Game Plan For Retirement with Rodney Harris
44 episodes - English - Latest episode: almost 2 years ago -Rodney Harris is the founder and Chief Investment Strategist for Wealth Management of the Carolinas, a North Carolina based retirement planning firm. On this program, Rodney shares tips, strategies, and secrets for building a solid plan for retirement confidence.
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Episodes
2022 EP0917 | Rodney Harris | Philosophies
September 17, 2022 13:00 - 8 minutes - 12.5 MBLearn with Rodney Harris as they discuss why having a financial advisor is crucial to a solid retirement plan and what their philosophies are when providing advice. We hope you enjoy this week's edition of Game Plan For Retirement and make sure to give Rodney Harris a call at (704)782-7233.
2022 EP0827 | Rodney Harris | Legacy
August 27, 2022 13:00 - 11 minutes - 16.6 MBTune in as Rodney Harris describes how and why preparing your legacy plan can provide benefits both for your family when you pass away, but also while you live through retirement. Make sure to tune in and listen to another important edition of Your Game Plan For Retirement.
2022 EP0813 | Rodney Harris | Taxes
August 13, 2022 13:00 - 11 minutes - 16.9 MBTune in this week as Rodney Harris discusses taxes. How they can affect retirement. And casting the opinion of himself and many other advisors on what taxes may be doing in the future. Contact Rodney Harris at (704)782-7233 and visit the website at www.wealthmanagementcarolinas.com.
2022 EP0730 | RODNEY HARRIS | INVESTMENTS
July 30, 2022 13:00 - 11 minutes - 16.8 MBRodney Harris is founder of Wealth Management of the Carolinas. On this edition of Your Game Plan For Retirement, Rodney discusses your investments and the current market and economic environment. What should we be doing with our investments and retirement accounts? Rodney specifically addresses the concerns of those in or nearing retirement, a time where market downturns can be particularly impactful on your lifetime financial outlook. Rodney takes a fiduciary approach to setting up investm...
2022 EP0716 Rodney Harris | Income
July 16, 2022 14:00 - 8 minutes - 12.9 MBTune in this week as Rodney Harris discusses one of the most critical topics for everyone: Income. Rodney Harris is a trained Series 65, Investment Advisor Representative ready to answer any questions you have about creating income from your investments. Contact Rodney Harris at (704) 782-7233 to go over any questions you have or to get your plan examined. Wealth Management Of The Carolinas hopes you enjoy another edition of Your Game Plan For Retirement.
2022 EP0702 | RODNEY HARRIS | KNOWING WHERE TO FIND RELIABLE FINANCIAL GUIDANCE
July 02, 2022 13:00 - 9 minutes - 13.1 MBWith so much debating in the news media today, how do we sort through it all and find solid financial information and guidance? Rodney Harris is a Series 65 Registered Financial Consultant and discusses questions and confusion in the financial world. Rodney Harris can make sure you have a solid plan for the future. Contact Rodney Harris at (704) 782-7233 to make sure your Game Plan For Retirement has you on the right track.
2022 EP0618 | RODNEY HARRIS | CURRENT MARKET CONDITIONS
June 18, 2022 13:00 - 13 minutes - 18.4 MBCurrent stock market and economic conditions have savers and investors justifiably concerned about their financial future. Costs are higher, the market is lower, everything is getting more expensive while we are simultaneously losing money. How can we make sure that we are on track and making progress towards financial and retirement success. Rodney Harris discusses these issues and the approach he takes for clients at Wealth Management of the Carolinas on this week’s edition of Your Game Pla...
2022 EP0604 - RODNEY HARRIS - REALISTIC EXPECTATIONS
June 06, 2022 22:00 - 13 minutes - 18.8 MBListen and learn with Rodney Harris as he explains the realistic expectations he guides you through to maybe make your retirement a little more comforting.
2022 EP0521 Rodney Harris - Market Volatility
May 21, 2022 13:00 - 13 minutes - 18.8 MBMarket #volatility continues through the month of May. The #Fed has reversed course and the market generally does not like change. Since 2008, the Fed has been lowering interest rates and simultaneously buying trillions in mostly US Treasuries. They knew they were taking a risk with simulative policies and putting all this cheap liquidity out into the open market. To put it simply, money (liquidity) has been plentiful and cheap to access. Now the Fed is looking to take out some of the excess...
