The Marcus Warren Show: Recent Episodes
960 Digital
The world of retirement has changed. People of your father’s generation worked for one or two companies their entire life and they received a gold watch and a pension when they were done!
Boy, how times have changed! Most people are lucky to receive a pension and, in fact, many have to fund their own retirement. Chances are you have a 401k, IRA, or a 403b, an alphabet soup that puts the risk of investing on you.
Not only must you weather the stock market, but you also have to prepare for the coming Tax Storm! That’s where we come in. We’re here to help offer insightful strategies to help develop your Retirement Game Plan and protect your retirement from the forces that await.
On this week's Marcus Warren Show, we talk about how the Federal Reserve's 0.50% interest rate cut will impact the rates on borrowing, inflation, and most importantly, your personal economy. Have a question for Marcus? Visit talktoMarcus.com to schedule a 15-minute phone call or send us a message with your question and it could be featured on the show!
We're back! On this week's Marcus Warren Show, we discuss top tax deductions you can take to reduce your income and save on taxes! Have a question for Marcus? Visit talktoMarcus.com to schedule a 15-minute phone call or send us a message with your question and it could be featured on the show!
On this week's Marcus Warren Show, we look back at what we got right and what we got wrong in our 2023 predictions show.We also make our predictions for what we'll have in store in 2024.We talk cryptocurrency (Bitcoin ETFs anyone?), housing market, inflation, interest rates, recession, stock market (it's an election year), and of course, taxes (did we mention that it's an election year?).Have a question for Marcus? Visit talktoMarcus.com to schedule a 15-minute phone call or send us a message with your question and it could be featured on the show!Does your retirement need a rescue? Visit www.WarrenWealth.net to request your copy of Marcus's best-selling book, The Retirement Playbook.
For the first time in 46 years, your taxes in retirement will likely be higher than when you were working. Why is that?Americans have accumulated over $32 trillion dollars in retirement accounts that have never been taxed (IRAs, 401(k)s, and other company retirement plans).And the U.S. government has accumulated a lot of debt, with no plans to curb the spending. Withdrawals from these tax deferred accounts are subject to whatever tax rates are when you make withdrawals.This means you are likely sitting on a ticking tax time bomb.On this week's Marcus Warren Show, we discuss what you can do to plan for higher taxes in retirement. We also answer your questions about IRMAA, stock market volatility, Social Security taxation, and more.Have a question for Marcus? Visit www.WarrenWealth.net to schedule a 15-minute phone call or click the "Ask Marcus" button to send us a message with your question and it could be featured on the show!Does your retirement need a rescue? Visit www.WarrenWealth.net to request your copy of Marcus's best-selling book, The Retirement Playbook.
There is a lot of information out there, but not all of it makes sense.
If you listen to the "financial gurus" on TV, you'll likely hear opposing ideas. Figuring out what works best for your retirement isn't always so easy.
On this week's Marcus Warren Show, we discuss the top financial mistakes people make when they near retirement. Things like, underestimating how much money you will need, making bad investing decisions, and ignoring inflation.
Don't make these mistakes!
Have a question for Marcus? Visit www.WarrenWealth.net to schedule a 15-minute phone call or click the "Ask Marcus" button to send us a message with your question and it could be featured on the show!
How safe is it to retire in a recession? Does your retirement need a rescue? Visit www.WarrenWealth.net to request your copy of Marcus's best-selling book, The Retirement Playbook.
When it comes to investing in retirement, there are many risks you can face. On this week's Marcus Warren show, we discuss ways to mitigate or avoid the risks that come with investing, especially when you're in retirement.We also answer your questions, like whether your credit score is important in retirement, if a Roth IRA is the best investment for younger investors, and whether Roth conversions make sense now.Have a question for Marcus? Visit www.WarrenWealth.net to schedule a 15-minute phone call or click the "Ask Marcus" button to send us a message with your question and it could be featured on the show!How safe is it to retire in a recession? Does your retirement need a rescue? Visit www.WarrenWealth.net to request your FREE Retirement Rescue Game Plan!
Predicting what will happen next is... impossible.
In 2022, many predicted that the U.S. would go into a recession "soon", but we have not seen that happen. In fact, unemployment is low, inflation is slowing down, and the stock market is up for the year (at least, so far).
No one really knows what will happen next. On this week's Marcus Warren show, we discuss why it's impossible to predict the stock market, and we talk about a better way to invest for the long-term.
