Make Retirement Work

Financial and retirement planning guidance for residents of Nebraska and beyond! You’ll learn about risk, investments, 401(k)s, IRAs, rollover strategies, how to find the right advisor, Social Security and many more topics. Your host is Marc Werkmeister, a Certified Financial Planner (CFP) with Professional Financial Advisors. They have offices in North Platte, Scottsbluff, Kearney, Lincoln, and Grand Island. Visit MakeRetirementWork.com for more episodes and information about how Marc can help you plan for retirement. You can also call 855-202-WORK (9675).

Mailbag- Roth Contribution Limits, Saving For College and More 07/20/2023

Debt Ceiling Update and Playing the Long Game 06/29/2023

Ep 40: What is a Debt Ceiling and Why Does it Matter to You? 05/18/2023

Ep 39: Improving Financial Literacy 04/27/2023

Ep 38: How Will the Silicon Valley Bank Collapse Impact You? 03/23/2023

Ep 37: Financial Checklist for 2023 01/26/2023

Ep 36: What You Need to Know About \SECURE Act 2.0 12/29/2022

Ep 35: Retirement on the Gridiron 11/03/2022

Ep 34: Retirement and Medicare Planning 10/06/2022

Ep 33: Developing a Medicare Plan with Whitney Kester and Marc Werkmeister 08/08/2022

Ep 32: The State of the Economy with Marc Werkmeister and Mike Jacobson (Guest appearance on the NebraskaLand Bank Podcast) 06/30/2022

Ep 32: The State of the Economy with Marc Werkmeister and Mike Jacobson (Guest appearance on the NebraskaLand Bank Podcast) (Note: Today's episode sounds a little different as it was originally produced for the NebraskaLand Bank Podcast) On this episode: With a volatile market, rising interest rates, and high inflation, many people are worried about the state of the economy. On today’s show, two economic experts, Senator & NebraskaLand CEO Mike Jacobson and Certified Financial Planner Marc Werkmeister join us to break down the trends we are seeing in the economy and what it all means. More Details: The current economic environment has many people worried. Interest rates are up, the stock market is volatile, bit coin has lost tremendous value, and inflation is up. So on today’s episode, we want to sit down and discuss the economy and the future trends we should expect to see with two economic experts, Mike Jacobson and Marc Wekmeister. Mike Jacobson is the CEO of NerbaskaLand Bank and the Senator for District 42 and Marc Werkmeister is a Certified Financial Planner with PFA. Inflation is when too much money is chasing too few goods and services. Looking at where we were with supply chain issue and the influx of money into the economy with stimulus checks, inflation was bound to happen. To combat inflation, the Federal Reserve raises interest rates, promoting people to stop buying and start borrowing and we are seeing this impact in the housing market already. By a strict definition we are not technically in a recession yet. However, we are experiencing some of the signs of a recession. Whether we will end up in a full-blown recession isn’t known yet. We’ll explore some scenarios and what you should be doing to protect your wallet. Join us today as we get into these topics: What causes inflation and what can be done to fix it? Why stocks and bonds are both experiencing volatility. What pre-retirees should be doing to protect themselves How the housing market is responding to the economy Timestamps: 0:37 – Sorry to keep you waiting! 1:14 – We love Nebraska Day 2:56 – Welcome to our guests 3:28 – What is the overlook on the economy? 9:44 – Getting back to ordinary 12:58 – Are we in a recession? 15:00 – How would you protect your 401(k)? 18:38 – Bond-ladder investing and CD letters 19:40 – What is your advice to a hopeful homebuyer? 21:44 – What are we looking at with home lending? 25:59 – Making compromises with homes 27:31 – Figuring out what your long-term and short-term goals are 29:35 – What are some of the positives? 32:59 – Trivia: Current Events! /episode/index/show/makeretirementwork/id/24304203