Gesamtlänge aller Episoden: 1 day 14 hours 41 minutes
Today I have the honor of interviewing Susan Latremoille. She helps people plan the non-financial aspects of retirement: Physical, mental, social and emotional.
This is important stuff and anyone planning their retirement should be thinking about these factors well before they quit their job or exit their business.
Susan is a Family Enterprise Advisor, FEA, (Family Enterprise Exchange), and holds an Executive MBA...
Hey there!
This week we've got a quick look at the Northwestern Mutual Planning & Progress Study.
Check out the full document from Northwestern Mutual here
I also give you a quick update on my progress in the Anthony Pompliano Crypto Academy. Good times!!
Also, how has COVID shown YOUR readiness for retirement? I'd give myself about a C- grade on my reaction to the pandemic.....
Today I'm having a quick chat about this new global corporate tax plan the G20 is working on.
Here's the NY Times article: https://www.nytimes.com/2021/07/10/us/politics/global-tax-overhaul-g20.html
And here's the Early Retirement website I like to lurk in: https://www.early-retirement.org/
Here's the Pompliano Crypto Course: https://www.pompscryptocourse...
Comin' atcha straight from DETROIT ROCK CITY! Short episode today, as I gotta go see more of this interesting town.
Here's the Detroit News article on the life expectancies by neighborhood:
https://www.detroitnews.com/story/news/local/michigan/2018/12/18/life-expectancy-michigan-neighborhoods/2305048002/
Here's the Bankrate Best and Worst States for Retirement:
https://www.bankrate...
If you don't have an HSA yet, please give this episode a listen. If you do have an HSA, you still might learn a thing or two. For instance, did you know you can roll over money from your IRA into your HSA?
Here's the RBC Wealth Management "Taking Control of Health Care in Retirement" report.
Here's a list of 7 HSA custodians that offer investment options.
Here's the Investopedia article about IRA-to-HSA transfers...
Happy Independence Day weekend (to my friends here in the States).
Today we're gonna briefly talk about financial and retirement-related education for women, and a terrible article I read in Kiplinger's.
I mention the Bigger Pockets Money Podcast, which you can find here: https://podcasts.apple.com/us/podcast/biggerpockets-money-podcast/id1330225136
Here's a link to the blockchain demo I discuss. You're gonna LOVE this: https://www.youtube...
Today I'm going through some of the highlights of the 2021 version of the Guide to Retirement, from JP Morgan Asset Management. According to the nice folks at JP Morgan,"Updated annually, the Guide to Retirement provides an effective framework for supporting advisor retirement planning conversations with clients. It includes charts and graphs to help explain complex topics in a clear and concise manner."
According to Katherine Roy, Chief Retirement Strategist, J.P...
Today's episode is a deep-dive into the solo 401(k), which is a 'secret weapon' for solopreneurs. Did you know you can buy cryptocurrencies, gold, real estate, or even a race horse with a solo 401(k)???
Log onto E*Trade and try to buy investment real estate within your IRA. You can't do it. And that's why you need a solo 401(k). Not to mention, the SUPER-HIGH contribution limits.
Jordan Sheppherd has helped hundreds of people set up solo 401(k) plans...
Just a little retirement news for the week ending Friday June 18, 2021.
More inflation as a direct result of labor shortages, which are a direct result of federal unemployment bonus programs.
Will the 1031 exchange go away?
Investing in cryptocurrency within a 401(k)? WTF?
Mortgages for retirees. Here's the Forbes article: https://www.forbes...
What do you do if you want to get involved in real estate as part of your retirement plan, but you don't want to be a landlord? That's easy: Invest in real estate syndications.
A syndication is basically a partnership between a group of investors to purchase some kind of asset...