On The Money with Jerry and Nick Royer Podcast
101 episodes - English - Latest episode: over 2 years ago - ★★★★★ - 7 ratingsJoin America's Father & Son Retirement Wealth Team, Jerry and Nick Royer, as they co-host the On The Money with Jerry & Nick Royer Podcast which is your one stop show for financial tips and ideas you can use to help get you to and through retirement with more confidence and clarity. Jerry and Nick are TV personalities on CBS, NBC, and ABC news affiliates. They are also keynote speakers, authors, radio show hosts, and consumer advocates. Their nationally syndicated radio show airs on numerous stations and coast-to-coast on iHeartRadio. And now you can benefit each week just like thousands of other radio listeners by tuning in to their Weekly Podcast.
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Episodes
Episode #98 Merry Christmas and Happy New-Flation???
December 17, 2021 18:00 - 21 minutes - 14.5 MBWhile the holiday season is upon us, new challenges are hitting your pocketbook beyond having to just buy those presents. There’s inflation that’s gone higher than it has in decades and then there’s also the challenges of getting those gifts due to supply shortages. What’s this all mean to you? What can you do about it? Find that out on this episode! Take the On The Money Checklist Challenge and discover once and for all if you are On-Track for a rock solid retirement…or not. Click here to...
Episode 97: 5 Tips To Get On The RIGHT Financial Track
June 18, 2021 18:00 - 19 minutes - 13.5 MBSo many retirees are getting to retirement and they come to find out there are some things happening in their financial life that’s causing them unnecessary problems. Things that are causing their retirements to potentially be “Off-Track”. During this podcast, we go into 5 quick tips to help get you back “On-Track” and confident about your financial future. Here’s what we talk about: - Where are you potentially wasting money each and every month? - Does your Net Worth really matter? An...
Episode #96: What’s Keeping You Up At 2AM?
June 04, 2021 11:00 - 28 minutes - 19.9 MBWhat keeps you up at night? What’s on your mind at 2 in the morning? Well, after doing our radio show for close to 9 years now, we get lots of phone calls from our listeners, and the same 5 questions keep coming up. The same 5 questions that keep people up at 2AM. What are those questions and what can you do about it? FREE GIVE: Take the On The Money Checklist Challenge and discover once and for all if you are On-Track for a rock solid retirement…or not. Click here to find out how to get t...
Episode 96: What’s Keeping You Up At 2AM?
June 04, 2021 11:00 - 28 minutes - 19.9 MBWhat keeps you up at night? What’s on your mind at 2 in the morning? Well, after doing our radio show for close to 9 years now, we get lots of phone calls from our listeners, and the same 5 questions keep coming up. The same 5 questions that keep people up at 2AM. What are those questions and what can you do about it? FREE GIVE: Take the On The Money Checklist Challenge and discover once and for all if you are On-Track for a rock solid retirement…or not. Click here to find out how to get t...
Episode #95: Why’s Gene Simmons from KISS Leaving California?
December 04, 2020 16:00 - 26 minutes - 18.2 MBThere’s a lot changing in the world! New government proposals that are circulating the rumor mill could dramatically change the future of retirement. And many people (even celebrities) are making some adjustments that’s getting a little attention. On this Podcast Jerry and Nick talk about: - Some new Government proposals that could dramatically change the future of your retirement plan. - What could happen to those RMD’s in the future? Could it move up to age 75? What’s that mean t...
Episode #94 The Best of Jerry & Nick: What's That Turkey Really Cost?
December 04, 2020 05:00 - 14 minutes - 9.71 MBIt’s the holiday season, buying gifts and eating food. On this weeks podcast, Jerry and Nick talk about how much all of this stuff cost back in 1965 when Jerry first entered the financial planning world. - Discover how much of an impact inflation has had on just a simple Thanksgiving meal. - What the real inflation rate is that you should use when planning for retirement. - How to make sure you are factoring in enough so that your income keeps pace with you throughout your entire retirem...
