both types of accounts and the catch that some people do not expect when converting accounts. Larry also discusses his Thanksgiving plans and his love for the message in George Washington’s Thanksgiving Proclamation of 1789.

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Larry Kiser talks about election angst. Larry urges listeners to stick to their principles because emotions can derail their decision-making. Larry also explains what he has seen markets do over long periods of time and he talks about his optimism and joy following Brigham Young’s football season.

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When you need someone to help plan your retirement, you don’t want to go for the novice approach. You want the guide that brings you the knowledge needed to build your future.

That’s just what The Sage Investor does. Coming from the mind of Larry Kiser and Sage Wealth Design, The Sage Investor is a financial podcast with intelligence and savvy. Each week, it brings the latest market analyses, key insights into your portfolio, and experienced looks at all the factors affecting your retirement. Tune in to The Sage Investor and start getting wise to your future!

Investment advisory products and services made available through Impact Partnership Wealth, LLC ("IPW"), a Registered Investment Adviser. 3785624-08/24

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Larry tells his story about how he walked on to the Brigham Young football team and his children’s playing careers. He then breaks down the different mechanisms and tax strategies within the 401(k) and Roth 401 (k) retirement plans.

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Larry Kiser, Certified Financial Planner and owner and founder of Sage Wealth Design, gives his back story, including why he moved from 20-plus years in life insurance to starting his own firm. He explains the hard work becoming a CFP takes, his love for mountain biking, and why he named his firm and podcast as he did.

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