Ryan Herbert describes how Prostatis Financial Group helps their clients develop plans for retirement so they can maintain their lifestyle when they decide to call it a career. Plus, some of the potential tax changes that President Biden is calling for.
Weitere Episoden von „The Savvy Investor Podcast“
The popularity of the Roth IRA
24:34Mike Canet and special guest Katherine Groce discuss the benefits of the Roth IRA and why some investors haven't taken advantage of these kinds of retirement accounts. Plus, questions to ask yourself as you approach retirement and find out which celebrity is celebrating his 90th year on Earth by going to outer space!
Maintaining your lifestyle in retirement
34:45Ryan Herbert describes how Prostatis Financial Group helps their clients develop plans for retirement so they can maintain their lifestyle when they decide to call it a career. Plus, some of the potential tax changes that President Biden is calling for.
Preparing for higher tax rates in the future
32:29On the 100th episode of the Savvy Investor Podcast, Mike Canet and Ryan Herbert discuss the possibility of tax increases in the future, and they address a tax that catches many people off guard - a tax on your Social Security benefits. Plus, Bill Murray's favorite piece of financial advice!
99 for 99 - An Interview with Warren Sapp
4:12For his 99th podcast episode, Mike Canet sat down one-on-one with NFL legend Warren Sapp to discuss his career and what he's been doing since retiring.
The best time of the year to retire
19:52Mike Canet and Ryan Herbert discuss the timing of an individual's retirement decision. What time of year is best to retire? Plus, former NFL running back Fred Taylor shares a cautionary tale about choosing the right financial professional.
Middle Class Millionaires
32:58Mike Canet and Ryan Herbert discuss how middle class millionaires can maintain their standard of living through their retirement years by advance planning. Plus, what to do "dead money" in your portfolio.
Travel on a fixed income
31:48Ryan Herbert addresses the concerns about inflation while living on a fixed income. Ryan shares some of his experiences helping clients develop tax plans that allow for you to create an income stream that will allow you to achieve your goals in retirement.
Inflation on the rise
33:58Ryan Herbert discusses why inflation is the current hot topic in finance news and what you can do to prepare for higher prices. Plus, things couples should consider about their financial approach.
A Midterm Financial Checkup
32:01As we reach the halfway point through 2021, Mike Canet and Ryan Herbert describe what you should look for in a financial checkup. Plus, how to get the most out of your 401(k).
Bobby Bonilla Day
34:55Ryan Herbert talks about how to create long lasting income in retirement. Plus, is a 401(k) the best place to keep your money?