100 episodes

Fred Saide discusses proper planning to and through retirement. His goal is to provide information on financial matters related to planning a successful retirement. Fred discusses everything from saving strategies pre-retirement to building income and realizing the proper growth and protection necessary in retirement.

MoneyMattersUSA® with Fred Saide Fred Saide

    • Business

Fred Saide discusses proper planning to and through retirement. His goal is to provide information on financial matters related to planning a successful retirement. Fred discusses everything from saving strategies pre-retirement to building income and realizing the proper growth and protection necessary in retirement.

    The Retirement Planning Checklist

    The Retirement Planning Checklist

    In episode 154, Fred Saide discusses important considerations for retirement planning, focusing on healthcare expenses, debt management, Social Security claiming strategies, asset allocation, and the impact of inflation. He emphasizes the need for budgeting, long-term care insurance, and a comprehensive plan to address healthcare costs.  Saide also explores the challenges facing Social Security and potential solutions, including tax reforms and entitlement adjustments. He highlights the importance of tax allocation planning and the need for certainty in tax regulations.
    Reach Fred at 800-593-8188.
    Money Matters USA
    See omnystudio.com/listener for privacy information.

    • 36 min
    Working with a Financial Professional

    Working with a Financial Professional

    In Episode 153 of Money Matters USA, Fred Saide discusses the importance of working with a financial professional and the benefits it can bring. He highlights studies that show the significant impact of working with an advisor, including higher returns and better long-term financial outcomes. Saide emphasizes the need for a written retirement plan and the importance of finding a trustworthy advisor who puts your interests first.
    Reach Fred at 800-593-8188.
    Money Matters USA
    See omnystudio.com/listener for privacy information.

    • 46 min
    Investment Considerations in Retirement

    Investment Considerations in Retirement

    In Episode 152, Fred discusses whether retirees should continue to invest in the stock market and how they should allocate their assets.  He emphasizes the importance of considering longevity and the need for a steady source of income in retirement.  The conversation also touches on healthcare costs, legacy planning, risk tolerance, risk capacity, and the importance of understanding one's budget and desired returns. The episode concludes by highlighting the significance of working with a fiduciary and seeking professional advice.
    Reach Fred at 800-593-8188.
    Money Matters USA
    See omnystudio.com/listener for privacy information.

    • 41 min
    Elections and the Economy

    Elections and the Economy

    During an election year, the debate arises about which party, Democrats or Republicans, is more beneficial for the stock market and the economy.  However, Fred points out the impact of elections on the markets is not as significant as other factors, such as the actions of the Federal Reserve and government policies. Studies show that there is no clear consensus on whether a Democrat or a Republican is better for the stock market. The markets have their own beat and are influenced by various trends and correlations.  Fred stresses it is important for investors to focus on realistic scenarios, assess risks, and make informed decisions based on their individual goals and circumstances.
    Reach Fred at 800-593-8188.
    Money Matters USA
    See omnystudio.com/listener for privacy information.

    • 33 min
    Protect Your Retirement Income

    Protect Your Retirement Income

    Fred’s special guest is Corey Carver, Vice-President of Business Development at Magellan Financial and Insurance Services.   Fred and Corey discuss the challenges of securing protected income for retirement. They explore the complexities of retirement planning and the importance of reliable and predictable income. They discuss different strategies, such as systematic income withdrawal, bucketing, and retirement income floors. They also highlight the benefits of annuities, including principal guarantees, potential for growth, and the ability to provide lifetime income.
    Reach Fred at 800-593-8188.
    Money Matters USA
    See omnystudio.com/listener for privacy information.

    • 47 min
    A Giant Wave of Retirees

    A Giant Wave of Retirees

    Fred Saide discusses the challenges and changes in retirement planning, focusing on the impact of Social Security, healthcare, the Secure Act, and inflation. He highlights the strain on Social Security and Medicare due to the increasing number of baby boomers reaching retirement age and the system's inability to accommodate this demographic shift. Fred emphasizes the need for a bipartisan commission to address these issues and suggests potential solutions such as tax increases and investing in index funds. He also discusses the elimination of the stretch IRA and the importance of planning for inflation in retirement.
    Reach Fred at 800-593-8188.
    Money Matters USA
    See omnystudio.com/listener for privacy information.

    • 43 min

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