Smarter Money Radio with Clayton Alexander: Recent Episodes
Clayton Alexander
Clayton Alexander and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes.
For more information or to get your own questions answered, visit RetireTeton.com or call (844) 838-6600
Clayton and Doug outline three tax strategies to help you keep more of what you’ve saved over the years. They then move into the challenges we face such as high inflation and market volatility and the moves to help you navigate to and through your retirement such as generating lifetime income, proactive health care and tax strategies, and proper estate planning.
You can reach Teton Wealth Group by calling 844-838-6100.
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As we’re seeing high inflation, how should you factor that in your retirement plan? Ethan and Doug explore the effects of inflation in your strategies and good moves to consider. They also discuss the psychological effect of transitioning from the accumulation phase of your life to one of decumulation and then talk about what they consider when meeting clients for their periodic portfolio review.
You can reach Teton Wealth Group by calling 844-838-6100.
Teton Wealth Group
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Taxes follow you into retirement. How do you make sure you pay only your fair share? Ethan and Doug address many things to consider regarding taxes in retirement such as lost tax deductions, income strategies, Social Security tax rules, and components that are and are not subject to taxation. They stay on the tax theme with looking at the proactive strategy of utilizing the Roth IRA and then cover risks in retirement from longevity to health care and sequence of returns risk.
You can reach Teton Wealth Group by calling 844-838-6100.
Teton Wealth Group
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Does cryptocurrency belong in your retirement portfolio? Ethan and Doug take a close look at crypto and if or how to include it in your plan. They cover retirement planning strategies for those who started a little late and stress that retirement planning of today is different from that of our parents’ generation.
You can reach the team at Teton Wealth Group by calling 844-838-6100.
Teton Wealth Group
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Knowledge is power and Ethan and Doug examine some things that retirees and pre-retirees don’t know that they don’t know. Three areas of insufficient knowledge are how much growth is needed to factor inflation, how much income Social Security will provide, and how much to safely withdraw. They also go over some tax benefits for those 50 and older.
You can reach the Teton Wealth Group team by calling 844-838-6100.
Teton Wealth Group
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Ethan and Doug take a creative look at what can be considered additional income streams in retirement. The discussion turns to some vehicles that can be considered income streams in addition to good proactive tax devices. They then break down how your thinking should change in your fifties and then highlight fears faced by many retirees.
You can reach Teton Wealth Group at 844-838-6100.
Teton Wealth Group
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Do you have the right answers to important questions to help determine if you are ready for retirement? Ethan and Doug cover three of those questions. Roth IRAs are part of the discussion and the proper legacy strategies with a Roth plus mistakes to avoid. Ethan and Doug display how the little things in retirement savings could make a big difference and offer some simple tips.
You can reach Teton Wealth Group by calling 844-838-6100.
Teton Wealth Group
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The distribution phase of retirement can be complicated. Ethan and Doug cover some retirement distribution strategies to consider. They cover some important things to consider while utilizing your 401(k) and good strategies with that and other retirement saving tools and options. What are red flags you may be missing on your road to retirement? Ethan and Doug go over a list of those and offers some solutions that could help you get back on track.
You can reach the team by calling 844-838-6100.
Teton Wealth Group
See omnystudio.com/listener for privacy information.
There are many people who may want to give “well-intentioned” but questionable tips on retirement. Ethan and Doug stress the importance of consulting a professional before making any decisions and they cover some commonly given questionable advice. They also discuss how retirement planning can be different for women and he highlights some retirement mistakes to avoid.
You can reach Teton Wealth Group by calling 844-838-6100.
Teton Wealth Group
See omnystudio.com/listener for privacy information.
Rules of thumb are approximate methods for doing something and certainly may need to be tweaked to adapt to changing times and situations. Ethan and Doug discuss some investment and retirement rules of thumb everyone should know. They also break down retirement planning for couples and how each spouse may view retirement differently. They then cover much of what needs to be considered for retirement planning and how the strategies and line of thinking could be unique to that stage of your life.
You can reach Teton Wealth Group by calling 844-838-6100.
Teton Wealth Group
See omnystudio.com/listener for privacy information.
Inflation, taxes, and investment challenges are three major threats that could impact your retirement. Ethan and Doug offer suggestions of protection and proactive measures that can be implemented. They also discuss planning long term for retirement to help alleviate the risk of longevity and explain why the help of a professional is so critical in today’s retirement planning.
You can reach the team at Teton Wealth Group by calling 844-838-6100.
Teton Wealth Group
See omnystudio.com/listener for privacy information.
