January 30, 2023 Weekly Update

We do love it when someone refers a family member or friend to us.  Sometimes the question is, “How can we introduce them to you?”   Well, there are multiple ways but a very easy way is to simply forward them a link to this webpage.

Here are this week’s items:

Portfolio Update:  Murs and I have recorded our portfolio update for January 30, 2023

This Week’s Podcast – Looking Ahead for 2023 in Retirement

In 2023, we’re committed to adding a lot of value with the information we’re putting out through this podcast.

In this episode of the Secure Your Retirement podcast, we look ahead at what we’ve prepared for you in 2023. We list some things to look forward to in our 2023 content, including the Secure Act 2.0, trust, social security strategies, IRMAA, tax planning, and quarterly updates.

 

This Week’s Blog – Looking Ahead for 2023

In 2023, there is a lot to look forward to, which is what we want to cover in this article today. We do want to alert you to our podcast for this blog post, which you can find here. With that said, we’ll have the following on our podcast and in our blog in the coming weeks/months:

Today we did a live online presentation explaining structured notes. 

We recorded that presentation for all that could not make it live.  CLICK HERE TO WATCH THE RECORDING

December 27, 2022 Weekly Update

We do love it when someone refers a family member or friend to us.  Sometimes the question is, “How can we introduce them to you?”   Well, there are multiple ways but a very easy way is to simply forward them a link to this webpage.

Here are this week’s items:

Portfolio Update:  Murs and I have recorded our portfolio update for December 27, 2022 

This Weeks Podcast – Looking Back – Taxes – Retirement Planning – Annuities

In this episode of the Secure Your Retirement podcast, we will cover three main topics we’ve covered throughout the year. We discuss the episodes focusing on tax planning, retirement planning, and annuities. Listen in to learn why you should ensure your financial advisor and CPA are connected and working together as a team.

 

This Weeks Blog – Looking Back – Taxes – Retirement Planning – Annuities

In our last podcast of 2022, we wanted to look back at the past year and help you find some of the great resources that we provided. We’re going to use this post to wrap up the year and help recap all the great topics that we’ve covered and what you need to know going into 2023.

Secure My Retirement Podcast: Where Is My Episode?

People lose a lot of things. One of the things that people lose a lot of is information. Open up your smartphone, and you’ll be bombarded with info from multiple sources:

  • News outlets
  • Blogs
  • Podcasts
  • Etc.

Well, as we’re moving closer to podcast 200, we’ve realized that our podcast list is massive. Navigating all of these episodes is difficult for us, so it must be extremely difficult for our listeners and readers, too.

We know that we have a ton of resources available, and today, our goal is to help you find the podcasts that you’re most interested in.

Note: We listed some of the most popular episodes, but we’re always expanding our library with new, great content.

Estate Planning:

  • EP 1Chess Griffin – How to Know What You Need for Your Estate Plan: Tips and information on how to know when an estate plan is good for you.
  • EP 73Chess Griffin – Do You Need a Trust?: Guide on the basics of a trust and what they can do for you.
  • EP 106What Should You Consider If Your Spouse Passes Away?: Episode about death. When a spouse dies, life changes and can be uncertain. We discuss this in greater detail.
  • EP 109Chess Griffin – Special Needs Trust – What You Need to Know: All about special needs trusts, what they are and how they can help you.
  • EP 135How to Create an Estate Plan Without the Stress: Episode on how to create an estate plan the stress-free way.
  • EP 1606 Considerations for Your Estate Plan: A great episode where we discuss all of the things to consider when making an estate plan.