We also answer your questions about Roth Conversions, drawing down your 401(k) before RMD age, investment funds in your 401(k), and more.
Have a question for Marcus? Visit www.WarrenWealth.net to schedule a 15-minute phone call or click the "Ask Marcus" button to send us a message with your question and it could be featured on the show!
How safe is it to retire in a recession? Does your retirement need a rescue? Visit www.WarrenWealth.net to request your FREE Retirement Rescue Game Plan!
On this week's Marcus Warren show, Marcus breaks down why taxes have to go up and how retirees lose important tax deductions in retirement.
That old myth that your taxes will be lower in retirement because you'll have less income, is no longer true. Retirees need just as much, if not more income to keep up with the cost of inflation (have you seen the price of food lately?). And many retirees lose important tax deductions after they stop working.
Plus, let's not forget the U.S. government debt and unfunded liabilities that will have to be paid out (especially as more and more baby boomers retire each day).
Learn what you need to do to protect your retirement savings from Uncle Sam!
Have a question for Marcus? Visit www.WarrenWealth.net to schedule a 15-minute phone call or click the "Ask Marcus" button to send us a message with your question and it could be featured on the show!
How safe is it to retire in a recession? Does your retirement need a rescue? Visit www.WarrenWealth.net to request your FREE Retirement Rescue Game Plan!
If you invested $1 in the stock market in 1999, you would have... just under $1 in 2009. This is referred to as the Lost Decade of Stocks, when the S&P 500 generated an annualized total return of -0.9% over the period.
In general, the stock market goes up. You can invest your money and expect it to grow over the long term. But the problem is that the growth doesn't occur in a straight line. And market drops can be devastating for those nearing retirement.
On this week's show, we discuss the importance of having the correct asset allocation as you get closer to retirement.
Have a question for Marcus? Visit www.WarrenWealth.net to schedule a 15-minute phone call or click the "Ask Marcus" button to send us a message with your question and it could be featured on the show!
How safe is it to retire in a recession? Does your retirement need a rescue? Visit www.WarrenWealth.net to request your FREE Retirement Rescue Game Plan!
What does mountain climbing have to do with retirement? Actually, there are many similarities. Fun fact: historically, most accidents and deaths happen on the way down the mountain, after a climber has reached the summit.
The same can be said about retirement. Most of the financial pitfalls that individuals experience occur after they retire. On this week's Marcus Warren show, we discuss how to avoid the major retirement pitfalls.
We also discuss the Top 10 taxes you'll pay in retirement and we answer your questions!
Have a question for Marcus? Visit www.WarrenWealth.net to schedule a 15-minute phone call or click the "Ask Marcus" button to send us a message with your question and it could be featured on the show!
How safe is it to retire in a recession? Does your retirement need a rescue? Visit www.WarrenWealth.net to request your FREE Retirement Rescue Game Plan!
On this week's show we break down the debt ceiling crisis and how it might impact income for many retirees. Why is the U.S. government going to run out of money? What will be prioritized and paid first? What would a default mean to our economy and to the global economy as a whole?Have a question for Marcus? Visit www.WarrenWealth.net to schedule a 15-minute phone call or click the "Ask Marcus" button to send us a message with your question and it could be featured on the show!How safe is it to retire in a recession? Does your retirement need a rescue? Visit www.WarrenWealth.net to request your FREE Retirement Rescue Game Plan!
On this week's Marcus Warren Show, we talk about JP Morgan Chase's recent takeover of First Republic Bank... and JP Morgan Chase's history of saving failing banks. Is the bank takeover a bad sign for our economy? Or is it just an illustration of our system at work?We also answer listener questions about taxes, investment options in your company retirement plans, and long term care costs.Have a question for Marcus? Visit www.WarrenWealth.net to schedule a 15-minute phone call or click the "Ask Marcus" button to send us a message with your question and it could be featured on the show!How safe is it to retire in a recession? Does your retirement need a rescue? Visit www.WarrenWealth.net to request your FREE Retirement Rescue Game Plan!
On this week's Marcus Warren Show, we discuss the Silicon Valley Bank collapse, who is to blame, and whether the US is facing a banking crisis.We also discuss the impact of rising interest rates on the U.S economy, whether the U.S. will be in a recession (we've been waiting for it for months now!) and what investors should do to protect their savings. Have a question for Marcus? Visit www.WarrenWealth.net to schedule a 15-minute phone call or click the "Ask Marcus" button to send us a message with your question and it could be featured on the show!How safe is it to retire in a recession? Does your retirement need a rescue? Visit www.WarrenWealth.net to request your FREE Retirement Rescue Game Plan!
