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Retirement Planning

John Starke of Centaurus Financial Inc Discusses Annuity Alternatives [Video]

John Starke | Centaurus Financial Inc. | https://www.johnstarke.com/In this video of Retirement News Online, John Starke of Centaurus Financial Inc discusses helpful annuity alternatives.

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Retirement Planning

Retirement Income: Last Minute Strategies (P3) [Video]

The Retirement Income Show with Wes Wood is not just another show about financial education or retirement planning. Its the only show that aims to tackle the challenges and concerns unique to everyday investors over 50. Tune in weekly to learn about retirement strategies that can help protect your money and generate income from your investments.

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Retirement Planning

End of the Year Retirement Portfolio Contribution Check Up [Video]

We are at the end of the year! We need to look at it and see what we can do. Let’s do a deep dive into this and see if annuities can fit and complement what you’re currently doing.Watch and Enjoy,Stan The Annuity Man Free Annuity Owner’s Manualshttps://www.stantheannuityman.com/how-do-annuities-work/Free Annuity Calculators and Live Rate Feedshttps://www.stantheannuityman.com/annuity-calculator/Book a Free 30-minute Call with Stan The Annuity Manhttps://www.stantheannuityman.com/book-a-call/Key Moments in this Episode ========================0:40 Check Income Floor 1:55 Inflation6:15 Risk7:45 Book a Call!11:09 Fun with AnnuitiesOther Resources ALL THINGS ANNUITIEShttps://www.stantheannuityman.com/ LISTEN/WATCH FUN WITH ANNUITIES PODCASThttps://www.stantheannuityman.com/podcastJOIN THE ANNUITY LOVERS FACEBOOK GROUPhttps://www.facebook.com/groups/annuityloversclub/CONNECT WITH STAN  Call Stan The Annuity Man: 800-509-6473Website: http://theannuityman.com/  Email: Stan@TheAnnuityMan.com Facebook: https://www.facebook.com/stantheannuityman/Twitter: https://twitter.com/StanAnnuityManTikTok: https://www.tiktok.com/@theannuitymanInstagram: https://www.instagram.com/theannuityman/#StanTheAnnuityMan #Annuity #TheAnnuityMan

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Retirement Planning

You Must Know These Things About Retirement [Video]

You Must Know These Things About RetirementRetirement often sounds like the ideal lifestyle. You are earning money from sources and not working. You might be golfing, traveling or spending your afternoon at the park. You don’t have a boss or work obligations to tie you down 5 or more days per week while you wait for a vacation week. You don’t need to wake up early on Monday morning and get ready for another long week until you can begin enjoying yourself again on Friday afternoon. Retiring can be an exciting time where you’ll be happy because you’re finally able to take the time for yourself and spend days doing fun activities. This certainly can be an enjoyable lifestyle but going into it with the wrong expectations could leave you feeling disappointed. Preparing for this life change emotionally will not only provide a more enjoyable retirement but it will also help you enjoy your remaining working years. These are some things you must know before deciding to retire so you have realistic expectations allowing you to make the most of your time off.

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Retirement Planning

Most Common Social Security Question For Retirement [Video]

In this video we will explore the most common question that future retirees have about Social SecuritySubscribe to our channel https://youtu.be/Ye2ijkO6LQ4 😃👍 Thank you for a Thumbs UpWho are we? The Wisdom Investor is all about providing valuable information and education to help you with topics like Social Security, investing strategies, how much to save for retirement, when to retire, where to retire, health insurance, financial independence and more.Website http://www.wisdominvestor.com2022 Social Security COLA Adjustment Huge Increase https://youtu.be/xBsVNWB4LwQCan I take Social Security at 62 and still work? https://youtu.be/srcImEBv3L0Tax Friendly States To Retire With No Social Security Tax https://youtu.be/BWwWBY77c-8Best States to Retire Where to Live in Retirement https://youtu.be/AN0SUlEXf5QHow is Social Security Earnings Limit Payback Calculated? https://youtu.be/xi0T15p-4iwWill My Social Security Check Increase If I Work? https://youtu.be/D0wFPi6cm7QWhat is the Social Security Break Even Age? https://youtu.be/Vnv-KRBTzDwCan I Collect Social Security Disability Insurance and Work? https://youtu.be/XYSpcDPNSSUWill SSDI Disability Increase at Full Retirement Age https://youtu.be/ClRwcWfJAaMFinancial Independence Retire Early Age 55 $1.2MM https://youtu.be/3-bz91VEknAHow Long Will $170,000 Last in Early Retirement at 62 https://youtu.be/3NE8JbXiaFQHow Much to Retire Early age 55 With 150K Savings https://youtu.be/AqwHvXJVkxg65 Years $6,500 Retirement Savings! How Can I Retire? https://youtu.be/mPkiZFay1N0Can I Retire Early Age 50 With 500k Saved For Retirement https://youtu.be/t0H0cGNUzpY #whenshoulditakesocialsecurity #whatageshoulditakesocialsecurity #socialsecurity

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Retirement Planning

Retirement Blunder 1 Not Giving Social Security Enough Respect [Video]

The first blunder mentioned in this Kiplinger Article (https://www.kiplinger.com/retirement/603563/4-big-retirement-blunders-and-how-to-avoid-them) was not giving Social Security Enough respect. We talk about – Why Social Security matters in your retirement- What your decision entails- The complexity of making the right choice.To learn more or to watch the complete episode, please visit: https://cfswv.com/cfsblog/wealth-wednesday-breaking-down-kiplingers-4-biggest-retirement-blunders#RetirementPlanning #Ohio #WestVirginia #LongTermCare #IRA

