Rocket City Retirement Show - podcast cover

Rocket City Retirement Show

Cris Wallace•sites.libsyn.com
Business
Investing
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https://wgfinancialgroup.com/ Insurance products are offered through the insurance business WG Financial. WG Financial is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by WG Financial are not subject to Investment Advisor requirements. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements. 2043008 - 10/23
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Episodes

Rocket City Retirement Show: SEP IRA vs. SOLO 401k

Order of Operations: The Smartest Way to Save & Invest for Retirement | Rocket City Retirement Show In this episode of The Rocket City Retirement Show , Certified Financial Planners Cris Wallace and Graham Bauer break down the optimal order of operations for saving and investing —from emergency funds and 401(k) contributions to Roth IRAs, HSAs, and tax-efficient strategies. They also explore the key differences between Solo 401(k) vs. SEP IRA , helping self-employed individuals maximize their re...

Mar 01, 2025•1 hr

Rocket City Retirement Show - Interest rates, mortgages, and estate planning

Optimizing Your Mortgage & Retirement Strategy with Special Guest Alexandria Anderson In this episode of The Rocket City Retirement Show , Certified Financial Planner and Financial Advisor Chris Wallace is joined by mortgage loan officer Alexandria Anderson from the Modern Lending Team. Together, they break down the mortgage market, interest rates, and refinancing strategies, offering crucial insights for homeowners and potential buyers alike. Chris and Alexandria discuss the current outlook on ...

Feb 15, 2025•1 hr