Retirement plan, Taxes
How 3 Types of Retirement Income Get Taxed
Matt Stevenson discusses the importance of focusing on taxation in 3 types of retirement income. Consideration is given to the future of tax...
Retirement plan, Investing
10 Types of Annuities: Which One is Right for you?
Ryan Wheless and Spike Spengel discuss the various types of annuities and how best to use them in your portfolio. This episode is...
Investing
What are Portfolio Benchmarks and Why are they Important?
Ryan Wheless discusses portfolio benchmarks and why it is so important to understand what to benchmark your portfolio to. A portfolio benchmark is...
Investing, Retirement plan
How the Classic 60/40 Investment Strategy Fell Apart
Ryan Wheless discusses a recent Wall Street Journal article talking about how the classic 60/40 investment strategy falls apart and for many it...
Healthcare
The Impact of Medicare IRMAA on Your Premiums
Ryan Wheless discusses the stealth tax, Medicare IRMAA, and how it can impact your Premiums. Medicare IRMAA stands for Income-Related Monthly Adjustment Amount....
Retirement plan
5 Changes in Retirement Over the Past Decades
Ryan Wheless discusses the many changes in retirement of the past versus the retirement of today. Over the past few decades there are...
Taxes
How Inflation Reduction Act Will Increase Taxes in 2023
Ryan Wheless discusses the inflation reduction act and how it will unleash a much tougher IRS. The inflation reduction act gives the IRS...
Retirement plan
Social Security Benefits: When to Start Collecting
Ryan Wheless provides a different take on when it is best to collect social security benefits to capitalize on every dollar you’ve paid...
Investing
How to Beat the 60/40 Portfolio
In this video Ryan discusses how the 60/40 portfolio is dead and how to beat the portfolio and not pay any fees or...
Retirement plan
Taxes on Retirement Plan: How to Successfully Minimize Them
Matt Stevenson and Peter Lott discuss about taxes on retirement. Focus is given to the future of tax rates, how tools such as...