Retire Smart Maryland Radio with Prashant Sabapathi: Recent Episodes
Prashant Sabapathi
Live freely! Prashant Sabapathi 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.
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Most of the financial articles you read are about the importance of saving for your retirement. Now saving is important, but saving alone isn't always enough to retire successfully. Retirement has a lot of moving parts and we'll break it all down today.
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Coming up today on Retire Smart Maryland Radio, we're going to write you a prescription for financial health and talk about seven financial diseases that retirees should avoid. Stay with us if you want to stay healthy, wealthy, and happy through your retirement.
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In this episode of Retire Smart Maryland Radio, host Prashant Sabapathi discusses valuable financial lessons drawn from historical monarchs, emphasizing the importance of long-term planning, proactive management, and learning from past mistakes. The conversation covers various themes including the dangers of short-term gains, procrastination, emotional spending, and the necessity of a flexible retirement plan. Additionally, the episode highlights the significance of having a comprehensive retirement checklist, including reliable income streams and health coverage, to ensure a secure financial future.
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Coming up...a hot and perhaps divisive topic, one that's been on everyone's mind as we approach the 2024 election. The intersection of the presidential race and economic policy is a big concern. We will discuss how they could affect your financial future, especially if you're nearing or already enjoying retirement. Next on Retire Smart Maryland Radio.
f you have any questions call Elite Income Advisors 800-653-8404
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Planning for retirement can be challenging, but knowing the pitfalls can make all the difference. From delaying your planning to underestimating your future expenses, these missteps can significantly impact your retirement. We'll show you some proactive strategies to avoid these common errors and secure a comfortable and stress -free retirement.
If you have questions concerning your own retirement call
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Coming up on this edition of "Retire Smart Maryland",you're five or maybe 10 years away from retirement. Are you prepared both financially and emotionally for that transition? We'll make sure that you have your bases covered and give you a few important actions to take to help make sure that you are staying retirement ready.
If you have any questions about your own retirement call
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Coming up on Retire Smart Maryland Radio, to do or not to do a Roth conversion. As you might expect, the answer depends upon your circumstances. We're going to highlight some reasons why you might want to take a look at those and how they fit into your overall financial plan.
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When it comes to retirement planning, there are five basic steps to help get you to where you want to be. From there, we can craft a plan around those pillars to get you to retirement. We'll talk about those and more today on Retire Smart Maryland Radio.
If you have any questions about your own retirement call
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On this week's show we will discuss some of the top stories out there that pertain to retirement and retirement planning. We will also take a look in the rearview mirror when it comes to planning regrets.
If you have any questions or concerns regarding your own retirement call Elite Income Advisors 800-653-8404 or click here to visit our website.
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Coming up on this edition of Retire Smart Maryland, How can you find a financial advisor? And not just any financial advisor, but find the right financial advisor who's a good fit for you. We're going to walk you through the steps to make sure you're doing just that.
If you have any questions about your retirement scenario call Elite Income Advisors 800-653-8404 or click here to visit our website.
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On today's show, we'll answer the question, should I continue to invest once I retire? That's coming up right now on Retire Smart Maryland Radio.
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On this week’s show we look at the landscape we are currently in and how important being ready financially is for retirees and pre-retirees. Artificial Intelligence(AI) is here to stay and we will discuss what that means for financial planning. We will also give you important questions to ask when considering working with a financial advisor.
If you have any questions about your retirement planning call Elite Income Advisors 800-653-8404 or click here to visit our website.
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Baby Boomers are retiring at 10,000 per day on average and this will impact those already in retirement. On this week’s show we dig into those areas that could change for you. 5 years away from retirement where should your focus be? We have a few keys to dial in on. Retirement “curve” balls that you are not expecting, but you need to be aware of them.
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On this week’s show we discuss the big changes in retirement planning over the last 2 decades. Diving into how to create a retirement paycheck using annuities. Plus the latest on the Fed and interest rate changes.
If you have questions concerning your own retirement
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Are you prepared for retirement? Great question to be asking if you’re 50 and older. The number 1 fear for retirees is running out of money in retirement. Could an Annuity be a good fit for the portfolio and your plan is a question we will try and answer. Retirement age numbers you can use as a barometer to see if you’re on track.
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On this week’s show we discuss the current state of the economy and what it could mean for retirement. What are we most afraid of as we head toward retirement? Great question and we will discuss some answers. Every retirement journey will encounter rough patches so it’s important to recognize them and maneuver.
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On this week’s show Retirement misconceptions that can be detrimental to planning. We will also discuss the little things that can make a big difference in planning for your golden years.
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On this week’s show we talk regret. Coulda, shoulda, or woulda is not what you want to be saying about your retirement. We go over some big ones and how you to avoid them. How can you achieve a carefree retirement? We dive in on planning for your retirement success.
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On this week’s show we discuss what you can do with retirement savings if you are age 50 and older. Risk is a concern as we near retirement and today will discuss moves you can make that are lower risk. You want to have a retirement worth celebrating and we focus on ways that you can get it done.
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On this week’s show we jump on the dangers of inflation and what it could mean to retirees. We have questions you need to be asking your advisor if you haven’t already. Everybody could make some mistakes when it comes to retirement so we thought we would point out some big boo-boos so you can avoid them. Don’t be misled when it comes to the noise that’s out there. We talk “Fake News” and what following blindly can cost you.
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On this week’s show we discuss the parallels between the game of golf and retirement planning. We get into life lessons we can learn from planning for our retirement years.
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On this week’s show how the higher cost of living we are experiencing will impact you in retirement. We discuss the big three hurdles you will need to clear. The 4% rule that many follow when withdrawing funds in retirement is dated and we will explain why. We will also throw questions out that you need to have the answers for while planning. We will also answer those very questions so take notes.
