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Education is the key to a successful financial future and that's what Michael Loftus of Loftus Wealth Strategies will bring to the table every episode of the Wealth & Wisdom Podcast. Tune in for market updates and more helpful information about how you can succeed in the financial world. Want visuals to go with the show, check out Michael's Wealth & Wisdom YouTube channel at https://www.youtube.com/c/WealthandWisdom and visit https://lwsde.com/ for more ways to connect. #Retire #FinancialPla ...
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Ep 17: Winning the Financial Triple Crown: Strategies from the Kentucky Derby
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The Kentucky Derby is coming up on May 4th this year. As always, it’ll be a spectacle of speed, strategy, and stunning hats. In this episode, we’ll explore how several intricacies of horse racing intertwine with the journey to crafting a winning retirement plan. We explore the importance of training for the big day, assembling your financial team, …
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Ep 16: How One Overlooked Issue Can Sink Your Retirement
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Imagine your retirement plan as a ship sailing toward a horizon of rest and relaxation. But what if one leak could sink it all? In today’s episode, we spotlight some of the single oversights that could send your dreams to the bottom. We'll share key strategies to plug the gaps, ensuring your financial ship stays buoyant and on course. March Madness…
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Everyone wants to know. Will the economy boom or bust in 2024? Join us as we explore a range of expert predictions, from the shifting trends in housing prices to the looming question of a potential recession or stock market crash. We'll balance our discussion with both optimistic and pessimistic perspectives from an array of sources to give you a c…
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Ep 14: Climbing the Retirement Mountain + Michael’s Ultimate Retirement Mixtape
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Ready for an adventure? Think of retirement planning as climbing a mountain. It's not just about the climb up; it's about preparing wisely, tackling the ups and downs, and even planning your way back down. We're talking about setting milestones, dealing with market surprises, and making sure your hard-earned savings last through your entire retirem…
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Join Michael Loftus, and Jonathan Bartholomew as they discuss the latest Macro, Markets, and Money. LEARN MORE: Recent educational videos on YouTube: https://bit.ly/3CMiRbt Schedule a meeting with Michael: https://lwsde.com/schedule-a-meeting/ Visit Michael's website for more resources: https://lwsde.com/ Sign up for Newsletter: https://tinyurl.com…
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Ep 13: The Universal Truths in Retirement Planning (Part 2)
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Today we’re going to finish up the conversation we started on our last show by running through the last five universal truths in retirement. There isn’t a one-size-fits-all solution for retirement planning, but there are certain truths that can guide every retiree. We have five more in this episode that will juxtapose the individuality of retiremen…
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Retirement is a unique journey for each of us. The thought that there's a one-size-fits-all solution is a myth, but what if we told you there are certain universal truths that can guide every retiree? Dive deep in this episode, where we juxtapose the individuality of retirement plans with the foundational principles that remain consistent across th…
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Ep 11: Mastering Retirement Cash Flow - Understanding Income Planning
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Today we’re following up on a cash flow conversation we started on the last episode. This time, we're diving into the income side of the equation. This might be the most important piece of the puzzle because income planning plays a crucial role in retirement success. We’ll uncover the secrets of guaranteed income versus the uncertain stuff and shed…
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Ep 10: Mastering Retirement Cash Flow - Understanding Changing Expenses
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At a very high level, retirement planning is all about getting a handle on what you’re spending versus what money you have coming in. Mastering that cash flow is easier said than done and it takes thorough planning to make sure you don’t run out of money. In this episode, we’ll start with the expenses side of that equation by exploring many of the …
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In the complex world of retirement planning, there are countless pitfalls one could fall into. In this episode, we've distilled it down to what we believe are the top 5 mistakes to watch out for along with an extra bonus five that we’ll throw in. Avoiding these crucial missteps can have a significant impact on the success of your retirement plan. S…
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Ep 8: Social Security Myths, Rebalancing, and Answering Your Questions
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Have you ever wondered if the Social Security system will run out of money before you retire? Or if claiming benefits as soon as you're eligible is the best decision for your financial future? In this episode, we'll be debunking common myths about Social Security and answering the questions you've been curious about. Plus, we’ll tackle rebalancing …
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Ep 7: Overlooked Retirement Expenses & Financial Personalities
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Are you preparing for retirement but feeling confident that you have covered all the expenses? Well, think again… It turns out that many retirees overlook some crucial expenses that can leave them financially vulnerable. In this episode, we explore the retirement expenses that most people tend to forget, including skyrocketing medical bills, unexpe…
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Ep 6: SECURE Act 2.0 Changes + Important Tax Questions for 2023
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Today we have a great show for anyone nearing retirement because we’re hitting on a few items that are relevant now. First, we’re going to bring you up-to-date on the SECURE Act 2.0 and the retirement changes that will impact people immediately. After being discussed in Congress for nearly a year and a half, the SECURE Act 2.0 was passed in January…
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Ep 5: Retirement Preparedness Questions You Need to Answer
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Another year is upon us and it’s a great time to ask yourself questions to assess how ready you are for retirement to kick off 2023. If you’re retiring this year, it’s essential to have some concrete answers to these questions. If you’re still a few years from the milestone, tune in so you can start thinking about these critical conversations. Alon…
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Market volatility became the norm in 2022, and many people are wondering if we’re in for more of the same in 2023? We’ll talk about the market outlook for the next 12 months, plus share tips on how you can best prepare for potential future volatility. Speaking of being prepared, retirement planning is like running a marathon in many ways. We’ll mak…
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Ep 3: Controlling Emotions, Early Retirement, and the Money Gridiron
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Today’s episode will be quick but packed with financial information as we hop through a few different topics. First, we’ll talk about the main emotions that drive our decision-making with money and how we can be more aware of our actions. Then we’ll answer some of the common questions that people being forced into an early retirement usually ask us…
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There are many things that we know we’ll have to deal with in retirement, we just don’t know how to predict when or to what degree. How do you construct a plan that deals with the unpredictability of these different factors? On this show, we’ll address the biggest uncertainties in retirement and talk about how we help someone build a plan to prepar…
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Being a good advisor isn’t about winning a popularity contest or just saying the same things that everyone else in the industry says. It’s about giving the best advice that you can for each individual situation. On today’s show, we’re going to peel back the curtain to discuss some areas where a good financial advisor’s opinions might go against the…
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