Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
The Secure Act 2.0 was just passed. How is this going to possibly affect your 2023 and even longer?
When to file for Social Security is one of the most important decisions you can make for a successful retirement. We talk about the options and strategies for filing.
In this episode we discuss the 5 keys to a successful retirement with planning tips and strategies.
Remember your first time driving a car? Remember your first water slide? Some firsts are fantastic memories, other firsts, like retirement and legacy planning can seem daunting, but they don't have to be. We talk about financial planning firsts and how they don't have to be difficult.
There's no way to have a successful retirement without careful planning. We go over the keys to successful retirement planning.
We look at where the markets are at and the financial landscape as we near the end of the year.
Now is the time to take a look at where you are at with your taxes, for this year and for the future. We go over some helpful year-end tax strategies.
It's a scary time of year, especially for your finances. In this episode we talk about some possible ways to avoid financial nightmares.
We all know about inflation and the financial problems it causes, but what about Healthcare and Medicare Fraud? We look at both.
The market volatility has been extreme this year and Robert breaks down the effects as well as some of the options you have with your finances. We also discuss Medicare coverage, costs, and the Open Enrollment period.
Market volatility is nothing new, but this year it's been a wild ride. We discuss what's happening and strategies and tactics to help deal with the market mayhem.
Today we talk about why it is so important to get out of debt before retirement, and how to help you do it.
Inflation, market volatility and the economy all affect the value of the dollar, and your finances. So we talk about what it happening with the value of the dollar and what it means to you.
In this episode we talk about rewarding bad behavior and not rewarding good behavior... The government and the IRS seem to be guilty of this. What can you do to improve your path.
What is the Inflation Reduction Act? Today we talk about what it is, whether it will work and how it could affect you and your finances.
You can plan, but the forecasts for the economy and your financial situation changes. In this episode we talk about what can happen and what you can do about it.
There are many risks in retirement, some obvious, some hidden. Today we talk about those risks and the solutions and strategies to help deal with them.
In this episode we talk about keeping more of your tax money in your pocket using Roth IRA's. We talk about what a Roth is, how it works and how to figure out if it's right for you.
In this episode we discuss the tax situation, jobs, and teachers pensions here in Ohio.
Why do you need a financial advisor/planner? What do we do? In this episode we talk about what we do and how we can help you with your financial and retirement plans.
With finances you don't want to be on the losing end of the equation. In this episode we talk about what to look for and tips to help you possibly maximize your retirement savings.
How will you create a retirement income that will last in retirement? We talk about the options you have and how to help make the important decisions.
The market is down about 3.4 Trillion dollars... but what can you do about it? In this episode we explore some possibilities.
How will you pay for inflation? In this episode we look at the rising inflation and talk about strategies to deal with it.
In this show we tackle the often misunderstood and maligned Annuity. We talk about what they are, when are they a good fit, and when are they not.
Do you need a financial advisor? What kind of questions should you be asking? In this episode Robert and Matt discuss these things and provide tips, questions and answers.
Your own personal time horizon makes a huge difference in how you plan for retirement. We talk about tips to help you planning strategies as well as rising gas prices and the IRS.
What's happening with inflation, interest rates and the markets? We may be headed for a recession. In this episode we talk about precautions and strategies to help deal with the rocky financial landscape.
In this episode we break down why you need a financial advisor and what you should expect from a trusted financial professional.
The number one question about retirement is how much money will you need... will it run out? In this episode we tackle the tough questions with tips and information that you will need for a successful retirement.
What happens when you work in retirement? It definitely affects your financial and tax plans. In this show we discuss the facts and strategies.
The markets have been volatile this year. Robert talks about where the markets are at and how to help protect your finances.
What are the pros and cons of a Roth conversion? In this episode we look at whether or not it might be right for you.
What's up? Gas prices are up! Inflation is booming. In this episode we talk about why and what can be done.
In this episode we talk about the rising inflation and tips to help you possibly deal with it.
When unexpected expenses come up in retirement what can you do? In this episode Robert talks about tips and strategies to not only save in retirement, but how to allocate funds and help you make decisions that will allow you to have what you need, when you need it.
Not all advice is good advice. You need to be able to weed out the good from the bad. In this episode Robert talks about some financial myths and realities.
Is there a specific amount you need to retire? People throw out numbers, but how much do people in Ohio need to retire? Robert welcomes special guest Matt Gilbert to talk about these questions.
In this episode Robert talks about charitable contributions, what they are and how they can help with your overall financial plan.
Where is your money? Your retirement savings? What is t doing for you? In this episode Robert talks about the importance of knowing your wealth and having a plan.
In this episode Robert talks about how to help you plan your finances so you can have peace of mind and not worry about the ups and downs of the market, inflation and the economy.
Robert Dodaro is joined by his new cohost Tony Shore and they discuss what the Wealth of Ohio show is and a few strategies you can put in place to help win your retirement game.