Episode #94 The Best of Jerry & Nick: What's That Turkey Really Cost?
December 04, 2020 05:00 - 14 minutes - 9.71 MBIt’s the holiday season, buying gifts and eating food. On this weeks podcast, Jerry and Nick talk about how much all of this stuff cost back in 1965 when Jerry first entered the financial planning world. - Discover how much of an impact inflation has had on just a simple Thanksgiving meal. - What the real inflation rate is that you should use when planning for retirement. - How to make sure you are factoring in enough so that your income keeps pace with you throughout your entire retirem...
Episode #93: Interview on the Mary Flynn Show- How’s The Election & Pandemic Going To Affect Your Money in the Future?
November 03, 2020 19:00 - 26 minutes - 18.2 MBElections, pandemics, market volatility, and future uncertainty seems to be the talk of all of the 24/7 news networks. But what does this really mean to you and your money? What plans should you have in place? Jerry and Nick share their outlook and tips on what you can do during this exclusive interview on the Mary Flynn Show. During this interview you’ll learn about: What to do if you’ve been laid off and why if you aren’t at your job your 401k shouldn’t be either. Why trying to time ...
Episode #92: Will the Election Rattle Your Retirement?
October 16, 2020 18:00 - 24 minutes - 17.2 MBWhat’s on everyone's mind right now? The Elections and how it could affect the economy and your finances. What’s it mean to your pocketbook? Jerry and Nick bring the stats and the historical point of view with about 100 years of MATH backing it up. They help bring some certainty to an uncertain world. On this Podcast you’ll discover: - What we can learn from other elections over the past century - How stock market returns vary between election years and non-election years - The 2 p...
Episode #91 Is The Robo-Advisor A Good Guy or A Bad Guy?
October 09, 2020 04:00 - 36 minutes - 24.9 MBWhat’s a Robo-Advisor anyway? A good guy or a bad guy? Friend or Foe? Jerry and Nick talk about the pro’s, con’s and strings attached of technology in the financial planning and retirement planning arena. On this Podcast you’ll discover: The good, bad and ugly of technology handling your money. What we can learn from movies like 2001 A Space Odyssey, Star Trek and the Terminator. What technologies you should be using when it comes to planning for retirement. Enjoy the show! FREE G...
Episode #90 WARNING Taxes Are Likely Heading Higher
October 01, 2020 12:00 - 24 minutes - 16.9 MBOn this episode, Jerry and Nick talk about the future of taxes in retirement and they provide some pro-tips that are direct from their book Defuse - The 7 Steps To Saving Your 401k from the IRS. On this podcast you’ll discover: - What taxes will likely be in the future and how it could affect your retirement. - The 3 types of tax buckets and which one is the most advantageous for you. - The concept of paying taxes on the Seed vs. The Harvest and how to make it work for you. - One uniqu...
Episode #89 Crazy Things We're Seeing
September 18, 2020 18:00 - 23 minutes - 16.3 MBOn this episode Jerry and Nick talk about the crazy things they’ve seen in 2020. From t-shirts to cruise ships to dividends being cut out and companies closing down, what’s all of this mean to your pocket book? What can you do about it? On this Podcast you’ll discover: The 5 likely scenarios that could affect your retirement. What could happen to commercial real estate. Will social security run out sooner than originally expected? How the FED’s actions will change the retirement picture...
Episode #89 Crazy Things We're Seeing
September 18, 2020 18:00 - 23 minutes - 16.3 MBOn this episode Jerry and Nick talk about the crazy things they’ve seen in 2020. From t-shirts to cruise ships to dividends being cut out and companies closing down, what’s all of this mean to your pocket book? What can you do about it? On this Podcast you’ll discover: The 5 likely scenarios that could affect your retirement. What could happen to commercial real estate. Will social security run out sooner than originally expected? How the FED’s actions will change the retirement picture...