2022 EP0507 - Rodney Harris - Client Market Concerns
May 07, 2022 13:00 - 10 minutes - 15.5 MBToday’s “Sandwich Generation” is faced with difficult complications and challenges in our best efforts to care for loved ones. A cold reality is the care and support we can provide is often about money. From a financial perspective, careful planning is the best thing we can do to support our family, and not place undue burden on our loved ones. Listen as Rodney Harris discusses the steps and approach to caring for our loved ones on this week’s edition of Game Plan For Retirement.
2022 EP0423 - Rodney Harris - Current Ongoing Concerns
April 23, 2022 13:00 - 21 minutes - 29.7 MBThe current and going problems in our society and how are they going to affect the market is crucial. Listen and learn how Rodney Harris is going to guide you through these endeavors and avoid some of these issues in the future. Contact Rodney Harris at (704)782-7233.
2022 EP0409 - Rodney Harris - Secure Act
April 07, 2022 21:57 - 21 minutes - 29.8 MBChanging Retirement Rules (Again) Just like its predecessor, the "SECURE Act", the new #SECUREAct2.0 which passed through the House on a broadly bipartisan vote, aims to further change the rules, laws, and regulations about your retirement accounts. The original #SECUREAct of 2019 delayed #RMD requirements for 1.5 years but, also did away with the potential for generational account growth and tax deferral. It requires that all Qualified, tax-deferred retirement accounts passed to the...
2022 EP0319 - Rodney Harris - Market Volatility and Taxes
March 17, 2022 21:32 - 14 minutes - 21 MBA market is a fantastic tool if used for the right reasons and when we have reasonable expectations. There will be downturns in the market. There have been many over history and there will certainly be more to come. How, when, and to what extent we use the market needs to be an informed decision guided by an informed, educational process. Listen this week as Rodney Harris goes through market volatility and taxes.
2022 EP0305 Rodney Harris - Common Financial Mistakes
March 05, 2022 14:00 - 12 minutes - 18 MBFind Rodney Harris & Wealth Management of the Carolinas online & on social media. www.WealthManagementCarolinas.com Facebook: @wealthmanagementcarolinas - https://www.facebook.com/wealthmanage... Twitter: @WealthCarolinas - https://twitter.com/WealthCarolinas LinkedIn: https://www.linkedin.com/in/rodney-ha... J.W. Rodney Harris and LuAnn Barnes are Investment Advisor Representatives with Investment Advisory Services offered through Brookstone Capital Management, LLC, an SEC Registered lnvest...
2022 EP0226 - Rodney Harris - Common Financial Mistakes PT3
February 26, 2022 14:00 - 11 minutes - 15.6 MBFind Rodney Harris & Wealth Management of the Carolinas online & on social media. www.WealthManagementCarolinas.com Facebook: @wealthmanagementcarolinas - https://www.facebook.com/wealthmanagementcarolinas Twitter: @WealthCarolinas - https://twitter.com/WealthCarolinas LinkedIn: https://www.linkedin.com/in/rodney-harris-b00096212/ J.W. Rodney Harris and LuAnn Barnes are Investment Advisor Representatives with Investment Advisory Services offered through Brookstone Capital Management, LLC, an...
2022 EP0219 - RODNEY HARRIS - COMMON FINANCIAL MISTAKES PT2
February 19, 2022 14:00 - 7 minutes - 10.1 MBOn the day you retire, you have hopefully built a sizeable amount of assets but, that does not always give us confidence in our ability to spend and enjoy life through retirement. One of the most common mistakes is not having the confidence to spend and it comes from not having a key part of the financial plan in place. Listen as Rodney Harris explains how he helps his clients address this retirement fear.
2022 EP0205 - RODNEY HARRIS - COMMON FINANCIAL MISTAKES PT 1
February 06, 2022 14:00 - 9 minutes - 12.7 MBHow do we know if we are taking too much risk? To have these and many more questions answered just contact Rodney Harris (704) 782 7233.
2021 EP1218 Rodney Harris - Closing The Year
December 18, 2021 14:00 - 15 minutes - 21.6 MBWe are getting ready to wrap up the year here at Wealth Management Of The Carolinas and on this week's episode we circle back and talk about you and your financial progress. If you ever want to revisit our discussions, submit any questions, or want to talk about steps to take into 2022 or beyond, please do not hesitate to reach out at (704)782-7233 or visit us online at WealthManagmentCarolinas.com. Merry Christmas & wishes for a safe, healthy, and prosperous New Year for you and your family.
2021 EP1211 Rodney Harris - Ed Slott
December 11, 2021 14:00 - 41 minutes - 57.5 MB"America's Leading IRA Expert" (as named by the Wall St. Journal, CPA Ed Slott joins Rodney Harris on Game Plan For Retirement to discuss the importance of and specific strategies for End of Year Planning. Keep more of your retirement savings!
