Rebel Rock Money Talk

Rebel Rock Wealth

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A podcast to educate and empower independent thinkers seeking wealth building strategies that are not affected by the stock market.

2021/10/25

#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 ------------ SUBSCRIBE to this channel and get notified when we have a new video Podcast: https://RebelRockMoneyTalk.com Get 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

15 分鐘
2021/10/18

#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. --- 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

15 分鐘
2021/10/11

#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. ------------ 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

10 分鐘
2021/10/04

#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 ------------ 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

14 分鐘
2021/04/05

#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? *** 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

20 分鐘
2021/03/08

#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) *** 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

37 分鐘
2021/03/01

#027 Women Warriors for Economic Equality

This is the first day of Women's History Month and Lesley shares a few thoughts on a couple 'women warriors' she admires who have helped women make economic gains. Pauli Murray the Notorious RBG (Ruth Bader Ginsberg) Amend: the fight for America (Netflix) *** 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

18 分鐘
2021/02/25

#026 Nicole Barham, Design Your Wealth | Black History Month Guest Feature

Our Black History Month Featured Guest in this episode is Nicole Barham, CEO of Design Your Wealth. If you are a solopreneur or business owner who hates the task of tracking your income and expenses and dread tax time, Nicole created a smart and efficient solution for you. Lesley chats with Nicole about how she came up with her 5-Minute Suite of Tools and Nicole demonstrates how 5-Minute Bookkeeper works. Link to all of Nicole's 5-Minute Tools' for your business https://www.nicolebarham.com/a/36114/48fzPP8R *** 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

29 分鐘

顯示全部 (33)

（滿分 5 顆星）

5 則評分

Excellent presenter with important material for all to consider

2020/04/18

rayward

Lesley does a wonderful job explaining this material in a very logical simple to understand way. Highly recommend. Listening to all!!

A podcast to educate and empower independent thinkers seeking wealth building strategies that are not affected by the stock market.

創作者

Rebel Rock Wealth
活躍年代

2019年 - 2021年
集數

33
年齡分級

兒少適宜
節目網站

Rebel Rock Money Talk

Rebel Rock Money Talk

#033 Andre 3000's Advice For Your Retirement

#32 7 Reasons Why Tax Laws Won't Change for Life Insurance

#31 When Is A Roth A Roth?

#30 Proposed IRA Changes

#029 Reckoning With Longevity

#028 An Affordable Option for Trust and Will Planning

#027 Women Warriors for Economic Equality

#026 Nicole Barham, Design Your Wealth | Black History Month Guest Feature

評分與評論

Excellent presenter with important material for all to consider

簡介

資訊

Rebel Rock Money Talk

集數

#033 Andre 3000's Advice For Your Retirement

#32 7 Reasons Why Tax Laws Won't Change for Life Insurance

#31 When Is A Roth A Roth?

#30 Proposed IRA Changes

#029 Reckoning With Longevity

#028 An Affordable Option for Trust and Will Planning

#027 Women Warriors for Economic Equality

#026 Nicole Barham, Design Your Wealth | Black History Month Guest Feature

評分與評論

Excellent presenter with important material for all to consider

簡介

資訊