MoneyMattersUSA® with Fred Saide

Fred Saide
  • 0.0 (0)
  • BUSINESS
  • UPDATED WEEKLY
MoneyMattersUSA® with Fred Saide

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.

  1. 2 DAYS AGO

    2025 Retirement Changes

    In this episode, Fred Saide discusses significant upcoming changes to retirement plans, particularly focusing on the implications of the Secure Act 2.0 and the central role of 401(k) plans. He highlights the challenges of an aging population and economic volatility, the importance of contribution limits, and the future of Roth accounts. The conversation also explores global perspectives on retirement systems and the benefits of QLACs as a financial strategy for retirement income. Reach Fred at 800-593-8188. Money Matters USA www.moneymattersusa.net www.wealthensure.com   See omnystudio.com/listener for privacy information.

    39 min

  2. 15 NOV

    Preserve Your Wealth

    In Episode 171 of Money Matters USA, Fred Saide discusses essential strategies for wealth preservation, particularly for those in retirement. He emphasizes the importance of having a solid financial plan, understanding risk tolerance, budgeting for cash flow, and optimizing taxes. Additionally, he touches on the significance of legacy planning and ensuring that one's assets are distributed according to their wishes. The conversation provides valuable insights into managing finances effectively to secure a stable retirement and leave a lasting legacy. Reach Fred at 800-593-8188. Money Matters USA www.moneymattersusa.net www.wealthensure.com   See omnystudio.com/listener for privacy information.

    41 min

  3. 8 NOV

    Address Retirement Concerns

    In Episode 170, Fred Saide addresses common concerns of retirees and pre-retirees and shows how to ease them.  Topics discussed included market volatility, Social Security, health care both physical and financial, long term care, and inflation. Reach Fred at 800-593-8188. Money Matters USA www.moneymattersusa.net www.wealthensure.com   See omnystudio.com/listener for privacy information.

    35 min

  4. 1 NOV

    Tax Strategies for Effective Wealth Transfer

    In Episode 169, Fred Saide discusses the critical importance of estate planning for retirees, emphasizing the need for a comprehensive plan to ensure assets are distributed efficiently and according to one's wishes. He highlights the common pitfalls of probate and the necessity of tax-efficient strategies for wealth transfer. Additionally, Fred addresses the significance of long-term care planning and how it can impact legacy assets, urging listeners to take action now to protect their financial future. Reach Fred at 800-593-8188. Money Matters USA See omnystudio.com/listener for privacy information.

    34 min

  5. 25 OCT

    Calm the Retirement Uncertainties

    In Episode 168, Fred Saide discusses the challenges facing Americans in retirement, including the perception of unpreparedness, the complexities of Social Security, and the importance of healthcare planning. He emphasizes the need for comprehensive financial strategies to navigate inflation, manage risks, and ensure a secure retirement income. The conversation highlights the significance of understanding retirement goals, the impact of inflation on savings, and the necessity of diversifying assets to mitigate risks. Reach Fred at 800-593-8188. Money Matters USA See omnystudio.com/listener for privacy information.

    34 min

  6. 18 OCT

    Special Guest David Esposito

    In Episode 167 of Money Matters USA, David Esposito, President and CEO of ONL Therapeutics, shares insights from his military background and how it shaped his leadership style. He discusses the dynamics of working in small biotech companies versus large corporations, the challenges of treating retinal diseases, and the importance of AI in early detection. David also delves into the FDA approval process and the innovative approaches ONL Therapeutics is taking to improve patient outcomes. Reach Fred at 800-593-8188. Money Matters USA https://harvesttimepartners.com https://onltherapeutics.com See omnystudio.com/listener for privacy information.

    37 min

  7. 12 OCT

    Avoid Retirement Traps

    In episode 166 of Money Matters USA, Fred Saide discusses the various traps retirees face due to hasty decisions made during retirement planning. He emphasizes the importance of understanding the changing landscape of retirement, the critical role of Social Security, and the need for effective income strategies, including annuities. The conversation also covers healthcare costs, long-term care planning, the impact of inflation, and the necessity of having a flexible retirement plan that can adapt to changing circumstances. Reach Fred at 800-593-8188. Money Matters USA Concerned about the election’s impact on your taxes and estate plan? This FREE event has you covered! Join us on October 16th in Green Brook Township, NJ for an essential discussion on how the presidential candidates’ tax proposals might influence your financial future. Led by Frederick Saide, Ph.D., an expert in tax diversification, tax optimization, and estate planning. Explore how to:  Shield your assets and reduce your tax burden with potential new tax laws Strategies to ensure your investment and retirement savings remain secure Plan effectively for elder care and protect your legacy for further generations.  Choose between morning and evening sessions! Enjoy bagels & coffee or wine & cheese. Seats are limited to the size of the room—register now! Secure your spot here:   moneymattersusa.net/seminars For immediate assistance, call 800-593-8188 or visit moneymattersusa.net/connect See omnystudio.com/listener for privacy information.

    45 min

  8. 4 OCT

    Year End Retirement Strategies

    Episode 165 features the three-year podcast anniversary.  It actually should have been held on Episode 156 but better late than never.  Fred discusses the current economic uncertainties and provides actionable steps for listeners to navigate these challenges. He emphasizes the importance of retirement planning strategies, particularly in optimizing Required Minimum Distributions (RMDs) and considering tax implications. The conversation also delves into the political landscape and its potential impact on financial planning, especially regarding estate taxes and charitable giving. As the year comes to a close, Fred highlights year-end financial strategies, including the benefits of bunching charitable donations and the significance of healthcare planning in light of upcoming Medicare changes. Finally, he advises listeners to review their investment strategies and make necessary adjustments for the fourth quarter. Reach Fred at 800-593-8188. Money Matters USA Money Matters USA-additional website-www.wealthensure.com See omnystudio.com/listener for privacy information.

    38 min
See All (100)

About

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.

Information

To listen to explicit episodes, sign in.

Stay up to date with this show

Sign in or sign up to follow shows, save episodes and get the latest updates.
Select a country or region

Africa, Middle East, and India

Asia Pacific

Europe

Latin America and the Caribbean

The United States and Canada