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Changes are a part of life and we have them for you today.
A whole 2 hour show just to announce my changes.
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Remember Miri.one is the web address where you will find me.
Still if you want a quickie yes or no answer, keen is still tops with free 3 minutes.
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Free 401k advise learn how to turn your 401k into gold and why its a good idea.
Miri my little spot in the world.
Elena Lucas is CEO of UtilityAPI and also one of a growing group of technology pros leveling their sites on the energy grid. Will the next Uber happen in this field? We'll learn more.
Also, Wendy's has some disturbing news and we find the secret behind Tony Robbin's advisor's success. We field a call on the Quotacy hotline from Kevin about Blooom, a new company that will help you manage your 401k. Do we like it? We also take your letters, try to answer Doug's trivia, and more!
Thanks to MagnifyMoney.com and SoFi for sponsoring our podcast!
Tom Clark, JD, LLC joins us today to discuss the 5500 and what Advisors can glean from it when attemtping to prospect for new or potential 401k clients. Tom is Of Counsel with The Wagner Law Group, voted one of the tope ERISA attorneys in the country and a frequent guest here.
Tom's practical insight and ongoing fidicuiary commentary make him sought after as a Speaker and Attorney.
None of the material presented here should be taken as legal advice. This is not a solicitatoin in any shape for legal services.
Rebecca Hourihan, Chief Marketing Officer @ 401k Marketing joins me today for a light-hearted look at 401k marketing. How do you stand out in a crowded field of Advisors? What strategies should you employ to get noticed? Rebecca and I chat today to put a different spin on the often boring topic of marketing for Financial Advisors.
in Self Help
Many are neverous when they hear the word Investing, or competitive savings options after the economic boom of 2008. Understandly, many Americans trusted people to invest our hard earned money wisely but it was not. After the dust has settled since the scandal in 2008, many are still left wondering what options are available outside of their 401K. This call will help answer what a safe investment is and isn't, how the insurance companies are able to do it and if it's the right option for you and your family.
If you are looking to roll your 401K into another plan, this call is for you.
If you have money saved up and it's growing sloooow, this call is for you.
If you have come into some money like an inheritance, this call is truly for you.
Join me live and get your questions answered about this tax deferred plan that will help you build your account while elinimating the risk of loss.
in Real Estate
Mike Gazzola has funded his retirement tax free, using a self-directed IRA. This approach may not be for everyone and he highly recommends that you consult your accountant, attorney and investment advisor. However, if you determine that it is for you, amazing returns are possible using this device that is available under the Tax Code. Simply stated, you roll over your traditional IRA or old 401k-without penalty into a self-directed IRA. Then when you're ready to buy a piece of property for your retirement account, you notify the custodian of your new IRA. The custodian writes a check to the owner of the property and presto-your IRA now owns the property. When you go to sell the property, the process is the reverse, the buyer now makes payment directly to your IRA custodian and all profits go back into your IRA. If you're receiving monthly rental payments, they also go right back into your IRA allowing you to make even more investments. This strategy might not be for everyone and there are pitfalls that you must become aware of, but if you decide it's for you, the rewards can be enormous.
For More Info Go to TeachMeMike.com
Non-Qualified v. Qualified money. Do I get a tax break for this type or that type of money? What are the differences between IRA/Roth IRA/401k/403b/SEP/Defined Benefit Pension? What does any of that stuff have to do with annuities, stocks, bonds, mutual funds or even life insurance?!
These are some of the most common question I hear from clients all across the country, from every walk of life. These terms, plans and products are so commonly thrown around, it is a wonder anyone has any money left at all!
In this show, I hope to take a whack at simplifying all these things and with any luck will be able to answer questions like:
How do all these different things work with each other?
Which things can never be combined?
How severely your taxes can be impacted by making one small mistake with one of these.
and much more.
It is time to sit down, take a pencil, and learn these incredibly important terms and what they mean to you, your savings and your retirement.
Take 30 minutes to arm yourself with knowledge and once and for all, let the mumbo jumbo clutter be cleared!
If anyone knows what the future looks like at The Motley Fool, it’s our co-founder David Gardner. He joins us to talk about which tech trends he has his eye on, as well as how to find—and invest in—the companies that are driving the future. We’ll also answer a listener question about when to consider a Roth 401k and then meet this week’s Money Morons.
Today Kevin Avent, CFP, AIF Managing Directory of Wealth Managment for Unified Trust joins me today. We will chat about the realites of in and out of plan options for IRA Rollovers. Kevin will discuss the challenges for both Advisors and Plan Sponsors when it comes to these situations.
Nothing in this podcast should be considered investment or tax advice.
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