Plan Wise. Retire Free.

September Mailbag Show

This week we catch up on some emails sent into the podcast over the past few weeks. So let's dive in and tackle some questions from folks just like you.

 

Important Links:

Website: https://wilsongroupfinancial.com/media/podcast/

Call: 800-779-4592

20/20 Hindsight

Just like any decision in life, making financial choices would be a lot easier with the benefit of hindsight. Let’s talk about some of the things we might hear from people who wish they’d done things differently after looking in the rear view mirror.

 

Important Links:

Website: https://wilsongroupfinancial.com/media/podcast/

Call: 800-779-4592

Ticking Tax Time Bomb - With Jeffrey Levine Part 2

On part 1 of this series, we discussed what the ticking tax bomb is and the havoc it can cause. Today, we will discuss proactive strategies and examples.

 

Important Links:

5 Tips To Avoid The Ticking Tax Time Bomb PDF

Website: https://wilsongroupfinancial.com/media/podcast/

Call: 800-779-4592

Ticking Tax Time Bomb - With Jeffrey Levine

Director of Advanced Planning at Buckingham Wealth Partners joins us for a two part series on taxes and the ticking tax time bomb that looms in the distance.

 

Important Links:

Website: https://wilsongroupfinancial.com/media/podcast/

Call: 800-779-4592

Generosity And Prosperity With Dr. Neecie

This week Dr. Neecie joins us on the podcast. She is currently the president of Life Coaching Institute and she also holds a Doctorate of Psychology from the University of Texas. It can be easy to be generous when the market is thriving, but we need to be generous during rough times like these as well. Today we discuss how generosity and prosperity are linked and some of the positive side effects of generosity.

Important Links:

Website: https://wilsongroupfinancial.com/media/podcast/

Call: 800-779-4592

Dr. Neecie's Website: https://drneecie.com/

Get Dr. Neecie's Guide: http://planwiseretirefreepodcast.com/

The 5-Rule Market Crash Survival Guide

So, we’ve all experienced what a market crash feels like in recent memory. If you had forgotten what it felt like in 2008, then 2020 should have been a sobering reminder of what it’s like to experience that sudden market drop. However, we can do follow some basic rules to ensure we don’t lose our shirts next time the arrow on the graph tumbles down.

Important Links:

Website: https://wilsongroupfinancial.com/media/podcast/

Call: 800-779-4592

Planning For Widows With Dr. Kathleen Rehl, Part 2

This is part 2 of our conversation with Dr. Kathleen Rehl. On today's show we discuss the three phases that widows experience: grief, growth, and grace. We break these phases down not only in the emotional aspect, but also how it ties into finances as well.

Important Links:

Website: https://wilsongroupfinancial.com/media/podcast/

Call: 800-779-4592

Planning For Widows With Dr. Kathleen Rehl, Part 1

Dr. Kathleen Rehl is a leading authority on widows and their financial issues. A widow herself, she's passionate about inspiring other widows and their advisors.

Important Links:

Website: https://wilsongroupfinancial.com/media/podcast/

Call: 800-779-4592

Are You Paying Attention To Your Biggest Assets?

If you really took inventory of your financial situation, you might find that you’ve been taking for granted some assets that make up a huge piece of your puzzle. Is it possible you should be putting a little more thought into some of these assets?

Important Links:

Website: https://wilsongroupfinancial.com/media/podcast/

Call: 800-779-4592

Good Intentions, Wrong Advice

We were planning to bring up this conversation before the Coronavirus pandemic hit, but now it's more important than ever to discuss. You likely seek financial advice from lots of difference sources. Some of those sources will certainly have good intentions, but they’ll often give bad financial advice. Let’s look at some examples and explore the reasons why we have to be very careful from whom we’re taking this important guidance.

Important Links:

Get The CARES Act PDF Here: planwiseretirefreepodcast.com

Call: 800-779-4592

The CARES Act

In wake of the financial impacts COVID-19 has had on the economy, Congress just passed a bill called the CARES Act. We talk about some of the things retirees and pre-retirees may need to know about the CARES Act as well as offer a free download to read through on our topic.

Important Links:

Get The CARES Act PDF Here: planwiseretirefreepodcast.com

Call: 800-779-4592

The Worst Financial Product

OK, so there might not be such a thing as a “bad financial product”, but there are certainly inappropriate investments out there for people in certain situations. We’ll explore some examples of those kinds of situations on this episode and you might be surprised just how common it is for people to be invested in products that are ill-suited for their financial goals.

Important Links:

Website: https://wilsongroupfinancial.com/media/podcast/

Call: 800-779-4592

Solid Financial Truths

A lot of things in the financial landscape have an “it depends” resolution. It can be frustrating when things are so fluid and vary person to person. So, let’s discuss some financial truths that we can state with confidence and see what we can learn from them.

Important Links:

Website: https://wilsongroupfinancial.com/media/podcast/

Call: 800-779-4592

Everything You Need To Know About Roth Conversions

The idea of a Roth conversion is intriguing to a lot of people, and for some people it can be a great strategy to enact. Let’s explore the concept...

Important Links:

Website: https://wilsongroupfinancial.com/media/podcast/

Call: 800-779-4592

All About The Benjamins – Is “Cash” Good Or Bad?

Of course, we all want a healthy bank account. Having a good amount of dollars within easy grasp is helpful in the case of emergencies or for medium-sized purchases where you don’t want to have to liquidate assets. But is it counterproductive to have too much cash on hand? We’ll explore that idea and other pressing questions about the role that cash plays in financial and retirement planning.

Important Links:

Website: https://wilsongroupfinancial.com/media/podcast/

Call: 800-779-4592

IRA Limits & Emails

We discuss the limit increases to 401ks and IRA as well as answer questions from listeners here in the Orlando and Bradenton area.

Important Links:

Website: https://wilsongroupfinancial.com/media/podcast/

Call: 800-779-4592

Which Excuses Keep You From Retiring?

Sometimes people say they don’t want to retire...and sometimes they really mean it. Other times it’s just a defense mechanism to compensate for the fact that they feel like they can’t retire. So let’s explore some of the possible meanings behind the statement, “I don’t want to retire.”

Important Links:

Website: https://wilsongroupfinancial.com/media/podcast/

Call: 800-779-4592

Mailbag Show

On today's episode, we answer some of our listeners questions that have come in from the month of December.

Important Links:

Website: https://wilsongroupfinancial.com/media/podcast/

Call: 800-779-4592

Top 5 Social Security Misunderstandings

Myths, rumors, and misunderstandings are pervasive in the world of Social Security. On this show, we’ll look to clear up the top 5 misunderstandings about Social Security.

Important Links:

Website: https://wilsongroupfinancial.com/media/podcast/

Call: 800-779-4592

Finding Silver Linings In Unfortunate Financial Situations

Not everything goes smoothly in your financial life. We’ll look at some negative circumstances that many retirees and pre-retirees face and help you find the silver lining in the midst of tough situations.

Important Links:

Website: https://wilsongroupfinancial.com/media/podcast/

Call: 800-779-4592

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