Retirement Income Solutions:

Risk Tolerance

On today's show we'll help you define an important financial concept known as risk tolerance. We'll also give out some class superlatives to various financial strategies.

Important Links:

Security First Asset Management Website: https://www.sfamga.com/

Contact: https://www.sfamga.com/contact/

Phone: 888-417-6278

The Seven Deadly Sins

We'll take a look at the seven deadly sins and how they manifest themselves in the investment world.

 

Important Links:

Security First Asset Management Website: https://www.sfamga.com/

Contact: https://www.sfamga.com/contact/

Phone: 888-417-6278

Financial Mythbusting

There are plenty of myths out there in the financial world. Let's make sure that the advice you're getting is right for you. We'll also help you ask better questions to your financial advisor.

 

Important Links:

Security First Asset Management Website: https://www.sfamga.com/

Contact: https://www.sfamga.com/contact/

Phone: 888-417-6278

Mailbag: Paying Off Mortgage For Rental Properties, Saving For College Vs Retirement

Al would like to know whether it's advisable to pay off the mortgage on his rental properties before retiring. Maggie asks how much of her savings she should direct to her retirement and to her kids' college plans. Leo has a rare problem: he had more money than he knows what to do with! Bill and Daniel will help solve these problems and more.

 

Important Links:

Security First Asset Management Website: https://www.sfamga.com/

Contact: https://www.sfamga.com/contact/

Phone: 888-417-6278

Things That Just Don’t Work

Let's talk about some aspects of the financial world that might just not work for your retirement situation.

 

Important Links:

Security First Asset Management Website: https://www.sfamga.com/

Contact: https://www.sfamga.com/contact/

Phone: 888-417-6278

Financial Mythbusting

There are plenty of myths out there in the financial world. Let's make sure that the advice you're getting is right for you. We'll also help you ask better questions to your financial advisor.

 

Important Links:

Security First Asset Management Website: https://www.sfamga.com/

Contact: https://www.sfamga.com/contact/

Phone: 888-417-6278

Risk Tolerance

On today's show we'll help you define an important financial concept known as risk tolerance. We'll also give out some class superlatives to various financial strategies.

Important Links:

Security First Asset Management Website: https://www.sfamga.com/

Contact: https://www.sfamga.com/contact/

Phone: 888-417-6278

Ask The Right Questions

You may have a lot of questions about your retirement plan, but do these questions really give you the information you need? Bill and Daniel will give some tips on asking the right questions about your finances.

Important Links:

Security First Asset Management Website: https://www.sfamga.com/

Contact: https://www.sfamga.com/contact/

Phone: 888-417-6278

Hindsight 20/20

Sometimes, circumstances that seem uncertain become much clearer once some time has passed and you've gained more experience. Let's talk about some common decisions that people make in retirement that usually get re-examined later in life.

Important Links:

Security First Asset Management Website: https://www.sfamga.com/

Contact: https://www.sfamga.com/contact/

Phone: 888-417-6278

Retirement Statistics

Learn the different types of risk that could affect your portfolio. Get a gut reaction from Bill and Daniel on some crucial statistics.

Important Links:

Security First Asset Management Website: https://www.sfamga.com/

Contact: https://www.sfamga.com/contact/

Phone: 888-417-6278

DIY Retirement Planning

People love DIY projects. There’s even a DIY Network where you can watch shows about home renovation, landscaping, or interior design…and how to do those things without professional help. Let’s talk about the DIY mentality in retirement planning.

Stuff That Just Doesn’t Work

Let's talk about some aspects of the financial world that might just not work for your retirement situation.

Financial Mythbusting

There are plenty of myths out there in the financial world. Let's make sure that the advice you're getting is right for you. We'll also help you ask better questions to your financial advisor.

Presidential Quotes

Everybody loves a good presidential quote. Our goal here is to take quotes from past presidents and apply them to the financial world. We'll also talk about things that just don't work.

Mailbag: Paying Off Mortgage For Rental Properties, Saving For College Vs Retirement

Al would like to know whether it's advisable to pay off the mortgage on his rental properties before retiring. Maggie asks how much of her savings she should direct to her retirement and to her kids' college plans. Leo has a rare problem: he had more money than he knows what to do with! Bill and Daniel will help solve these problems and more.

