Posts Tagged ‘retirement’
The SECURE Act 2.0 and Your Retirement Plans
Michael Andersen is here this week to talk about this new version of the SECURE Act and how it may impact your retirement.
Read MoreCan You Save Too Much for Retirement?
Michael Andersen is here this week to talk about finding that retirement savings sweet spot so you can fully enjoy your retirement in the ways you deserve.
Read MorePlanning for Everything and Anything in Retirement
It’s hard to be 100% confident in your retirement plans because it’s impossible to know what the future is going to bring. Luckily, Michael Andersen is here to help and today he’s going to talk all about how to make your retirement plan strong enough that it can make it through whatever the future may bring.
Read MoreFive Tips for a Healthy and Happy Retirement
Contrary to popular thought, the key to contentment in retirement doesn’t lie in your savings account alone, so be sure to incorporate these factors to help create a fulfilling life.
Read MoreThe Federal Monetary Policy and Economic Recovery with Jerome Powell
This week we’re going to talk about any changes the federal monetary policy could have in the works, economic recovery, and all things social security.
Read MoreWill 2021 Bring Gridlock or Change to Washington?
Our main focus on this week’s Wise Money is whether or not Washington will be in gridlock, or will we finally be able to see some change come from the Capital? And if we get change, how might that affect your retirement plans? All that and more with Michael Andersen this week!
Read MoreHow to Set Yourself Up for Success in Retirement
In this episode of Wise Money, Michael walks through a few of the rumored bi-partisan proposals floating around Washington and whether he thinks they’ll help or hurt your retirement savings plans. He also discusses Roth conversions and other ways that you can manage your money so that you minimize your taxes and maximize your savings.
Read MorePlan Around What You Know and Adjust As You Go
As we wrap up the recent elections and approach the end of 2020, it’s important to be sure that you take the necessary steps so that you can start 2021 off on the right financial foot. That means making sure you maxed out any retirement contributions you have for plans through your work and making sure that you’ve taken any and all necessary tax moves that you need might need for your 2021 tax return. Ultimately, even though we’ve been living through seasons of intense change it seems, the basic fundamentals for our financial planning have stayed the same: plan around what you know and adjust as you go.
Read MoreWhere Do We Go From Here? Retirement Planning After the Election
While this isn’t a political show, the reality is that whoever wins the Presidential election will have a real effect on the economy, our future taxes, and as a result, our retirement savings. So, how can you best build a retirement plan that will stay steady no matter who wins the election? That’s what today’s episode is all about.
Read MoreYour Retirement Plan Should Be As Unique As You
When it comes to being wise with your money, you have to develop a wealth strategy for retirement that is custom-tailored and unique to you, your family, and your needs specifically; no strategy is a one-size-fits-all strategy. In this episode of Wise Money, Michael Anderson discusses the different things to keep in mind when starting to build your wealth management strategy for retirement.
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