On this week's Marcus Warren show, we talk about the emotions that can drive investor behavior; like fear, greed, overconfidence, and impatience. We discuss why your behavior is more important than what you know. We also answer your questions about taking Social Security benefits, completing a Roth Conversion, and retiring in a recession. Finally we discuss how some of the new Secure Act 2.0 rules could impact you, in Dee's Tax Corner.Have a question for Marcus? Visit www.WarrenWealth.net to schedule a 15-minute phone call or click the "Ask Marcus" button to send us a message with your question and it could be featured on the show!How safe is it to retire in a recession? Does your retirement need a rescue? Visit www.WarrenWealth.net to request your FREE Retirement Rescue Game Plan!
On this week's Marcus Warren show, we explain the Debt Ceiling (in a Lord of the Flies format) and we discuss the state of the economy.We also answer listener questions like, why is it good to do a Roth conversion in a down market and whether you should fire your financial advisor.Have a question for Marcus? Visit talktoMarcus.com to schedule a 15-minute phone call or send us a message with your question and it could be featured on the show!How safe is it to retire in a recession? Does your retirement need a rescue? Visit www.warrenwealth.net to request your FREE Retirement Rescue Game Plan!
On this week's Marcus Warren Show, we make our predictions for 2023.What will the stock market do? How long will the recovery take? Will we be in a recession this year? What trends will we see in the labor market? Will inflation continue to go up? Listen to the show to hear what we think will happen this year!Have a question for Marcus? Visit talktoMarcus.com to schedule a 15-minute phone call or send us a message with your question and it could be featured on the show!How safe is it to retire in a recession? Does your retirement need a rescue? Visit www.warrenwealth.net to request your FREE Retirement Rescue Game Plan!
On this week's 2022 Rewind Show, we discuss what predictions we got right and what we got wrong in 2022. Last year was a crazy year! We talk the housing market, labor market, stock market, inflation, crypto, and taxes.Have a question for Marcus? Visit talktoMarcus.com to schedule a 15-minute phone call or send us a message with your question and it could be featured on the show!How safe is it to retire in a recession? Does your retirement need a rescue? Visit www.warrenwealth.net to request your FREE Retirement Rescue Game Plan!
On this week's Marcus Warren Show, we discuss the superfecta of bad news in the economy: high inflation, rising interest rates, a bear stock market, and an economic recession.We also talk about the crypto meltdown and discuss the negative side of regressive taxation.Have a question for Marcus? Visit talktoMarcus.com to schedule a 15-minute phone call or send us a message with your question and it could be featured on the show!How safe is it to retire in a recession? Does your retirement need a rescue? Visit www.warrenwealth.net to request your FREE Retirement Rescue Game Plan!
On this week's Marcus Warren Show, we answer YOUR questions about I-Bonds, retirement, finances, investments, and taxes!
We take listener questions to talk about I-Bonds, whether you should cash out of the market, and whether you should do a Roth conversion now!
Have a question for Marcus? Visit talktoMarcus.com to schedule a 15-minute phone call or send us a message with your question and it could be featured on the show!
How safe is it to retire in a recession? Does your retirement need a rescue? Visit www.warrenwealth.net to request your FREE Retirement Rescue Game Plan!
On this week's Marcus Warren Show, we discuss the similarities and differences between the Traditional IRA and the Roth IRA. Which is better for you? When should you contribute to a Traditional vs. Roth? And what are the tax implications of each?
Have a question for Marcus? Visit talktoMarcus.com to schedule a 15-minute phone call or send us a message with your question and it could be featured on the show!
How safe is it to retire in a recession? Does your retirement need a rescue? Visit www.warrenwealth.net to request your FREE Retirement Rescue Game Plan!
On this week's Marcus Warren show, we discuss the pitfalls that you'll experience during the retirement red zone, which is a 10 year period before and after retirement. This "fragile decade" is important and can have a big impact on how long your retirement savings last and will set the tone for the type of retirement that you will have.
Have a question for Marcus? Visit talktoMarcus.com to schedule a 15-minute phone call or send us a message with your question and it could be featured on the show!
How safe is it to retire in a recession? Does your retirement need a rescue? Visit www.warrenwealth.net to request your FREE Retirement Rescue Game Plan!
