Episode 16: The 60/40 Portfolio is Dead
Capitalize on Retirement
Safer Alternative asset classes Annuities Royalties Private Equity Funds Advantages of Annuities Utilizing our Safety, Income, Growth bucket system
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Episode 15: Market Volatility & Your Retirement
Capitalize on Retirement
Sequence of Return Risk Disadvantages of portfolio withdrawals Importance of a diverse portfolio with fixed-income assets Importance of properly structuring assets
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Episode 14: Women in Retirement
Capitalize on Retirement
Important stats surrounding women’s retirement: Longevity & outliving your spouse Likelihood of retiring at 65 Use of financial advisors/retirement plan Financial confidence Importance of healthcare planning Social Security benefits – differences for women vs. men Tax planning
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Episode 13: Step 5 – Legacy Planning
Capitalize on Retirement
Protecting your legacy from volatility, taxes, & long-term care facilities Benefits of and differences between Wills and Trusts Use of Important documents including Wills, Trusts, Power of Attorney, & Beneficiary documents Maximizing your estate by utilizing other pieces of the Alpha Plan process
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Episode 12: Step 4 – Healthcare Planning
Capitalize on Retirement
Break-down of Medicare costs How Medicare compensation works What Medicare does not cover, including a discussion about Long Term Care
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Episode 11: Step 3 – Tax Planning
Capitalize on Retirement
Tax Cuts & Job Act Upcoming Expiration Micro & Macro views of Taxation: looking in the past vs. looking in the future Tax Diversification Planning and understanding the IRS’s “bucket structure”: Income Taxable Tax Deferred Tax Free Roth Conversions
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Episode 10: Step 2 - Investment Planning
Capitalize on Retirement
Risk & Volatility in the market The Great Resignation 3 Bucket Structure for your money Safety Income Growth
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Episode 9: Step 1- Income Planning
Capitalize on Retirement
Over the next 5 episodes, the guys will take you through our 5-Step Alpha Plan process we use to help clients plan for successful retirement. This episode focuses on Step 1 – Income Planning.
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Episode 8: Q&A Session
Capitalize on Retirement
Dave & Brandon provide answers to recent and commonly asked questions received from prospects & clients.
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Episode 7: Myth busting the 4% Rule
Capitalize on Retirement
This week, the guys elaborate on an article from Kiplinger discussing issues around the popular 4% Rule in retirement.
info_outline- Understanding the best timing to access your retirement money
- Utilizing Estate planning tactics
- Taking advantage of Roth conversions in today’s tax environment