We often have a lot of unrealistic expectations about retirement. And there’s nothing wrong with that if we reel ourselves back toward reality before making major decisions. Let’s talk about some of the ways our retirement expectations get out of whack and what more realistic scenarios should look like.

00:0000:00

Some great questions this week about things to think about if you're looking to retire in your 50s instead of your 60s, how much to plan to pay in nursing home care, and what David Lee thinks about using insurance as an investment.

00:0000:00

Join us as we feature your questions on short-term investing, self-directed IRAs, and rental properties.

00:0000:00

Believe it or not, financial planning isn’t all about math and logic. There are times when it’s important to factor in how you feel about certain things. Let’s cover some of the times where it’s OK to let your emotions and feelings enter the financial equation.

00:0000:00

Oscar turned 50 and wants to know whether it's a good idea to start contributing more to his IRA account.

00:0000:00

Depending on who you ask, you could get very different answers to some of retirement planning’s most important questions. Let’s see where our opinions all stand on issues like insurance, mutual funds & annuities. And we’ll try to answer why there are so many different opinions on these concepts.

00:0000:00

David tells us about a time when somebody said to him, “If only I’d met you sooner!”

00:0000:00

Matt joins us and answers your questions on tax planning, market volatility, and the retirement planning process.

00:0000:00

It’s important to be able to recognize the difference between an advisor who actually has a planning process and one who just gives sales pitches all day. Let’s go over how you can identify the difference.

00:0000:00
September 6, 2018

The Fiduciary Standard

We unpack a listener question about the fiduciary standard and explain why it's important you look for an advisor who will fight for your best interest.

00:0000:00

We'll take your listener questions on how to invest an inheritance and what to do if your money isn't earning interest.

00:0000:00

A lot of investors (and quite frankly a lot of advisors) fall victim to fuzzy math when it comes to their retirement planning. Let’s explore some of the areas where someone might be employing fuzzy math.

00:0000:00

David shares with us his thoughts on the future of Medicare and Social Security. He'll also tell us a story about a time he was able to help a client retire early.

00:0000:00

Mission statements give our dollars a purpose. They help us to develop a sound strategy in our portfolio. Let’s find out whether you’re effectively putting your money to work for you.

00:0000:00

On this episode of the Mach 1 Market Moment Podcast, we'll be answering your questions about early retirement, small business taxes, and whether a certain financial mentality is short-sighted.

00:0000:00

Creating a customized retirement plan for any individual can mean addressing some unique challenges. With each of these scenarios, let’s discuss the challenges presented, as well as the solutions you might come up with…

00:0000:00

We'll answer your questions about long term care coverage, using life insurance as an investment, and whether fee-only advisors are the best ones.

00:0000:00

Matt Walters joins the podcast this week to answer email questions from Hank and Daniel. Hank wants to know if all his money should be going into Roth accounts in order to avoid taxes down the road. Brent is wondering if his brother-in-law's advice about the market being overvalued is accurate. We'll see what Matt thinks about those questions on today's edition of the Mach 1 Market Moment.

00:0000:00

Be careful of making assumptions about certain areas of retirement planning before you really know the facts. Some of these assumptions could be correct, but they could just as likely be wrong…

00:0000:00

We've got another great batch of listener questions on the Mach 1 Market Moment Podcast. Saul asks an intriguing question about office building real estate. Marie is wondering if there is such a thing as too much life insurance. Later, we'll also get questions from Daniel and Samantha about inflation and feeling empowered to enjoy retirement. Hear David Lee's answers and more on today's episode.

00:0000:00

Load more