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On this week’s show we discuss retiring early and what it will take before you pull the trigger. Making your money last through your retirement is the goal, and having a customized retirement plan can guide you. We will also tackle some real tough questions that many don’t want to tackle.
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On this edition we dive into hoops, analogies, and tie it to retirement planning. Sound fun? Buckle up and learn something. Knowing and mastering fundamentals in basketball is a key to success and the same can be said for planning for retirement. Learning from the legends of coaching can help in the game of retirement.
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On this edition we dive into hoops, analogies, and tie it to retirement planning. Sound fun? Buckle up and learn something. Knowing and mastering fundamentals in basketball is a key to success and the same can be said for planning for retirement. Learning from the legends of coaching can help in the game of retirement.
If you have any questions concerning your retirement call Elite Income Advisors 800-653-8404 or click here and visit our website.
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On this week’s show we discuss navigating taxes in retirement. The Roth is one tool that has been around since the late 90’s and we will discuss the benefits. We talk bucket list and the importance of incorporating that list into your overall plan.
If you have any questions call Elite Income Advisors 800-653-8404
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Coming up on this week’s show we will go over an important piece of your retirement planning puzzle, the estate plan. What goes into a complete estate plan? We will discuss the ingredients to a solid estate plan. We will also cover the worst retirement advice and what to do if you are following it.
If you have any questions concerning your retirement call Elite Income Advisors 800-653-8404 or click here to visit our website.
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On today’s show, we are all headed toward retirement so make sure you are going in the right direction. We have a checklist that will help. Retiring as a couple has its challenges and we have suggestions to handle potential difficulties.
If you have any questions about your own retirement
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On this week’s show we have some fun discussing the similarities between game planning for football and mapping out your retirement.
We will give you some memorable quotes from the game of football and how we can apply that to retirement. Retire like a champ in 4 easy steps.
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On this week’s show we will discuss changes that will be coming when you enter retirement. How you choose to deal with the changes is vital. Having a plan will help navigate. Retirement and retirement planning has evolved over the last 50 years, we will discuss the Modern Retirement compared to what we all know as traditional retirement. Exchanging risk in return for income is a goal in retirement and we will dive into this subject answering the key questions.
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On this week’s show we will discuss the “Un-bucket” list and why you may want to avoid this list if you can. Retirement with a partner can be seamless, but it will take a plan and teamwork. We will discuss getting on the same page for retirement as a couple. How do you know if you’re ready for retirement? We will reverse engineer it by highlighting things that you may be doing that could keep you from retiring.
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On this week’s show new year financial resolutions. What steps should you be taking to strengthen your finances in the new year? Women and retirement, have some differences that need to be factored in and we will discuss. Achieving financial happiness in retirement is possible, but will a different path for each of us.
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On this week’s show we dive deep on Annuities and the most frequently asked questions. Ten years from retirement is the “Red-zone” and how you handle de-accumulation is vital. Wouldn’t you like to hit the easy button when it comes to planning? We can help you with that stay tuned.
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On this week’s show will discuss mistakes you could make in retirement planning and how to avoid them. Is your portfolio stressed? If so how do you relieve the pressure? We will dive in. We have steps to take to make sure you are ready to retire.
If you have any questions about your retirement
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On this week’s show we give you simple steps to prepare for the new year in regards to your retirement. We get into the most important questions you need to be asking about retirement and answer them. Nest egg protection during a volatile market requires portfolio analysis and action.
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The importance of financial planning for retirement is a subject we focus on each week. Our friends in Hollywood have long used the subject as a source for comedy. We will provide a few examples, but also stress how serious this is for you as you move toward your own retirement.
If you have any questions about retirement planning
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Coming up on this week’s edition of our show cold hard truths concerning retirement planning. It’s time to be the CEO of your retirement! What exactly does being CEO mean when it comes to planning for your after-work life? We will chat about ROI in and around retirement.
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On this week’s show we discuss things you should be doing as the year comes to end when it comes to retirement planning. Also this week changes in social security you need to be aware of moving forward. We want retirement to be the best that it can be, so we have some planning pitfalls to avoid.
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On this edition we dive in on Secure Act 2.0 provisions already in play, plus what is coming in 2024. We will also focus on often overlooked questions that can have a big impact on your retirement.
If you have any questions concerning your own retirement scenario
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On today’s show you’re 10 years out from retirement and planning for retirement is vital. We have financial red zone tips on today’s show. When do you withdraw from your retirement accounts and in what order? We will discuss some winning moves as well as moves to avoid. Also Retirement questions a comprehensive plan will answer.
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On this week’s episode The US Retirement income system received a C+ grade achieving just a score of 63 or should we say underachieving. We will discuss and give you ways to get an A+ retirement plan.
If you have any questions about your own retirement
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On this week’s show we discuss why some people are not meeting with and planning with a financial professional. We will also explain why you should be meeting and planning with a financial professional. Several case studies on today’s show lets see how our host will handle it.
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On this week’s show we get into the “Do’s and Don’ts” of retirement planning. Facing your financial fears heading into retirement is very important. First step is identifying those fears and then work on how to overcome those fears.
If you have any questions or concerns about your retirement
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On this week’s show we dive into a recent Northwestern Mutual Study on Financial instability. We will offer up a few tips so you can retire with confidence. Scams are seemingly every where and they tend to target our older age groups that are already in retirement. We will identify the latest 3 layer scam today that has been causing headaches for many. We will also give you some proven practices that will help you save even more for your golden years.
If you have any questions concerning your retirement
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On this week’s show we will discuss retirement planning assumptions to avoid. There are six and you will want to make sure you are not following these assumptions. We will also dive in on ‘little” things that can make a big difference in your retirement.