Retirement Planning:

  • EP 8Planning for Retirement – How the Process Works – Part 1: 3-part series covering the entire retirement planning process.
  • EP 10Planning for Retirement – How the Process Works – Part 2: 3-part series covering the entire retirement planning process.
  • EP 12Planning for Retirement – How the Process Works – Part 3: 3-part series covering the entire retirement planning process.
  • EP 18How to Build an Income Plan For Retirement: A great episode if you’re worried about running out of money in retirement.
  • EP 22Looking at The Whole Picture in Retirement: Episode covering the multiple parts of retirement that go beyond just your total investment portfolio value.
  • EP 44How Do IRA and 401K Rollovers Work?: Key episode that walks you through rolling over an IRA or 401K.
  • EP 48How Much Do You Need to Retire?: An overview of how much money you need to truly retire.
  • EP 52The Retirement Planning Checklist: Complete checklist to have to plan for retirement.
  • EP 58Social Security – When is The Right Time?: A guide to knowing when Social Security is the right choice for you.
  • EP 88Having a Team Approach in Retirement: Informative episode on why having a team approach makes retirement easier.
  • EP 97Social Security Strategies: More key strategies that you can follow when considering taking Social Security.
  • EP 1184 Questions to Help Your Income Plan: Key questions that everyone should ask themselves when trying to create an income plan.
  • EP 157The Retirement Bucket Strategy: A key episode on creating a simple, three-bucket strategy that helps you have confidence in your retirement plan.
  • EP 162401k Versus IRA: Episode on removing the mystery of a 401k vs. IRA.

Taxes:

  • EP 13Tom Turner – Planning Taxes and Retirement: Insight from Tom on how to plan for taxes and retirement to keep money in your retirement.
  • EP 66How To Convert an IRA to a Roth IRA: Guide that talks about converting to a Roth account to let your money grow tax-free.
  • EP 94Tax Strategies for Non-IRA Brokerage Accounts: A key episode for someone with a non-IRA brokerage account.
  • EP 124IRAs – Required Minimum Distributions: Perfect for those reaching 72 and a half because you’ll need to take distributions.
  • EP 130Considerations For Charitable Giving: Are you charitably inclined? If so, this is the episode for you.
  • EP 133Steven Jarvis – Tax Planning for Retirement: Steven provides his insights on tax planning and how to plan around retirement.
  • EP 158Tax Planning Versus Tax Preparation: Learn the major differences between tax planning and prep and how they benefit you.
  • EP 161How Required Minimum and QCDs Work: How to leverage RMDs to contribute to a charity and not pay taxes on distributions.
  • EP 163Steven Jarvis – Mid-Year Tax Strategies: Steven is back again with an episode on mid-year tax strategies everyone should consider.

Portfolio Management:

  • EP 16Investing During Retirement – Buy and Hold or Active Management?: Learn about buy and hold, why we recommend active management and why buy and hold may not be the best option.
  • EP 19Bill Sherman – Buy and Hold is Dead: Bill shares his insights on why the buy and hold strategy is truly dead.
  • EP 56Asset Allocation or Strongest Assets: Learn the strongest assets to own and how to allocate them the best.
  • EP 146Risk Adjusted Portfolio – How It Works: Risk is scary because no one wants to lose the money they have invested. Learn what a risk-adjusted portfolio is and how it works.
  • EP 150What’s The Difference Between a Mutual Fund and an ETF?: Uncover the key differences between a mutual fund and ETF to understand which is better for you.
  • EP 153Bonds Versus Bond Alternatives: Bonds are not doing well. Learn about bond alternatives that can help you profile.
  • EP 159When Cash Is Good: Should you cash out of the market? Learn when cash is good and why you need to consider it at times.

Annuities:

  • EP 26 Annuities – Why Ever Use Them: Major series on annuities, part 1 of 8.
  • EP 30Annuities – Why Ever Use Them – Part 2: Part 2 of 8.
  • EP 34Annuities – Why Ever Use Them – Part 3: Part 3 of 8.
  • EP 38Annuities – Why Ever Use Them – Part 4: Part 4 of 8.
  • EP 41Annuities – Why Ever Use Them – Part 5: Part 5 of 8.
  • EP 46Annuities – Why Ever Use Them – Part 6: Part 6 of 8.
  • EP 47Annuities – Why Ever Use Them – Part 7: Part 7 of 8.
  • EP 54Annuities – Portfolio Implementation – Part 8: Part 8 of 8.
  • EP 128Should I Consider an Annuity in My Financial Plan?: Learn how to structure an annuity into your overall retirement plan if you think an annuity is right for you.

Whew! What a list. And we intend to keep producing great content for our podcast to help you learn how to secure your retirement and reach your financial goals.

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