investments

Will the Pandemic Rob Your Retirement? 4 Things to Check Now

The fear for many right now is that once the pandemic finally passes, the financial impact will knock them off track for the future. If you’re worried that the coronavirus could rob you of your retirement, there are four areas of your finances that you can check right now. Find out what they are and why they’re good indicators of where you’re headed.

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New Rollover Rules for 2020 RMDs

With so much news to process these last few months, financial updates might not be at the top of your list. But part of the recent relief efforts included new rollover rolls that impact people that need to take RMDs. Find out what it all means and whether this impacts you.

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Best Intentions But Bad Financial Advice

Maybe even more so now than ever, we are looking for more and more financial guidance. A lot of times we turn to lots of different sources to find that information. And while these sources might have the best intentions, that doesn’t mean that the advice is always going to fit you. Let’s look at some examples and explore the reasons why we have to be very careful from whom we’re taking this important guidance.

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Tax Planning Opportunities with Special Guest David McKnight

Since we aren’t able to bring David McKnight to Kansas City for an in-person appearance, we decided to do the next best thing and bring him on the podcast. Join us as the author and tax planning expert gives us his perspective of what we’re experiencing with a turbulent economy and what opportunities investors have to move closer to a zero percent tax bracket.

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Are You Prepared For Rising Taxes?

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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The 5-Step Complete Planning Process

The Bird’s Eye View: Over the course of two decades, Scott has developed a comprehensive 5-step plan for retirement. Listen to today’s show to see if you have included these steps and why they are needed in a thorough retirement plan. 5-Step Planning Process Reference PDF Your Guide: Scott Dougan, RFC, Investment Advisor – Contact

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