On this week's Marcus Warren Show, we discuss the delicate balancing act that the Federal Reserve is trying to achieve, to reduce inflation, without crashing the entire economy and causing a recession. It's like eating at a fancy restaurant. Listen to find out how!
Also, on Dee's Tax Corner, we discuss estate tax planning.
Have a question for Marcus? Visit talktoMarcus.com to schedule a 15-minute phone call or send us a message with your question and it could be featured on the show!
How safe is it to retire in a recession? Does your retirement need a rescue? Visit www.warrenwealth.net to request your FREE Retirement Rescue Game Plan!
On this week's Marcus Warren show we discuss the 7 things that retirees do that can wreck their retirement! Pay close attention to what you should be thinking about if you are near or in retirement. We also discuss Social Security timing decisions and how the spousal benefit works.
Have a question for Marcus? Visit talktoMarcus.com to schedule a 15-minute phone call or send us a message with your question and it could be featured on the show!
How safe is it to retire in a recession? Does your retirement need a rescue? Visit www.warrenwealth.net to request your FREE Retirement Rescue Game Plan!
On this week's Marcus Warren Show, we discuss some of the big impacts of the Inflation Reduction Act, including the fact that that IRS is adding thousands of agents to their workforce over the next few years.
We also talk about how student loan forgiveness can impact your retirement income! We also discuss some tax troubles a few celebrities are facing and outline "What NOT To Do" in Dee's Tax Corner.
Have a question for Marcus? Visit talktoMarcus.com to schedule a 15-minute phone call or send us a message with your question and it could be featured on the show!
How safe is it to retire in a recession? Does your retirement need a rescue? Visit www.warrenwealth.net to request your FREE Retirement Rescue Game Plan!
Over the last couple of weeks, 75% of companies that reported earnings did better than expected. But many are cutting back on spending, laying off employees, and potentially preparing for an economic downturn. So what's going on?
On this week's Marcus Warren Show, we discuss the swirling storm in the economy and why a looming recession might be on the horizon, despite high earnings and low unemployment.
We also discuss some tax troubles a few celebrities are facing and outline "What NOT To Do" in Dee's Tax Corner.
Have a question for Marcus? Visit talktoMarcus.com to schedule a 15-minute phone call or send us a message with your question and it could be featured on the show!
How safe is it to retire in a recession? Does your retirement need a rescue? Visit www.warrenwealth.net to request your FREE Retirement Rescue Game Plan!
It's easy to get caught up in all the talk about high inflation, are we or aren't we in a recession, choppy stock market, more government spending, and higher taxes.
But before you let all of these things stress you out, focus on what you can control. On this week's Marcus Warren show, we discuss ways that you can protect our own personal economy.
We also discuss the tax implications of winning the lottery! Phew, $1.3 billion is a lot of money, but it also means a large windfall for the IRS.
Have a question for Marcus? Visit talktoMarcus.com to schedule a 15-minute phone call or send us a message with your question and it could be featured on the show!
With the recent stock market volatility - does your portfolio need a Safe Money Rescue? Visit www.warrenwealth.net to request your FREE Safe Money Rescue Plan!
Are we in a recession? Yes. No. Maybe?
On this week's Marcus Warren Show, we discuss the indicators of a recessions (aka what the economists define it as) and more importantly, we discuss the impacts of a recession on the average person.
We also outline steps that you can take to help mitigate the financial impacts of an economic recession. (Hint: focus on your personal economy).
Have a question for Marcus? Visit talktoMarcus.com to schedule a 15-minute phone call or send us a message with your question and it could be featured on the show!
With the recent stock market volatility - does your portfolio need a Safe Money Rescue? Visit www.warrenwealth.net.com to request your FREE Safe Money Rescue Plan!
On this week's Marcus Warren show, we discuss causes of our high inflation and whether it could slow down the economy enough to cause a recession.
During Dee's tax corner, we discuss the red flags that could result in a tax audit! Look out for these when filing your taxes.
Have a question for Marcus? Visit talktoMarcus.com to schedule a 15-minute phone call or send us a message with your question and it could be featured on the show!
With the recent stock market volatility - does your portfolio need a Safe Money Rescue? Visit www.warrenwealth.net.com to request your FREE Safe Money Rescue Plan!
On this week's show, we discuss what to do with your old 401k account. You have many options for what to do with your retirement savings, but if you make the wrong move, you could unnecessarily pay over 30% in taxes!
