Retirement Income Solutions:: Recent Episodes
Bill Danner
Let's talk about some aspects of the financial world that might just not work for your retirement situation.
Important Links:
Security First Asset Management Website: https://www.sfamga.com/
Contact: https://www.sfamga.com/contact/
Phone: 888-417-6278
There are plenty of myths out there in the financial world. Let's make sure that the advice you're getting is right for you. We'll also help you ask better questions to your financial advisor.
Important Links:
Security First Asset Management Website: https://www.sfamga.com/
Contact: https://www.sfamga.com/contact/
Phone: 888-417-6278
On today's show we'll help you define an important financial concept known as risk tolerance. We'll also give out some class superlatives to various financial strategies.
Important Links:
Security First Asset Management Website: https://www.sfamga.com/
Contact: https://www.sfamga.com/contact/
Phone: 888-417-6278
We'll take a look at the seven deadly sins and how they manifest themselves in the investment world.
Important Links:
Security First Asset Management Website: https://www.sfamga.com/
Contact: https://www.sfamga.com/contact/
Phone: 888-417-6278
There are plenty of myths out there in the financial world. Let's make sure that the advice you're getting is right for you. We'll also help you ask better questions to your financial advisor.
Important Links:
Security First Asset Management Website: https://www.sfamga.com/
Contact: https://www.sfamga.com/contact/
Phone: 888-417-6278
Al would like to know whether it's advisable to pay off the mortgage on his rental properties before retiring. Maggie asks how much of her savings she should direct to her retirement and to her kids' college plans. Leo has a rare problem: he had more money than he knows what to do with! Bill and Daniel will help solve these problems and more.
Important Links:
Security First Asset Management Website: https://www.sfamga.com/
Contact: https://www.sfamga.com/contact/
Phone: 888-417-6278
Let's talk about some aspects of the financial world that might just not work for your retirement situation.
Important Links:
Security First Asset Management Website: https://www.sfamga.com/
Contact: https://www.sfamga.com/contact/
Phone: 888-417-6278
There are plenty of myths out there in the financial world. Let's make sure that the advice you're getting is right for you. We'll also help you ask better questions to your financial advisor.
Important Links:
Security First Asset Management Website: https://www.sfamga.com/
Contact: https://www.sfamga.com/contact/
Phone: 888-417-6278
On today's show we'll help you define an important financial concept known as risk tolerance. We'll also give out some class superlatives to various financial strategies.
Important Links:
Security First Asset Management Website: https://www.sfamga.com/
Contact: https://www.sfamga.com/contact/
Phone: 888-417-6278
You may have a lot of questions about your retirement plan, but do these questions really give you the information you need? Bill and Daniel will give some tips on asking the right questions about your finances.
Important Links:
Security First Asset Management Website: https://www.sfamga.com/
Contact: https://www.sfamga.com/contact/
Phone: 888-417-6278
Sometimes, circumstances that seem uncertain become much clearer once some time has passed and you've gained more experience. Let's talk about some common decisions that people make in retirement that usually get re-examined later in life.
Important Links:
Security First Asset Management Website: https://www.sfamga.com/
Contact: https://www.sfamga.com/contact/
Phone: 888-417-6278
Learn the different types of risk that could affect your portfolio. Get a gut reaction from Bill and Daniel on some crucial statistics.
Important Links:
Security First Asset Management Website: https://www.sfamga.com/
Contact: https://www.sfamga.com/contact/
Phone: 888-417-6278
People love DIY projects. There’s even a DIY Network where you can watch shows about home renovation, landscaping, or interior design…and how to do those things without professional help. Let’s talk about the DIY mentality in retirement planning.
Let's talk about some aspects of the financial world that might just not work for your retirement situation.
There are plenty of myths out there in the financial world. Let's make sure that the advice you're getting is right for you. We'll also help you ask better questions to your financial advisor.
Everybody loves a good presidential quote. Our goal here is to take quotes from past presidents and apply them to the financial world. We'll also talk about things that just don't work.
