Market Moment Podcast

The Financial Gridiron: Coaching Matters

In football, it's easy to see that good coaches have an enormous impact on their team's success. On this edition of the show, we'll talk about the importance of having a good financial coach on your retirement planning "team".

The Financial Gridiron: The Red Zone

In football, when teams get into the "Red Zone" they really want to limit their mistakes. Why? Because they're close to a touchdown. It's similar to when you enter the "Financial Red Zone", when you get within 10 years of retirement. You want to limit your mistakes in this time frame. On this episode we'll cover the details of why this timeframe is so important.

The Financial Gridiron: Victory Formation

It's the end of the 4th Quarter, and you're running out the clock. All you need to do is take a knee. Anything else could cost your team a win. Today we'll show you how to execute the proper victory formation in your retirement portfolio. 

The Financial Gridiron: Hurry Up Offense

It's time for the Big Game, and we're not talking about the Super Bowl. On this edition of the podcast, we're working to coach you toward a winning retirement. We'll show you the importance of an effective Hurry Up Offense as it relates to your financial plan. 

The Impact A Divorce Might Have On Your Finances

Going through a divorce can be an incredibly difficult time, and it leaves you with many sensitive issues to address. It's important to think through the financial implications a divorce might have on your retirement plan. We'll talk through some of the questions you should be asking if faced with this situation. 

401(k) Rollovers

After a career spent building up your 401(k), you don't want to see it threatened by taxes. This week, we'll talk about the importance of 401(k) rollovers. 

The Dangers of Procrastination

The time to start your retirement plan is now. On this edition of the Mach 1 Market Moment Podcast, we'll discuss the dangers of procrastination as you prepare to retire. 

Is there a tax efficient order to withdraw your retirement funds?

Answering some of your questions on this addition of the podcast, including a question about finding the most tax efficient order to withdraw funds from your retirement accounts.

The Guessing Game

When planning for retirement, there are many financial questions that leave most people guessing. We'll discuss some of these questions and try to leave you with a better answer than a guess. 

Tax Consequences

Different investment accounts can be useful tools in your retirement plan, but you need to consider how they will be taxed. In this podcast, we'll outline some of the tax consequences different financial accounts carry. 

Financial Late Bloomers

Do you ever feel like you waited too long before you started planning for retirement? Don't worry, it's not too late to invest in your financial future. On today's podcast, Mach 1 COO Kyle Alexander talks about what you can do to jumpstart your retirement plan if you're a financial late bloomer. 

Fiduciary vs Suitability And What These Confusing Terms Mean For You

Eating a cheeseburger is suitable nourishment, but if you want to stay healthy, consuming greasy foods probably isn't in your best interest. On today's podcast, Mach 1 CEO David Lee explains why your advisor should always be looking out for your financial well-being. He'll explain the importance of the Fiduciary Standard. 

How Couples Mess Up Retirement (Part 2)

Mach 1 CEO David Lee expands on common mistakes couples make in planning for retirement. It’s important to allocate extra time to plan and save while coordinating the strategies used by your individual retirement accounts. He also answers a listener question about grading the performance of your current financial adviser.

How Couples Mess Up Retirement (Part 1)

Mach 1 CEO David Lee answers a listener’s question about required distributions and discusses ways to maximize pension benefits. He also speaks on how to coordinate your social security claiming strategies with your spouse.

Villains of the Financial World

You can always pick out the bad guy in your favorite movies, but financial villains aren’t as easy to identify. Mach 1 COO Kyle Alexander talks about the nefarious malefactors (financial tools) of the financial world and how to use your financial forces for good.

Roth IRA Contributions with High Income

How  to implement a Roth IRA even if you have a higher income that does not allow for direct Roth IRA contributions. Featured Guest: Mach 1 COO, Kyle Alexander.