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Category: Sound Retirement Planning

October 30, 2024 Category: Sound Retirement Planning

401(k) Catch-Up Contribution Limits to Rise in 2025: Key Updates

Workers aged 60 to 63 will be able to save an extra $10,000 per year in their 401(k), offering a powerful opportunity to boost retirement savings. This could be a game-changer for those nearing retirement. Here’s what you should know.

September 27, 2024 Category: Sound Retirement Planning

REITs 101: Building A Diversified REIT Portfolio

Optimizing your REIT portfolio involves proper diversification, choosing quality REITs with a history of sound performance, and regularly monitoring and rebalancing the portfolio. Let’s explore four simple strategies for building a sound, income-producing REIT portfolio.

September 25, 2024 Category: Sound Retirement Planning

PODCAST: Don’t Fight the Fed

In this episode, Jerry Robinson breaks down the impact of the Federal Reserve’s latest rate cut and how it could shape the future of key asset classes. Plus, special guest Barry James Dyke discusses his new book “The Retirement Ruse,” offering insights for protecting your financial future.

September 11, 2024 Category: Sound Retirement Planning

PODCAST: Smart Retirement Income Strategies

Many retirees fear outliving their money, but in this episode, Jerry Robinson tackles smart strategies to secure your financial future. Join us as we explore methods for maximizing Social Security, choosing income-producing investments, leveraging annuities, and more to ensure you never run out of money.

July 15, 2024 Category: Sound Retirement Planning

REITs vs. Traditional Real Estate Investing

Are you looking to invest in real estate but unsure if REITs or traditional investing is the right choice for you? Read on to discover the pros and cons of each approach and find out which one aligns with your investment goals.

October 19, 2021 Category: Sound Retirement Planning

VIDEO: The Model For Financial Success

Financial advisor Mike Mitchell discusses a powerful macroeconomic planning process to create measurable financial growth and wealth.

May 17, 2019 Category: Sound Retirement Planning

10 Benefits of Permanent Life Insurance

Permanent life insurance is one of the only financial instruments that creates multiple user benefits with a single monetary action.