Spousal Social Security and Second Marriages
The Novice and The Nerd
In our most recent episode, the Novice and the Nerd discuss two different topics: extra Social Security benefits for state and municipal workers, and the financial issues that can arise with second marriages. Find complete show notes and links on our website, . Follow us on , like StrategicPoint on , and feel free to contact us any time via email [email protected] with feedback, questions or comments, including ideas for future podcast topics! The information contained in this podcast is not intended as investment, tax or legal advice....
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Questions and Misconceptions about Social Security
The Novice and The Nerd
In this episode, the Novice and the Nerd discuss two separate client questions about social security and the Nerd warns listeners to not fall prey to generic advice from social media. Find complete show notes and links on our website, . Follow us on , like StrategicPoint on , and feel free to contact us any time via email [email protected] with feedback, questions or comments, including ideas for future podcast topics! The information contained in this podcast is not intended as investment, tax or legal advice. StrategicPoint Investment...
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Is It Time to Make a Budget?
The Novice and The Nerd
In our most recent podcast, the Novice and the Nerd discuss the importance of creating and sticking to a budget, and how taking a closer look at your finances could help find opportunities to take advantage of savings. Find complete show notes and links on our website, . Follow us on , like StrategicPoint on , and feel free to contact us any time via email [email protected] with feedback, questions or comments, including ideas for future podcast topics! The information contained in this podcast is not intended as investment, tax or legal advice....
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Billionaires Selling Stock
The Novice and The Nerd
Should you be concerned when you see that billionaires are selling stocks in large quantities? In our latest podcast episode, our Nerd answers a client’s question about the headlines and puts the activity in perspective. Find complete show notes and links on our website, . Follow us on , like StrategicPoint on , and feel free to contact us any time via email [email protected] with feedback, questions or comments, including ideas for future podcast topics! The information contained in this podcast is not intended as investment, tax or legal advice....
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The Fed Has Started to Cut Rates…Now What?
The Novice and The Nerd
Now that the Fed has started to cut interest rates, our Nerd discusses how this can impact the economy, CDs Mortgages, savings accounts and more. Find complete show notes and links on our website, . Follow us on , like StrategicPoint on , and feel free to contact us any time via email [email protected] with feedback, questions or comments, including ideas for future podcast topics! The information contained in this podcast is not intended as investment, tax or legal advice. StrategicPoint Investment Advisors (SPIA) assumes no responsibility for any action or...
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The Novice and The Nerd RETURN!
The Novice and The Nerd
The Novice and The Nerd RETURN, with a timely discussion about some changes coming in 2025 that may impact Required Minimum Distributions, ROTH IRAs, company 401k matches and much more. Find complete show notes and links on our website, StrategicPoint.com. Follow us on Twitter, like StrategicPoint on Facebook, and feel free to contact us any time via email [email protected] with feedback, questions or comments, including ideas for future podcast topics! The information contained in this podcast is not intended as investment, tax or legal advice. StrategicPoint...
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Inverted Yield Curve
The Novice and The Nerd
What is an inverted yield curve? How is it helping all of us make more money in our savings accounts? Will current money market rates last? Listen to our latest episode where the Novice and the Nerd break down a listener’s question about the inverted yield curve, the Fed and potential outlooks for savings rates in 2024. Find complete show notes and links on our website, StrategicPoint.com. Follow us on Twitter, like StrategicPoint on Facebook, and feel free to contact us any time via email [email protected] with feedback, questions or comments, including ideas for...
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Time to review your 529?
The Novice and The Nerd
Using a 529 to save for college? Is your child in high school? It might be time to revisit your 529! Listen to Derek and Laura talk about the importance of reviewing how the 529 is allocated and if you should still save in a 529. Find complete show notes and links on our website, . Follow us on , like StrategicPoint on , and feel free to contact us any time via email with feedback, questions or comments, including ideas for future podcast topics! The information contained in this podcast is not intended as investment, tax or legal advice. StrategicPoint...
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Top Things We Wish RI Teachers Knew About Their Retirement
The Novice and The Nerd
Rhode Island Teachers have unique options when it comes to saving for retirement. In our latest episode, we discuss these options and Derek gives some advice on how best to navigate the opportunities to save. Find complete show notes and links on our website, . Follow us on , like StrategicPoint on , and feel free to contact us any time via email with feedback, questions or comments, including ideas for future podcast topics! The information contained in this podcast is not intended as investment, tax or legal advice. StrategicPoint Investment Advisors...
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Should You Have a ROTH IRA?
The Novice and The Nerd
Hey Gen-X, should you have a ROTH IRA? Think you may not be eligible to use one so never bothered? In our latest episode, Derek discusses why some may be getting one soon and why a ROTH can be helpful as you plan for your retirement. Find complete show notes and links on our website, . Follow us on , like StrategicPoint on , and feel free to contact us any time via email with feedback, questions or comments, including ideas for future podcast topics! The information contained in this podcast is not intended as investment, tax or legal advice. StrategicPoint...
info_outlineAfter the Fed raised rates by 0.5%, Derek and Laura discuss the recent market moves, and our nerd explains the lack of control investors can have in both the stock and bond markets.
Find complete show notes and links on our website, StrategicPoint.com. Follow us on Twitter, like StrategicPoint on Facebook, and feel free to contact us any time via email [email protected] with feedback, questions or comments, including ideas for future podcast topics!