Oct 9, 2020
Should you turn your 401k into a ROTH? Frank explains how this will benefit your tax situation and even how that will benefits your Social Security. Also how is this pandemic affecting your retirement plans? Should you postpone your retirement? Frank will let fill you in,
Sep 25, 2020
On this episode, Nick and I discuss how people spend more time browsing Netflix than they do planning for their company benefits. And are you thinking about selling your small business to fund your retirement? Nick gives advice and tells a story about one of his clients and how he saved him tons of money on his...
Sep 11, 2020
On this episode, Nick explains the difference between wills and trusts as you figure out your estate planning. Also, how to make your money last 20-30 years into your retirement, like mixing up your investments and explaining what the 4 percent rule it.
Aug 28, 2020
Who you choose to vote for in November is up to you, but is it a good idea to vote for the opposite party in the Congressional elections to protect your retirement? Frank gives his opinion on this, as well as how Spam, the canned lunch meat relates to income. Also we'll talk about how to set minds at ease when couples...
Aug 21, 2020
On this episode, Nick talks about how much you should be putting into the stock market as you're approaching and in retirement. And, with the current epidemic and the upcoming election, he explains that we should be revisiting our retirement strategy especially for those being laid off and forced into...