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Daniel W. Leonard
Powering Your Retirement RadioClaimedEpisodes
Daniel W. Leonard
Powering Your Retirement Radio
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Exciting things are coming in the 4th Quarter of 2023. Until then, the show will be in hiatus as I build new tools to help you - my listener. Got questions or want to take one of my Summer webinars? Email dan@danleonard.expert
Welcome to "Powering Your Retirement Radio"! Today, I want to address one of the most frequently asked questions about the documents you should keep hard copies of and for how long. It doesn't matter if it's your tax return or investment statem
Welcome back to Powering Your Retirement Radio. I am Dan Leonard, your host. Today I am joined by Ed Sanders. Ed Sanders is a financial strategist with over 19 years of experience in the finance industry. Originally from Akron, Ohio, Ed atte
Hello, and welcome back to Powering Your Retirement Radio. Today's episode is not uplifting, but still worth a listen. We will all likely face this event once or twice in our lifetimes. Unfortunately, like most emotional and personal things, yo
Hello, and welcome back to Powering Your Retirement Radio. In today’s episode, I want to discuss the most often question I get these days: "Should I buy Treasury Bills?” I also want to discuss what happened with Silicon Valley Bank (SVB). It s
Welcome back to Powering Your Retirement Radio. I want to discuss Long Term Care or Extended Care. This is insurance and not an investment. Insurance, in the long run, is better to have and not need, than to need and not have. It is also bette
How can you save $1,000,000 in your 401k between the ages of 30 and 60? We'll cover strategies for maximizing your contributions, making smart investment decisions, and taking advantage of employer matching programs in this episode. Maximizing
How much should I save for Retirement Annually? The amount you should save for retirement annually depends on several factors, including your age, income, current savings, and retirement goals. Generally speaking, financial experts recommend sa
Welcome to Powering Your Retirement Radio. Having a long-term perspective when investing is important because it allows you to ride out short-term market fluctuations and focus on the underlying fundamentals of your chosen investments. It also
Welcome back to Powering Your Retirement Radio. Here are some key tax numbers for 2023 to keep in mind: The standard deduction for individuals is $12,550 and $25,100 for married couples filing jointly. The personal exemption has been suspended
Welcome back to Powering Your Retirement Radio. On December 23, 2022, Congress passed the SECURE 2.0 Act of 2022 as part of the Consolidated Appropriations Act of 2023, a $1.65 trillion omnibus spending package to keep the government running. T
Welcome to Powering Your Retirement Radio. Tax loss selling is a strategy investors use to offset capital gains on their investments by selling decreased-value securities. The losses from these sales can be used to offset any capital gains real
The great reset is coming. Every year at the end of the year, everything gets set back to Zero. Everyone likes it when the market is up, but 2022 certainly has not been an up year. Every year on December 31st, all reporting systems reset. When
Welcome to Powering Your Retirement Radio. A Health Savings Account (HSA) is a savings account used in conjunction with a high-deductible health plan (HDHP) to pay for qualified medical expenses. Contributions to the account are made pre-tax an
Health Savings Accounts (HSA) are great for saving for future medical expenses. This isn’t news to most people, but one thing I learned that I should have known was if you have an expense this year and you don’t use it, you don’t lose it. You c
Welcome to Powering Your Retirement Radio. The Social Security Cost of Living Adjustment (COLA) is an increase in the amount of Social Security benefits that are intended to keep pace with inflation. The COLA is determined each year by the perc
At age 72, advisors must remind clients about the Required Minimum Distributions (RMDs). With some version of this, for decades, the IRS has allowed you to defer paying taxes on your retirement accounts, but now, like the Pied Piper, they want
Welcome back to Powering Your Retirement Radio. This week we are talking about the four different Tax buckets to everyone has access to. Ordinary Income Bucket This bucket is your paycheck, regular taxable investments, rental income, and So
Welcome back to Powering Your Retirement Radio. In the episode, we will discuss the different Milestones that certain birthdays bring. 0 to 18 years - Kiddie Tax Issues 18+ - Claiming children as dependents 18 or 21, even 25 - Age of Majority
continued from the last Episode. 5. Spillover Election 6. After-Tax Contributions, regardless of income 7. BrokerageLink *Bonus Tip Visit the podcast website: https://poweringyourretirement.com/2022/08/25/401k-tune-up-tips-part-2/(o
1. Contribution Calculation Every year, when you get a raise, you automatically save a little more money. At some point, you will likely hit the 401k contribution limit. Currently, that limit is $20,500. That amount is known as your Elective De
Welcome back to Powering Your Retirement Radio. I will revisit my Roth Conversions on Sale (Episode 33). I have received several calls on the episode, and in some cases, the idea of doing a conversion did not make sense. There are a few reasons
Welcome back to Powering Your Retirement Radio. In this episode, I discuss the three items mentioned in the article at the bottom of this post. The TLDR answer is nobody knows how it will end, but it doesn't mean people won't try to predict it
Roth conversions are on sale. Let’s look at what to consider when considering a Roth conversion. If you believe we are in a downturn and the stock market will hit new all-time highs at some point, you need to consider a Roth Conversion. Topics
Welcome back. This week I talk about Digital Assets and the Fed Meeting yesterday. The show was recorded Monday so that you can hear my predictions. Spoiler alert, I didn’t do too bad. Last week I attended the Digital Assets Council of Financia
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