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On this program we will chew on important retirement ages, penalties and fees to be aware of, saving vehicles tat are available, and some general rules of thumb for retirement. Selecting the financial advisor that you will work with is important. What questions should you be asking before you choose one?
If you have questions concerning your retirement
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On this week’s show we discuss financial demands that can impact your nest egg as you move toward retirement. Healthcare needs, Inflation, and taxes to name three. What are the top three stressors that retirees are facing? We will dive into a Principal survey that will give us answers. Positive mindset is vital as you plan for and move into retirement. What is the mental makeup for the positive approach? We will tell you all about it.
If you have any questions about retirement planning
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On this week’s show we will take a look at the retirement landscape as it applies to the Baby Boomer generation. Why are people putting off planning with a seasoned professional? That’s a great question and we will give you our reasons why we think it’s happening. We will also play financial planning ‘Fact or Fiction”.
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On this week’s show we discuss tips that can help you gain control of your finances and your retirement. We will also dive into procrastination and how so many of us keep putting off planning for your future. We will also offer up some head turning statistics about retirement and the importance of having a plan.
If you have any questions about your own retirement reach out to Elite Income Advisors at 800-653-8404.
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On this week’s show we dive into big money mistakes by very familiar names. We will also give you tips on how to avoid the same mistakes. How can an advisor help in similar situations? Tax planning and legacy planning are two examples of the importance of working with an advisor to these important elements right. A third area to really take advantage with an advisors is diversification. We will discuss the importance of being truly diversified.
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On this week’s show we are gearing up for football, so we thought we would compare game planning for the big Sunday game to game planning for your retirement. We will dive into the X’s & O’s of retirement planning. The latest financial news takes center stage and what it means to you and your retirement.
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On this edition we start with three quotes from interesting sources that really hit home when discussing retirement and planning. Peak 65 arrives next year, the largest number of Americans ever will be turning 65. If you’re in the group pay attention, and if you’re not take notes. If you have more runway and you’re in your 50’s you are in luck we got some tips.
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On this week’s episode we discuss the latest interest rate hike and what it means for retirement planning. Keeping your retirement planning intact during rocky economic times is vital and we will discuss how to do it. Two retirement generations are front and center when it comes to retirement, Generation X-er’s and the Baby Boomers.We discuss the latest numbers.
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On this edition of the show we have some fun with the old game show “ Who Wants to be millionaire”, but we insert retirement into the question. Proper financial plan has 5 components and we will go over the 5. We will also be sinning on today’s show….well at least talking about sins to avoid when prepping for your retirement.
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On this week’s show we look back and some well known sitcoms that provide interesting financial planning do’s and don’ts. We will also take a look at low-risk high-reward alternatives to build your nest egg. The word annuity doesn’t have to be a bad word and there could be one that would fit well in your retirement plan.
If you have any questions about your own retirement scenario
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On this weeks show we discuss adjustments you can make on your way to retirement to avoid big mistakes. Classic retirement rules don’t always hold water with today’s economy so what do you do? We have suggestions. Our host will take a Social Security quiz, let’s see if we can stump them.
If you have any questions about your retirement
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Coming up on this week’s show we discuss retirement concerns and these are the biggies. Retirement planning can be an emotional journey and you need to be careful not to overreact. Proactive strategies for retirement you can apply well before one’s golden years.
If you have any questions call Elite Income Advisors 800-653-8404.
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On this week’s show we will have some fun with a very serious retirement topic. We all remember the game RISK, well we will put a retirement twist on it. Everybody is different and your retirement plan needs to be customized to you. We will also dive into understanding your investments and the role they will play in building lifetime income.
If you have any questions concerning your retirement
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More than 90 provisions in Secure Act 2.0 and they will impact retirement planning. We will discuss. Many people delay starting their retirement planning. We discuss why that is happening. Also this week four tax strategies that will help you position yourself for retirement.
If you have any questions about your retirement scenario
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On this week’s show we have a lot to discuss. It’s not uncommon for people to put off meeting with a financial advisor. We will go over some of the reasons people don’t and explain why you should. If you are less than 10 years away from retiring we have some strategies for you to consider. Retirement expenses can go up, but you can control it with careful planning.
If you have any questions about retirement, how to get started with your planning or need a second opinion on what your current situation
call Elite Income Advisors 800-653-8404.
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On this week’s program we have a few pointers for when you get to that 10 year pre-retirement window. What should you be focusing on? Why are so many retirees heading back into the workforce? We will discuss the big reason, but also how to stay retired. Some expenses in retirement will go down and some will rise…make sure you plan for the ups and downs.
If you have any questions about retirement call Elite Income Advisors 800-653-8404.
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On this week’s show, we tackle the biggest financial concerns as you approach retirement. We dig into the emotional side of planning because it can be intimidating when you’re getting started. You’ve saved well for retirement, now what? We will discuss distribution strategies.
If you have any questions call Elite Income Advisors 800-653-8404.
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On this week’s show we discuss cash flow and the importance of proper planning. What you need to consider as you move to and through retirement starting with income sources and continuing through life expectancy. Human psychology and behavior can impact financial decisions and with that in mind we dive into behavioral finance. Wasting money in retirement can be devastating. We will point out ways retirees are hurting themselves financially so you can avoid the same mistakes.
If you have any questions about retirement planning
call Elite Income Advisors 800-653-8404.
Retirement, Retire, Plan, Planning, Save, Saving, Roth, RMD,
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On this week’s show we will hear from the streets. Where are you in your planning process? Annuities just being mentioned sparks a reaction and we will discuss. We will go over strategies for regular dependable income in retirement. After the strategy you need a retirement budget/spending plan to keep you on track.
If you have any questions call Elite Income Advisors 800-653-8404.