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Retirement Planning

Spitballing Retirement and the Build Back Better Tax Proposal – Your Money, Your Wealth® podcast 356 [Video]

Today on Your Money, Your Wealth® podcast 356 with Joe Anderson, CFP® and Big Al Clopine, CPA: should those in the 35% tax bracket contribute to traditional 401(k) or Roth 401(k)? Should a self-employed cryptocurrency investor do Roth conversions or tax gain harvesting? Also, a retirement spitball for a couple, age 35, wanting to retire with $5M at age 60. Plus, do the SECURE Act rules for required minimum distributions (RMDs) apply when inheriting an inherited IRA? Finally, comments on the latest Build Back Better Act. Show notes, financial resources, Ask Joe & Al On Air: https://bizlink.to/ymyw-35600:00 – Intro00:59 – Contribute to Traditional 401(k) or Roth 401(k) for Retirement? (Shake ‘n’ Bake, TX)07:10 – Retirement Spitball: Are We On Track to Retire with $5M at Age 60? (Alex)13:57 – Download Tips to Fast Track Your Retirement for free: https://purefinancial.com/white-papers/tips-to-fast-track-your-retirement/?utm_source=youtube.com&utm_medium=podcast&utm_campaign=YMYW14:43 – Do Roth Conversions or Crypto Long-Term Capital Gains to ACA Ledge for Self-Employed? (Johnny G, Iowa22:50 – SECURE Act: Inheriting an Inherited IRA Explained (Eric)29:46 – Download the SECURE Act Guide for free: https://purefinancial.com/white-papers/the-secure-act/?utm_source=youtube.com&utm_medium=podcast&utm_campaign=YMYW30:27 – “A Sneaky Annuity Bill That Will Make Joe Mad” (John, Abilene, TX)37:41 – Can I Make IRA Contributions and Not Convert Under the Current Build Back Better Act? (Frieda’s Boss, Mr Poon)40:48 – The DerailsPure Financial Advisors, LLC is a fee-only Registered Investment Advisor providing comprehensive retirement planning services and tax-optimized investment management to thousands of people across the nation. Schedule a free assessment with any one of our experienced financial professionals, either online or at one of our offices in San Diego, Brea, Irvine, and Woodland Hills, California: https://purefinancial.com/lp/free-assessment/?utm_source=youtube.com&utm_medium=podcast&utm_campaign=YMYWSubscribe to our YouTube channel and stay tuned for the next episode of the Your Money, Your Wealth® TV show: http://bit.ly/YMYW-YouTubeSubscribe to the YourMoney, Your Wealth® podcast: https://link.chtbl.com/ymyw?sid=yIMPORTANT DISCLOSURES:• Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, LLC, a Registered Investment Advisor.• Pure Financial Advisors LLC does not offer tax or legal advice. Consult with your tax advisor or attorney regarding specific situations.• Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance.• Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.• All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy.• Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors.CFP® – The CERTIFIED FINANCIAL PLANNER™ certification is by the Certified Financial Planner Board of Standards, Inc. To attain the right to use the CFP® designation, an individual must satisfactorily fulfill education, experience and ethics requirements as well as pass a comprehensive exam. Thirty hours of continuing education is required every two years to maintain the designation. AIF® – Accredited Investment Fiduciary designation is administered by the Center for Fiduciary Studies fi360. To receive the AIF Designation, an individual must meet prerequisite criteria, complete a training program, and pass a comprehensive examination. Six hours of continuing education is required annually to maintain the designation.CPA – Certified Public Accountant is a license set by the American Institute of Certified Public Accountants and administered by the National Association of State Boards of Accountancy. Eligibility to sit for the Uniform CPA Exam is determined by individual State Boards of Accountancy. Typically, the requirement is a U.S. bachelor’s degree which includes a minimum number of qualifying credit hours in accounting and business administration with an additional one-year study. All CPA candidates must pass the Uniform CPA Examination to qualify for a CPA certificate and license (i.e., permit to practice) to practice public accounting. CPAs are required to take continuing education courses to renew their license, and most states require CPAs to complete an ethics course during every renewal period.#BuildBackBetter #SECUREAct #Retirement

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Retirement Planning

The Variables in Retirement Planning: Longevity, Risk Tolerance, Social Security, Taxes [Video]

When planning for Retirement, there are many variables that need to be taken into account, for example, longevity, social security, risk tolerance, and taxes. These variables affect each other, and if you change one of them, the others can be affected. In this episode of The Retirement Income Show, we take a look at these variables and why it’s important to review them with your financial retirement planner.Hiring a Retirement Planner can give you more confidence going into retirement because they set you up with an Investment Plan, an Income Plan, a Tax Plan, a Healthcare Plan, and an Estate Plan. Helping you build your plan!#investments #retirementplanning #retirementincome #taxplanning #estateplanning #stockmarketThe Retirement Income Show focuses on answering the BIG retirement questions you may have… Can I retire? How much income should I withdraw? How do I ensure my income lasts my entire life? How do I pay less tax in retirement? If something happens to me, will my family be ok? Tune in on Sundays at 12pm on AM 740, KTRH, to learn various solutions that could address your retirement concerns. Or click to hear more: bit.ly/theRetirementIncomeShow Oak Harvest was named as one of Inc. 5000’s fastest growing private companies. Beyond the application fee required for consideration, Oak Harvest does not provide or receive any compensation, direct or indirect, for any material published by Inc. 5000. If you have $500K or more and would like a partnership with a firm to help you manage your investments and financial plan as in these videos, click on this link to connect with our advisors: https://click2retire.com/variablesinretirementplanningTo get started building your custom Oak Harvest Retirement 360 Plan, call us and schedule a free consultation call us at : (877) 404-0177