The Educated Investor: A Guide to Retirement Planning: Recent Episodes
Householder Group
This Podcast will cover current events as well as ideas to help retirees or soon to be retirees possibly maximize their Social Security benefits, manage their taxes, and overall become a more educated investor. Householder Group Estate and Retirement Specialists LLC. advisors are Registered Representatives with, and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Householder Group Estate and Retirement Specialists LLC., a Registered Investment Advisor and separate entity from LPL Financial.
In our latest podcast episode, Jerry Blakely dives into the new SECURE Act 2.0 that became law on January 1st of 2023. With 4,000+ pages and 90+ changes there’s an abundance of material to familiarize yourself with. Jerry will be sharing his insights on the top 5 major changes he believes will affect retirees the most. Jerry will cover the changes to RMD age, Roth IRAs, and much more! So, whether you're already enjoying your golden years or you're planning ahead, these shifts could play a significant role in shaping your financial future. Tune into this episode to ensure you are in the know and can plan accordingly.
Householder Group Estate and Retirement Specialists LLC. advisors are Registered Representatives with and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Householder Group Estate and Retirement Specialists LLC., a Registered Investment Advisor and separate entity from LPL Financial.
The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.
Ready to make the most of your retirement? In this month's episode, discover tips on how to live a healthy and vibrant life during your golden years. We are joined by special guest Ilona Bleaman, who worked as a physician's assistant in family medicine for 16 years and spent the last 10 years focused on health wellness prevention. Ilona introduces the concept of health span and the five pillars of health that you can use to stay strong and healthy in retirement.
Householder Group Estate and Retirement Specialists LLC. advisors are Registered Representatives with and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Householder Group Estate and Retirement Specialists LLC., a Registered Investment Advisor and separate entity from LPL Financial.
This episode is for educational purposes only, is not intended to be medical advice or otherwise. You should not base your health management on any content on this episode. You should not use the content from this podcast to treat yourself or others. Please consult your physician before making any changes to the way you manage your health and/or diet & exercise.
On this month's episode, Jerry Blakely covers the 5 Key Areas of Financial Planning and which aspects are important to review as the year comes to a close. Reviewing these important areas each year can help yougrow and protect your wealth, legally reduce taxes when possible and keep it all in the family. Jerry also touches on the festive concept of "Thanks-Gifting" with Qualified Charitable Distribution.
On this month's episode Jerry Blakley is joined by Kezia Samuel, CFA, CAIA to discuss how the recession and the elections might be tied together. They touch on important topics like inflation, labor markets, and the question on everyone's mind, are we in a recession and how can we tell? Tune in to see what we, as investors, can do to help protect against today’s market volatility.
Kezia Samuel and Assetmark are not affiliated with or endorsed by LPL Financial and Householder Group.
Householder Group Estate and Retirement Specialists LLC. advisors are Registered Representatives with and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Householder Group Estate and Retirement Specialists LLC., a Registered Investment Advisor and separate entity from LPL Financial.
Ed Slott is a nationally recognized IRA distribution expert, professional speaker, television personality, and best-selling author. On this episode, our host Jerry Blakely and Ed Slott discuss how pro-active tax planning can save taxes for you and your heirs as you move retirement accounts from “taxed forever” to “taxed never”.
*Due to this being a special episode with Ed Slott, it will only be available on all platforms for 30 days. Don’t miss out, listen to it today!***
Ed Slott, Ed Slott and Company, LLC and - irahelp.com are not affiliated with or endorsed by LPL Financial and Householder Group.
Householder Group Estate and Retirement Specialists LLC. advisors are Registered Representatives with and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Householder Group Estate and Retirement Specialists LLC., a Registered Investment Advisor and separate entity from LPL Financial.
On this month's episode, our host Jerry Blakely is joined by Dr. Quincy Krosby, Chief Equity Strategist, with LPL Financial to discuss a Midyear Outlook on the markets and state of the economy.
On today's episode, we are joined by special guest Scott Householder, CEO and Founder of Householder Group, as he shares his views on inflation.