Impact Partnership
Retirement 360 PodcastEpisodes
Episodes of Retirement 360 Podcast
Mark All
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If you are looking for income from bonds, you may have to look elsewhere. But where?
Do you know the difference between a .42% fee and a .03% fee in your 401(k)? You should. It could cost you thousands.
Market pullback and corrections are part of market cycles. Whether it’s 10% or 40%, are you positioned to handle it?
There are some politicians that are putting a number on what they think will “be enough” for a comfortable retirement. And if you have saved more, it’s time for more taxes.
As the market, the economy, and your age changes, how should your retirement accounts change?
There are many missteps you can make getting ready for retirement. This one affects what could be your biggest asset.
On a scale of 1 to 10, where are you on the risk scale? Does your retirement account match that number?
We are halfway through the year. What should you be looking at and possibly adjusting?
The older we get the less we like roller coasters. Is it the same for the stock market?
The Federal Reserve says inflation is higher than what they had planned, and they may move up interest rates sooner. What conversation should this spark with your advisor?
There are 3 ways the Government will pay for the stimulus after the pandemic, and most of them are at your expense.
True or False? - No matter what your age, if you want your money to grow you HAVE to be in the market.
The market is up, and all the analysts are talking about another pullback. The market always comes back...right? Why is this time any different?
While Congress dreams up new ways to tax us, they are also thinking about taking current tax savings away.
Be a good citizen and pay your taxes...sure. Don’t do anything illegal to avoid taxes...of course. But why OVER-pay taxes in retirement? Many people do.
This is the time of year to sit down with your CPA and talk about taxes. It is also a great time to sit down with your financial advisor and see how your tax situation affects your retirement.
April 17th is Tax Freedom Day. It takes us over 4 months to pay all the taxes we owe to Uncle Sam. But what about retirement? Will it ever end?
There is plenty in the news regarding taxes and markets. Don’t believe everything you hear.
1 in 5 retirees reduce their lifestyle because their financial plan came up short. How can you avoid this mistake?
Warren Buffett tells us not to look at the forecast, just build an ark. What kind of financial ark do you need?
When you claim Social Security may be one of your most important retirement decisions. What should go into it?
It’s hard to ignore the soaring price of Bitcoin. Is it something that should be a part of your portfolio?
The financial product that some love and some hate, but like broccoli, in the end it may be good for you.
Over the next 10 years, Social Security will send out 650 billion dollars that they will claw back in taxes. How do you avoid that happening to you?
President Biden is proposing a change in the capital gains tax. Could that affect your 401(k)?
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