The Wealth Puzzle

Forecasters had predicted a recession in 2020. Now they say there will be no recession. What's going on with the economy, the Fed, the interest rates and most importantly, your retirement accounts? In this episode we dig into the economy and interest rates and what that means to you, as well as tips to be ready for whatever may come.

Even more new tax laws are on their way and they will continue to complicate things. To make sure you are minimizing your tax burden your CPA and Financial Advisor need to be aware of these changes and how they will affect you this year and in the future. A lot of changes are happening that could affect your retirement income as well. In this episode we talk about these changes and what you can do to stay on top of them.

When you think of a puzzle what do you think the most important piece is? Listen in to hear what Michael's take on this question is.

Today Michael talks about basic legacy and estate planning. What do you do with your assets? How do you pass them along to your family and loved ones, and what if you are inheriting them? We talk about helpful solutions and strategies for you and your legacy.

In this episode Michael talks about wealth accumulation and income strategies to get you to and through retirement. What do you do with the money you earn, invest and save? It can make a huge difference in your life and your loved ones lives. Listen in for helpful tips to get your finances on track and be prepared for retirement.

What happens as the Baby Boomers start to pass along their wealth? It's important to have a legacy plan in place to make sure your assets and wishes are appropriately transferred. In this episode we talk about what is happening and how to get a legacy plan in place.

With so many choices and opinions out there regarding finances, you want to make sure you are getting the personalized information you need for your specific situation. In this episode we talk about what to avoid and what to look for regarding financial advice.

Despite what you may hear, nobody has a crystal ball to see what the markets are going to do. What is more important to focus on is having the correct tools for your situation and preparing for the worst while hoping for the best.

With the markets in flux you want to make sure that you are prepared and have the right balance with your investments and all of your financial assets. On today's show we'll be talking about helpful tips on getting and being prepared.

With market volatility, economic concerns and political unrest you need a solid financial plan for the new year. In this episode we talk about ways to help you accomplish that.