Claim OwnershipGet More Retirement Podcast
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Bruce Smith is the president and founder of the Wealthkare Investment Center serving central Pennsylvania. Bruce has spent more than 30 years identifying and using strategies that wealthy individuals use and making them available to the everyday retirement saver. The “Get More Retirement” podcast asks the question, “How can you GET MORE from your retirement?”
124 Episodes
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Its one of the main reasons people leave their financial advisor. What is it?
What is rebalancing a portfolio and is it necessary?
You need to take advantage of good years in the market to weather the bad years. Why should you pull back your market exposure now?
A new study shows some advisors are out of touch with their client needs. How do you make sure you and your advisor are on the same page?
While the account balance in your 401(k) or IRA looks good, it’s not the real number you will bring to retirement.
So it’s not your thing to keep up with the latest changes in the tax laws? That’s ok, Bruce is, and it could help your retirement planning.
If women statistically live longer than men, should they have their own portfolio with a higher risk level so their money will last longer?
When asked, “what is your biggest fear about retirement?”, the #1 answer has been the same for many years. But this year, it’s different.
The markets tend to be rocky in the fall, but all the talk of tax hikes may add another layer of uncertainty. Will a market correction damage your retirement lifestyle? Time to do something about it.
Look at how much you have saved. Now imagine your tax bill as that same number. It’s true for many people. Is there something you can do about it?
Here it comes. The plan to pay for all the stimulus spending is taking shape. How long before they come for your retirement money?
When should you start to dip into your 401(k)? Many people are using Uncle Sam’s guidelines when they don’t need to.
There is a point where investors get to in a falling market where they panic and sell everything. How do you determine your "freak-out" factor, and how do you avoid reaching it?
If you want to move towards a “tax free” retirement, how long before you retire should that process begin?
More and more, people in their 60s have looked at the new reality of the workplace OR have found new freedom by working at home. They are now asking, “Can I retire early?”
When do you need financial help? Is it an age? Is it an amount of money? There is an uneasiness right now that could be your cue to see an advisor.
Schwab did a nationwide survey asking, “Where do you need financial help?”
An article in "Market Watch" says that converting your 401(k) money over to a Roth isn’t worth it. Bruce says, “Run the numbers.”
What are the unknowns in your financial life that you are looking to solve? See if they are the same things on our list.
President Biden wants to invest 80 billion dollars in the IRS to beef up their ability to audit and collect taxes. What kind of investment will you make to keep your retirement money?
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