Retirement Income Planning 공개
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Terry Martine answers your retirement planning questions for members of the Florida Retirement System. There are other "financial" podcasts, but only one that focuses on the specific needs of members in the FRS system. Curious about what your retirement will look like? Should you enter DROP? Considering the Investment Plan? Maybe you want to retire before 65? Even if you have a financial planner, we will give you the tools to build your own financial plan. Give us a listen. We're here to ans ...
 
Welcome to the Mind Over Money Radio: Retirement Planning Facts vs. Feelings Podcast with Adam Rosendahl. Adam is the President of AIM Retirement Planning in Phoenix, Arizona. On this show, Adam will seek to educate you on topics like income and tax planning, long term care and estate planning, and many other important financial and retirement issues. Contact Adam at www.aimretirementplanning.com or by calling 480-535-2303.
 
Money doesn't have to be complicated. After all, it's not rocket science. Welcome to Armstrong Purselley's podcast, 'To Retirement And Beyond' with Co-Founders & Wealth advisors Brian Armstrong and Shawndi Purselley. This show will help clarify some of financial planning's biggest questions, give you advice in common language, and show you how to build an effective game plan to accomplish your retirement goals. Join us each episode as Shawndi and Brian cover things like taxes, income plannin ...
 
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show series
 
Back by popular demand, we are answering mailbag questions that have come into the show. A few topics of discussion include how much to save in an emergency fund, what to do with your 401(k) money after you retire, and rebuiliding your finances after a divorce. Contact: https://www.armstrongpurselley.com/ 817-952-7260…
 
In this episode Terry Martine sits down with Rick Martens of Inland Capital and discuss what an opportunity zone is and how it is used for investors. According to the IRS, "A Qualified Opportunity Zone (QOZ) is an economically distressed community where new investments, under certain conditions, may be eligible for preferential tax treatment. Local…
 
Today we are joined by Stephen Miller who is the newest member of the Armstrong and Purselley Wealth Management Group. As we are heading into tax season, we thought this would be a great opportunity to introduce Stephen and review some of the changes that were made this year and how they might impact you. Contact: Stephen's Website: http://www.apmt…
 
We talk with Rick Martens, Sr VP of Inland Capital to discuss answer a few questions. What is a 1031 exchange? Why do people use them and why are they becoming more popular? And finally we look at a few of the qualifications and why using a Delaware Statutory Trust (DST) meets the needs of many investors. Here's a brief history of the 1031 exchange…
 
As we get older, the reason we have or still need life insurance changes. If you own a life insurance policy, the amount of coverage may have changed from when you first purchased the policy. We commonly get asked the question, "do I have to much, or do I still need the policy I bought years ago?" Do you still need the Buy-Sell life insurance polic…
 
A recent survey found that nearly half of the female respondents said they defer major financial and investment decisions to their spouses. Most of the explanations amounted to just wanting to stick their heads in the sand. They want to just know they’re taken care of, but not get mired in the minutia. But we’ve heard countless stories of why this …
 
In this episode Terry Martine sits down with John Clark, a Medicare expert in West Palm Beach Florida. Medicare is available for most individuals that are 65 years of age or older. This podcast will answer your basic questions. We discuss Medicare and answer the difference between a Medicare advantage plan and a Medigap policy. Whether you need a d…
 
We interview one the best estate planning Attorneys in West Palm Beach (Charlie Weiss). One word of caution, Charlie is in Florida, we specifically talk about Florida Estate Plans. If you are outside Florida, the concepts are the same but the documents might be slightly different. We answer the difference between a will and a Trust. Who needs a Tru…
 
Have you ever wondered how to objectively compare Financial Advisors? This episode gives you 4 basic questions you can ask any advisor and compare the results. You'll be amazed how simple this for is and how easy it is to use. The form is available as a PDF on our website under the forms tab. This form will help you discover basic information like:…
 
We are joined today by Jamie Hopkins who is the Director of Retirement Research at Carson Group. Jamie helps us tackle a rather broad topic today which is how we can quantify the value of an advisor. So in order to address this issue, we look at a few notable studies that explain what the 4 pillars of value are and how you can use them to evaluate …
 
In this episode we explore your options to a 401k rollover or 403b rollover. There are 5 pro's and cons to a Rollover IRA. The main deciding factor is if you think there might be a circumstance that you need to take a loan on your 401k. Maybe your looking for a more diversified funds or stocks than your 401k provider offers. We'll cover the 5 optio…
 
Preparing prime rib has many parallels to financial planning. They both take meticulous preparation and attention to detail. But perhaps the most important takeaway is that to complete both of these activities successfully, you must keep the end goal in mind. Contact Adam: mindovermoneyradio@gmail.com 844-886-6639 https://www.aimretirementplanning.…
 
