Market Moment Podcast

Financial Security

“Financial Security” might mean different things to different people, but for nearly everyone, making sure that they achieve their own definition of security is the most important part of their retirement plan. So, how do you define financial security? On today’s show, we’ll cover some of the popular responses we hear from clients during the planning process.

Important Links:

Mach 1 Financial Group Website: https://mach-1financial.com/

Phone Number: 479-876-2100

Safe Money

"Safe money" is a phrase that is often used in the financial world, especially with the uncertainty of the stock market today. There are a lot of misconceptions around this topic, so Mike will break down this term and discuss his experience with "safe money."

Important Links:

Mach 1 Financial Group Website: https://mach-1financial.com/

Phone Number: 479-876-2100

Social Security FAQ

When it comes to collecting Social Security benefits, there are a handful of factors to consider before taking the leap. Mike will walk us through some of the most commonly asked questions, as well as few you may not have thought to ask.

Important Links:

Mach 1 Financial Group Website: https://mach-1financial.com/

Phone Number: 479-876-2100

Presidential Financial Planning

This week we take a look at a few great quotes from past presidents. Mike will walk us through how these quotes can correlate to our finances.

Important Links:

Mach 1 Financial Group Website: https://mach-1financial.com/

Phone Number: 479-876-2100

Retirement Reality Check

The reality of retirement has vastly changed even compared to just a decade ago. It is important to understand the present realities of retirement, good and bad, so you can plan accordingly to be successful.

Important Links:

Mach 1 Financial Group Website: https://mach-1financial.com/

Phone Number: 479-876-2100

Financial Proverbs

There are plenty of proverbs and axioms that aren’t meant to be about money, but we can easily learn a financial lesson from them anyway. We’ll show you the hidden money meanings behind some of these popular sayings...

Important Links:

Mach 1 Financial Group Website: https://mach-1financial.com/

Phone Number: 479-876-2100

Doing Your Research

Everybody wants to feel informed about their options when they’re making financial decisions. Let’s discuss the ways that people inform themselves.

Important Links:

Mach 1 Financial Group Website: https://mach-1financial.com/

Phone Number: 479-876-2100

The 6 Things Wasting Away In Your Financial Junk Drawer

Most people have a junk drawer at home. It usually contains things like rubber bands, clothespins, highlighters, glue sticks, a tape measure, a label maker, and a pair of scissors. But most people have a financial junk drawer too. Let’s talk about some of the things that end up there and how they might be put to better use.

Important Links:

Mach 1 Financial Group Website: https://mach-1financial.com/

Phone Number: 479-876-2100

Picking A Retirement Date

We get a lot of questions from listeners wanting to know how they can determine when it will be “safe” for them to retire. Mike will walk us through some of the key factors that help a person define exactly when they can indeed pull that retirement lever.

Are You Asking Effective Financial Questions?

A lot of people have questions about their retirement plan, but we find that they could often be asking much better questions. For example, instead of asking how much money you need to save to retire, it'd be better to ask how much income you'll need. Listen to today's show to find out more about how to ask better financial questions.

Settle The Debate - Which Is Best?

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

Things You Can't Control (And Things You Can)

In retirement planning, there are many things that are completely out of your control. Fortunately, the things that you can control allow you to deal with those things you can’t.

Mailbag: Debt From Divorce, REIT Buyout Offer

This week, David dives into the mailbag as week answer a handful of listener questions. Find out how you might handle credit card debt accrued by an ex-spouse, whether you should consider REIT buyout offers, and what alternative retirement savings vehicles you should think about investing in as you near retirement.

The Challenges Of Retiring Early

Retiring early sounds like a wonderful idea, but it brings with it a handful of unique planning challenges. Matt discusses the steps that you should take if you're considering retiring early, and how you can know if it's a realistic possibility for you.

Fuzzy Math

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.

More Than Investments

There’s a lot more to retirement planning than just picking investments. Is your advisor helping you navigate all the other essential areas?

Don't Utter These Famous Last Words

Hopefully your famous last words in life won't be "Hey y'all, watch this!" And in the financial world, there's quite a few phrases that you don't want to be your famous last words either...

5 Simple Retirement Questions (That Are Hard To Answer)

Some of retirement planning's most important questions seem so simple at first. They can be asked in just a few words and give the impression that the answers are a simple "yes" or "no". But it's tricky because many of these questions can be overwhelming to answer. Let's cover some of the important retirement questions that are harder to answer than you think.

Fish Or Cut Bait - Stuck On Financial Decisions

For some people, the biggest problem with their financial planning isn't that they make the wrong decisions. It's that they often fail to make decisions at all. But sometimes you just have to fish or cut bait. Decide and move forward. Let's discuss some of the things that can cause the decision-making process to stall and how you can get unstuck.

Mailbag: Stretch IRAs, Marrying Into Debt, and Down Market Strategy

On this episode, Arnold has a question about how Stretch IRAs work, and how Congressional changes might affect them in the near future. Michelle is looking for advice about marrying someone who has accrued a significant amount of debt. And finally, Vera wants to know what down market strategies to look into for both her and her son if the market were to take a dive.