67 episodes

Mike Riedmiller, President of Riedmiller Wealth Management joins you on Smart Retirement Strategies each week to break down retirement and offer up creative solutions for your future. Listen as Mike Riedmiller talks about his passion for helping people, the importance of holding a fiduciary standard, and offers up transparent advice.

Smart Retirement Strategies with Mike Riedmiller Mike Riedmiller

    • Business
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Mike Riedmiller, President of Riedmiller Wealth Management joins you on Smart Retirement Strategies each week to break down retirement and offer up creative solutions for your future. Listen as Mike Riedmiller talks about his passion for helping people, the importance of holding a fiduciary standard, and offers up transparent advice.

    Taxes: Factors to Consider Before Retiring

    Taxes: Factors to Consider Before Retiring

    Summary The conversation discusses the potential impact of changes in tax policies on retirement planning and the importance of tax planning in managing retirement funds. It also touches on the retirement decision-making process and factors to consider before retiring. The conversation transitions to the retirement of Charles Barkley and the factors that may influence someone's decision to retire. The importance of financial planning and assessing current financial situations is emphasized.

    • 8 min
    Strategies for Withdrawing Money from a Roth IRA

    Strategies for Withdrawing Money from a Roth IRA

    Summary The conversation discusses the potential expiration of the Trump tax cuts and the impact on Roth IRAs. The guest, Ed Slott, believes that the government is unlikely to eliminate Roth IRAs because they provide tax revenue. The host, Mike, agrees with this opinion and shares his strategy for withdrawing money from a Roth IRA if necessary. They also discuss the importance of tax planning in retirement and the benefits of Roth conversions.

    • 6 min
    When Should a Retirement Plan Start Producing Results?

    When Should a Retirement Plan Start Producing Results?

    Summary Inflation and its impact on retirement planning is discussed, with a focus on ways to inflation-proof a retirement plan. The conversation also touches on the frustrations of slow play in golf and the importance of efficiency. The time frame for a retirement plan to start producing results is explored, emphasizing the need for a long-term perspective and regular review meetings. The importance of not being reactionary to the stock market is highlighted, along with the benefits of a portfolio X-ray to assess investment performance and uncover hidden fees.

    • 6 min
    Issues You Could Face in Retirement

    Issues You Could Face in Retirement

    Summary In this conversation, the host and guest discuss the potential wrong calls people can make when it comes to retirement planning. They cover topics such as avoiding the stock market, not claiming social security at the right time, neglecting long-term care planning, estate planning, and tax planning. The guest emphasizes the importance of a comprehensive retirement plan that includes investment planning, income planning, tax planning, and estate planning.

    • 6 min
    Options for Funding Long-Term Care

    Options for Funding Long-Term Care

    The conversation discusses the importance of long-term care planning in retirement and the costs associated with it. It also touches on the topic of fees in financial products and how to talk clients through it. The main takeaways include the need to plan for long-term care, the rising costs of care, and the importance of understanding and managing fees in investments.

    • 6 min
    Diversifying Income Streams for Added Security

    Diversifying Income Streams for Added Security

    The conversation discusses the uncertain future of Social Security, with estimates that the trust fund will go dry as early as 2034, potentially leading to a 25% cut in benefits. The impact of this on retirees and the need for income planning is emphasized.

    • 4 min

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