Wealth Rescue Podcast

Leo answers a whole variety of listener-submitted questions this week.  Find out his preference on Roth vs. traditional IRA accounts, what you should know about robo-advisors, and what you might do if you're heavily invested in tech stocks with a short time horizon on your investments.

This week, we'll tackle some recent news events. Find out Leo's thoughts on the looming student loan debt crisis, as well as what we should be considering as more democrats vie for the presidency and discussion swirls around increasing taxes.

Have you ever received one of those invitations in the mail to attend a steak dinner and learn about annuities or social security or taxes? Chances are, if you're near retirement, you have. Leo will explore the motivations behind the folks who put on these dinner seminars and tell you why he used to them and also why he stopped. Plus we'll answer an "arrogant" question from a listener. Don't miss this episode if you consider yourself a bit of a DIYer.

There's been a lot of talk in the news lately about the possibility of moving toward 70, 80 or even 90% tax rates in the future. What should we learn from these discussions? Leo will tackle that question on today's show and also explore the idea if it's possible to be over-informed when it comes to making financial decisions. And who should you trust when it comes to gathering financial information?

It's great that people are living longer and longer, but how can you be sure that your retirement plan is built to last as long as you do? Let's discuss the financial impact of a longer life expectancy.

This week, we'll dive into a whole range of topics from recent headlines and listener-submitted questions.  Leo will offer up his perspectives on a recent IRS announcement and the implications of federal spending.  And later, he'll tackle questions about inherited stocks, preparing for a long down period in the market, and more.

In this second episode of our two-part series, Leo delves into three possible strategies that you might use to take full advantage of this unique window of opportunity with the tax code.

Regardless of your political leanings, it's likely that changes in our tax code through the Tax Cuts and Jobs Act of 2017 can offer you some significant opportunities to save money as you plan for retirement. In this first episode of a two-part series, Leo will discuss what some of those opportunities are, and why you should be taking advantage of them as soon as possible.

It's a mailbag edition of the show where we answer your questions about an early retirement due to a medical issue, the status of the stock market, gifting millions of dollars, and whether it's a good idea to dabble in stock-picking in retirement.

The 2008 financial crisis was an important moment in a lot of our lives. As we mark the 10-year anniversary of the crisis on this episode, Leo will share his memories of that time and detail how it impacted him personally and professionally. It left a lasting impact with how he interacts with clients to this day.