17 episodes
2nd Half Capital Doug Bentle
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- Business
As a financial advisor and founder of 2nd Half Capital, Doug Bentle is dedicated to helping people thrive in retirement. Whether you're still working and getting close, or have already retired, Doug is focused on helping you structure a plan to withstand market turbulence and other unknowns so that you can still thrive.*Investment Advisory Services offered through Retirement Wealth Advisors, Inc. (RWA) an SEC Registered Investment Advisor. 2nd Half Capital and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision. This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that 2nd Half Capital and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney. Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors, Inc.
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What You Need to Know About the Latest Market Correction
There’s an old Wall Street saying: “As goes January, so goes the year.” If there is truth to that saying, stock traders may be in for more volatility in 2022. On this week’s episode, Doug discusses if we should pay attention to seasonal trends such as this. He also addresses how comments by Fed Chair Jerome Powell and the headlines about Ukraine can impact our 401(k)’s and other investments, and how you can take more control over your personal economy. See omnystudio.com/listener for privacy information.
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Despite Inflation & Market Volatility, Can I Retire Now?
As Americans, we’re dealing with the most rapid price increases in decades… and now we’re facing market volatility too. Doug shares his insight as to if the inflation surge will calm down sooner rather than later, or if it’s time to investigate adjusting our portfolios to prepare for what could be coming next. And you may be surprised to find out the top question his clients are calling to ask their advisor theses day.See omnystudio.com/listener for privacy information.
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Should You Move to Lower Your Future Taxes
Taxes continue to be a point of contention, especially with people like Elon Musk making headlines by moving his home and business to a more tax friendly state... Where he's rumored to save $2.5 billion in capital gains taxes. Since the future of taxes are uncertain for the moment, Doug explains what actions you can take NOW to help reduce your future taxes in retirement without uprooting your entire life. Sometimes it’s Roth conversions, sometimes it’s just about speaking with a forward-thinking financial advisor.See omnystudio.com/listener for privacy information.
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Designing Your Own Great Resignation
The market has been doing well for more than a decade despite some volatility lately… And The Great Resignation is impacting the American economy in various ways. Doug discusses how some are resigning to retire, some are embracing the opportunity to continue working on their terms, while others are relaunching the 2nd half of their career! Today, baby boomers have more options than they imagined. All of this serves as a great reminder that we need more than just a healthy 401(k) for the future. We need a true plan to retire with confidence and on our own terms in any economy.See omnystudio.com/listener for privacy information.
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Preparing Your 401(k) for Possible December Volatility
With gas and grocery prices still on the rise and the Fed starting to talk, investors are getting anxious. Doug explains why he feels Wall Street could become volatile through the end of 2021. Also, as the 'Great Resignation' gains momentum, he explains what to think about regarding your 401(k) and other retirement accounts when you leave a job. Find out why you need a financial plan that incorporates the unknowns of the economy… so that your personal economy doesn’t suffer during the next market correction.See omnystudio.com/listener for privacy information.
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Being Thankful & Inflated Turkey
With Thanksgiving days away, Doug spends time this week talking about what he’s truly thankful for. We also discuss stuffing verses dressing and all the foods we can’t wait to enjoy Thursday! But make sure you save a place for inflation at your families table, because dinner is expected to cost up to 5% more this year. Doug illustrates how this could be a sign of what’s to come regarding interest rates, supply & demand and the bottom line of your portfolio in 2022. See omnystudio.com/listener for privacy information.