Financial Breakaway: Your Clear Path to Retirement

Ryan Hitchcock•rhitch.com

The Financial Breakaway Podcast is your guide to breaking free from the confusion of the financial world and unlocking your path to a more confident retirement plan. Join me as I look to empower mid-career to retirement-aged individuals, just like you, through engaging conversations about what retirement means to you and then how to build a retirement plan that fits. While crucial topics like investing strategies, tax planning, withdrawal strategies, and social security will be discussed, I believe that your personal goals, desires, and lifestyle are equally vital. In this podcast, I’ll help you bridge the gap between financial strategies and your individual aspirations, merging the two to create your very own ”financial breakaway.” ----------1200 N. Mayfair Rd, Ste. 300, Milwaukee, WI 53226 414-253-4600. Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA (www.finra.org) SIPC (www.sipc.org). Osaic Wealth separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not provide tax or legal advice. This communication is strictly intended for individuals residing in states of CO, FL, GA, MI, MN, MO, MT, NC, TX, and WI. No offers may be made or accepted from any resident outside the specific state(s) referenced. PLEASE NOTE this information being provided is strictly as a courtesy.

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Episodes

Backdoor Roth IRA - Is It Right For You?

It’s no secret that the Roth IRA is my favorite account for retirement planning. The ability to have tax-free growth over a long period of time coupled with tax free withdrawals in retirement is a thing of beauty. Not to mention the other numerous benefit’s it has. However, for all those benefits of the Roth IRA there is a catch, if you make too much money the IRS says you cannot contribute to one. That is unless you know how to get in through the backdoor. A backdoor Roth IRA allows you to cont...

Apr 19, 2021•12 min

Should I Sell My Winners? 3 Rules of Thumb

The big question this year in 2021, is "should I sell my winners? " 2020 was a crazy year in the markets and some stocks saw some out of this world gains. Some are up double, triple, or even more than that. Therefore, if you have some of these winners I don’t have to tell you that thoughts start to creep into your mind like, "can it keep going up?" "Is it going to go down now?" "Should I hold?" Should I Sell?" Etc, etc. Unfortunately, the answer to “should you sell” is a “it depends” … I know it...

Feb 23, 2021•11 min

Game Stop and the Mechanics of a Short Squeeze

This episode was recorded after one of the most bizarre weeks in the investment world I have ever seen. Unless you were living under a rock, We all just witnessed the meteoric rise of Game Stop stock and a few others such as AMC, Black Berry, Nokia, and even a local company in Milwaukee here where I live, named Koss Corp…This rise was different in that a reddit page called WallStreetBets was the online community where individual investors combined their buying power together, like we’ve never se...

Feb 02, 2021•16 min

What is a Financial Breakaway

In this episode I give you some more info about Financial Breakaway and what that really means to me. In my process of helping clients I spend extra time with them so they can reach their “breakaway moment.” In ice hockey there is a moment in which a player with the puck has no defending players, except for the goaltender, between themselves and the opposing goal, leaving them free to skate in and shoot at will. This is the highest percentage chance of scoring a goal in the game. And that’s the ...

Jan 09, 2021•3 min

3 Tips to Increase Your Credit Score

Your credit score affects your ability to get a loan, a job, housing, insurance, and more. But not a lot of us know what actually goes into your score and what can help increase it. In this episode I talk about the factors that affect your credit score and some tricks that can help you boost it. Please visit www.rhitch.com/resources for more information on HSA‘s.

Jan 09, 2021•12 min

3 Must Know Benefits of the HSA - the Retirement Secret Weapon

The Health Savings Account (HSA) is a very flexible and important tool that can be utilized in one’s financial plan for not only health care expenses, but for taxes and long-term financial planning too. Please visit www.rhitch.com/resources for more information on HSA's. Ryan Hitchcock Financial Planner Direct: 414-253-4611 rhitchcock@highpointcaptialgroup.com Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss ...

Dec 01, 2020•14 min

Did You Know Dividends Make Their Stock Price Go Down

Dividends can be a great piece to an investment portfolio as they can add a layer of diversification. They can allow an investor to receive income or add more shares through reinvestment. However, just because a company issues a dividend doesn’t mean that they are a good investment. As I explain in this episode, the simple process of issuing a dividend can & often does affect the stock price. So know what you are investing in and why is always a good idea. Please visit www.rhitch.com/resourc...

Oct 21, 2020•11 min

SECURE Act - 4 Items Everyone Should Know

The SECURE Act, or “Setting Every Community Up for Retirement Enhancement Act,” offers several major adjustments to how we save, prepare for and enjoy retirement. Overall, this legislation will have substantive repercussions for individuals planning for their financial futures. Please visit www.rhitch.com for more information. Sources: https://www.congress.gov/bill/116th-congress/house-bill/1994 https://www.kitces.com/blog/secure-act-2019-stretch-ira-rmd-effective-date-mep-auto-enrollment/ Ryan ...

Jul 28, 2020•10 min

CARES Act - 5 Key Items Everyone Should Know

In response to the COVID-19 global pandemic, the US Congress passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act, a $2 trillion emergency fiscal stimulus package, in order to help ease the damaging effects it has had on the economy. The President signed it into law March 27th, 2020. Here are the five items of the bill I see most important to the everyday person and my clients: 1) Recovery rebates directly to individuals 2) Coronoavirus related distributions from IRA's and retir...

Mar 30, 2020•10 min

Intro - What To Expect From This Podcast

Real-world conversations about personal financial topics. Inspired by the fact that financial planning, investing, insurance, retirement, buying a house, having a child, work benefits, or any other situation that involves your money are all scary topics. This podcast aims to demystify those topics.

Mar 19, 2019•3 min

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