The “normal” investment world already seems crowded with endless possibilities of companies and ways to invest. Yet there’s a segment of the market classified as alternative investments that many people find intriguing. Could there ever be a place for alternative investments in your portfolio? We discuss the top alternative investment products and why we feel the risk may not be worth…Read More
Is a Roth Conversion right for you? There are many different financial firms advertising this strategy right now, but it can be difficult to know this is truly something that will work well with your plan. We dive into how a conversion works, how taxes are paid, and the long-term effects of this process. Get Access To The IFL Manual Vault Click here to listen to more episodes. If you have a…Read More
As we approach the holidays, this may be a good time to discuss the wants and needs of our family in retirement. Even though this conversation can be tough and emotional, it's one that is pertinent to your retirement plan. Today Matt and Nick will discuss some of the barriers that can stand in the way of this conversation, a few ways to get this discussion started, and issues that could pot…Read More
Many people in the financial world complicated the retirement process by throwing out buzzwords and explaining things in a complex way. But retirement shouldn't be this difficult, and it should incorporate some common sense. Matt and Nick talk about trusting your gut on the show today and some tips on how to do it. Along the lines of common sense, the guys also discuss an article that discu…Read More
This episode was recorded on November 4th, 2020 and we are still waiting for all of the votes to come in from last night's election. It's no secret that the market is rather volatile when there's uncertainty involved. This why Matt and Nick talk to us today on why we shouldn't have our retirement plan rely solely on the stock market's performance. The guys will also talk about the stimulus …Read More
There are many general rules out there in the retirement world and it can be difficult to navigate which ones are still relevant in today's environment. Matt and Nick will break down what the 4 percent rule is and why they think this rule is outdated. Click here to listen to more episodes. If you have any questions, give us a call at 888-228-8814. And don't forget to subscribe to the show o…Read More
Knowing how much money hits your bank account every month is a critical part of staying retired. It’s vital that you have enough money to take care of your daily needs, housing, medical bills, long-term care, and any other unexpected expenses that come your way.
If you’re retired, chances are you know the exact day — even the hour — your check hits the account. This sigh of relief you breathe as you confirm that money is added to your account is worth far more than the money itself.
When we talk about the clock, we are referring to how long that guaranteed income will keep coming in. While pensions and Social Security may provide some security and guaranteed income, the question we want to pose is this... why not do more of it?