As we see the year winding down, people usually make resolutions for the new year. Today Adam will discuss a few topics that you might be able to implement in your financial plan for a solid 2021. Contact Adam: mindovermoneyradio@gmail.com 844-886-6639 https://www.aimretirementplanning.com/
 
White elephant gifts are gifts that seem good for you but are actually terrible. Adam will dive into the history of the phrase, and explain why it applies to variable annuities. Contact Adam: mindovermoneyradio@gmail.com 844-886-6639 https://www.aimretirementplanning.com/
 
On this Thanksgiving edition of the show, Adam will reflect on what he is grateful for in this past year. He'll also discuss what financial lessons we have learned from the unexpected events of 2020. Contact Adam: mindovermoneyradio@gmail.com 844-886-6639 https://www.aimretirementplanning.com/
 
There is a lot of information to cover about IRAs, especially now that recent tax code changes has affected what you can and cannot do with them. Make sure that you are up to date with your IRA knowledge. Contact Adam: mindovermoneyradio@gmail.com 844-886-6639 https://www.aimretirementplanning.com/
 
There are plenty of financial lessons to be learned from almost every area of life. And since the Weather Channel is everyone’s favorite station to let play in the background for hours at a time, let’s see what we can learn about retirement planning from the world of weather. Contact: https://www.armstrongpurselley.com/ 817-952-7260…
 
The 4 percent rule has gained a lot of attention lately because we are in unprecedented economic times. Adam talks to us today on the information that was gathered to form this rule and how it can still be relevant today. Contact Adam: mindovermoneyradio@gmail.com 844-886-6639 https://www.aimretirementplanning.com/…
 
The image of the family home has changed throughout different generations and even today this concept looks different for each family. We get a lot of questions about how the house fits into retirement plans. From downsizing to reverse mortgages to passing the home down to children, let’s explore some of the top retirement questions that you may ha…
 
The role of the financial advisor has changed through the years. Adam will review what you should be looking for in a financial advisor that is helping you plan for retirement. Contact Adam: mindovermoneyradio@gmail.com 844-886-6639 https://www.aimretirementplanning.com/
 
During the first half of the show the group discusses a considerations if you're going to relocate for retirement. In the second half of the show, Jeff opens up fan mail and reads questions that have been sent in since Armstrong Purselley began their podcasts, including how to deal with mouth breathing supervisors.... Contact: https://www.armstrong…
 
The team is joined by special guest and estate planning attorney, Cindy Moon, who intimidates Brian so much that he refused to be a part of this podcast. Cindy answers some important questions everyone needs to ask themselves about their estate plan, and the ramifications of not having these estate planning questions addressed. Contact: https://www…
 
Is investing in the stock market really like gambling at a casino? Adam will analyze the similarities between taking a seat at the blackjack table and putting your retirement dreams all in the stock market. Some of the takeaways on today's show might surprise you. Contact Adam: mindovermoneyradio@gmail.com 844-886-6639 https://www.aimretirementplan…
 
There are some people that just like to wing it when it comes to any type of planning. It could be vacations, moving, big purchases, you name it. However, when charting your course to retirement, trying to figure out your retirement plan once you're ready to retire is not the best route. Today we talk about the big components that make up a retirem…
 
Welcome to the first episode of Mind Over Money: Retirement Planning Facts vs. Feelings! On this first episode, we'll learn a little bit about Adam's background and what's gone into shaping his philosophy on retirement and financial planning. We'll also begin a conversation about how to separate facts and feelings when you're investing and explore …
 
We all wish we had a personal time machine to go back and do things a little bit differently. But when it comes to planning for retirement, it's not too late to make changes that could set you up for a better future. Those changes start with building a solid income plan, and that is our focus for this week's show. Along with time travel... Contact:…
 
If you’re like many others, you may have some financial accounts that you haven’t paid much attention to recently. The statements are just collecting dust in your file cabinet, but they might actually be hidden gems that could be put to much better use. Let’s talk about some of the accounts that people tend to ignore for too long. Contact: https://…
 
Why in the world do we spend so much time planning our summer vacations and so little time preparing for that really big (and long) vacation we can retirement? The team will talk about favorite vacations and also some of the parallels between that diligent vacation preparation and what it can help teach us about getting ready for retirement. Contac…
 
Welcome to Armstrong Purselley’s podcast, ‘To Retirement And Beyond’ with Owners, Co-Founders, and Wealth Advisors Brian Armstrong and Shawndi Purselley. The goal of this show is to help clarify some of financial planning’s biggest questions, give you advice in common language, and help to show how to build an effective game plan that aligns with y…
 
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