Guarding The Harvest
7 episodes - English - Latest episode: over 3 years ago -Chris Alberta is an acclaimed financial strategist, lecturer, and President of Principium Tactical Wealth Management. As your host on Guarding The Harvest, Chris illuminates listeners with the insider scoop on what retirees should expect, what they should avoid, and what tools are available to them to make the best financial decisions possible.
Tune in to learn perspectives on important topics such as: market myths, utilizing annuities, when to draw social security, avoiding tax implications, buyouts vs. pensions, distributing retirement accounts, facts about IRAs, beneficiary prep, and Medicare information.
As a seasoned expert and pioneer in his field, Chris Alberta's voice is one to be heard.
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Episodes
The Delicate Dance
November 02, 2020 17:14 - 35 minutes - 28.8 MBChris explains the tools he uses in his office to analyze the potential pitfalls and compare an individual's risk tolerance with their actual holdings. He looks at the economy and talks about where the long-lasting damage may lie and reassures that there is an underlying opportunity in the market lows. In addition, he warns about preparing for changes in RMD's and Medicare in 2020 with the upcoming election.
Financial Landscape During Covid-19
November 02, 2020 17:14 - 37 minutes - 30.1 MBAssessing the changes in market behavior during the pandemic. "Bomb shelter planning" what happens when fear, panic, and uncertainty drives the market. What retirees can do to make sure they can insulate their portfolio for the "long term game" - fill your financial plan with shelf-stable products.
Discipline Always, Politics Never
November 02, 2020 17:13 - 37 minutes - 30.3 MBIn this episode, Learn how to evaluate and gauge political fears during retirement as Chris and Frank discuss the mathematical merits of using low-risk investment mechanisms to grow wealth at a slow and steady pace.
We're Gonna Need A Bigger Boat
November 02, 2020 17:13 - 37 minutes - 34.7 MBHead into 2020 with advice you can use to guard and grow your nest egg. This week, Frank and Chris cover new legislation you should know about, with tips on how you can use it to your advantage.
Uprooting Retirement Unknowns
November 02, 2020 17:12 - 37 minutes - 34.6 MBThis episode touches on the debacle of Long Term Care insurance concerns, clarifies our position on the merit of annuity work, and reviews some of the popular misconceptions about the Medicare annual enrollment period.
When A Drought Comes
November 02, 2020 17:11 - 37 minutes - 34.6 MBThis episode deals with some recent market concerns, as well as dealing with retirement accounts after the death of a spouse. Also, we spend some time on the progress that Medicare Advantage programs have made in the Michigan market.
Rules of the Harvest
November 02, 2020 17:11 - 37 minutes - 34.6 MBIn this episode, we have a candid discussion about the importance of protecting income during unstable times, the benefits and pitfalls of Roth conversions, and touch on several questions from Michigan retirees about their money and retirement concerns.