84 episodes

Join us each week for important financial and retirement planning guidance on the Retire With Freedom Podcast with Tad Hill, RFC, CRPC® & Toni Hill, RFC of Freedom Financial Group. Tad and Toni will talk about important topics related to your IRAs, 401(k)s, Social Security, and more. They'll help you understand things like market volatility, risk, annuities, and so much more. Freedom Financial Group helps you manage all the pieces of your retirement plan so you can retire with confidence. If you'd like to contact Tad & Toni, call 205-988-0006 or visit them online at https://www.askfreedomfinancial.com/ to start your conversation today! Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. 1768991- 4/23

Retire With Freedom: Featuring Tad Hill & Toni Hill of Freedom Financial Group Tad Hill

    • Business
    • 5.0 • 3 Ratings

Join us each week for important financial and retirement planning guidance on the Retire With Freedom Podcast with Tad Hill, RFC, CRPC® & Toni Hill, RFC of Freedom Financial Group. Tad and Toni will talk about important topics related to your IRAs, 401(k)s, Social Security, and more. They'll help you understand things like market volatility, risk, annuities, and so much more. Freedom Financial Group helps you manage all the pieces of your retirement plan so you can retire with confidence. If you'd like to contact Tad & Toni, call 205-988-0006 or visit them online at https://www.askfreedomfinancial.com/ to start your conversation today! Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. 1768991- 4/23

    How Should I Approach Charitable Gifting? Mailbag Episode

    How Should I Approach Charitable Gifting? Mailbag Episode

    We’ve got a mailbag edition of the show for you today! One of our listeners, Diane, asks how to approach charitable gifting, as it’s something she’s never been involved with before. Tad, Toni, and Tyler share their experiences with various charities and share some insights on efficient tax strategies for charitable gifting.Then, another listener asks if they should invest the money they make from selling their paid-off house and downsizing to a cheaper condo in the stock market. The Hill fami...

    • 20 min
    The Constants & Variables Impacting Your Retirement Future

    The Constants & Variables Impacting Your Retirement Future

    This episode focuses on the constants and variables of retirement, providing valuable insights on market volatility, income planning, and lifestyle analysis.Toni shares a relatable analogy, comparing income planning to cutting a juicy steak on a slippery plate. Without a stable foundation, it's nearly impossible to enjoy the meal. Similarly, a stable and predictable income is vital for maintaining your lifestyle in retirement. This foundation allows you to build other financial strategies aro...

    • 12 min
    Should I Sell Off Some Of The Big Winners In My IRA? Mailbag Episode

    Should I Sell Off Some Of The Big Winners In My IRA? Mailbag Episode

    We’ve got a mailbag edition of the show for you today! From time to time, we like to answer listener questions here on the podcast. This time, Eric in Hoover asks whether he should start selling off some of his high-performing investments in his IRA to avoid potential losses in the next market downturn. Stay tuned as Tad and Tyler dive into Eric’s situation and share some important considerations when navigating this decision. Then, at the end of the episode, Tad and Tyler share some per...

    • 21 min
    Retirement: The Time To Plan Is Now

    Retirement: The Time To Plan Is Now

    Procrastination is a natural human tendency, especially when faced with tasks that feel overwhelming. That’s why many people find themselves procrastinating when it comes to creating a retirement plan. While some fear that they are in a worse financial situation than they actually are, others think they don't need a retirement plan until they are on the verge of retiring. The truth is, the earlier you start planning, the better prepared you will be. If you are less than ten years away fr...

    • 11 min
    Why Financial Rules of Thumb Just Don’t Cut It

    Why Financial Rules of Thumb Just Don’t Cut It

    Have you ever heard of the Rule of 100? This rule suggests that you should subtract your age from 100 to determine the percentage of your portfolio that should be in stocks. What about the 75% Rule, which claims that you will only need 75% of your pre-retirement income to maintain your lifestyle in retirement? In this episode, Toni and Tyler are here to share why these common financial rules of thumb just don’t cut it when it comes to your unique financial situation. While these rules ca...

    • 12 min
    Passing on Your Assets Smoothly

    Passing on Your Assets Smoothly

    In today's episode, we're talking about the significant wealth transfer happening as baby boomers prepare to pass on their accumulated wealth. With so many people leaving behind substantial legacies, it's important to understand how to manage and optimize the assets you're leaving behind. Listen in as Toni and Tyler talk about the impact different types of accounts can have on your loved ones after you're gone.In this conversation, we talk about the perks of non-qualified accounts, including ...

    • 11 min

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