Roth IRA’s & Roth 401(k)’s
Today we are going to discuss the pros and cons of Roth IRA's & Roth 401(k)'s.
What Do You Do With a Lump Sum Of Money?
Today we are discussing what to do if you come across a lump sum of money. Whether you've just won the lottery, gained some inheritance, sold a property or received a pension - we get this question a lot so we thought we'd discuss it.
Current Events
Today we are discussing current events. What is going on in the world today & what does that mean moving forward from an investment standpoint?
Using Artificial Intelligence To Invest
Today we have a friend of ours, Wayne Ferbert from Alpha DNA, on the show explaining investing while using artificial intelligence.
Asset Allocation
Last week we talked about Modern Portfolio Theory and it touched on 'asset allocation'. Today we are going to dive in a bit more & define what 'asset allocation' is, as well as give some examples.
Investing During Times of Uncertainty
Today we talk about the traditional solution for investing - the 'Modern Portfolio Theory'. We discuss what ‘Modern Portfolio Theory’ is & if it's still relevant today.
Financial Planning
What does 'financial planning' mean & should you have a financial plan? We discuss how important it is to have a plan, prior to investing, and how we can help.
A New Beginning
Today we are talking about changes to our podcast format and what to expect moving forward.
Fool’s Gold
Some people are clinging to certain ideas that give them a sense of false hope about their retirement. Let's see if there might be faulty thinking that makes us classify these thoughts as “fool’s gold”
Important Links:
Mach 1 Financial Group Website: https://mach-1financial.com/
Phone Number: 479-876-2100
Traditional Versus Roth IRAs
Which one is better for me? What are the pros and cons? Should I do a conversion? We spend a few minutes this week on the great debate of Traditional versus Roth IRAs.
Important Links:
Mach 1 Financial Group Website: https://mach-1financial.com/
Phone Number: 479-876-2100
Death Of A Spouse
It is a fact of life we all must deal with at some point and it's never easy. However, having a plan in place and being prepared on the financial side can somewhat ease the stress during this time. We talk about some of the things to consider and the effects on your retirement plans when dealing with the death of a spouse.
Important Links:
Mach 1 Financial Group Website: https://mach-1financial.com/
Phone Number: 479-876-2100
Email Questions
Today we will answer a few email questions that have come in from our listeners. We go over if you should get rid of an old life insurance policy, the withdrawal rate of an IRA, and the tax implications of stocks, annuities, and IRAs.
Important Links:
Mach 1 Financial Group Website: https://mach-1financial.com/
Phone Number: 479-876-2100
Life Happens
Sometimes events happen in life that make it really important for you to carefully assess your financial situation. We will name a few events that can occur and why it's important to double check your financial plan after these situations take place.
Important Links:
Mach 1 Financial Group Website: https://mach-1financial.com/
Phone Number: 479-876-2100
Financial Truths
A lot of things in the financial landscape have an “it depends” resolution. It can be frustrating when things are so fluid and vary person to person. So, let’s discuss some financial truths that we can state with confidence and see what we can learn from them.
Important Links:
Mach 1 Financial Group Website: https://mach-1financial.com/
Phone Number: 479-876-2100
Goal Setting
We talk all the time about how people need to give their dollars purpose or set goals for their retirement and even specifically for certain investments. But let’s dive deeper into what different goals look like for various folks approaching retirement. How do you determine if a goal is realistic or out of reach? We’ll tackle that conversation with plenty of examples on this episode.
Important Links:
Mach 1 Financial Group Website: https://mach-1financial.com/
Phone Number: 479-876-2100
2020 & Your Money Recap
Mach 1 recently held an event that featured former governor of Arkansas, Mike Huckabee. David gives us a run down of the main talking points and how timely the event was given all of the recent volatility of the market.
Important Links:
Mach 1 Financial Group Website: https://mach-1financial.com/
Phone Number: 479-876-2100
Inheritance 101
Most of us have very little experience with inheritances. Would you even know what steps to take after receiving money, or property? Today we’ll identify the mistakes people make when preparing an estate plan and what you should do if you receive an inheritance.
Important Links:
Mach 1 Financial Group Website: https://mach-1financial.com/
Phone Number: 479-876-2100
Traits You Want In An Advisor
Trustworthy. Likeable. Problem-solving. Good listener. We should be describing your financial advisor or a potential advisor if you’re in the process of finding one. On today’s show, we’ll talk about why it’s so important for your advisor to embrace these kinds of characteristics. That’s the easy part. But we’ll also tackle the harder part and discuss some tangible ways how you can determine if an advisor has these characteristics or not.
Important Links:
Mach 1 Financial Group Website: https://mach-1financial.com/
Phone Number: 479-876-2100
How Often
How often do advisors see certain situations? Are you alone in your questions or are they common scenarios? Matt will speak from his experience and tell us how frequently he has observed these circumstances throughout his career.
Important Links:
Mach 1 Financial Group Website: https://mach-1financial.com/
Phone Number: 479-876-2100
New Year Checklist
With the new year upon us, let’s run through the checklist of things people should be thinking about as it relates to their financial plans. Part of this discussion will also include the SECURE Act and how it may affect your retirement plan moving forward.
Important Links:
Mach 1 Financial Group Website: https://mach-1financial.com/
Phone Number: 479-876-2100