Al would like to know whether it's advisable to pay off the mortgage on his rental properties before retiring. Maggie asks how much of her savings she should direct to her retirement and to her kids' college plans. Leo has a rare problem: he had more money than he knows what to do with! Bill and Daniel will help solve these problems and more.
You may have a lot of questions about your retirement plan, but do these questions really give you the information you need? Bill and Daniel will give some tips on asking the right questions about your finances.
Al would like to know whether it's advisable to pay off the mortgage on his rental properties before retiring. Maggie asks how much of her savings she should direct to her retirement and to her kids' college plans. Leo has a rare problem: he had more money than he knows what to do with! Bill and Daniel will help solve these problems and more.
Everybody loves a good presidential quote. Our goal here is to take quotes from past presidents and apply them to the financial world. We'll also talk about things that just don't work.
Al would like to know whether it's advisable to pay off the mortgage on his rental properties before retiring. Maggie asks how much of her savings she should direct to her retirement and to her kids' college plans. Leo has a rare problem: he had more money than he knows what to do with! Bill and Daniel will help solve these problems and more.
William wants to know if dividend paying stocks can factor into his retirement plans. Karen wonders what the deal is with robo-advisors. Holly asks about working after retirement. Bill and Daniel will be answering those questions and more on today's episode.
Pam writes in to ask about what fees are reasonable for an advisor to charge. Charlotte wonders how to plan for retiring early. Regina wants to know about what portion of her income she should contribute to her 401(k). Bill and Daniel will be answering those questions and more.
Jacqueline asks what to do about a farm that she inherited. Richard wants to know about the best way to utilize a 529 Plan for college savings. Lillian gets Bill and Daniel's opinion on whether someone should work with multiple advisors.
Andy is wondering how to achieve proper diversification in his portfolio. Donna wants advice on understanding her prospectus. Meanwhile, Jerry needs to know how to set aside money for health problems in retirement. Bill and Daniel will be answering those questions and many more.
Alexus asks about getting health insurance now that she no longer has a job. Ted wants to know how to strike a balance between investing safely and investing aggressively. David is wondering what to do with an annuity that is maturing. Bill and Daniel will answer those listener questions and many more.
This week we will be answering listener questions about working with multiple advisors, dealing with pensions, how to go about budgeting for retirement, and much more.
Al would like to know whether it's advisable to pay off the mortgage on his rental properties before retiring. Maggie asks how much of her savings she should direct to her retirement and to her kids' college plans. Leo has a rare problem: he had more money than he knows what to do with! Bill and Daniel will help solve these problems and more.
William wants to know if dividend paying stocks can factor into his retirement plans. Karen wonders what the deal is with robo-advisors. Holly asks about working after retirement. Bill and Daniel will be answering those questions and more on today's episode.
Pam writes in to ask about what fees are reasonable for an advisor to charge. Charlotte wonders how to plan for retiring early. Regina wants to know about what portion of her income she should contribute to her 401(k). Bill and Daniel will be answering those questions and more.
Andy is wondering how to achieve proper diversification in his portfolio. Donna wants advice on understanding her prospectus. Meanwhile, Jerry needs to know how to set aside money for health problems in retirement. Bill and Daniel will be answering those questions and many more.
Mark wants to clear up some confusion he has about how the new tax laws will affect his retirement planning. Carrie is wondering about how 401k contributions work with her commission-based job. Doris asks if she is investing too conservatively.
We'll be covering many more listener questions. Sylvia would like to know whether she should go with a younger or older advisor. Meanwhile, Jennifer wants to know what's happening with federal interest rates, and Kathy needs advice on handling financial disagreements with her husband. Bill and Daniel will be covering those questions and more on today's episode.
In this episode, we'll be answering listener questions about finances during a divorce, opting out of social security, and the benefits of life insurance.
This week we will be answering listener questions about working with multiple advisors, dealing with pensions, how to go about budgeting for retirement, and much more.
Fred wants to know where Bill and Daniel expect the market to go in the upcoming months. Roland asks about appropriate rates of return on investments. Later, Jocelyn wonders if she should switch from blue chip stocks to another type of investment. All those questions and more will be answered on today's episode.
Listener questions have been pouring in recently. We've got questions about home refinancing, variable annuities, legacy planning, and many more. This will be an episode you won't want to miss.
