Market Moment Podcast

6 Money Mission Statements

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.

Mailbag: Short-Sighted, Early Retirement, Small Business Taxes

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.

Unique Planning Challenges

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…

Mailbag: Long Term Care, Life Insurance, Fee-Only Advisors

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.

Mailbag: Putting All Your Money In Roth Accounts And Getting Advice From Your Brother-In-Law

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.

Beware Of Bad Financial Assumptions

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…

Mailbag: Real Estate Actions, Too Much Life Insurance, Inflation, And Retirement Empowerment

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.

Mailbag: Roth Conversions, Layoffs, Risk Assessments, And Bad Advice

Join us as we feature your listener questions on being laid off, analyzing your risk score, and avoiding plain old bad advice. Also, you'll be able to meet Matt, the newest addition to the Mach 1 team.

In The News: Spending Financial Aid On Bitcoin, Trump Attacks Amazon, How To Keep Clients' Info Safe

Your eyes will probably widen when you see that headline about college students using portions of their financial aid to invest in bitcoin. You might have also seen President Trump attack Amazon on Twitter recently. We’ll see what kind of impact that might have on Amazon’s future. Should you dump your Amazon stock? What does behavior like that tell us about the market and our own investments? And finally, we’ve had a deep debate recently in the US about privacy. What does your financial advisor do to keep you safe? We’ll find out.

Counterintutive Pieces Of Financial Advice

Some advice just makes good sense. But sometimes the guidance we get doesn’t align with our expectations. That’s not necessarily a bad thing. Unexpected advice can be helpful, especially in getting us to "think outside the box." David Lee will talk about some of the counterintuitive financial advice you may, or may not, receive.

The Important Things You Should Know About 401k Rollovers

We often talk about the importance of not leaving a 401k with your old company after you no longer work there. Let’s explore some of the benefits of a 401k rollover, why you might want to move it to an IRA, what the tax implications are and some of the other essential things to consider.

Financial Planning And Future Generations

No matter how old your kids get, there’s a good chance they’ll still play some sort of role in your financial plan. Let’s talk about some of the common scenarios we see where children somehow come into play during the retirement planning process.

In The News

The news has been really slow recently, hasn’t it? Just kidding. We’ve seen the market react to all sorts of news. Fears of a trade war, Facebook in the headlines and further developments in the Mueller investigation have all force market movement. We’ll explore what you should take away from these market hiccups. We’ll also look at why the dollar is losing value and if it’s a bad thing for investors going forward. And is raising the minimum wage a good thing? We’ll explore that question and more as we look “in the news” on this week’s podcast.

Mailbag

We'll take your listener questions on downsizing, working with large financial companies, and preparing for the impact of recent tax changes on your retirement.

April: National Distracted Investor Awareness Month

They say these days that there’s a holiday of every day of the year. It’s kind of true. In fact, the month of April, for example, is home to Bowel Cancer Awareness Month, Fresh Florida Tomato Month, Fresh Celery Month, Multiple Birth Awareness Month and National Soft Pretzel Month (sorry hard pretzels, you guys have to wait until the overall National Pretzel Month in October). What does all this have to with finances? Well, April is also National Distracted Driving Awareness Month, which gave us the idea to discuss some of things that distract us financially. And since every single other thing in existence gets a holiday, we’ll make up our own to discuss on this week’s podcast. It’s National Distracted Investor Awareness Month. We’ll reveal the distractions that often peel our attention away from being good investors and savers and give you tips on how to stay on track.

The Four Things We Wish Everyone Knew

If you only knew… As financial professionals, there are things that we wish everyone knew and understood. On this podcast, with David Lee of Mach 1 Financial Group, we’ll explore how a financial advisor’s job would be different, and easier, if everybody understood at least four things.

Keep It Simple, Stupid

We’re not trying to be mean at all, but it’s a good idea to be blunt when it comes to this topic. You see, retirement planning doesn’t have to be overwhelmingly complicated. It certainly doesn’t have to be as complicated as some people make it. On this podcast, let’s explore why people make things harder than they need to be and what we can all do to keep the process simpler and easier to understand.

Shopping At The Retirement Grocery Store

You probably have a specific routine for how you like to go grocery shopping. Some of us are list-makers, others kind of wing it. Some put everything neatly in the cart while you might be one of those folks who just tosses it all into a big pile. Let’s discuss how retirement is a lot like shopping for groceries.

Mailbag Part 2

We've got another round of listener questions to answer. These ones will be about planning for world events and saving to pay for college.

The Bonus And The Miata: Can You Buy More Time For Your Retirement?

Are you lined up for a big bonus from work this year? Have you thought about what you'll do with that bonus? If you're thinking about purchasing a car or another material item, you might want to think about it some more. On this week's podcast, Kyle Alexander takes us through a fantastic illustration of what would happen if you spent that bonus on, for example, a Miata. And then we'll look at what would happen if you utilized those dollars a little differently. The results might surprise you. 

 

For the "Can You Buy More Time To Enjoy Retirement?" White Paper, click here