67 episodes
Marc on Money with Marc Geels Marc Geels
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- Education
Marc Geels and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes.
For more information or to get your own questions answered, call 712-224-4651
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"Best of" This week Marc Geels digs into estate planning.
This week Marc Geels digs into estate planning and how you can prepare the right plan for you. He also offers some tips on ways to distribute the estate effectively and tax efficiently. That and more on Marc on Money. To learn more visit EFS4U.com or call 712-224-4651.
Originally posted August 4, 2023
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(Best of) Marc Geels has some ways you can execute and succeed at improving your finances and reaching your financial planning goals in 2024.
A new year with new resolutions. The question is, how long will they last. Marc Geels has some ways you can execute and succeed at improving your finances and reaching your financial planning goals in 2024. That and more on Marc on Money. To learn more visit EFS4U.com or call 712-224-4651.
This was orginally released on January 16, 2024
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Marc Geels discusses low-risk investment options and alternatives for cash.
In this conversation, Marc and Steve discuss low-risk investment options and alternatives for cash. They cover topics such as real estate investments, including rental properties and 1031 exchanges, as well as the benefits of owning individual bonds versus bond funds. They also explore the importance of managing cash effectively and highlight the potential returns that can be earned by investing in higher-yielding options. The conversation concludes with a discussion on structured notes and the need for a diversified investment plan based on the purpose of the money. To learn more visit EFS4U.com or call 712-224-4651.
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Marc Geels discusses the importance of having a written plan for retirement and the role of a financial advisor in helping individuals navigate the complexities of retirement planning.
In this conversation, Marc Geels discusses the importance of having a written plan for retirement and the role of a financial advisor in helping individuals navigate the complexities of retirement planning. He highlights some new rules and strategies that have emerged in retirement planning, such as Roth accounts in defined contribution plans and the ability to receive matching contributions from employers for student loan payments. Marc also emphasizes the significance of understanding sequence of return risk and the need for a comprehensive retirement plan that includes considerations for housing, working in retirement, and estate planning. To learn more visit EFS4U.com or call 712-224-4651.
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Marc Geels discusses the current state of the economy and the potential for interest rate cuts.
In this conversation, Marc and Steve discuss the current state of the economy and the potential for interest rate cuts. They explore the historical context of rate cuts and the risks associated with cutting rates too quickly. They also emphasize the importance of reviewing investment allocations and considering diversification to protect retirement assets. The conversation then shifts to the topic of charitable giving and strategies for maximizing tax efficiency. They discuss the benefits of donor-advised funds and qualified charitable distributions. To learn more visit EFS4U.com or call 712-224-4651.
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This conversation discusses the importance of having a written plan for retirement and the parallels between financial planning and college basketball.
This conversation discusses the importance of having a written plan for retirement and the parallels between financial planning and college basketball. It emphasizes the need for organization and diversification in investment portfolios. The conversation also explores the role of emotions and coaching in financial decision-making. The hosts share quotes from legendary basketball coaches, highlighting the importance of doing things right, taking action, and finding balance. The conversation concludes with an advertisement for retirement planning services.
To learn more visit EFS4U.com or call 712-224-4651.
Support the show: https://www.efs4u.com/
See omnystudio.com/listener for privacy information.