We also talk about rising inflation and things you can do to help mitigate against the higher prices.
Have a question for Marcus? Visit talktoMarcus.com to schedule a 15-minute phone call or send us a message with your question and it could be featured on the show!
With the recent stock market volatility - does your portfolio need a Safe Money Rescue? Visit www.warrenwealth.net.com to request your FREE Safe Money Rescue Plan!
On this week's Marcus Warren show, Marcus outlines the pros and cons of retiring early - is it even possible?
We also answer a few listener questions about the current economy, stock market, and inflation. And we discuss... the crypto crash!
Have a question for Marcus? Visit talktoMarcus.com to schedule a 15-minute phone call or send us a message with your question and it could be featured on the show!
With the recent stock market volatility - does your portfolio need a Safe Money Rescue? Visit www.talktoMarcus.com to request your FREE Safe Money Rescue Plan!
Retirement planning is like mountain climbing. The sherpa who helps you climb to the top, might not be the same one who can help you get back down.
That's because you'll face a lot of obstacles during the distribution phase of your retirement (when you actually retire and have to figure out where your money will come from... not to mention taxes, Social Security and Medicare, and choppy stock markets).
We'll discuss how to navigate your way back down the mountain on this week's Marcus Warren Show!
Have a question for Marcus? Visit talktoMarcus.com to schedule a 15-minute phone call or send us a message with your question and it could be featured on the show!
With the recent stock market volatility - does your portfolio need a Safe Money Rescue? Visit www.talktoMarcus.com to request your FREE Safe Money Rescue Plan!
We haven't had a down market in many years, and investors have short term memories. On this week's Marcus Warren show, we talk about why market timing doesn't work and how market recoveries can be painful, especially when you don't stick to a plan.
It's not about what you make, it's about what you keep.
Got a cash app? We also talk about the new tax law that could impact you!
Have a question for Marcus? Visit talktoMarcus.com to schedule a 15-minute phone call or send us a message with your question and it could be featured on the show!
On this week's Marcus Warren show, we discuss the emotional turmoil that accompanies stock market volatility. During times like these, emotional investing is rampant and causes you to doubt your beliefs and believe your doubts.
How can you overcome it? Listen to find out.
We also discuss the economic policies that have propped up the stock market and what we might expect to see in our country's economic future.
Have a question for Marcus? Visit talktoMarcus.com to schedule a 15-minute phone call or send us a message with your question and it could be featured on the show!
On this week's Marcus Warren Show, we discuss the 4 things retirees should do during volatile stock markets.
We also talk about taxable income in retirement and steps you can take to potentially reduce your future tax liability. The myth that you'll be in a lower tax bracket in retirement isn't always true!
Have a question for Marcus? Visit talktoMarcus.com to schedule a 15-minute phone call or send us a message with your question and it could be featured on the show!
We're back!! On this week's Marcus Warren show, we discuss some of the reasons why inflation might continue to stay high and how it could potentially get better down the line.
We also discuss the different types of income that are TAXABLE in retirement. The myth that you'll be in a lower tax bracket in retirement isn't always true!
And we discuss IRMAA (who's that?). Well she can cause your Medicare premiums to go up. (No, it's not a real person).
Have a question for Marcus? Visit talktoMarcus.com to schedule a 15-minute phone call or send us a message with your question and it could be featured on the show!
On this week's Marcus Warren Show, we break down the differences between the accumulation and de-cumulation phases of retirement planning. It's like climbing Mt. Everest (most accidents happen on the way back down the mountain).
We also discuss our complex tax system and whether we'll ever be able to complete our tax returns using simple forms.
Have a question for Marcus? Visit talktoMarcus.com to schedule a 15-minute phone call or send us a message with your question and it could be featured on the show!
Each year, the IRS releases our fiscal year annual spending. This breakdown shows where our tax dollars go. They also release a breakdown of where the government get the money to pay its bills.
Did you know that only half of our government's revenue comes from taxes? Where does the other part come from? We discuss this and more tax topics on this week's Marcus Warren show.
Have a question for Marcus? Visit talktoMarcus.com to schedule a 15-minute phone call or send us a message with your question and it could be featured on the show!
On this week's Marcus Warren Show, we discuss some of the short-term and long-term financial impacts of the Ukraine-Russia war. Geopolitical events typically can create volatility in stock markets as the uncertainty of the event plays out. But these are typically short-lived. And on a personal note, our hearts are with those impacted on all sides, as war can take a heavy toll on many lives.
