The Savvy Investor Podcast Mike Canet
-
- Näringsliv
The Savvy Investor Podcast is your one-stop shop for investors and retirees who want to level-up their retirement plans. Hosts Mike Canet and Ryan Herbert are independent financial advisors with decades of experience. They tackle the tough financial issues that matter most to you, from saving for retirement to reducing taxes.
Whether you're just starting out or you're a seasoned investor, The Savvy Investor Podcast has something for you. Tune in each week for practical tips and strategies on how to reach your financial goals.
Don't miss an episode! Subscribe or follow today!
Learn more about the team at Prostatis Financial Advisors Group on their website or on social: Facebook, LinkedIn, Twitter and their NEW YouTube channel and video podcast.
-
The Impact Of Government Spending On Taxes
Mike and Ryan delve into the implications that government spending can have on your taxes, and the potential shock that may come when taxes increase after the Trump tax cuts expire.
They also discuss the need for tax efficiency and the potential savings that could come from strategic financial planning in retirement.
Want to begin building your retirement plan? Schedule a call with us here: 📅 https://bit.ly/3Rq2d9i
Follow us for more helpful insights:
🖱️ Facebook- https://bit.ly/3PmJcSt
🖱️ LinkedIn- https://bit.ly/44T88a9
🖱️ Twitter- https://bit.ly/3PHxqDJ
See omnystudio.com/listener for privacy information. -
Alternative Options For Funding Long-Term Care
Ryan Herbet discusses the potential impact of healthcare and long-term care expenses on retirement savings and the transfer of wealth to future generations. He highlights the need for tax planning and what the tax implications may be of passing wealth down to children.
Ryan also explores alternative options for funding long-term care and the challenges associated with it.
Want to begin building your retirement plan? Schedule a call with us here: 📅 https://bit.ly/3Rq2d9i
Follow us for more helpful insights:
🖱️ Facebook- https://bit.ly/3PmJcSt
🖱️ LinkedIn- https://bit.ly/44T88a9
🖱️ Twitter- https://bit.ly/3PHxqDJ
See omnystudio.com/listener for privacy information. -
The Unpredictability Of The Stock Market
Retirees are getting anxious about the unrest in the world, upcoming elections, and out-of-control government spending. Warren Buffett advises against making investment choices based on short-term headlines and instead focuses on predicting what will happen in the next 10 years. The stock market is unpredictable and reacts to various factors, making it difficult to determine its direction.
In this episode, Mike and Ryan explain how both Republicans and Democrats have been poor stewards of money. It is important for retirees to have a solid retirement plan that includes income streams that they will never outlive.
Want to begin building your retirement plan? Schedule a call with us here: 📅 https://bit.ly/3Rq2d9i
Follow us for more helpful insights:
🖱️ Facebook- https://bit.ly/3PmJcSt
🖱️ LinkedIn- https://bit.ly/44T88a9
🖱️ Twitter- https://bit.ly/3PHxqDJ
See omnystudio.com/listener for privacy information. -
Maximizing Retirement Income With Roth Conversions
What are the tax consequences of working longer in retirement to gain more income?
In this episode, Ryan discusses the impact of taxes on retirement income and the importance of tax planning. Also, Ryan explains how Roth conversions can be a valuable strategy to save on taxes in retirement.
Want to learn more about tax planning and if Roth conversions are right for you? Schedule a call with us here: 📅 https://bit.ly/3Rq2d9i
Follow us for more helpful insights:
🖱️ Facebook- https://bit.ly/3PmJcSt
🖱️ LinkedIn- https://bit.ly/44T88a9
🖱️ Twitter- https://bit.ly/3PHxqDJ
See omnystudio.com/listener for privacy information. -
Misconceptions About Your 401k In Retirement Planning
Having a 401k does not automatically mean you have a substantial retirement fund. While a 401k is a tool to save money for retirement, it doesn't guarantee a successful income plan.
In this episode, Mike and Ryan explain why people may lack the necessary knowledge and guidance to make informed decisions about their 401k, and discuss the important things to look out for when developing a retirement plan.
Want to learn more about where your 401k stands? Schedule a call with us here: 📅 https://bit.ly/3Rq2d9i
Follow us for more helpful insights:
🖱️ Facebook- https://bit.ly/3PmJcSt
🖱️ LinkedIn- https://bit.ly/44T88a9
🖱️ Twitter- https://bit.ly/3PHxqDJ
See omnystudio.com/listener for privacy information. -
How Tax Friendly Is Maryland For Retirees?
Tax planning is a crucial aspect of financial planning, as taxes may significantly impact retirement savings.
In this episode, Ryan Herbert tells us where Maryland stands compared to other states regarding tax rates. Learn about how where you live can affect your overall retirement plan and the importance of properly preparing a tax strategy.
Want to learn more about your tax situation? Schedule a call with us here: 📅 https://bit.ly/3Rq2d9i
Follow us for more helpful insights:
🖱️ Facebook- https://bit.ly/3PmJcSt
🖱️ LinkedIn- https://bit.ly/44T88a9
🖱️ Twitter- https://bit.ly/3PHxqDJ
See omnystudio.com/listener for privacy information.