With President Trump signing the SECURE Act into law in December, there are some changes coming to individual retirement accounts. What are some of these changes? How might they impact you? What is a Stretch IRA and how does it function? This episodes looks at all of these questions and more.
Your finances and your retirement are like a 5000 piece puzzle that needs to be put together. In this episode Travis gives tips and strategies to help you successfully put that puzzle together by putting together a solid plan.
With President Trump signing the SECURE Act into law in December, there are some changes coming to individual retirement accounts. What are some of these changes? How might they impact you? What is a Stretch IRA and how does it function? This episodes looks at all of these questions and more.
Congress is proposing some big changes to Independent Retirement Accounts. What are some of these changes? How might they impact you? What is a Stretch IRA and how does it function? This episodes looks at all of these questions and more.
In this show Travis talks about how important it is to have your assets and money properly allocated, not only for retirement, but for legacy planning and your overall financial well-being.
Sometimes we need to give ourselves a break. Don't keep putting off financial and retirement planning. In this show Travis talks about getting started on the right path and getting down to business with savings and investments.
There's so much to know about year end financial and tax planning that we couldn't fit it all in one show! Year-end planning is very important, especially in regards to retirement. Whether you're thinking about retiring or are already in retirement, you need to know about minimum distributions, tax planning and income planning and some of the things you need to do before the end of the year. In this episode we go over a number of tips and strategies for year-end planning.
Taxes can be tricky, especially when it comes to your investments and your retirement. Now is the time to get a tax plan in place. Travis welcomes special guest Pete Hibbard from CBC Retirement Partners to help sort it all out and provide solutions.
There are a lot of things to consider before the end of the year regarding your finances. From second opinion tax reviews to maximizing 401(k) contributions to taking your required minimum distributions. We want to help make sure you are ready for the next year and are able to meet financial and retirement deadlines.
Don't let the stock market rollercoaster affect your emotions. And is your spouse prepared for when you are not around anymore?
If you’re not properly allocated and a market correction or bear market hits, or if you’ve invested more aggressively than is prudent, you may have greater exposure once the market downturn begins. No one knows when the next recession will hit but you need to have a plan in place. we go over some of the things you will need to know.
This episode examines some statistics about retirement that may catch you off guard. We will also examine some retirement mistakes and discuss ways to avoid committing those mistakes in your retirement strategy.
In this episode Travis talks about Pensions and the big news that GE isn't going to cover their current pension payments. How can you secure your retirement income? Listen in to hear Travis talk about helpful tips to achieve your goals.
There's a lot going on out there... From political unrest, trade-wars, fluctuating interest rates, volatile markets and more. In this episode Travis talks about all these current events and how they affect your finances with helpful tips on how to avoid the panic and how to have a plan.
There are many aspects to Medicare and a lot of misunderstandings. In this episode we talk about the basics and what questions you need to be asking about Medicare and open enrollment.
You do not want to end up with a huge tax burden in retirement. In this episode we discuss helpful ways to plan for taxes in retirement and minimize that tax burden.
It's hurricane season and in this episode Travis talks about how important it is to be prepared... not only for hurricanes, but for retirement as well. Planning ahead is the key and we talk about helpful ways to be prepared financially.
An economic recession could be coming. Are you prepared? Examine some of the options for ways to prepare your financial situation for a potential market downturn.
In this episode Thomas and Edward talk about ways to create and maximize your retirement savings and set it up to help it last as long as you do!
What will you leave behind? ...And more importantly, who will you leave it to? We go over some of the legacy planning mistakes to avoid, especially when it comes to planning with your family.
There are many challenges and hurdles when it comes to having a successful retirement. In this episode we talk about some of the most important and critical challenges you will face and strategies to help you overcome them.
Is there a magic number that you need to retire? How much money is enough? In this episode Travis discusses the myth of the "magic number" for retirement and talks about how to truly have a plan in place to help you set and achieve your retirement goals.
The million dollar question..."Can I afford to retire?" It may be a million dollars...but it's a question every asks or should be asking at some point. In this episode we talk about how to figure it out and what you need to doing to prepare for retirement.
What do you need to know before you retire? From healthcare costs, Long-term Care, Medicare, Taxes and more, preparing for retirement can be confusing and there's a lot to miss. Travis Chance talks about these pitfalls and how to avoid or deal with them to help you have a comfortable retirement.
When the markets go up people get excited. When they go down, or we are told they might go down, people panic or experience fear regarding their money. With the 24 hour news telling us the sky is falling, it's hard not to worry about your money, the economy and where things are headed. The way to overcome this is to have a solid plan. In this episode we talk about some helpful ways to keep your emotions out of your money and what can happen if you don't.
In this episode we talk about the retirement evolution. Retirement plans change over time and you need a plan that allows for that and we talk about how to make that happen.
Congress has passed the Secure Act retirement bill, which will dramatically affect retirement accounts, income and savings. We talk about changes with stretch IRA's, inheritance, required minimum distributions and more. Also, Travis talks his on going remodeling problems and craftsmanship.
There are a lot of people out there calling themselves financial planners, but not all of them have your best interests in mind. In this episode Travis talks about finding the right advisor as well as how to begin planning for retirement.
For many people "budget" is a dirty word. But you need to have a spending plan, especially as you plan for retirement. In this episode we talk about the importance of having a spending plan and some tips and strategies to get you started!
There are a lot of misconceptions about IRA's. From taxes to fees to how to make them last and grow, Travis covers it all in this episode, along with helpful tips that you need to know about IRA's and their tax implications.
