Retirement Money Team Rodney Peters
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Email: Hello@retirementmoneyteam.com
Retirement Money Team was established to guide and empower the everyday worker into retirement. Rodney Peters is on a mission to help one million Americans retire with more confidence. Specializing in retirement income planning, Rodney connects with his clients in creating a retirement path for the present and future. On this podcast Rodney and the Retirement Money Team share insights contributing to the changing landscape of retirement. Building a structure for those decades from retirement and fine tuning the details of those ready to make the leap into their financial freedom of retirement. Moving through the clutter of information with the end goal of purposeful wisdom.
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What's Your Net Net Net Worth?!?
What's your net net net worth..?? Figuring out your key financial numbers leading into 2022.
Kick start your successful financial year by understanding what's going on today.
Article:
https://money.usnews.com/money/personal-finance/saving-and-budgeting/articles/how-to-calculate-your-net-worth -
Holiday Spending
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Happy holidays to all from our team to you and your family we hope you're having a great end of year and in your enjoying it with friends and family. After the holiday season is over you often see the results of how much you actual spent when the credit card bill hits and the last thing we want is a larger bill after the holiday cheer wears off.
This episode we're going to cover 8 steps to help protect you during the last mad dash of spending. -
Past Investing Mistakes?
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That’s really what resolutions are about, winning - to beat a bad habit or start a good habit – to win against all of the external and internal factors fighting against you.
Well today we’re going to highlight ways to learn from the past and put your finances in a position to win in the year 2022.
Article:
https://money.usnews.com/money/personal-finance/saving-and-budgeting/slideshows/ways-to-improve-your-finances -
Retirement Savings Goal
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Setting up for your retirement? Well, how do you execute on your goals? This show will cover 5 steps.
1) How much can you save
2) Timing.. when do you plan to retire
3) Reduction of Debt
4) Guaranteed Income Streams
5) What lifestyle do you want
Articles:
https://www.fidelity.com/viewpoints/retirement/how-much-do-i-need-to-retire
https://www.investopedia.com/retirement/how-much-you-should-have-saved-age/
https://www.forbes.com/advisor/retirement/retirement-planning-how-to-get-out-of-debt-before-retirement/ -
TAXES! 2022 Planning
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Taxes!
Yes – we’re back on the trail of updated taxes, specifically diving into changes coming our way in the year 2022.
Articles:
https://www.irs.gov/newsroom/irs-provides-tax-inflation-adjustments-for-tax-year-2022
https://www.investopedia.com/irs-announces-tax-brackets-and-other-inflation-adjustments-for-tax-year-2022-5209190
https://taxfoundation.org/2022-tax-brackets/
https://turbotax.intuit.com/tax-tips/estates/the-gift-tax-made-simple/L5tGWVC8N -
TAXES! 2021 UPDATE
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Taxes!
They just keep changing, they're hard to understand and in the end we don't want to pay more taxes than we have to. So, this episode will outline a few updates for THIS YEAR 2021...
Care to learn about inflation and what that's doing to some tax decisions - stay tuned into this episode and next week's about tax updates for NEXT YEAR 2022.
Articles:
https://www.irs.gov/newsroom/irs-provides-tax-inflation-adjustments-for-tax-year-2022
https://www.kiplinger.com/taxes/tax-law/603037/tax-changes-and-key-amounts-for-the-2021-tax-year