No one can accurately predict the next bear market and when it will occur, but one thing is for sure. You can prepare yourself for it and should if you are approaching retirement. Ethan and Doug outline some moves that can help protect your retirement plan. They also outline ways to supercharge your retirement savings if you got a late start and covers some calculations to consider in helping determine your retirement launch date.
You can reach Teton Wealth Group by calling 844-838-6100.
Teton Wealth Group
See omnystudio.com/listener for privacy information.
How do you keep your finances in order when heading to retirement facing challenges like inflation and volatility? Ethan and Doug discuss good measures in that regard as well as pointing out things to make sure you do not overlook as you’re heading to retirement. They also cover some important questions that sometimes clients are hesitant to ask.
You can reach Teton Wealth Group by calling 844-838-6100.
Teton Wealth Group
See omnystudio.com/listener for privacy information.
How can you give your retirement accounts a good New Year’s workout? Ethan and Doug discuss knowing your financial costs in retirement, understanding the impact of taxes, and creating a retirement paycheck. They also cover five expenses that could hurt your retirement savings and introduce ways to keep the calm in times of market volatility.
You can reach Teton Wealth Group by calling 844-838-6100.
Teton Wealth Group
See omnystudio.com/listener for privacy information.
2022 will present some challenges such as inflation and possibly higher interest rates. That’s why our retirement plans need to be robust as we meet those challenges head on. Ethan and Doug give us some things to consider such as tools and strategies to consider to help against inflation, higher interest rates, and possible slower economic growth. They also present options and strategies to build income streams in retirement and tips to boost your retirement nest egg.
You can reach Teton Wealth Group by calling 844-838-6100.
Teton Wealth Group
See omnystudio.com/listener for privacy information.
The discussion centers around proper management of your savings to maximize your retirement portfolio. Ethan and Doug talk about fees to be aware of, the importance of having a flexible plan, maximizing your contributions, creating income streams, and having good tax strategies. 401(k) statistics and learning from the mistakes and regrets of some current retirees are also part of the discussion.
You can reach Teton Wealth Group by calling 844-838-6600.
Teton Wealth Group
See omnystudio.com/listener for privacy information.
What if you start a little late saving for retirement? Ethan and Doug remind us it is never too late but caution us not to panic, to be careful with risk, and to seek the help of a professional. They also discuss some important returns on investment for all of your retirement saving including time and your health. Then they move into strategies to weather the storm of a jittery market.
You can reach Teton Wealth Group by calling 844-838-6600.
Teton Wealth Group
See omnystudio.com/listener for privacy information.
Retirement risk worries loom large as we face inflation and uncertainty in the markets. Ethan and Doug cover what should be considered in safeguarding your retirement. They also outline some good proactive strategies that can help in securing as tax free a retirement as possible and they go over some commonly asked questions financial professionals hear from their clients.
You can reach the team at Teton Wealth Group by calling 844-838-6600.
Teton Wealth Group
See omnystudio.com/listener for privacy information.
Rising inflation and market volatility continue to be a concern. Part of the discussion centers around the importance of considering the effect of the stock market on your retirement savings. Ethan and Doug also offer ideas and strategies to maximize your 401(k) and outline some important decisions you’ll face related to your spending and income sources in retirement.
You can reach the team at Teton Wealth Group by calling 844-838-6600.
Teton Wealth Group
See omnystudio.com/listener for privacy information.
There are pros and cons of working in retirement. Ethan and Doug discuss some of the benefits and drawbacks of making that decision. They also point out some important things to consider before and during retirement to keep your plan strong. Finally, the guys explain some changes and proposed changes for Social Security in 2022.
You can reach Teton Wealth Group by calling 844-838-6600.
Teton Wealth Group
See omnystudio.com/listener for privacy information.
Market volatility is the opening topic in this podcast. Ethan and Doug outline ways a market correction could impact your retirement along with tips to help keep your plan strong in the event of a correction of worse. What’s the key to protecting your savings from a crash and what are your best investment strategies. They also talk about simplifying your entry into retirement and go over some of the financial gaps that could impact your planning.
844-838-6600
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The 5.4% rise in the consumer price index in the last year marked the highest inflation in almost 13 years. If you remember the soaring, double-digit inflation rates of the 1970s, you may be worried now.
In this episode, Ethan and Doug discuss ways to stress test your retirement nest egg and offer action steps to take to relieve the stress.