Retirement, Plan, Planning, Annuity, 401K, TSP, Roth, IRA
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On this edition we head to Hollywood for a few movie clips that provide some financial planning advice. Some good and some not so good. Retirement planning myth busting on the show today. Finally, What questions are being asked of financial advisors and the retirement planner? We go over the top ones so be prepared to take notes.
If you have any questions concerning your retirement
call Elite Income Advisors 800-653-8404.
Planning, Retirement, Finances, Financial, Taxes, 401K, IRA, Roth,
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Politics and retirement planning are intermingling we discuss the hot topic ESG(Environmental, Social, Governance). We will go over red flags you need to be aware of, if you’re hearing these from your current advisor look out! Baby Boomers, we talk directly to those turning 65 and things you need to avoid as you near retirement.
If you have any questions call Elite Income Advisors 800-653-8404.
Retire, Retirement, Savings, Plan, Planning, ESG, 401K, IRA, 403B,
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On this week’s show the recent bank failures has many people nervous. What does it mean for retirement planning? Retirement planning regrets
Also making the show this weekend learning from past mistakes. True false quiz for our host covering concepts and strategies. We will see how they do.
If you have any questions about today’s show or your retirement
call Elite Income Advisors 800-653-8404.
Retirement, Strategy, Planning, Risk, FDIC, 401K, Roth, IRA
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On this week’s show we start with things you can do right now to help your money last through retirement. Unsteady times require calm rational behavior when it comes to your retirement accounts. We shift gears to discuss non-financial retirement questions that need to be answered before you call it quits.
If you have any questions call Elite Income Advisors 800-653-8404.
Retire, Savings, Planning, Roth, 401K, Annuity, Insurance,
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On this week’s show we will talk all things retirement. Strategies that can shape your retirement income will be our first stop. Annuities are selling like hot cakes and we discuss why? 401K rollovers make the show as well. Baby boomers may have a number of old 401K’s and are not sure what to do with them. We discuss the rollover.
If you have any questions call Elite Income Advisors 800-653-8404.
Retirement, Savings, Pension, 401K, Socialsecurity, Taxes,
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On this week’s show we discuss some “Do’s” and Don’ts when it come to your retirement savings. Also, the Federal Reserve has been adjusting interest rates and we’ll dive into what that means for retirement portfolios.
If you have any questions about your retirement
call Elite Income Advisors 800-653-8404.
Retirement, Planning, Savings, Roth, Annuities, Federal, Reserve, Interest, Rates,
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On this week’s show we discuss the mindset needed when moving from accumulation to distribution. Saving more is one key that can help everyone’s retirement so we have some tips to help you add to your accounts. Being a Grandparent may be in your future so let’s talk about how to go about being a financially responsible Grandparent and protect one’s own retirement.
If you have any questions about your retirement
call Elite Income Advisors 800-653-8404.
Retirement, Savings, 401K, Roth, Taxes, Planning,
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On this week’s show 5 new savings and tax rules you need to be aware of moving forward. Annuities may or may not be a good fit for your retirement portfolio, we dive in on Annuities. Also this week the loss of a spouse and how important it is to avoid some big mistakes.
If you have any questions about what you’re facing with your retirement
call Elite Income Advisors 800-653-8404.
Retirement, Savings, Tax, Taxes, Planning, Annuities,
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On this week’s show it’s tax season and we’re here to help. Taxes can potentially take a bite out of your retirement. We’ll go over tips to help. Milestone ages for retirement start at 50 and you need to know the significance of the different ages. We will also go over retirement advice you should probably follow, but many do not.
If you have any questions about your retirement
call Elite Income Advisors 800-653-8404.
Retirement, Taxes, Planning, 401K, Investing, RMD, Pension,
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On this week’s show we discuss the latest from money management firm Natixis. That surveyed advisors around the country concerning the biggest retirement mistakes people are making. Life is filled with milestones and these can really impact your retirement. One of the first calls you make should be to your advisor when something big happens. Will you be better off in retirement than your parents or grandparents? We discuss all that and more coming up.
If you have any questions about your retirement situation
call Elite Income Advisors 800-653-8404.
Retirement, Savings, Planning, IRA, 401K, TSP,
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On this week’s show we discuss key provisions in the Secure Act 2.0 that will impact retirement. New Year’s resolutions when it comes to your retirement and we’ll do some myth-busting when it comes to planning.
If you have any questions concerning your retirement
call Elite Income Advisors 800-653-8404.
Retirement, Planning, Saving, 401K, Insurance, Taxes,
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On this week’s edition we have tips for your retirement in 2023 and beyond. We will also focus on some differences to be aware of that women may face moving into their golden years. Last but not least, we will discuss things you can do financially that could impact your happiness in retirement.
If you have any questions call Elite Income Advisors 800-653-8404.
Retirement, Savings, Healthcare, 401K, 403B, Roth, IRA,
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On this week’s show we will discuss Retirement Income Replacement Rate. What it is and why it’s important. Taxes will always be a concern for retirees, and we have strategies that could help reduce that tax bill. Do you plan on working in retirement? We have some questions you need to ask yourself.
If you have any questions about today’s show and your retirement situation
call Elite Income Advisors 800-653-8404.
Retire, Taxes, Planning, Roth, IRA, Savings,
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On this week’s show we discuss retiring in 2023 and what that may look like. Planning for income in retirement is one key to success, is your plan addressing everything as retirement looms. Keeping retirement money as safe as possibly is vital, we will discuss a few strategies.
If you have any questions about your retirement situation call Elite Income Advisors 800-653-8404.
Retirement, Savings, Planning, Risk, Taxes, 401K, Roth,
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On this week’s program we give some tips if you are in the final ten years before you retire. Inflation is real and will impact retirement, we will discuss reevaluating your budget to cover expenses. We will also give you some tips to protect yourself and your financial future.
If you have any questions concerning your retirement
call Eite Income Advisors 800-653-8404.