In Dee's Tax Corner, we talk about the importance of tax planning when it comes to financial management, with a real-life story of a client impacted by a large mutual fund transaction (ouch!), and missing out on potential tax savings.
Finally, we break down the difference between buying power and wealth.
Have a question for Marcus? Visit talktoMarcus.com to schedule a 15-minute phone call or send us a message with your question and it could be featured on the show!
There are always exceptions to the rule, especially when it comes to retirement, taxes, and finances. On this week's Marcus Warren Show, we discuss a lot of these "but's".
We also talk about the Crypto IRA and real estate in the Metaverse.
Have a question for Marcus? Visit talktoMarcus.com to schedule a 15-minute phone call or send us a message with your question and it could be featured on the show!
On this week's Marcus Warren show, we discuss how our current high inflation can impact your life, spending, and your future retirement income.
We also talk about the impact that tax deductions actually have on your taxes on Dee's Tax Corner.
Have a question for Marcus? Call the "Ask Marcus" hotline (502) 622-1337. Leave a message with your question and it could be featured on the show!
Or you can visit talktoMarcus.com to schedule a 15-minute phone call!
On this week's Marcus Warren Show, we discuss the recent stock market volatility and what you should and should DEFINITELY NOT do when the market becomes shaky. We also talk about the whether Congress members should be restricted from trading individual stocks, given their access to information and authority to create legislation.
Have a question for Marcus? Call the "Ask Marcus" hotline (502) 622-1337. Leave a message with your question and it could be featured on the show!
Or you can visit talktoMarcus.com to schedule a 15-minute phone call!
On this week's Marcus Warren Show, we discuss what has caused the great retirement crisis. Many Americans have not saved enough for retirement and over 70% rely on Social Security for more than half of their income in retirement.
We take a deep dive into why it's so expensive to be poor. And on Dee's Tax Corner, we talk about why there aren't enough high income earners to satisfy our country's debts and deficits.
Have a question for Marcus? Call the "Ask Marcus" hotline (502) 622-1337. Leave a message with your question and it could be featured on the show!
Or you can visit talktoMarcus.com to schedule a 15-minute phone call!
On this week's Marcus Warren Show, we talk about 6 financial New Year's resolutions that retirees should make in 2022.
We also discuss the reason behind the Great Risk Shift - when companies began getting rid of the pension and introduced the 401k plan.
And we introduce a new segment - the Tax Corner.
Have a question for Marcus? Call the "Ask Marcus" hotline (502) 622-1337. Leave a message with your question and it could be featured on the show!
Or you can visit talktoMarcus.com to schedule a 15-minute phone call!
On this week's Marcus Warren Show, we broke out our crystal ball to discuss our predictions for 2022!
Will the stock market be volatile? Will inflation remain high? How long will the hot real estate market continue? What will happen with crypto, NFTs, meme stocks, and the reddit/Robinhood traders?
We discuss our predictions for these hot topics and get into a discussion about whether politicians should be able to freely participate in the stock market.
Have a question for Marcus? Visit talktoMarcus.com or leave us a message on the Ask Marcus hotline 502-622-1337!
Happy New Year!
On this week's Marcus Warren Show, we break down the top financial news stories from 2021. We talk about Bitcoin, Elon Musk, Inflation, Supply Chain Shortages, the Great Resignation, and more!
On this week's Marcus Warren Show, we talk about 6 Year-End wealth building strategies that you can implement to grow and keep more of your wealth.
Have a question for Marcus? Call the "Ask Marcus" hotline (502) 622-1337. Leave a message with your question and it could be featured on the show!
Or you can visit talktoMarcus.com to schedule a 15-minute phone call!
NFL star Tom Brady, the NBA's all time 3-pt scorer (and greatest shooter of all time) Stephen Curry , and the most decorated Tennis player ever Serena Williams all have coaches. They understand that in order to get to their level of success, they need people on their team who will push them farther.
Sometimes do-it-yourselfers make mistakes. They can't see things from outside their own perspective. On this week's Marcus Warren Show, we discuss mistakes DIY-ers can make and why everyone needs a financial coach.
Have a question for Marcus? Call the "Ask Marcus" hotline (502) 622-1337. Leave a message with your question and it could be featured on the show!
Or you can visit talktoMarcus.com to schedule a 15-minute phone call!
