On today's show, we discuss how ridiculous some Google searches for retirement planning can be and what red flags you should look out for. We also talk about the current Secure 2.0 Bill and the top 9 goals inside it. Get Your Guaranteed Annuity Get Access To The IFL Manual Vault Click here to listen to more episodes. If you have any questions, give us a call at 888-228-8814. And don't forge…Read More
If we take a look at the world of medicine, we can learn some valuable lessons that can be applied to your financial life. Get Your Guaranteed Annuity Get Access To The IFL Manual Vault 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 on your favorite app. Just click on one of the links below or searc…Read More
Matt and Nick discuss 5 areas of your financial life where you might be flirting with disaster and don’t even know it. The guys will also answer an email question about investing in just one stock. Get Your Guaranteed Annuity Get Access To The IFL Manual Vault 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…Read More
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
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?