Retirement, Planning, 401K, Roth, Taxes, Inflation,
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On this week’s show if you are working until age 70 and beyond there are a number of things you need to factor into your retirement. We will also look at withdrawal strategies that can help your money last while in retirement. Retirement planning mistakes to avoid as we approach the new year.
If you have any questions call Elite Income Advisors 800-653-8404.
Retirement, Planning, Plan, Secure, Safety, Investments,
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On this week’s show we get into four ways to adjust your income and understanding the taxes. Stretching your budget in retirement may be required to stay on track. You will get a lot of advice from friends, coworkers and family when it comes to retirement, make sure the advice fits in your retirement puzzle.
If you have any questions about your retirement
call Elite Income Advisors 800-653-8404.
Retirement, Planning, Taxes, Savings, Investing, Roth, IRA
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On this edition we discuss inflation’s impact on your retirement. Avoiding big potential mistakes that you can make as you plan for your golden years is vital. 3 years into the Secure Act we outline changes that could influence your plans.
If you have any questions call Elite Income Advisors 800-653-8404.
Retirement, Retire, Plan, Planning, Taxes, Inflation,
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On this week’s edition we discuss that first year of retirement. What you need to prepare for as you begin your retirement. We also get into navigating retirement if you are a Gen X-ers. The year is ending and we have money moves to make before 2023.
If you have any questions about your retirement
call Elite Income Advisors 800-653-8404.
Retirement, Finance, Taxes, 401K, HSA, Stocks, Bonds,
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On this week’s show we dive into investment strategies for retirement. We discuss financial gaps that can impact retirement in a negative way. Last but not least we look at a few tips that can help with financial portfolio stress.
If you have any questions about your retirement situation
call Elite Income Advisors 800-653-8404
Retire, Plan, Planning, Strategy, Taxes, Budget, Inflation,
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On this week’s show we will discuss potential threats to your retirement. How can the digital world be a threat? Make sure you account for “What if” scenarios and your retirement. 2022 is being compared to 2008! Keep your retirement on track during a bear market.
If you have any questions about your retirement
call Elite Income Advisors 800-653-8404.
Retirement, Recession, Planning, Bear, Market,
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On this week’s edition how to navigate inflation that is currently at a 40 year high. Taxes are going up. It’s not a question of “if”, but “when”. Retirement income that’s not taxable will be discussed get ready to take notes. We all have an idea of the lifestyle we want in retirement, and having a plan to get you there is vital. We have a few steps you can take.
If you have any questions about your retirement scenario
call Elite Income Advisors 800-653-8404.
Retirement, Retire, Inflation, Taxes, Plan, Planning,
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On this week’s program Secure Act 2.0 takes center stage. What this will mean for retirement planning and what you should be aware of moving forward. We will discuss proven practices that can help you save more as you head towards retirement. Once in retirement the planning doesn’t stop. Planning how you spend your time in retirement is very important and we will talk bucket lists and being financially savvy.
If you have any questions about your retirement
call Elite Income Advisors 800-653-8404
Planning, SecureAct, Saving, Retirement, Inflation, Taxes,
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On this week’s edition we will discuss avoiding the “Tax Time Bomb” when it comes to your 401K’s and IRA’s. Can we learn from history? We look at retiree regrets from a 2021 survey conducted by Coventry Direct.
A real threat to retirement portfolios is rising interest rates and we will discuss.
If you have any questions pertaining to your retirement situation
call Elite Income Advisors 800-653-8404.
Retire, Savings, Growth, Taxes, Planning,
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A recent Fidelity Investments survey showed 71% of Americans are concerned about the impact of inflation and a volatile market could have on reaching their retirement goals. Today we’ll outline five retirement related risks to avoid in 2022.
Can you have too much money in retirement? Probably not, but some retirees are finding they do have some excess cash even after all their bills are paid and are debt free. We’ve got some ways to share the wealth before you die.
We spend years building up the balance in our 401(k) but what happens to it after we retire? We’ll go over some choices of what you can do with that 401(k) .
If you have any questions about your retirement
call Elite Income Advisors 800-653-8404.
Retire, Invest, Volatility, Market, Money, Planning,
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On this week’s show we answer questions that advisors get every single day when it come to retirement. Long Term Care could be in the cards for some retirees. We will discuss alternatives to long term care insurance that you should be aware of as you plan for retirement. Breaking bad habits can be hard to do, we have some to be aware of when it comes to your retirement planning.
If you have any questions concerning your retirement process
call Elite Income Advisors 800-653-8404.
Retire, Plan, Planning, Taxes, Roth, IRA,
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On this edition we discuss the latest numbers from Transamerica. Little things you can do that will make a big difference in the long run. The game of chess is all about strategy and so is retirement planning, what’s your next move?
If you have any questions call Elite Income Advisors 800-653-8404.
Planning, Strategy, Retirement, Risk, Safety,
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On this week’s edition we discuss what retirees are most concerned about in this current economic environment. What are retirees and pre retirees stoking their nest eggs with as they head to their golden years?
We will also debunk myths about annuities and you might just find that the right annuity could be a good fit in your retirement plan.
If you have any questions about retirement planning
call Elite Income Advisors 800-653-8404.
Retirement, Savings, Planning, Roth, IRA, Annuity,
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Second Consecutive quarter of decline equals a recession. On today’s show we discuss what this means for retirement planning. Planning for retirement for couples that have a significant age difference will be bantered about. If you are in this scenario with your spouse listen up. Also on this edition some tips to stretch your retirement dollars.
If you have any questions concerning your retirement
call Elite Income Advisors 800-653-8404.
Retirement, Recession, Inflation, Annuity, Plan, Planning,
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Retirees are returning to the workforce and it’s being called “The Great Un-resignation”. On this episode we will discuss how to alleviate the current fear concerning the lagging economy. Tips to keep your finances in shape to and through retirement. Also on today’s show, in times like these don’t panic, step back and assess the situation and your retirement plan.