Ask The Right Questions

You may have a lot of questions about your retirement plan, but do these questions really give you the information you need? Bill and Daniel will give some tips on asking the right questions about your finances.

Mailbag: Paying Off Mortgage For Rental Properties, Saving For College Vs Retirement

Al would like to know whether it's advisable to pay off the mortgage on his rental properties before retiring. Maggie asks how much of her savings she should direct to her retirement and to her kids' college plans. Leo has a rare problem: he had more money than he knows what to do with! Bill and Daniel will help solve these problems and more.

Retiring Early

Let's take a look at what it takes for someone to be able to retire early. 

Presidential Quotes

Everybody loves a good presidential quote. Our goal here is to take quotes from past presidents and apply them to the financial world. We'll also talk about things that just don't work.

Mailbag: Paying Off Mortgage For Rental Properties, Saving For College Vs Retirement

Al would like to know whether it's advisable to pay off the mortgage on his rental properties before retiring. Maggie asks how much of her savings she should direct to her retirement and to her kids' college plans. Leo has a rare problem: he had more money than he knows what to do with! Bill and Daniel will help solve these problems and more.

Mailbag: Dividends, Robo-Advisors, Working After Retirement

William wants to know if dividend paying stocks can factor into his retirement plans. Karen wonders what the deal is with robo-advisors. Holly asks about working after retirement. Bill and Daniel will be answering those questions and more on today's episode.

Mailbag: Reasonable Fees, Retiring Early, 401(k) Contributions

Pam writes in to ask about what fees are reasonable for an advisor to charge. Charlotte wonders how to plan for retiring early. Regina wants to know about what portion of her income she should contribute to her 401(k). Bill and Daniel will be answering those questions and more.

Mailbag: Inheritance, 529 Plans, & Working With Multiple Advisors

Jacqueline asks what to do about a farm that she inherited. Richard wants to know about the best way to utilize a 529 Plan for college savings. Lillian gets Bill and Daniel's opinion on whether someone should work with multiple advisors.

Mailbag: Diversification, Understanding Your Prospectus, Planning For Medical Issues

Andy is wondering how to achieve proper diversification in his portfolio. Donna wants advice on understanding her prospectus. Meanwhile, Jerry needs to know how to set aside money for health problems in retirement. Bill and Daniel will be answering those questions and many more.

Mailbag: Insurance In Retirement, How Aggressive Should I Invest, Maturing Annuities

Alexus asks about getting health insurance now that she no longer has a job. Ted wants to know how to strike a balance between investing safely and investing aggressively. David is wondering what to do with an annuity that is maturing. Bill and Daniel will answer those listener questions and many more.

Mailbag: Multiple Advisors, Pensions, Budgeting

This week we will be answering listener questions about working with multiple advisors, dealing with pensions, how to go about budgeting for retirement, and much more.

Mailbag: Paying Off Mortgage For Rental Properties, Saving For College Vs Retirement

Al would like to know whether it's advisable to pay off the mortgage on his rental properties before retiring. Maggie asks how much of her savings she should direct to her retirement and to her kids' college plans. Leo has a rare problem: he had more money than he knows what to do with! Bill and Daniel will help solve these problems and more.

Mailbag: Dividend Paying Stocks, Robo-Advisors, Working Past Retirement

William wants to know if dividend paying stocks can factor into his retirement plans. Karen wonders what the deal is with robo-advisors. Holly asks about working after retirement. Bill and Daniel will be answering those questions and more on today's episode.

Mailbag: Reasonable Fees, Retiring Early, And 401(k) Contributions

Pam writes in to ask about what fees are reasonable for an advisor to charge. Charlotte wonders how to plan for retiring early. Regina wants to know about what portion of her income she should contribute to her 401(k). Bill and Daniel will be answering those questions and more.

Mailbag: Diversification, Interpreting Your Prospectus, Health Problems

Andy is wondering how to achieve proper diversification in his portfolio. Donna wants advice on understanding her prospectus. Meanwhile, Jerry needs to know how to set aside money for health problems in retirement. Bill and Daniel will be answering those questions and many more.