20 episodes

Your Investment Attorney is a discussion surrounding innovative financial strategies that help result in financial clarity, security and overall financial health. Rod and his team at Oath Planning have a primary focus on estate planning, financial planning and taxes.

Your Investment Attorney Rod Yancy

    • Investing
    • 5.0 • 8 Ratings

Your Investment Attorney is a discussion surrounding innovative financial strategies that help result in financial clarity, security and overall financial health. Rod and his team at Oath Planning have a primary focus on estate planning, financial planning and taxes.

    What's Your Retirement Number?

    What's Your Retirement Number?

    From time to time, different groups conduct surveys to come up with “the number” – the amount of money the average person needs to ensure a comfortable retirement.  The latest survey was done by TransAmerica and their magic number is … 500K!
    Well, the truth is everyone's retirement is different, so "your number" will also be different. Hear how Rod works with clients to determine how much they'll need to have a comfortable retirement and also have money for the cost of healthcare, taxes, inflation and more. 
    Contact Rod and his team today for a Complimentary Portfolio Review!

    • 9 min
    Will the Election Impact Your Retirement Plans?

    Will the Election Impact Your Retirement Plans?

    It has been one crazy year hasn't it? Rod talks about what his clients and listeners are calling about amid all the uncertainty in todays world. 
    Then, how will the upcoming election affect our portfolio? Does it matter who or what side is elected? Will it have an impact on the stock market and economy? 
    How can you protect your money? First, what are your financial goals? Then, whats the best way to get the best return from your investments and diversify them? Rod discusses how his tools and strategies can do just this and give you those "airbags" around your income plan. 
    Rod is a Financial Planner AND an Estate Planning Attorney. Have you thought about leaving a legacy to your family? Do you know what your financial goals are? Rod can walk you through the process, from A to Z for creating income you can't outlive and discussing options on how you can leave a legacy for your loved ones. 
    Contact Rod and his team today for a Complimentary Portfolio Review! This is a great time to make sure you're on the right track with your financial planning, creating that income plan, filling those buckets of money and correcting any mistakes that may be found. Call today! 
     

    • 11 min
    Are Tax Hikes are On the Way ?

    Are Tax Hikes are On the Way ?

    There’s been a lot of speculation about whether the next president and Congress will raise taxes.  But a Wall Street Journal editorial warns about another tax hike – the automatic increase that businesses will pay in unemployment taxes.  I think we all know that – one way or another – those increases will be passed along to us.  Doesn’t this highlight the importance of reducing our tax liabilities, wherever we can? 
    Contact Rod For Your Customized Plan! 
     

    • 8 min
    What the 2020 Election Could Mean for Your Taxes!

    What the 2020 Election Could Mean for Your Taxes!

    Anything could happen between now and November, but some political analysts predict that we’re going to see a “blue wave” on election day – with Democrats winning the White House, the Senate, and the House.  If that happens, Forbes says we’ll almost certainly see an increase in our federal tax rates.  But because of the rising deficit, we might be paying higher taxes no matter which party wins.  Is it too soon to try to be proactive about managing our taxes? 
    We can't control the election, taxes or what could happen in the market BUT you can control your financial plan! 
    Contact Rod and his team today for a Complimentary Tax Analysis!  

    • 8 min
    Joe Biden Wants to Make Changes to Your 401(k) - How Will this Impact You?

    Joe Biden Wants to Make Changes to Your 401(k) - How Will this Impact You?

    If you have a traditional 401(k), the contributions you make to it are tax deferred and tax deductible.  But Joe Biden wants to convert that deductibility to a 26% refundable tax credit.  That would benefit low-income workers, but it would penalize higher-income workers.  Investing strategist Matthew Sommer tells CNBC that such a change would make Roth retirement accounts more attractive. That’s great for young people – but what about those of us who already have 20- or 30-years’ worth of contributions in a traditional account?  Would we benefit from converting that money to a Roth? 
    Contact Rod and his team today for a Complimentary Portfolio Review! This is a great time to make sure you're on the right track with your financial planning, creating that income plan, filling those buckets of money and correcting any mistakes that may be found. Call today! 
     

    • 10 min
    Financial Lessons from Sir Isaac Newton!

    Financial Lessons from Sir Isaac Newton!

    Rod is both an Estate Attorney AND a Financial Advisor, hear how and why this makes him stand out from other financial advisors.
    Then, if we chose retirement planning topics like kids choose teams on the playground, guess which topic would be picked last?  Kiplinger says it would be estate planning.  Hear how Rod makes creating an estate plan fun and easy! 
    Okay, here’s something I didn’t know:  A story in The Atlantic says Sir Isaac Newton was a wealthy man … until he got greedy.  Newton sold off his “safe” holdings so he could invest more in a stock market boom.  But then the market tanked, and he lost what today would be the equivalent of about $4 million!  Isaac Newton was a pretty smart guy –  Rod discusses the lesson we can learn from his moves! 
    Call to meet with Rod today for a Complimentary Portfolio Review! This is a great time to take a look at your plan to make sure you are on track - you control your financial destiny! 

    • 10 min

Customer Reviews

5.0 out of 5
8 Ratings

8 Ratings

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