To connect with the team at Teton Wealth Group, just call (844) 838-6600
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Proper withdrawal strategies in retirement opens the conversation in this podcast. Ethan and Doug discuss what savings vehicles you should look at in withdrawals and in what order to put those. They also cover red flags that would indicate your current plan needs a second opinion and then move into tips on building confidence in your spending in retirement.
844-838-6600
Teton Wealth Group
See omnystudio.com/listener for privacy information.
Is your portfolio fortified to withstand market volatility? Ethan Millard and Doug Ferrell go through what to consider in making sure you can withstand a down market in retirement. They also discuss options you have with your old 401 (k) if you leave your job and the guys run through a fourth quarter annual portfolio review checklist.
844-838-6600
Teton Wealth Group
See omnystudio.com/listener for privacy information.
What is SECURE Act 2.0? Ethan Millard and Doug Farrell will explain what the proposed legislation could mean for your retirement accounts if it is passed. Just like the Cher song, we can’t turn back time but we can avoid regrets when it comes to planning for your retirement. Ethan and Doug will talk about how. They will also look at some steps you can take to make sure you have a smooth transition into retirement.
For more information or to get your own questions answered, visit RetireTeton.com or call (844) 838-6600
See omnystudio.com/listener for privacy information.
Ethan Millard and Doug Farrell talk about income generation strategies, what direction you need to go in for a good retirement plan, how to maximize your social security and more!
For more information or to get your own questions answered, visit RetireTeton.com or call (844) 838-6600
See omnystudio.com/listener for privacy information.
Ethan Millard and Doug Farrell have some tips on how to avoid mistakes when inheriting an IRA or 401k. An unexpected retirement can be overwhelming. They will discuss what you need to know to deal with this unforeseen situation. Single? Well, you are not alone when it comes to planning for your retirement on your own. Ethan and Doug will go over important information for the 45.2% of the U.S. population living an independent lifestyle.
For more information or to get your own questions answered, visit RetireTeton.com or call (844) 838-6600
See omnystudio.com/listener for privacy information.
Ethan Millard and Doug Farrell will look into if it makes sense to add cryptocurrency like Bitcoin to your retirement portfolio. They'll also look at several withdrawal strategies to keep taxes at a minimum and keep more of your hard earned money. So you want to retire? It takes strategic planning to get there and Ethan and Doug will show you how. That and so much more!
For more information or to get your own questions answered, visit RetireTeton.com or call (844) 838-6600
See omnystudio.com/listener for privacy information.
Ethan Millard and Doug Farrell talk about things to consider when planning for decumulation or drawing down your retirement dollars, including how to set up your investments. They'll also talk about how to avoid pitfalls and anxiety when it comes to not being properly prepared for retirement and how to figure out how much you will need for retirement and more!
For more information or to get your own questions answered, visit RetireTeton.com or call (844) 838-6600
See omnystudio.com/listener for privacy information.
Ethan Millard and Clayton Alexander talks about things to consider when planning for decumulation or drawing down your retirement dollars, including how to set up your investments. They'll also talk about how to avoid pitfalls and anxiety when it comes to not being properly prepared for retirement. They also talk about the “what ifs” when planning for retirement and how having a solid retirement and income plan is key and so much more!
For more information or to get your own questions answered, visit RetireTeton.com or call (844) 838-6600
See omnystudio.com/listener for privacy information.
Ethan Millard and Doug Farrel talk about how inflation works and what you can do to combat inflation risk in your retirement plan. Next, they talk about what you can do with a 401k once you enter into retirement and it’s all dependent on your age, when you retire and the rules your company has regarding the 401k. They also talk about how RMD's will affect your 401k and IRA and a lot more.
For more information or to get your own questions answered, visit RetireTeton.com or call (844) 838-6600
See omnystudio.com/listener for privacy information.
On this week’s show, Ethan Millard and Doug Farrel take a look to see if you are ready to start your retirement journey sooner. Over a trillion dollars is left behind in old 401k’s. Yep, you read that right. Ethan and Doug will explain what you can do to retrieve yours if you have one and put it to work for you in your retirement. Think it’s hard to save for retirement if you don’t have a 401k? Think again. Ethan and Doug will give you different options that can put you on the right track to a stress free retirement.
For more information or to get your own questions answered, visit RetireTeton.com or call (844) 838-6600
See omnystudio.com/listener for privacy information.
On this week’s show, Ethan Millard and Doug Farrell talk about how doing some work in advance of your retirement can keep taxes low or best yet, avoid them altogether. They'll explain. Once you hit 50, it’s time to buckle down and get serious about retirement. Ethan and Doug will have tips to help you. They will also have some things you may be doing to sabotage your retirement and not even know it. That and more!
