RetireMentorship Episode 179 | The 7 PRINCIPLES of Financial SUCCESS | No one sets out to fail with finances. We seek success.
Can I Do a Section 1031 Exchange with my Rental Property? This flowchart will guide you through the eligibility factors.
How Must I Take Distributions from my Twice-Inherited Traditional IRA? This flowchart will guide you through the eligibility factors.
How Must I Take Distributions from the Roth IRA I Inherited? This flowchart will guide you through the eligibility factors.
It’s the most wonderful time of the year… for the IRS. It’s tax season! While it may be joyous for the government, it’s groan-inducing for most people. We all have one thing on our minds: “How do I pay less taxes!” We’re going to cover five strategies to lower taxes over your lifetime. Last Year’s…
Election years are exciting, but for many, there are fears and concerns about election outcomes. Should we change our investing based on these elections? What if this party wins or the other? How do elections affect investing? Today, we want to talk about a few different things. We Invest in Companies, Not Governments First, here’s…
Interested in the TCJA Sunset? This flowchart will walk you through comparing the options.
Should I Buy Whole Life Insurance? I get asked this frequently. Maybe your financial “advisor” recommended it. So, should you buy whole life insurance? No. Introduction I work specifically with folks over fifty, and annuities are the primary poorly performing products pushed on my people. (I did a couple of episodes on these, starting with…
I launched the RetireMentorship Podcast in January 2021. Since then, I’ve published episodes nearly every week and expanded the platform to other mediums. But after three and a half years, it’s time to make a change. Introducing RetireMentorship 4.0. The Mission of RetireMentorship I started RetireMentorship to communicate important principles and reminders to my clients…
When the “stock market” gets scary, folks flee to the “safety” of fixed income. But is there any real safety there? Or does switching to fixed income = fixed losses? Fixed Income Isn’t Safe The most common reason people don’t invest in equities is because they are “risky.” You could lose your money. So they…
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