If you have any questions about your retirement
call Elite Income Advisors 800-653-8404.
Retire, Savings, Planning, Portfolio, Taxes, Recession, Inflation,
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On this week’s edition, recession fears loom large for retirees and pre-retirees. How can you weather the storm? Inflation is inching higher and this will impact retirement. Retirement is all about the numbers. We discuss the numbers you need to pay close attention too. Volatile markets make everybody nervous, we have 5 things you should be doing right now.
If you have any questions about your retirement situation
call Elite Income Advisors 800-653-8404
Retirement, Planning, Recession, Taxes, Social, Security,
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On today’s show we will talk about the pillars needed for a comfortable retirement. Inflation is a silent killer when planning for retirement. We discuss what inflation will mean to your planning process. We never want to sabotage our own retirement. We will go over a number of signs that you may be damaging your retirement and how to change the behavior.
If you have any questions concerning your retirement
call Elite Income Advisors 800-653-8404.
Retirement, Inflation, Planning, Invest, Safety,
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On this week’s edition of the show, we discuss little things that can derail your retirement and suggest solutions. Tips for you in the form of small adjustments that can boost your ability to save for your retirement. Costly mistakes are looming everywhere that can impact your bottom line, We highlight several for you this week.
If you have any questions call Elite Income Advisors 800-653-8404.
Retirement, Savings, Planning, Diversified, Portfolio, Taxes, Social, Security,
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We are all moving toward retirement and on today’s show we discuss financial risks to avoid. Retirees and pre retirees are worried about what a recession will do to their plans. We will discuss how to prepare. Retiring as a couple checklist will also be on today’s program.
If you have any questions about your retirement
call Elite Income Advisors 800-653-8404.
Retirement, Recession, Savings, Risk,
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On this week’s show we discuss the top changes we see in retirement planning. We dive into “fees”, you’re going to pay some of course, but we have 3 to avoid. We also get into common retirement myths that people believe.
If you have any questions about your retirement
call Elite Income Advisors 800-653-8404.
Retirement, Planning, Fees, Risk,
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On this week’s show we discuss three mistakes to avoid as you near retirement. What if you could retire earlier than planned? We discuss strategies that can help. Going from accumulation phase to distribution of funds can be a tough transition as you enter retirement and we will discuss tips to help you.
If you have any questions about your retirement
call Elite Income Advisors 800-653-8404.
Retirement, Planning, Strategies, Savings, Risk, Safety
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On this week's episode we discuss 5 things you can be doing before you retire to make sure you’re ready for the big milestone. People have been leaving their jobs in record numbers. What can you do with that old 401K? We break the options down. Running out of money in retirement is the number one fire for retirees we go over key mistakes to avoid.
If you have any questions about your retirement situation
call Elite Income Advisors 800-653-8404.
Retirement, Savings, Inflation, Planning, Portfolio, Taxes,
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On this week’s show Inflation is front and center. Ideas for you to fight it and still retire on time. We will discuss the various stages of retirement and how to navigate them. Prashant talks about their "Retire Smart Roadmap" that they put together for people planning to retire.
If you have any questions call Elite Income Advisors 800-653-8404.
Retirement, Inflation, Taxes, Planning,
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Financial education should not stop once you hit retirement. Retirement accounts and dividend stocks could be the dynamic duo in your retirement planning. We will discuss 3 reasons why. Is your retirement plan ready for uncertainty? Steps you can take to be better prepared for the ups and downs.
If you have any questions about your retirement planning
call Elite Income Advisors 800-653-8404.
Retire, Wealth, Stocks, Market, Inflation, Taxes
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On this week’s show what you can do right now to make sure you’re ready for retirement when that day arrives. The market is volatile, we will discuss areas of retirement planning that need to be addressed. Plus 5 big mistakes to avoid as you get close to retirement.
If you have any questions call Elite Income Advisors 800-653-8404.
Retire, Savings, Stock, Market, 401K, Taxes,
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Tax impact on your nest egg will be front and center on this week’s program. Tax implications for your retirement accounts.Secure Act 2.0 has passed the House easily and now the Senate will debate. How will this change retirement planning? We discuss on this week's show. We love a good quote about retirement! We will throw a few at you today.
If you have any questions call Elite Income Advisors 800-653-8404.
Taxes, Planning, Market, Stocks, Bonds, Retire,
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On this week's show, we discuss when is the best time to retire. Couples need to be on the same page when planning for retirement. We also have strategies to help stretch your retirement dollar.
If you have any questions about your retirement call
Elite Income Advisors 800-653-8404.
Retire, Planning, Taxes, 401K, IRA
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Retirees are feeling anxious about their retirement as we deal with these uncertain times. On this week’s show we discuss how to stay calm when it comes to your planning. Inflation is being felt across the board.Strategies to weather the storm coming up on today’s program. Frequently asked questions concerning annuities answered on the show this week as well.
If you have any questions about your retirement situation
call Elite Income Advisors 800-653-8404.
Retirement, Inflation, Planning, Annuities, Strategy, 401K, IRA, Roth
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On this week’s program strategies to help lessen the impact of taxes. Rising inflation and volatile markets have everyone concerned, but maintaining control over what we can control will be key. Getting back to basics and discussing key factors you need to include in your retirement plan.
If you have any questions about retirement call Elite Income Advisors 800-653-8404.
Taxes, Retirement, Inflation, Social, Security, 401K,
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On this week's show we discuss the highest inflation in 40 years…and how to potentially avoid the pain in retirement by inflation proofing your golden years.Shifting gears from accumulation of funds to decummulation believe it or not, isn’t easy for a lot of retirees. We talk about planning for your decumulation phase what all that entails. Are you in need of Retirement Plan Checkup? Stay tuned.
