MoneyMattersUSA® with Fred Saide Fred Saide

Fred looks at the situation in the banking sector in explaining the root causes and possible effects.  He also discusses protective strategies regarding this and the other financial challenges we face.  Fred then answers a couple of questions in the “Stump the Guru” segment.  One listener expressed a feeling of being overwhelmed in financial planning and another had a question about bonds and alternatives. Hear his answers and submit your question at www.moneymattersusa.net.  Just click podcast and the dropdown for Stump the Guru.

You can reach Fred Saide by calling 800-593-8188.

Money Matters USA
See omnystudio.com/listener for privacy information.

Fred explains why staying the course is not always the best option.  He uses the game show Let’s Make a Deal as one example in pointing out statistics that show how it can be beneficial for contestants to trade their existing prize for what’s behind the curtain.  He also points out how it may be wise to look for alternatives when you find your investments are down as opposed to sticking with the plan.  Fred then answers another question in the “Stump the Guru” segment.  The listener asked Fred to boil down investing to one simple rule.   Hear his answer and submit your question at www.moneymattersusa.net.  Just click podcast and the dropdown for Stump the Guru.

You can reach Fred Saide by calling 800-593-8188.

Money Matters USA
See omnystudio.com/listener for privacy information.

Fred goes over strategies to consider in building your retirement income.  He starts by discussing how retirement income building strategies are so much more important now than in the days when many people had a pension to count on.  He also breaks down the “rollover” strategies involving your 401(k), 403(b), and IRA.  Fred answers more questions in the Stump the Guru segment.  One question was about the use of Roth IRAs and the other concerned possible re-location to a lower tax state.  You can submit your question to Fred by clicking podcast and Stump the Guru at www.moneymattersusa.net.

You can reach Fred Saide by calling 800-593-8188.

Money Matters USA
See omnystudio.com/listener for privacy information.

Fred covers retirement savings strategies to consider.  He discusses fixed annuities, Roth IRAs, Dividend Aristocrats, and Health Savings Accounts as some vehicles to strongly consider.  He also talks about the Fed and the effect that rising interest rates could have on your portfolio.  In his Stump the Guru segment, Fred answers a question about whether to take a lump sum or monthly benefit.  You can submit your question to Fred by visiting www.moneymattersusa.net.  Click podcast and Stump the Guru.

You can reach Fred Saide by calling 800-593-8188.

Money Matters USA
See omnystudio.com/listener for privacy information.

Proper planning makes the transition from accumulation to distribution go much smoother.  Fred discusses the process with a conversation on moving away from accumulation and easing into distribution.  Fred also addresses little ways in boosting accumulation in the financial red zone that can make a big difference.  In the Stump the Guru segment, Fred answers a question about risk in the de-accumulation stage.

You can reach Fred Saide by calling 800-593-8188.

Money Matters USA
See omnystudio.com/listener for privacy information.

Fred discusses measures to help remove the uncertainty of retirement planning.  He addresses the need to plan for longevity, to implement savvy Social Security claiming strategies, and, for those married, good spousal strategies.  He also answers a podcast listener question in “Stump the Guru.”  A listener who claims to be a do-it-yourselfer much of the time is concerned about possibly needing help assessing risk.

You can reach Fred Saide by calling 800-593-8188.

Money Matters USA
See omnystudio.com/listener for privacy information.