Tony wants to know when to start his social security payments. AJ wonders if having multiple IRAs achieves adequate portfolio diversification. Patsy asks about the ins and outs of long term care insurances. We'll be answering all those questions and more.
William wants to know if dividend paying stocks can factor into his retirement plans. Karen wonders what the deal is with robo-advisors. Holly asks about working after retirement. Bill and Daniel will be answering those questions and more on today's episode.
Andy is wondering how to achieve proper diversification in his portfolio. Donna wants advice on understanding her prospectus. Meanwhile, Jerry needs to know how to set aside money for health problems in retirement. Bill and Daniel will be answering those questions and many more.
We'll be covering many more listener questions. Sylvia would like to know whether she should go with a younger or older advisor. Meanwhile, Jennifer wants to know what's happening with federal interest rates, and Kathy needs advice on handling financial disagreements with her husband. Bill and Daniel will be covering those questions and more on today's episode.
In this episode, we'll be answering listener questions about finances during a divorce, opting out of social security, and the benefits of life insurance.
This week we will be answering listener questions about working with multiple advisors, dealing with pensions, how to go about budgeting for retirement, and much more.
We've got some listener questions this week about taking on a mortgage as you enter retirement, figuring out wills and trusts, early retirement packages, and much more.
We'll be answering listener questions about using life insurance for income, starting a business in retirement, trading options, and much more.
We've got another batch of listener questions this week. We'll be answering questions about how to properly evaluate your current advisor, how to prepare for the next market crash, and some of the best strategies for starting social security.
We'll be answering listener questions about long-term care, emergency funding, financial planning after a divorce, and much more.
Listener questions have been pouring in recently. We've got questions about home refinancing, variable annuities, legacy planning, and many more. This will be an episode you won't want to miss.
We've got some listener questions this week about taking on a mortgage as you enter retirement, figuring out wills and trusts, early retirement packages, and much more.
We've received some great listener questions on the show recently. Bill and Daniel will answer questions covering social security payments, divorce settlements, interest rate increases, and many more.
The stock market has been dealing with some volatility recently. What could it mean for your retirement portfolio?
Let's reflect on some wisdom that your grandmother likely shared with you when you were growing up, and how it could relate now to your finances.
Have you ever trained for a marathon? How about a 5k or a 10k run? There is a surprising amount of similarities between preparing for those types of events and preparing for retirement. Bill and Daniel explain.
We're smack dab in the middle of football season, so now would be a good time to equate retirement with a game of football. What can we learn financially from America's favorite sport?
Let's explore some unhealthy foods and find their parallels in the financial world. You will also learn about some of the landmark ages in retirement planning, as well as a few interesting facts.
Let's explore some unhealthy foods and find their parallels in the financial world. You will also learn about some of the landmark ages in retirement planning, as well as a few interesting facts.
Finding yourself between jobs can be frustrating—whether you were fired, laid off, or just had to step away of your own choosing. But it can also present some opportunities. Let’s discuss some of the challenges and opportunities that you need to consider if you’re between jobs.
In some ways, retirement planning was easier for past generations. Let's take a look at how planning has changed through the years. Later, Bill and Daniel will take a multiple choice quiz.
A customized retirement plan is much better than a one-size-fits-all approach. And yet, you might not have a plan that's truly customized. Find out what it means to have a plan that's unique to your needs and goals. We'll also learn how age can affect wisdom.
What is risk aversion, and does it affect you? Find out what Bill and Daniel have to say. We'll also cover the tax consequences of your investments.
Let's explore some unhealthy foods and find their parallels in the financial world. You will also learn about some of the landmark ages in retirement planning, as well as a few interesting facts.
Most people, when trying to plan their retirement, have to guess about the answers to some important questions. Let’s talk about some of those questions and why you need to have a better answer than just a guess. To help find these answers, let's help you recognize your inner voice of greed.
Let's discuss the financial red zone. What is it? How do you make it through? Bill and Daniel will also fill in some blanks in your retirement plan.
This week, we'll determine the quality of your financial health. We'll also explore the importance of legacy planning.
