Dennis Prout
New Retirement Radio with Dennis Prout PodcastEpisodes
Episodes of New Retirement Radio
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Do you know your RMD age? Now that taxes are simplified, there are four RMD ages and no longer just one. On today’s show, we’ll discuss numerous topics regarding RMDs, including: The various ages and what that means; the three steps to fixing
Can anything in the tax law sunset? Yes it can! The Tax Cuts and Jobs Act of 2017, which included several major changes and provisions in the tax code, will see a majority of those changes sunset after 2025. For some, this will mean a tax inc
Having just returned from our jaunt to Indianapolis to imbibe our insatiable need for new tax information, we are loaded for bear (if you will) with the most recent tax information related to IRAs, beneficiaries and the travails the mix of th
On today’s show, elder law attorney Deborah Rysso, of the Rysso Law firm in Traverse City, will discuss navigating all things related to aging, care and estate planning from a legal perspective. Deb has extensive experience with the applicati
On today’s show, Dennis will detail the characteristics of Defined Benefit Plans and Defined Contribution Plans – including their advantages and disadvantages. So if you have questions about your plans, or want to better understand, this show
Today’s show title refers to the old axiom that no matter how well things are planned, unexpected problems may arise. As we age, we may need some help with the details related to our financial lives that only very few can handle. Today’s g
This recent market analysis by Capital Group got our attention: Over the last couple of years, the gap in both returns and valuations between small cap and large cap stocks has expanded against the backdrop of tighter monetary policy. To
Amidst all the blather about an election (you remember, right?), where are the opportunities? Today, we’ll discuss the realities markets have historically experienced during an election year, how investors have responded, and the mistakes in
On today’s show, we’ll hear about the changes that the Marsh brothers at Bill Marsh Automotive Group are experiencing as they sell their long-held business to Serra Motors. About three years ago, in 2021, the Marsh brothers came on the New Re
Around the turn of the previous century, Alan Greenspan made the following famous and prescient comment regarding the dot-com bubble: “A decline in perceived risk is often self-reinforcing in that it encourages presumptions of prolonged sta
Market volatility can easily occur in an election year, which could affect your personal investments. On today’s show, we will review the Guide to investing in an election year, published by Capitol Group, in order help us all gain a better pe
Many of us are familiar with that famous line from Mark Twain’s 1892 novel. In our attempts to deign what's going on in this economy, there is always enough warning for any of us and … of course … plenty of opportunity. Given the current tren
For the Sherlock Holmes aficionados in our audience, Sherlock would say, “Watson, the game is afoot!” This would often take them to new adventures of investigation. Today’s new adventure is planning for ever larger IRA balances and the impact
John Wayne once said, “Life is hard if you’re stupid.” For investors, this means being wary of a whole lot of the information disseminated by the popular media of today. Today, we’ll be working with solid data to keep our focus on the informa
Welcome to 2024! We are excited for the New Year! Some say that the more things change, the more they remain the same. Well, a lot of things are changing in Traverse City and elsewhere on the ownership front as the Baby Boomer generation cont
Today on New Retirement Radio, CPA Jon Sluis joins us as we discuss year-end tax planning, IRAs, and the case coming before the Supreme Court next June, deciding whether or not Congress can tax unrealized gains. Taxing unrealized gains may so
On this week’s show, we will honor the legacy of Charlie Munger, Vice President of Berkshire Hathaway, who passed away on November 28. His road to success was one where he started from nothing and achieved what very few others have by sheer h
A recent headline on a story of James Caan’s estate read, “Estate of James Caan Whacked in Tax Case.” As you might guess, there is a lot to learn from others’ misfortunes. In this case, some unfortunate planning and advice put James Caan and
Giving can be a good thing, so on today’s show we’ll discuss how you might do that and where might be the best place to utilize those funds. We’ll also continue by reviewing some deep and complex questions financial advisors asked Ed Slott at
As we near the end of 2023, which is only about seven weeks out (can you believe it!?), it’s time to focus on end-of-the-year financial planning strategies as well as what’s in store for 2024. On this week’s show, we’ll discuss Ed Slott’s mos
Look out! Here comes the economy! So much to talk about and so little time should be the theme for this week’s show as we dive into what the major money management and economic firms are saying. You may ask, “What does this mean for me?” We’l
Social Security! Just when you thought you could do without it, here comes the check in the mail! (Just kidding, of course.) Last year at this time, we had Bob Simpson, Manager of our local Social Security office, on the show to speak about S
November is just a few weeks away, which means the December 31, 2023, deadline for retirement planning is quickly approaching. Now is the time to wrap up the year with RMD, QCD and Roth conversion planning and focus on retirement planning for
According to the Center for Medicare Advocacy, as of March 2023, nearly 65 million people are enrolled in Medicare, an increase of almost 100,000 since September 2022. Deciding on healthcare is a significant part in planning for your retireme
Today’s show will feature a special guest, Jennifer Ewing, who has lived in Traverse City for more than 25 years and has worked in the Human Resources field for more than 32 years. Unfortunately, Jennifer lost both of her parents, but she has
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