Claim OwnershipRetire SMART Podcast
Subscribed: 42Played: 388
Subscribe
© Copyright 2024 All rights reserved.
Description
We’re committed to helping you work toward achieving the retirement you want. We do this by providing guidance to help you develop an overall retirement income strategy and offering a variety of insurance and investment products to help achieve the objectives of that strategy.
The team at Retire SMART is here to help ensure you receive all the assistance you need, not only in developing your retirement income strategy but in maintaining it
throughout your retirement.
The team at Retire SMART is here to help ensure you receive all the assistance you need, not only in developing your retirement income strategy but in maintaining it
throughout your retirement.
517 Episodes
Reverse
With all the dinner pitch meeting invitations I get from several financial firms, what sets Retire SMART’s apart from the rest? What is David’s opinion about rolling over a 401k plan while still working? And my wife and I disagree on when I should retire and start collecting Social Security. Without inciting a world war at home, what should I do? David Brooks has answers to these questions in today’s Q&A episode.
Financial advisor Blake Grimm joins Chip to break down Medicare’s annual enrollment period and explain the differences between Original Medicare, Medicare Advantage, supplemental coverage, and prescription drug plans. They also look ahead to projected 2027 changes in Medicare premiums, Social Security benefits, and retirement account contribution limits, highlighting ways to prepare for rising healthcare costs and protect your retirement savings.
David and Chip break down the latest midterm election results and what the political shift could mean for markets, government policy, and the broader economy. They also examine stronger-than-expected economic growth and job openings, the bond market’s influence on interest rates, and what investors should watch as the Federal Reserve weighs its next move.
David and Chip break down the buzz surrounding Anthropic’s potential IPO and explain why investors may want to wait before buying into a newly public company. They also explore how private investments can create estate-planning opportunities, how SpaceX’s expansion into satellite-based cell service could disrupt major wireless carriers, and why corporate financial scandals raise important questions about accountability.
With 3 different IRAs, should I take my RMDs from each account or take it all from one? I want to buy a country home and I am 65, but I don’t have much cash in the bank, so I’d have to take money out of my IRA for a down payment; is this a bad idea? And should I get a financial accountability partner to help me reach my 2026 financial goals? If so, then where can I find them? David Brooks has answers to these questions in today’s Q&A episode.
Comments
Download from Google Play
Download from App Store
United States