Join us as we seek to avoid cutting corners in retirement planning. We'll also take some pointers from America's pastime, baseball!
While certainly none of our listeners would be guilty of making any of these unreasonable requests, let's talk about some of the unreasonable requests we sometimes hear.
What is risk aversion, and does it affect you? Find out what Bill and Daniel have to say. We'll also cover the tax consequences of your investments.
This week, Bill and Daniel will teach you how to put your pride in check, and live the dream in retirement. That's right; you'd be surprised in what we can accomplish in under an hour.
If you've ever ridden the subway in London, you've probably noticed the "Mind The Gap" signs warning you to beware of the gap between the train door and the station platform. Let's talk about minding the gaps in your retirement plan. We'll also discuss the financial issues we tend to procrastinate.
Think of Bill and Daniel as your financial doctors. Hear what they would prescribe for some symptoms you may be experiencing. After that intial consult, we'll also identify some red flags you should watch out for in your portfolio.
A customized retirement plan is much better than a one-size-fits-all approach. And yet, you might not have a plan that's truly customized. Find out what it means to have a plan that's unique to your needs and goals. We'll also learn how age can affect wisdom.
Everyone has something they want to do or accomplish in retirement. Let's talk about your retirement goals. We'll also talk about some things in the financial world that don't matter...until they do.
Your retirement will look much different than your parent's. Find out why. We'll also help you try to determine your spending personality.
In this episode of Retirement Income Solutions, we'll help you understand the importance of non-correlated income. Later, we'll go over uncommon sense - pieces of advice that sound common but are rarely seen in practice.
We'll learn some finance from the world of medicine. Also, tell your advisor to give it to you straight. It's time we stop speaking in financial code. Say what you mean.
Remember that old retail saying "the customer is always right?" We'll explain why that might not always be the case. We'll also grade your financial competency and unpack the concept of variable annuities. We'll also unpack the concept of variable annuities.
Don't flirt with disaster in your portfolio. Learn where danger could be lurking. We'll also learn about retirement by playing a game of "Fact Or Fiction."
Learn the dirty little secrets of the financial industry. Then, make sure you never make certain assumptions about retirement.
Learn financial lessons from some of the richest musicians in history. Finally, we'll take a deep dive and examine pensions.
Learn the different types of risk that could affect your portfolio. Get a gut reaction from Bill and Daniel on some crucial statistics.
Learn why planning for retirement is harder than it often looks. Make sure you're not eating your words in retirement.
Let's tour the "Market Crash Hall Of Fame", and go over some of the famous crashes in American history. Be sure you are prepared for the next one. Then, we'll discuss some things that are never said about finances.
Wary of another market crash? Have no fear. Listen for our Market Crash Survival Guide. We'll also discuss financial challenges unique to women.
Remember that old retail saying "the customer is always right?" We'll explain why that might not always be the case. We'll also grade your financial competency and unpack the concept of variable annuities. We'll also unpack the concept of variable annuities.
There are financial lessons to be learned from almost every area of life. Let's see what we can learn from the weather. We'll also establish some financial commandments.
Watch out for market volatility. We'll prepare you for the ups and downs on Wall Street. We'll also examine the power of hindsight.
In the spirit of the Olympics, learn how financial planning could be similar to your favorite event. Later, we'll explore how certain financial principles have become obsolete.
Make sure you're avoiding key behaviors that could ruin your retirement. We'll also discuss longevity.
Wary of another market crash? Have no fear. Listen for our Market Crash Survival Guide. We'll also discuss financial challenges unique to women.
Stop clinging to false hope in your portfolio and learn classic mistakes you could be making as a pre-retiree.
Learn to invest like a genius, and let's make sure your financial actions are lining up with your words.
Learn why planning for retirement is harder than it often looks. Make sure you're not eating your words in retirement.
We'll examine how emotions affect the decision-making process. Later, we'll take a trip to the retirement farm.
Let's look for the silver lining in your finances. Learn what traits you should look for in a financial advisor.
Bad tools and bad directions can derail a successful retirement. This week, we'll have some great tips to getting your lifetime income blueprint back on track.