2021 EP1204 Rodney Harris - Identifying Opportunities
December 04, 2021 21:31 - 18 minutes - 25.8 MBListen as Rodney Harris helps to identify some year-end planning strategies to get you on the best financial path for a confident 2022 and enjoyable retirement!
2021 EP1120 RODNEY HARRIS - Thanksgiving
November 20, 2021 14:00 - 20 minutes - 19 MBHappy Thanksgiving from the team at Wealthmanagementofthecarolinas.
2021 EP1030 - RODNEY HARRIS - FINANCIAL RISKS
October 30, 2021 13:00 - 12 minutes - 18.1 MBFor our Halloween weekend edition of the program, we are discussing some potentially scary financial topics and current events. As always, if you have questions or want to address any of the issues discussed, or your own planning concerns, contact Rodney Harris and the team at (704)782-7233 Ext 3
2021 EP1016 Rodney Harris - Financial Risks
October 17, 2021 13:00 - 12 minutes - 18.1 MBThe ups & downs in the market present challenges and emotional reactions at any point in our financial lifespan but, particularly when income is on the line. How does market volatility impact the income we generate now and into the future? Please always remember Rodney Harris offers a free 1-hour complimentary review where he will answer this question and many more. Don’t delay the schedule today. Lots of great information on the show, so follow the link to check out this riveting episode.
2021 EP1009 Rodney Harris - Taxes, Fees, and Inflation
October 10, 2021 13:00 - 14 minutes - 20.5 MBThe cost of living is on the rise. People are reasonably concerned with the quick and significant changes we have seen in the cost we pay for day-to-day living and the things we are used to paying for. Tune in as Rodney Harris helps you to manage these expenses as you plan and prepare for retirement.
2021 EP1002 Rodney Harris - Scary Topics
October 02, 2021 13:00 - 14 minutes - 21.1 MBThe cost of living is on the rise. People are reasonably concerned with the quick and significant changes we have seen in the cost we pay for day-to-day living and the things we are used to paying for. Tune in as Rodney Harris helps you with retirement.
2021 EP0925 Rodney Harris Life Insurance & Annuities
September 25, 2021 13:00 - 16 minutes - 23.7 MBThere are products that will offer an upfront bonus on your initial deposit and then will guarantee growth on your value for the purpose of generating future income. Tune in as Rodney Harris discusses this and more on this week’s edition of Game Plan For Retirement.
2021 EP0918 Rodney Harris Financial Surprises
September 18, 2021 13:00 - 17 minutes - 24.7 MBHow would you answer this question? Do you know how you would cover the costs of medical and long-term care expenses should you or your spouse require care? Tune in as Rodney Harris helps to answer these questions and many more.
2021 EP0911 Rodney Harris Legacy Planning
September 11, 2021 13:00 - 21 minutes - 30 MBEvery step in your financial progress takes careful planning. Choosing the right financial advisor is the first step. Tune in to this show as Rodney Harris pays tribute to 9-11 while helping you create a financial legacy.
2021 EP0904 Rodney Harris Labor Day!!!!!
September 05, 2021 13:00 - 17 minutes - 24 MBHappy Labor Day Weekend! Don't forget to tune into Rodney Harris's podcast, Your Game Plan For Retirement to keep your finances in check, even on holidays such as Labor Day. After all, we are celebrating all our hard work, we want to be smart with our money too. Rodney Harris is always looking out for your best interest and what really fits you. So listen, learn, and spend some fun time with family and friends. As always, remember to sit back, relax, and put your seat belt on.
2021 EP0821 Rodney Harris - Back To Basic
August 21, 2021 13:00 - 20 minutes - 27.8 MBOn this program, we will examine the benefits of having a written plan for retirement. Tune in as Rodney Harris makes sure you have a true written retirement plan based on math and certainty, not just speculation.
2021 EP0807 Rodney Harris 8 Moments to move your money
August 08, 2021 13:00 - 14 minutes - 20.5 MBThere are several ways you can offset retirement expenses and even increase your income throughout retirement. It starts with having sound information and making good decisions on how to generate income. This is just one topic that Rodney Harris covers that should be addressed when counting down to retirement.
2021 EP0731 - RODNEY HARRIS - HOT FINANCIAL TOPICS !!!!!!
July 31, 2021 13:00 - 14 minutes - 19.9 MBListen as Rodney Harris talks about the Hot Financial Topics in the market to help you save and better your future for the rest of your life so, sit back, relax, put your seatbelt on, and enjoy.
