141 episodes
A Better Way Financial Podcast Frank and Frankie Guida
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- Business
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5.0 • 4 Ratings
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Welcome to the A Better Way Financial podcast, your trusted companion on the path to retirement prosperity. As the cornerstone of financial security for families and individuals, we're dedicated to making your retirement dreams a reality. Dive into insightful discussions led by the Guida family, renowned for their decades of experience in financial planning and wealth management.
Tune in to our podcast as we share actionable insights, insider tips, and expert advice to navigate the complexities of retirement planning. Whether you're aiming to maximize your savings, minimize risks, or optimize your investment portfolio, we're here to guide you every step of the way.
Join us at A Better Way Financial, where your retirement success is our priority. Follow or subscribe now and embark on the path to a brighter financial future.
Learn more about A Better Way Financial here . Connect with us on social: Facebook, LinkedIn and YouTube.
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Maximizing Tax Savings With Roth Conversions
401(k)s and IRAs are popular retirement savings tools. But it's important to understand their rules and implications, such as how required minimum distributions (RMDs) play a factor into your overall retirement plan.
In this episode, Frank and Frankie discuss how Roth conversions can be a beneficial strategy to minimize taxes in retirement, and how proactive tax planning may result in savings over a retiree's lifetime.
Connect with the team at A Better Way Financial to see if a Roth conversion is right for you!
CLICK HERE to register for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops.
Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.”
See omnystudio.com/listener for privacy information. -
Protecting Retirement Savings During Market Downturns
Don't try to time the market. Instead, focus on long-term investing strategies. Frank and Frankie discuss the parallels between trying to win the lottery and predicting market behaviors.
Also on this episode, hear why creating a financial plan can ease the transition into retirement and why tax planning is an essential part in maximizing income.
Connect with the team at A Better Way Financial to start building your financial plan!
Read Our Book! Amazon Best Seller, "The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams."
See omnystudio.com/listener for privacy information. -
Don’t Have An Identity Crisis In Retirement
The word “retirement” can get people emotional and concerned when thinking about money and their future. Money blogger J.L Collins emphasizes that a better way to think about retirement is achieving financial independence, which gives people more options to live how they want to after their working years.
On this episode, Frank and Frankie discuss the key differences between needing to work and wanting to work. Hear about the importance of still finding purpose in your retirement years.
Connect with the team at A Better Way Financial to start building your financial plan!
CLICK HERE to register for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops.
Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.”
See omnystudio.com/listener for privacy information. -
Ron Swanson And Taxes In Your Retirement Plan
Just because you retire, doesn’t mean you pay less taxes. Ron Swanson from “Parks and Recreation” explains to a young girl how taxes work by eating most of her lunch. But how much of your “lunch” is eaten by Uncle Sam when you enter retirement?
On this episode, Frank and Frankie discuss Roth conversion strategies to create a tax-friendly retirement plan.
Connect with the team at A Better Way Financial to start building a plan for yourself and your loved ones.
CLICK HERE to register for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops.
Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.”
See omnystudio.com/listener for privacy information. -
Helping Your Adult Children Without Harming Your Retirement
It’s estimated that more than half of parents with adult children have given them financial help in the past year. For a third of those parents, it ended up hurting their own finances, including their retirement savings.
On this episode, Frank and Frankie Guida (Father-son team of financial advisors) discuss the delicate balance between helping family and protecting your future. Listen to their ideas on balancing family needs with your financial goals, plus strategies to help maximize your retirement savings.
Connect with the team at A Better Way Financial to start building a plan for yourself and your loved ones.
CLICK HERE to register for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops.
Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.”
See omnystudio.com/listener for privacy information. -
Retirement Options For Small Business Owners
With nearly 11,000 baby boomers retiring daily, the landscape for small businesses and personal finances is shifting.
On this episode, Frankie Guida speaks from personal perspective, as he works with his father at A Better Way Financial with the plan to take over the family business himself one day.
However, many Boomers who own businesses are struggling to figure out what to do with their companies when their children do not want to take over.
Frankie shares ideas on succession planning for family-owned businesses, especially when retirement funds are tied to the sale of the business, plus strategies to minimize taxes on business sales and effectively manage the transition to retirement.
Ready to sell your small business? Connect with the team at A Better Way Financial to begin your retirement transition plan today.
CLICK HERE to register for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops.
Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.”
See omnystudio.com/listener for privacy information.