Entrusting your life savings to a financial advisor requires careful consideration and due diligence, especially when it comes to managing large IRAs. Before handing over your hard-earned nest egg, it’s crucial to ensure that your advisor possesses the necessary expertise and experience to handle the responsibility. To help you navigate this, we’ve compiled a list of ten crucial questions to ask your advisor about IRAs.
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How do the ultra-wealthy get away with paying fewer taxes than everyone else? Many people believe it’s because they use complicated, or questionable tax practices. But that’s not necessarily the case. In fact, many of the strategies the ultra-wealthy use to save a small fortune in taxes are also available to you. You just don’t know they exist, or you’re simply not taking advantage of them. On today’s show, we’ll cover 5 strategies that could potentially help you save a small fortune in taxes.
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Taxes are very likely to increase in the future and failing to plan accordingly may have painful financial consequences. That said, not everybody should alter their plans, but some should. Like most financial matters, this is a very nuanced subject. There are very few absolutes or hard-and-fast rules here. Listen to today’s show to find out if you should make some changes in your plan to take advantage of likely higher taxes in the future.
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Congress is in the middle of passing the SECURE Act (passed in the House, waiting on the Senate). The bill brings a lot of positive changes for those of us planning for retirement, but it also threatens the elimination of an important and well-used planning strategy, the Stretch IRA. Scott will break down this bill for us and talk about how it might impact our financial plans going forward.
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This might seem like a surprising headline on this show, but it’s true. For some, working with a financial advisor makes a lot of sense. But for many, it does not. Let’s cover the reasons and see where you might fit.
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You only get one chance at retirement, so how can you make sure you’re set up for the best possible future, and also getting the most out of this new era in your life? Scott sets the financial talk aside today and takes a candid look into what the real return on your retirement should be.
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When it comes to financial planning, everybody has some kind of pain point. Those pain points are different for each person, but everyone has something that bothers them. Let’s talk about how Scott has helped his clients through these common pain points.
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Retirement isn’t what it used to be, and it means something different to every person. For previous generations, it was all about taking things slow. But for more and more people today it’s about discovering new opportunities, passions, and purpose. So let’s take a look at how this generation’s retirees are redefining this brand new chapter in their lives.
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