If you have any questions about your retirement call
Elite Income Advisors 800-653-8404.
Retirement, Plan, Taxes, Inflation, Savings, 401K, IRA
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Tax Planning for Retirement.
On this week’s show we answer common questions about taxes in retirement.We get into the Roth IRA and reasons to start saving now. We also discuss the many types of risks when it comes to retirement planning and how to potentially avoid them.
If you have any questions about your retirement situation call Elite Income Advisors 800-653-8404.
Roth, Taxes, Plan, Retirement, 401K,
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Cryptocurrencies are now mainstream, digging in to what it is and isn’t
On this week’s show we will take a look at Cryptocurrencies and is it worth the risk. Optimizing your retirement even if you’re in your 60’s and knocking on the door of your golden years. We will also discuss common sense fact about retirement you need to be aware of as you plan.
If you have any questions about your own retirement situation call Elite Income Advisors 800-653-8404.
Crypto, Retirement, Savings, Medicare, Longevity, Money, Taxes
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On today’s show, 3 crucial realities in retirement that many people just don’t know. Getting older has its advantages, tax advantages, that is! We discuss ages 50 to 65 and older and what it means to retirees. 5 expenses that can erode your savings and what to do about them.
If you have any questions about your retirement picture call Elite Income Advisors 800-653-8404.
401K, Taxes, Savings, Retirement, Advisor
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On today’s program we discuss Tips when turning 50 to shore up your plan and creating income once you are retired. The importance of having a plan unique to your situation is vital.
If you have any questions concerning retirement planning call Elite Income Advisors 800-653-8404.
Retirement, Income, Savings, Plan, Strategy
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On this week's show we discuss retirement readiness, Legacy pitfalls to avoid, and simple tips to boost your retirement savings.
If you have any questions contact Elite Income Advisors 800-653-8404.
Retirement, Roth, 401K, Plan, Taxes, Savings
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On this week's show we discuss distribution strategies for your retirement plan. Is the 401K a good fit for everybody? We also tackle some retirement planning red flags.
If you have any questions about your retirement picture call Elite Income Advisors 800-653-8404.
Retirement, Risk, Plan, 401K, Taxes
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On today’s episode we discuss avoiding the myths that exist when it comes to retirement planning. There are differences for women & men when it comes to retirement and an interesting conversation unfolds. Mistakes in planning can derail retirement so we will point out a few to be aware of as you move towards your golden years.
If you have any question regarding your retirement call Elite Income Advisors
800-653-8404.
Retirement, finance, invest, plan, planning, taxes, 401k, Roth
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Today we discuss rules of Thumb related to investing and Retirement. You don’t want to miss those plus if you are in your 50’s what does retirement look like for you? Make sure you are on the right track and if you’re a couple you need to be on the same page. Finally, covering your bases, who should you be working with and what are the essentials you need in a retirement plan.
If you have any questions contact Elite Income Advisors 800-653-8404.
advisor, retirement, finance, money, savings
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On today’s show we discuss threats your retirement savings could face. What can you do to combat “Longevity Risk”? We have tips to maximize your retirement dollar as you near the last ten years before you head off into your golden years.
If you have any questions about your retirement please contact Elite Income Advisors 800-653-8404.
Retirement, savings, risk, 401K, 403B, TSP, IRA
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Market volatility is a given. On today’s show we discuss ways you can protect your retirement plan. Today we will go over Supercharging your retirement if you are a late starter when it comes to planning. How do you really know you’re ready to retire? We will give you a few calculations to consider.
If you have any questions about retirement call Prashant Sabapathi at Elite Income Advisors 800-653-8404.
Retire, Plan, volatility, 401K, Roth
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You are 50 or older. Here are mistakes to avoid in your retirement planning. The first step to retirement is to start planning, we discuss tips to get you started. New year is here, on today’s show we discuss how to boost your financial security in retirement.
If you have any questions about your retirement situation call Prashant Sabapathi at Elite Income Advisors 800-653-8404.
Retirement, savings, stocks, bonds, annuity
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On this weeks program we discuss the importance of meeting yearly retirement goals. How can you boost your retirement savings? We will answer that question plus we will look at several income strategies in retirement.
If you have any questions please contact Elite Income Advisors 800-653-8404.
Retire, Strategy, Plan, Money,
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On this week's show we talk about managing our savings and stretching our dollars in retirement. Also this week, the 401K is a good savings vehicle, but you might be surprised what it’s doing while you continue to work.
If you have any questions about your retirement situation please call Elite Income Advisors 800-653-8404.
Retirement, 401K, Savings, Taxes,
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We look at ways to safeguard your retirement during these uncertain times. On the show today we take a look at options that may be better than a 401K. Have you ever thought about what questions people ask when they visit an advisor? We have the most asked questions and the answers. if you have any questions please contact Elite Income Advisors 800-653-8404. Retirement, Taxes, Savings,401K,IRA, RothSee omnystudio.com/listener for privacy information.
On today’s program strategies to protect your retirement nest egg. Tips to get the most out of your 401K. Big decisions come with planning for your retirement and we will discuss these choices and how that will impact your golden years. If you have a question about your retirement call Prashant Sabapathi 800-653-8404 Nestegg, Risk, Retirement, RMD, 401KSee omnystudio.com/listener for privacy information.
Should you work in retirement? There are positives and negatives we will discuss. Are you sabotaging your own retirement by doing these 6 things? Spoiler alert…a lot of you are. 2022 will include big changes for Social Security, we hit the highlights on the show this week. If you have any questions about your current retirement situation please contact Prashant Sabapathi with Elite Income Advisors 800-653-8404 Retirement, Taxes, Social, SecuritySee omnystudio.com/listener for privacy information.
