11 episodes
Wealth Roadmap with Jeff & Steve Jeff & Steve
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5.0 • 1 Rating
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Discover the proven strategies employed by affluent individuals for wealth accumulation and preservation. Join Jeff and Steve as they engage with industry experts on topics such as investment strategies, financial planning, asset protection, tax optimization, and estate planning. Beyond the numbers, Jeff & Steve maintain an approachable, laid-back demeanor as they explore financial topics, weighing the pros and cons of various concepts and strategies.
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Ep. 11- 13 Steps to Creating Wealth
Podcast Description:Welcome to Wealth Roadmap with Jeff and Steve, your guide to mastering personal finance and building lasting wealth. In this episode, we unveil the 13 essential steps to creating financial security and abundance in your life. From establishing an emergency fund to paying off high-interest debt and creating a comprehensive financial plan, we leave no stone unturned in our quest to help you achieve your wealth-building goals.Join us as we delve into practical strategies, suc...
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Ep. 10 – Safe Money Strategies: A Deeper Dive Into Understanding Your Options
In this insightful episode of Wealth Roadmap, hosts Jeff and Stephen explore the landscape of secure investments, guiding listeners through the strategies for achieving guaranteed financial returns. They provide an in-depth analysis of the most reliable investment vehicles, offering their insights, real-world examples, and a clear breakdown of each option's advantages and potential drawbacks. From the basics of Certificates of Deposit (CDs) and the safety of government bonds to the nuanced be...
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Ep. 9 - The 4% Rule: Cracking the Code for a Secure Retirement
In this enlightening episode, hosts Jeff Costello and Stephen Bene dive deep into the intricacies of the 4% rule, a strategy that has long been a cornerstone of retirement planning. With pensions becoming a relic of the past and the reliance on 401ks and investment accounts on the rise, the fear of outliving one's savings has never been more palpable among retirees and pre-retirees. The 4% rule, developed in the 90s by financial advisor Bill Bengen, suggests that withdrawing 4% of your retire...
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Ep.8 - 401(k) Rollover: 6.5 Compelling Reasons to transfer your old 401(k) into an IRA (Individual Retirement Account)
Description: Join Jeff and Steve on Wealth Roadmap as we uncover the transformative benefits of optimizing your retirement assets, whether through consolidating into an Individual Retirement Account (IRA) or keeping them in your 401(k). In this eye-opening episode, we'll explore six and a half compelling reasons why strategic management of your retirement savings could be the key to unlocking financial freedom and maximizing your retirement goals. 1. Simplified Management and Enhanced Co...
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Ep. 7 - Unlocking the Mystery of RMDs: Your Essential Guide to Required Minimum Distributions
Description:Join Jeff and Steve on the Wealth Roadmap Podcast as we unravel the mysteries of Required Minimum Distributions (RMDs) in plain language. In this episode, we cover everything you need to know about RMDs:- Which retirement accounts need RMDs?- What happens if you miss your RMD?- Can you reinvest your RMD?- Strategies for managing RMDs.- When do you start taking RMDs?- How do you calculate RMDs?- Dealing with RMDs across multiple accounts.- Can you delay your first RMD?- Impact of R...
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Ep6. -Beyond the S&P: Lessons from the Lost Decade
Join Jeff and Steve on this episode of "Wealth Roadmap" as they delve into the rollercoaster ride that was the S&P 500 during the Lost Decade from 2000 to 2010. While recent years have seen impressive gains, it's crucial to remember the challenges investors faced during this period of stagnant growth. Jeff and Steve explore the importance of diversification beyond the S&P 500, highlighting the need to consider alternative asset classes for a well-rounded investment strategy. Tune in t...