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The Need for Advisors in Retirement Plans - "Set it and forget it" Isn't always the answer.
To keep from sounding self serving I almost name today's show something else. However, after much thought and preparation I realized there was no better way to say it.
With the poplularity of target-date funds (TDF's), risk-based funds, and model portfolios, reaching a whopping $475 billion as of Novermber 2012, according to Morningstar. This is four times the total in 2006, which was the same year the Pension Protection Act passed. But, many employess who have 401(k)s and 403(b)s are selecting such funds and then forgetting about it.
Tune in to learn why this maybe a very costly mistake!
A Carefree Retirement can be yours. But NOT thru the old ways of saving and investing. Learn how to make the retirement savings you now have work for you. To give you the Carefree Retirement you desire. A Carefree Retirement is presented by 19 year Safe Money professional Matt Marshall.
David Dann, an Insurance & Financial Services Agent with MMI Financial Group, Inc., discusses some of the most common misconceptions that people have about retirement planning, and he highlights 2 important planning topics that are frequently overlooked by most retirees.
Dann, whose Insurance & Financial Services practice is focused on retirement planning, talks about "working with the whole client, not just investing their money."
Todd Meyer, President and CEO of MMI Financial Group, Inc., also talks about issues that the baby boomer generation is facing that past generations of retirees did not have to plan for.
in Self Help
Pamela Hirsch retired from her national educational prep company and ended up starting a nonprofit for people struggling with the cost of infertility treatments. Learn about Pam's transition through retirement and the inside scoop about starting and running a nonprofit. Visit retirementlifematters.com to learn more.
Ken Jackson of Pentegra Retirement Services joins the show. Are Americans saving enough for retirement? What retirement services options can community banks offer to their employees? Jackson answers these questions and others. Dimitris Rousseas of Compliance Alliance answers the question of the week.
Are you ready for retirement? It's not all golf and grandchildren. You only think you know about retirement!
Is retirement and option? Some say yes others say no. Retirement sound like a goo thing but it all boils down to 'ARE YOU PREPARED." At what age are you going to retire? Do you have a retirement NEST EGG. How soon will boredom set in if you've been active in the work place. Is your budget realistic. Have you figured out how much money you'll need-that depends on your age especially if you're retiring at a young age and are healthy. Young retirees have more time to go out, shop and travel.
Keep a budget...BOND WITH YOUR MONEY...YOU EARNED IT THE OLD FASHION WAY, 'YOU WORKED FOR IT!'
Not easy to get back into...etc.
Second home...think again...etc.
Medicare doesn't cover...etc.
Long term care facility vs...etc.
INVEST IN YOURSELF...etc.
in Self Help
Guest: Steve Watkins, a financial consultant and retirement planner with World Financial Group, the marketing arm of Transamerica.
Like many of us Baby Boomers, Steve Watkins had to reinvent himself. Mr. Watkins came from the legal profession, in which he worked for many years until coming on board with World Financial Group in June 2012. He received his California Life and Health Insurance License No. I03995 in September 2012. Since then, he and his colleagues have exclusively focused on fighting for the forgotten Middle Americans under the company’s banner: “No Family Left Behind.” He says that his company works 24/7 to provide solutions to the Retirement Crisis and to help people the rest of the financial services industry chooses to ignore.
Join my converstion with Steve on the causes of the financial crises that Boomers are facing as we move into our retirement years. To solve this crises we must confront the causes. This show no hold bars discussion on the first step to fix the financial catastrophe facing Boomers.
“The commentaries and views expressed in this interview are for information and/or motivational purposes only. The views and opinions expressed therein are those of the individual speakers and do not necessarily represent the views and opinions of World Financial Group, Inc., 2nd Act Boomers, or any of their respective affiliates and employees.”
In this segment Rick Bueter shares his thoughts about America's retirement system. Learn why the traditional 401k doesn't work and what the government isn't telling participants that could cost their entire life's savings. It's what THEY don't want you to know. It's all about Money, Taxes and Personal Freedom.
As the last of the Baby Boomer population hits their 50's, there’s an ever increasing demand for retirement transition planning that focuses on lifestyle, personal fulfillment and spirituality. It's not just about the money, despite what commercials for investment companies would have you believe. People are more active than ever before, and new horizons are just around the corner. Get into this special coaching niche to take them there!
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