7 episodes

The world of retirement has changed. People of your father’s generation worked for one or two companies their entire life and they received a gold watch and a pension when they were done!

Boy, how times have changed! Most people are lucky to receive a pension and, in fact, many have to fund their own retirement. Chances are you have a 401k, IRA, or a 403b, an alphabet soup that puts the risk of investing on you.

Not only must you weather the stock market, but you also have to prepare for the coming Tax Storm! That’s where we come in. We’re here to help offer insightful strategies to help develop your Retirement Game Plan and protect your retirement from the forces that await.

The Marcus Warren Show 960 Digital

    • Business
    • 5.0 • 5 Ratings

The world of retirement has changed. People of your father’s generation worked for one or two companies their entire life and they received a gold watch and a pension when they were done!

Boy, how times have changed! Most people are lucky to receive a pension and, in fact, many have to fund their own retirement. Chances are you have a 401k, IRA, or a 403b, an alphabet soup that puts the risk of investing on you.

Not only must you weather the stock market, but you also have to prepare for the coming Tax Storm! That’s where we come in. We’re here to help offer insightful strategies to help develop your Retirement Game Plan and protect your retirement from the forces that await.

    Should you listen to the "gurus"?

    Should you listen to the "gurus"?

    There are all sorts of rules of thumb that many financial "gurus" tell you that you should do....

    Have an emergency fund. Save 15% of your income. Create a budget.

    On this week's Marcus Warren show, Marcus breaks down the important financial goals for people who are just starting out and those in or near retirement.

    If you have a question for Marcus or if you want to schedule a quick 15-minute phone call to discuss your personal financial situation, just visit https://www.talktoMarcus.com.

    • 49 min
    Get Your Ducks in a Row

    Get Your Ducks in a Row

    We all know that in order to take money from your IRA or 401k before age 59 and a half, you'll have to endure a 10% penalty. But what if you want to retire early? Is there a way to access those funds penalty-free?

    On this week's show, we discuss considerations to take when retiring early. We also talk about 5 ways to boost your retirement income.

    And we answer a question from a small business owner who is considering retiring sooner than expected.

    If you have a question for Marcus or if you want to schedule a quick 15-minute phone call to discuss your personal financial situation, just visit https://www.talktoMarcus.com.

    • 51 min
    The Perfect Investment

    The Perfect Investment

    Does the Perfect Investment exist? On this week's Marcus Warren show, we discuss what elements would make up the perfect investment and how you can participate.

    We also talk about factors to think about when deciding when to begin taking Social Security benefits. And what to do if your portfolio did not make as much money as the stock market.

    If you have a question for Marcus or if you want to schedule a quick 15-minute phone call to discuss your personal financial situation, just visit https://www.talktoMarcus.com.

    • 52 min
    The 401(k) Was a Mistake

    The 401(k) Was a Mistake

    The 401(k) was created in the late 1970s as a way for highly compensated executives to defer paying income taxes (things never change, huh?). At the time, it made sense, because tax rates were high. Now, we're living in the lowest tax rate environment in a generation. And taxes are going to go back up. Does the 401(k) still make sense?

    On this week's Marcus Warren Show, we discuss why the 401(k) was a mistake and steps you can take NOW to avoid paying high taxes in retirement.

    If you have a question for Marcus or if you want to schedule a quick 15-minute phone call to discuss your personal financial situation, just visit https://www.talktoMarcus.com.

    • 52 min
    How Do You Boil a Frog?

    How Do You Boil a Frog?

    You don't boil a frog by dropping it into scalding hot water - it would just jump out. But if you place it in warm water and gradually increase the temperature until it reaches the boiling point, the frog won't notice.

    What does this have to do with retirement planning? Listen to the show to find out.

    This week, we discuss the biggest mistakes people make in retirement and how your spending will change throughout the different phases of your retirement.

    If you have a question for Marcus or if you want to schedule a quick 15-minute phone call to discuss your personal financial situation, just visit https://www.talktoMarcus.com.

    • 52 min
    Like A Cat Stuck In a Tree

    Like A Cat Stuck In a Tree

    Retirement planning is like mountain climbing - most of the accidents happen on the way down. Most people view retirement as the end goal, and focus all their effort on saving for retirement, without thinking about what happens next! On this week's Marcus Warren show, we discuss the steps you need to think about on your way down too.

    If you have a question for Marcus or if you want to schedule a quick 15-minute phone call to discuss your personal financial situation, just visit https://www.talktoMarcus.com.

    News You Can't Use Fun...
    Here's a link to the News You Can't Use story about the Florida man who attempted to "walk" on water: https://www.foxnews.com/us/florida-man-bubble-vessel-washes-ashore-beach

    • 51 min

Customer Reviews

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5 Ratings

5 Ratings

the__kid4 ,

J Hagan Warren

These guys are entertaining and more importantly educational. They give you the truth w/ no B.S. and sales tactics.

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