Ryan 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.
Weitere Episoden von „The Savvy Investor Podcast“
Inflation Strategies and Tax Planning
20:55Ryan Herbert talks about how Prostatis helps clients build income plans for retirement that account for the recent rise in inflation. Plus, why planning for higher taxes in the future is more important than ever.
Exclusive interview with Andrea Bocelli
6:18Mike Canet sits down with Italian Opera star Andrea Bocelli. They discuss how he keeps his children grounded, his favorite performance, who he wishes he could have performed with, and much more!
Keeping up with inflation in retirement
21:35Mike Canet and Ryan Herbert talk about creating a plan to accommodate inflationary pressures. They also discuss knowing how your money is going to be taxed in retirement as well as which tax bracket you will be living in.
Are Roth IRA Conversions Going Away
20:21Ryan Herbert and Katherine Groce talk about the risks involved in investing in cryptocurrency. They also talk about why we have less purchasing power now.
The top financial fears of retirees
21:50Ryan Herbert addresses a recent survey that reported the top five fears of retirees and how Prostatis helps their clients avoid those fears. Plus, David Lee Roth is calling it a career. What can we learn from the Van Halen frontman about retirement?
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.