Wright Money Tips episodes:

• September 01, 2021Episode 17: Making the Most of Your 401(k)!

  1. Should you leave money with a former employer’s plan instead of rolling it over into an IRA?
  2. How often should I review my plan investments?
  3. Incorrect assumptions around your retirement plan setup, fees and much more!

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• August 15, 2021Episode 16: Setting Yourself up for Success at Any Age!

  1. What keeps people engaged and how that translates into success?
  2. How to keep things fresh when it comes to your routines.
  3. Why staying grateful and recognizing small wins can lead to breakthroughs…and much more!

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• August 01, 2021Episode 15: Bond FAQ’s

  1. What exactly is a bond?
  2. Why you should consider bonds in your portfolio.
  3. How bonds could be in trouble in today’s economy…and much more!

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• July 15, 2021Episode 14: Common Financial Mistakes Couples Can Avoid in Retirement

  • When you should consider collecting your pension and social security.
  • The value add of having a household view of assets and lifestyle goals.
  • Taking the time to coordinate your financial affairs.
  • Managing risk that’s consistent amongst both spouses and much more!

   

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• July 01, 2021Episode 13: Inflation Worries!

  1. Where is the cost of goods headed and why?
  2. What to consider with your investment dollar when it comes to inflation.
  3. Why interest rates are not rising at the bank… and much more!

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• June 15, 2021Episode 12: Do You Really Need a Financial Advisor?

  1. How time management needs to be an important consideration with your finances.
  2. What to consider when you are a “do it yourself” investor that many people miss.
  3. How to establish a healthy relationship with a financial advisor…and much more!

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• June 01, 2021Episode 11: Travel Tips As Covid Restrictions Relax

  1. Why use a travel agent for setting the right agenda for your trip.
  2. Should traveling outside the U.S. be on your bucket list right now?
  3. Where to travel locally if you are not ready to fly…and more!

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• May 15, 2021Episode 10: When Procrastination Turns Into Urgency!

  • Important steps if you are laid off or are offered a severance package.
  • Retirement buyouts and need to know checkpoints.
  • Death of a spouse and how to reduce financial stress…and much more!

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• May 01, 2021Episode 9: Now Is Not The Time To Overlook Life Insurance

  • Why you should consider life insurance as an “asset class” in your financial plan.
  • Learn the mindset of leveraging life insurance around our uncertain tax code.
  • How to use a life insurance policy for health care costs…and much more

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• April 15, 2021Episode 8: Clearing Up Confusion On IRA Changes!

  • What to be aware of with the recent changes regarding your “Required Minimum Distributions”
  • A key change to know if you are charitably inclined to minimize taxes using your IRA accounts
  • Why inheriting IRA’s and qualified plans will look very different for your beneficiaries and loved ones…and much more!

   

   

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