For more information or to get your own questions answered, visit RetireTeton.com or call (844) 838-6600
See omnystudio.com/listener for privacy information.
On this week’s show, Ethan Millard and Doug Farrell have some tax savings strategies for your retirement. They also have some simple steps that can help you jump start your retirement savings as you get closer to your target date. They will also take a look at a Morningstar report with some great retirement savings tips that have been gathered over the years. That and a lot more
For more information or to get your own questions answered, visit RetireTeton.com or call (844) 838-6600
See omnystudio.com/listener for privacy information.
On this week’s show, Ethan Millard and Doug Farrell break down a retirement checklist to see if you have all of your t’s crossed and your i’s dotted. They'll also have important questions to ask a prospective financial advisor That and a lot more!
For more information or to get your own questions answered, visit RetireTeton.com or call (844) 838-6600
See omnystudio.com/listener for privacy information.
Ethan Millard and Doug Farrell of Smarter Money Radio outline three important things you need to do to have the retirement you always wanted; they will also review things to rethink when it comes to having a written plan, plus strategies for spending and saving and a lot more!
For more information or to get your own questions answered, visit RetireTeton.com or call (844) 838-6600
See omnystudio.com/listener for privacy information.
Ethan Millard and Doug Farrell of Smarter Money Radio will show you the five areas that can help your retirement be successful. They will also show you how to make sure you are on the right track with the best retirement plan for you and give you tips on realistic retirement planning strategies and a lot more!
For more information or to get your own questions answered, visit RetireTeton.com or call (844) 838-6600
See omnystudio.com/listener for privacy information.
Ethan Millard and Clayton Alexander of Smarter Money Radio will take a look at retirement planning myths and how to avoid them destroying your retirement savings. Ever hear of phased retirement? You’re not alone if you haven’t. will explain what it is and if it is right for you. He’ll also talk about when one spouse retires while the other does not and how to make a smooth transition and make sure to have enough retirement income and much more!
For more information or to get your own questions answered, visit RetireTeton.com or call (844) 838-6600
See omnystudio.com/listener for privacy information.
Ethan Millard and Doug Ferrell of Smarter Money Radio will give you the steps on how to have a smooth transition into retirement and it all begins with a plan. Losing a spouse is never easy and that includes making financial decisions. They’ll explain how not to make costly mistakes when going through that difficult time. They will also take a look at some common risks and see if they are worth taking and a whole lot more!
For more information or to get your own questions answered, visit RetireTeton.com or call (844) 838-6600
See omnystudio.com/listener for privacy information.
Coming up on this week’s show, Ethan Millard and Doug Ferrell of Smarter Money Radio explain what you need to know about Secure Act 2.0 and why it has a good possibility of passing in Congress. Economic experts say we had a recession of sorts when COVID-19 hit last year but will we have a longer one sooner than later? Ethan and Doug will give us the scoop on that. Plus, they will also talk about expenses in retirement and why it is so important to have a plan in place and so much more!
For more information or to get your own questions answered, visit RetireTeton.com or call (844) 838-6600
See omnystudio.com/listener for privacy information.
Money is definitely important when it comes to your retirement years but it’s not everything. Ethan Millard and Doug Ferrell of Smarter Money Radio will outline a few secrets that could lead to a happy retirement. They will also discuss how not taking taxes into consideration could wreck your retirement and how knowing about annuities can complement your retirement portfolio. They will break that down and more!
For more information or to get your own questions answered, visit RetireTeton.com or call (844) 838-6600
See omnystudio.com/listener for privacy information.
On this week’s edition of Smarter Money Radio, Ethan Millard and Doug Ferrell will break down some retirement “truth bombs” that will help avoid a financial crunch down the line; they will also take a look at a study of those who plan to delay and to accelerate their retirement and how you may relate; having a 401K is a good thing but they will show you how a Roth IRA can complement it and a lot more!!
For more information or to get your own questions answered, visit RetireTeton.com or call (844) 838-6600
See omnystudio.com/listener for privacy information.
On this week's edition of Smarter Money Radio, Ethan Millard and Doug Ferrell talk about how to make your preferred retirement timeline work, especially during uncertain times like the pandemic. They also talk about how having a plan for retirement is so important, how financial "termites" like fees might take a big chunk out of your retirement funds and a checklist on how to know if you are ready to retire and a lot more! For more information or to get your own questions answered, visit RetireTeton.com or call (844) 838-6600
See omnystudio.com/listener for privacy information.