On this week's Marcus Warren Show we discuss hot topics in the news - how the Omicron variant will impact the stock market, how long we'll see the impacts of inflation, and of course we discuss taxes!
We also have a couple of listener questions discussing RMDs (Required Minimum Distributions).
Do you have a question for Marcus? Call the "Ask Marcus" hotline (502) 622-1337. Leave a message with your question and it could be featured on the show!
Or you can visit talktoMarcus.com to schedule a 15-minute phone call!
It's tax planning season! On this week's show, we discuss year-end tax planning tips you can implement before December 31st.
Have a question for Marcus? Call the "Ask Marcus" hotline (502) 622-1337. Leave a message with your question and it could be featured on the show!
On this week's Marcus Warren Show, we talk about the latest cryptocurrency scam and what investors should look out for when trying to invest in crypto. We also answer a listener question about year-end tax planning steps to take before the end of the year to make sure you aren't leaving money on the table!
Have a question for Marcus? Call the "Ask Marcus" hotline (502) 622-1337 or visit www.warrenwealth.net. Leave a message with your question and it could be featured on the show!
On this week's Marcus Warren show, we break down the roller coaster ride that is cryptocurrency. What is it? Should you invest? Will you become the next Bitcoin Billionaire (hint: probably not).
We also answer a listener question about taking a pension buyout.
Have a question for Marcus? Call the "Ask Marcus" hotline (502) 622-1337. Leave a message with your question and it could be featured on the show!
We get this question a lot - especially in recent months with many Americans switching jobs or retiring: "What should I do with my old 401k plan?" On this week's Marcus Warren Show, we discuss why you probably shouldn't keep it with your old employer and what other options you have.
A listener email also prompts a great discussion about taking tax deductions on your retirement accounts now versus getting that tax break on future withdrawals. Listen to the show and find out what's better!
Have a question for Marcus? Call the "Ask Marcus" hotline (502) 622-1337. Leave a message with your question and it could be featured on the show!
On this week's Marcus Warren Show, we discuss why your taxes go up in retirement.
Not only do you lose a lot of the deductions that you had when you were working, but you've also deferred paying taxes on most, if not all, of your retirement money... that means you'll be paying taxes on that income in retirement.
What strategies can you implement now to avoid those big tax bills? Listen to the show and find out!
Have a question for Marcus? Call the "Ask Marcus" hotline (502) 622-1337. Leave a message with your question and it could be featured on the show!
We've all heard we're supposed to "balance our portfolio", but what does that actually mean?
On this week's Marcus Warren Show, we discuss the pros and cons of stocks, bonds, and other investments... and how to create a "balanced" portfolio.
Have a question for Marcus? Call the "Ask Marcus" hotline (502) 622-1337. Leave a message with your question and it could be featured on the show!
When it comes to planning for your retirement, there are a lot of pieces of the puzzle to put together. How much money should you take from your savings? When should you begin Social Security benefits? Should you invest in the stock market and how much? How will you account for taxes? And when can you comfortably retire?
On this week's Marcus Warren Show, we discuss how to piece together the retirement puzzle.
If you have a question for Marcus or if you want to schedule a quick 15-minute phone call to discuss your personal financial situation, just visit https://www.talktoMarcus.com.
How much do you need to save in order to have a comfortable retirement? What number is enough?
Marcus breaks down considerations to think about and what that magic retirement number is. Hint: It's different for everyone.
If you have a question for Marcus or if you want to schedule a quick 15-minute phone call to discuss your personal financial situation, just visit https://www.talktoMarcus.com.
There are all sorts of rules of thumb that many financial "gurus" tell you that you should do....
Have an emergency fund. Save 15% of your income. Create a budget.
On this week's Marcus Warren show, Marcus breaks down the important financial goals for people who are just starting out and those in or near retirement.
If you have a question for Marcus or if you want to schedule a quick 15-minute phone call to discuss your personal financial situation, just visit https://www.talktoMarcus.com.
We all know that in order to take money from your IRA or 401k before age 59 and a half, you'll have to endure a 10% penalty. But what if you want to retire early? Is there a way to access those funds penalty-free?
On this week's show, we discuss considerations to take when retiring early. We also talk about 5 ways to boost your retirement income.
And we answer a question from a small business owner who is considering retiring sooner than expected.
If you have a question for Marcus or if you want to schedule a quick 15-minute phone call to discuss your personal financial situation, just visit https://www.talktoMarcus.com.