Ep 35: Risk Tolerance and Risk Capacity
Retire With Confidence
Learn about the difference between risk tolerance and risk capacity with your investments, and why it's critical to have a plan in place for when your investment values change.
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Ep 34: Focus on the Big Picture
Retire With Confidence
Often, it's easy to get distracted by the little things. Not that the little things aren't important, but we have to put them in the proper perspective. We need to focus on the big items first before spending time and energy on the smaller items. We see this in everything from running a business, to handling personal finances, to planning for taxes long-term, to planning for retirement.
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Ep 33: Qualified Longevity Annuity Contracts
Retire With Confidence
In episode 30, we touched briefly on QLACs (Qualified Longevity Annuity Contracts) as part of the Secure Act 2.0. While it's not a product or strategy that we see used very often, most any tool can be helpful in the right situation. So in this episode, we dive further into what QLACs are and how they could help.
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Ep 32: Getting and Staying Healthy - with Chelsea Theodoropoulos
Retire With Confidence
A happy retirement involves much more than just having enough money. Your good health is a critical component to retiring with confidence. Sometimes, that health is out of our control. But often times, it's is our actions (or inactions) that determine how healthy we are physically and mentally. In this episode, we are joined by Chelsea Theodoropoulos, owner of Burn Bootcamp St. Louis, to learn more about her journey, Burn Bootcamp, and how to stay healthy as we get older. You can find more information about Chelsea at .
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Ep 31: Getting and Staying Healthy - with Dr Julie Smith
Retire With Confidence
A happy retirement involves much more than just having enough money. Your good health is a critical component to retiring with confidence. Sometimes, that health is out of our control. But often times, it's is our actions (or inactions) that determine how healthy we are physically and mentally. In this episode, we are joined by Dr. Julie Smith, a physical therapist and health coach, to learn more about her journey and how to stay healthy as we get older. You can find more information about Julie at: Website: Facebook: Dr. Julie FitSmith Podcast: ...
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Ep 30: SECURE ACTs - Catch-up Contributions, QCDs and QLACs
Retire With Confidence
The SECURE ACT was passed a couple years ago and SECURE ACT 2.0 was passed more recently. Both have significant implications for retirement and tax planning. In this episode, we will discuss to catch-up contributions, Qualified Charitable Distributions, and Qualified Longevity Annuity Contracts.
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Ep 29: SECURE ACT(s) - Changing RMD Ages
Retire With Confidence
The SECURE ACT was passed a couple years ago and SECURE ACT 2.0 was passed more recently. Both have significant implications for retirement and tax planning. In this episode, we will discuss that changes to the Required Minimum Distribution (RMD) ages.
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Ep 28: SECURE ACT - Death of the Stretch IRA
Retire With Confidence
The SECURE ACT was passed a couple years ago and SECURE ACT 2.0 was passed more recently. Both have significant implications for retirement and tax planning. In this episode, we discuss the required withdrawal period upon inheritance, and the death of the "Stretch IRA".
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Ep 27: Dividend ETF Examples
Retire With Confidence
We are often asked for examples of ETFs that would be good to use for retiring with confidence. While there is no one size fits all answer, this episode provides a few ETF examples. Please note that these funds to not represent investment advice specific to your investing. A proper plan is needed to determine appropriate investments and funds to use.
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Ep 26: Accelerating Taxable Income
Retire With Confidence
Conventional wisdom is often to defer taxes as long as possible. In many cases, that is the correct course of action. But did you know that sometimes it makes sense to accelerate taxable income and pay taxes sooner? Listen to learn more!
info_outlineWe are always looking for planning opportunities, even in years where the stock market is down. Did you know that you can harvest losses to receive tax benefits in the current year, and also potentially future years? Listen to learn more, and also to understand the rules to do so properly.