2021 EP0724 Meet Your Advisor Rodney Harris
July 24, 2021 13:00 - 12 minutes - 18 MBYou are not being educated on your options. Is your financial professional having the conversations that are important for the NEXT phase of your financial life or are they having outdated conversations. Tune in to this show as Rodney Harris helps you navigate your way to a more comfortable retirement.
2021 EP0724 Meet Your Advisor Rodney Harris
July 24, 2021 13:00You are not being educated on your options. Is your financial professional having the conversations that are important for the NEXT phase of your financial life or are they having outdated conversations. Tune in to this show as Rodney Harris helps you navigate your way to a more comfortable retirement.
2021 EP0717 Rodney Harris #1 Factor in Retirement
July 17, 2021 13:00 - 7 minutes - 10.5 MBThere are several ways you can offset retirement expenses and even increase your income throughout retirement. It starts with having sound information and making good decisions on how to generate income. Social Security has a Cost Of Living Adjustment (COLA). Investments can be used as supplemental income streams in later years. Having a written income plan can help identify what assets are needed for income now and what assets can be positioned for growth. Tune in as Rodney Harris helps you...
2021 EP0710 - RODNEY HARRIS - 3 BIGGEST RETIREMENT EXPENSES
July 10, 2021 13:00 - 10 minutes - 15.2 MBTo plan for a stable, successful retirement, you have to plan for how you will address the largest expenses you will encounter. However, many times, these expenses are overlooked. On this episode, Rodney Harris discusses your 3 largest retirement expenses and how to plan to control them.
2021 EP0703 - RODNEY HARRIS - FINANCIAL INDEPENDENCE
July 03, 2021 13:00 - 11 minutes - 16.5 MBIdentifying retirement’s largest potential expenses and formulating a plan to address it is just one of the core issues Rodney Harris will discuss in this show. Continue to tune in as we help to make sure you have a complete plan that addresses your future financial needs and risks.
2021 EP0626 - RODNEY HARRIS - 5 PLANNING MISTAKES
June 26, 2021 13:00 - 13 minutes - 19.4 MBHave you ever said to yourself “it’s too late to plan for retirement”? “Better late than never”, “No time like the present”, “If not now, when?”… It’s never too early, and it’s never too late to formulate a plan for retirement. True, some plans will be better than others. But, success doesn’t have to be defined by wealth and opulence. Success can be achieved through planning and execution. Tune in to hear Rodney Harris explain planning and execution as you navigate through retirement.
2021 EP0619 - RODNEY HARRIS - 10 STEPS TO RETIRE
June 19, 2021 13:00 - 9 minutes - 12.6 MBReviewing & updating your legal documents is one step of 10 when preparing for retirement that Rodney Harris discusses on this week’s episode of 10 STEPS TO RETIREMENT.
2021 EP0612 - Rodney Harris - Are You Ready To Retire?
June 12, 2021 13:00 - 9 minutes - 13.8 MBOn this episode Rodney covers the 12 must-answer questions to know if you are ready to retire.
2021 EP0605 - YOUR GAME PLAN FOR RETIREMENT - LEGACY PLANNING
June 05, 2021 13:00 - 9 minutes - 13.3 MBPlanning encompasses looking forward for a lifetime, and beyond. What kind of legacy will you be leaving behind, both financially and emotionally? With proper planning, you can leave a positive impact for your family and loved ones. Rodney Harris explains the thought process that goes into planning for a legacy and how he helps careful planners create their own.
2021 EP0529 - RODNEY HARRIS - HEALTHCARE PLANNING
May 29, 2021 12:00 - 11 minutes - 15.8 MBOn this episode of Your Game Plan For Retirement Rodney Harris discusses the potential costs, and planning approaches to address the risk of healthcare expenses throughout retirement.
Managing Taxes
May 22, 2021 12:00 - 9 minutes - 13.4 MBOn this episode, Rodney discusses how proactive planners, savers, and investors and control and minimize their tax liability throughout retirement, and why this is so important in providing confidence in your foundation for livable retirement income.
Game Plan For Retirement
May 21, 2021 15:00 - 35 minutes - 48.9 MBOver the course of his radio program, airing in Concord, NC, Rodney Harris shared his perspectives, as well as tips, strategies, and secrets for constructing a plan for a more secure retirement. This is the best of that content where Rodney addresses income, investments, taxes, healthcare, and legacy planning.