Being ready for future taxes takes a plan. We discuss on the program today ways to strategize within your retirement plan. We will break down ways to keep your retirement savings as safe as possible. Procrastination can really impact your retirement plan, we chat about what not to put off. If you have any questions reach out to Prashant Sabapathi at Elite Income Advisors by calling 800-653-8404 Taxes, Retirement, Savings, PlanSee omnystudio.com/listener for privacy information.
Prashant Sabapathi points out that some retirement advice is dated and there are many that still follow this same advice. New year is approaching and changes are on the horizon for retirees Prashant digs in. What risks are you facing as you head towards your retirement? Answers to this question are coming up. If you have any questions about retirement planning please contact Prashant Sabapathi at Elite Income Advisors 800-653-8404. Retirement, advice, stocks, Socialsecurity, riskSee omnystudio.com/listener for privacy information.
Market volatility is the opening topic in this podcast. Prashant Sabapathi outlines 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? He also talks about simplifying your entry into retirement and goes over some of the financial gaps that could impact your planning.
To connect with Prashant Sabapathi, and the team at Elite Income Advisors, just call (800)653-8404.
Volatility, markets, inflation, taxes, gaps
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Market volatility is the opening topic in this podcast. Prashant outlines 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? He also talks about simplifying your entry into retirement and goes over some of the financial gaps that could impact your planning.
To connect with Prashant Sabapathi, and the team at Elite Income Advisors, just call (800) 653-8404.
Volatility, markets, inflation, taxes, gaps
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Inflation is ticking up. What effects could this have on your nest egg? Stress testing your retirement plan, and retirement today vs yesterday. See omnystudio.com/listener for privacy information.
Prashant Sabapathi discusses the market and protecting your nest egg. Dealing with that old 401K from a previous company is a pretty common need so we break it down. It's the end of the year checklist you don't want to miss and Q & A brings another batch of good retirement questions.
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What is SECURE Act 2.0? Prashant Sabapathi 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. Prashant will talk about how. He will also look at some steps you can take to make sure you have a smooth transition into retirement.
For more information and to get your questions answered, call Prashant and the team at 800-653-8404. Visit their website at https://eliteincomeadvisors.com/
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Prashant Sabapathi has some tips on how to avoid mistakes when inheriting an IRA or 401k. An unexpected retirement can be overwhelming. Prashant 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. Prashant will go over important information for the 45.2% of the U.S. population living an independent lifestyle.
For more information and to get your questions answered, call Prashant and the team at 800-653-8404. Visit their website at https://eliteincomeadvisors.com/
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Prashant Sabapathi will look into if it makes sense to add cryptocurrency like Bitcoin to your retirement portfolio. He’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 Prashant will show you how. That and so much more!
For more information and to get your questions answered, call Prashant and the team at 800-653-8404. Visit their website at https://eliteincomeadvisors.com/
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Prashant Sabapathi takes a look at how inflation may impact your retirement. He also goes over tips like when to start social security and RMD’s to keep your finances in excellent shape. There are so many moving parts of a retirement plan. Prashant will take a step back and look at what you should and shouldn’t be doing and so much more!
For more information and to get your questions answered, call Prashant and the team at 800-653-8404. Visit their website at https://eliteincomeadvisors.com/
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Prashant Sabapathi talks about things to consider when planning for decumulation or drawing down your retirement dollars, including how to set up your investments. He’ll also talk about how to avoid pitfalls and anxiety when it comes to not being properly prepared for retirement. Prashant also talks 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 and to get your questions answered, call Prashant and the team at 800-653-8404. Visit their website at https://eliteincomeadvisors.com/
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Prashant Sabapathi talks about how inflation works and what you can do to combat inflation risk in your retirement plan. Next, he talks 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. Most people will need some type of long term care as they age. Prahant will talk about long term care insurance alternatives and a lot more.
For more information and to get your questions answered, call Prashant and the team at 800-653-8404. Visit their website at https://eliteincomeadvisors.com/
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Prashant Sabapathi takes 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. Prashant 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. Prashant will give you different options that can put you on the right track to a stress free retirement.
For more information and to get your questions answered, call Prashant and the team at 800-653-8404. Visit their website at https://eliteincomeadvisors.com/
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Prashant Sabapathi will break down some universal things that apply to baby boomers everywhere. So, is age 62 when you should take Social Security? Prashant will have some questions you need to answer before making that decision. And he will have some surprising truths when it comes to how much we are really saving for retirement and a lot more!
For more information and to get your questions answered, call Prashant and the team at 800-653-8404. Visit their website at https://eliteincomeadvisors.com/
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Prashant Sabapathi talks about how doing some work in advance of your retirement can keep taxes low or best yet, avoid them altogether. He’ll explain. Once you hit 50, it’s time to buckle down and get serious about retirement. Prashant will have tips to help you. He will also have some things you may be doing to sabotage your retirement and not even know it. That and more!
For more information and to get your questions answered, call Prashant and the team at 800-653-8404. Visit their website at https://eliteincomeadvisors.com/
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On this week’s show, Prashant Sabapathi breaks down a retirement checklist to see if you have all of your t’s crossed and your i’s dotted. He’ll also have important questions to ask a prospective financial advisor. That and a lot more!
For more information and to get your questions answered, call Prashant and the team at 800-653-8404. Visit their website at https://eliteincomeadvisors.com/
See omnystudio.com/listener for privacy information.
Coming up on this week’s show, Prashant Sabapathi has some tax savings strategies for your retirement. He also has some simple steps that can help you jump start your retirement savings as you get closer to your target date. Prashant 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 and to get your questions answered, call Prashant and the team at 800-653-8404. Visit their website at https://eliteincomeadvisors.com/
See omnystudio.com/listener for privacy information.