Maximizing Tax Savings With Roth Conversions

401(k)s and IRAs are popular retirement savings tools. But it's important to understand their rules and implications, such as how required minimum distributions (RMDs) play a factor into your overall retirement plan. In this episode, Frank and Frankie discuss how Roth conversions can be a benefici…

Protecting Retirement Savings During Market Downturns

Don't try to time the market. Instead, focus on long-term investing strategies. Frank and Frankie discuss the parallels between trying to win the lottery and predicting market behaviors. Also on this episode, hear why creating a financial plan can ease the transition into retirement and why tax pl…

Don’t Have An Identity Crisis In Retirement

The word “retirement” can get people emotional and concerned when thinking about money and their future. Money blogger J.L Collins emphasizes that a better way to think about retirement is achieving financial independence, which gives people more options to live how they want to after their working…

Ron Swanson And Taxes In Your Retirement Plan

Just because you retire, doesn’t mean you pay less taxes. Ron Swanson from “Parks and Recreation” explains to a young girl how taxes work by eating most of her lunch. But how much of your “lunch” is eaten by Uncle Sam when you enter retirement? On this episode, Frank and Frankie discuss Roth conve…

Helping Your Adult Children Without Harming Your Retirement

It’s estimated that more than half of parents with adult children have given them financial help in the past year. For a third of those parents, it ended up hurting their own finances, including their retirement savings. On this episode, Frank and Frankie Guida (Father-son team of financial adviso…

Retirement Options For Small Business Owners

With nearly 11,000 baby boomers retiring daily, the landscape for small businesses and personal finances is shifting. On this episode, Frankie Guida speaks from personal perspective, as he works with his father at A Better Way Financial with the plan to take over the family business himself one da…

Beat the Tax Man in Retirement: Strategies To Help You Save

There are 100,000 pages in the tax code, and it’s up to you to figure out the best moves while staying within the law! But tax woes don’t end when you get to retirement. In fact, without a proper tax plan, taxes can be a major drain on your savings. On this episode, Certified Financial Planner Fra…

Hidden Fees Could Be Draining Your Retirement

As the Government works to reduce ‘junk fees’ for college students hidden in their tuition costs, at A Better Way Financial they work daily to uncover the fees often hidden in retirement accounts. On this episode, Frank and Frankie point out the common fees that may be silently eroding your retire…

Your 401(k) Is Not Free - Tony Robbins' Wake-Up Call On Your Retirement Savings

How much is your 401(k) costing you? On this episode, Frank and Frankie, father-son duo of financial advisors and retirement planners, dive into the often-overlooked aspect of retirement planning: fees. We hear from financial strategist Tony Robbins who does the math to exemplify the hundreds of t…

Financial Fitness: Achieving Your Retirement Goals in 2024

Join Frank and Frankie as they kick off 2024 by discussing New Year's resolutions and, most importantly, how to make your financial goals a reality. Learn the importance of planning for retirement and their belief on why improving your finances is an easier resolution to keep than one that focus…