33 episodes
Rebel Rock Money Talk Rebel Rock Wealth
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5.0 • 5 Ratings
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A podcast to educate and empower independent thinkers seeking wealth building strategies that are not affected by the stock market.
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#033 Andre 3000's Advice For Your Retirement
In the wise words of Andre 3000 of OutKast fame in the 90s hip hop smash hit ‘Don’t Worry Miss Jackson’, “You can plan a picnic, but you can’t predict the weather!”
You might be a decade or two (or three) away from receiving that gold retirement watch from your employer but the strategies you put in place today for longevity should consider how you intend to access those funds down the road.
Fidelity Article https://www.fidelity.com/viewpoints/retirement/tax-savvy-withdrawals
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Rebel Rock Wealth | Financial Strategies for Independent Thinkers
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#32 7 Reasons Why Tax Laws Won't Change for Life Insurance
The living benefits of permanent life insurance are often discussed and sometimes the primary purpose of life insurance is forgotten. Premiums are paid for the primary purpose of replacing the income from a loss of life. When beneficiaries receive the death benefit, they do not pay income taxes on it because it is not income. It is for the replacement of income due to the loss of life. This will not change. I share 6 other reasons why I don't believe income tax law changes will be made on life insurance any time soon.
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Podcast: https://RebelRockMoneyTalk.com
Subscribe to our weekly newsletter: The Rebel Letter
Website: https://RebelRockWealth.com
Schedule time for a Discovery Call: https://RebelRockWealth.com/Schedule
Rebel Rock Wealth | Financial Strategies for Independent Thinkers
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#31 When Is A Roth A Roth?
All Roth money is after-tax but not all after-tax money qualifies as Roth. Lesley breaks down the key rules so you know when your Roth IRA or Roth 401k earnings are actually income tax and penalty-free.
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Podcast: https://RebelRockMoneyTalk.com
Subscribe to our weekly newsletter: The Rebel Letter
Website: https://RebelRockWealth.com
Schedule time for a Discovery Call: https://RebelRockWealth.com/Schedule
Rebel Rock Wealth | Financial Strategies for Independent Thinkers
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Send in a voice message: https://podcasters.spotify.com/pod/show/rebelrockmoneytalk/message -
#30 Proposed IRA Changes
If you contribute to your employer 401k and have been taking advantage of the backdoor Roth 401k option or, if you have an SDIRA (self-directed IRA) where you have been investing beyond the stock market, I encourage you to listen to this episode to learn about some changes introduced in a new bill that can affect these accounts by the end of 2021 IF they are made into law.
To read the Congressional Summary, watch John Hyre's video, download letter templates to send to elected officials, contact information for those election officials:
https://www.handsoffmyira.com/
Another summary of changes at Solo401k.net:
www.solo401k.net/share/r6ksCrUtAqkIJbZz
Find and contact your representative:
https://www.house.gov/representatives/find-your-representative
Find and contact your senator:
https://www.senate.gov/senators/senators-contact.htm
Propublica article from June 8, 2021:
https://www.propublica.org/article/the-secret-irs-files-trove-of-never-before-seen-records-reveal-how-the-wealthiest-avoid-income-tax
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Podcast: https://RebelRockMoneyTalk.com
Subscribe to our weekly newsletter: The Rebel Letter
Website: https://RebelRockWealth.com
Schedule time for a Discovery Call: https://RebelRockWealth.com/Schedule
Rebel Rock Wealth | Financial Strategies for Independent Thinkers
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#029 Reckoning With Longevity
I prefer spending time thinking about the concept of longevity vs. retirement. If we can live to be in our 80s, 90s, and even 100s, how do we prepare for that? What all do we need to consider? ...and what do Oprah and Gayle have to say about this?
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Let's Talk: Book your free Discovery Call
Rebel Rock Wealth | Financial Strategies for Independent Thinkers
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#028 An Affordable Option for Trust and Will Planning
If you know you need to get a will or trust in place but you have been putting it off, you didn't want to pay the premium fee for an estate planning attorney and/or you have a simple estate, this episode will explain how 'Trust & Will' can help you finally get this completed at an affordable price.
* Trust & Will website (10% discount with this link)
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Book Club: Join Rebel Rock Book Club
Youtube: Subscribe and get notified when we have a new video
Podcast: Subscribe and listen
The Rebel Letter: Subscribe to our weekly newsletter
Website: Learn more about Rebel Rock Wealth, our services, and upcoming events
Let's Talk: Book your free Discovery Call
Rebel Rock Wealth | Financial Strategies for Independent Thinkers
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Customer Reviews
Excellent presenter with important material for all to consider
Lesley does a wonderful job explaining this material in a very logical simple to understand way. Highly recommend. Listening to all!!