Episode #88: Going Back To The Future To 1985
September 11, 2020 04:00 - 17 minutes - 12.4 MBOn this episode Jerry and Nick get in their On The Money Time Machine and they go Back To The Future to 1985. A time when: Ronald Reagan was President The San Francisco 49ers defeated the Miami Dolphins during Super Bowl XIX The song We Are the World was recorded Legendary basketball coach Bobby Knight throws a chair across the court Boxer Mike Tyson makes his professional debut with a 1st round knockout Coca-Cola debuts New Coke which turned into an epic failure The movie Back to...
Episode 88: Going Back To The Future To 1985
September 11, 2020 04:00 - 17 minutes - 12.4 MBOn this episode Jerry and Nick get in their On The Money Time Machine and they go Back To The Future to 1985. A time when: Ronald Reagan was President The San Francisco 49ers defeated the Miami Dolphins during Super Bowl XIX The song We Are the World was recorded Legendary basketball coach Bobby Knight throws a chair across the court Boxer Mike Tyson makes his professional debut with a 1st round knockout Coca-Cola debuts New Coke which turned into an epic failure The movie Back to...
Episode #88: Going Back To The Future To 1985
September 11, 2020 04:00 - 17 minutes - 12.4 MBOn this episode Jerry and Nick get in their On The Money Time Machine and they go Back To The Future to 1985. A time when: Ronald Reagan was President The San Francisco 49ers defeated the Miami Dolphins during Super Bowl XIX The song We Are the World was recorded Legendary basketball coach Bobby Knight throws a chair across the court Boxer Mike Tyson makes his professional debut with a 1st round knockout Coca-Cola debuts New Coke which turned into an epic failure The movie Back to...
Episode #87: Timeless Financial Advice
September 04, 2020 04:00 - 17 minutes - 11.8 MBOn this episode, Jerry and Nick talk about the lessons that you can learn from some of the greats like Ben Franklin, Yogi Berra, and Mark Twain. You’ll hear about how some of their wisdom from years past can tie into helping you achieve a solid financial future. You’ll find out: How your retirement may be more than just the size of your bank account. Where many retirees are inadvertently wasting money that’s potentially costing them thousands. If inflation is really a factor to be conc...
Episode #86: The Can and Can’t Sees of Retirement
August 28, 2020 12:00 - 23 minutes - 16.3 MBOn this episode of the On the Money with Jerry and Nick Royer Podcast we talk about the financial things that you typically can see and the dangerous hidden things you oftentimes can’t see financially. It’s those can’t sees that can derail you and this is what we will talk about on this episode. You’ll find out: How to identify the CAN’T SEES of your current retirement plan that can act like termites burrowing into your Financial House. What you can do to get rid of those CAN’T SEES bef...
Episode #85: 10-Steps To Surviving A Layoff or Furlough
August 21, 2020 19:00 - 20 minutes - 14.3 MBOn this episode of the On the Money with Jerry and Nick Royer Podcast we talk about the new reality in the ongoing pandemic. With companies going out of business or cutting back just to survive, lay offs and furloughs are skyrocketing and it may be getting worse in the months to come. So how do you survive it? That’s what we talk about this week. You’ll find out: What companies have filed for bankruptcy and what the trend is showing us The 10-Steps to take to survive being either furlou...
Episode #84: Talking with The Man and Woman On The Street
August 14, 2020 16:00 - 12 minutes - 8.94 MBOn this episode of the On the Money with Jerry and Nick Royer Podcast we have sent our team to talk with the Man and Woman “On The Street”. What’s concerning them, what’s on their mind from their own mouth. That’s what you’ll find out on this weeks Podcast. You’ll find out: The limitations on retirement accounts and what you can do about it. What kind of taxes can you expect to pay in retirement. What happens if you retire and start taking money from your accounts, but then go back to ...
Episode #83 The CARES Act- What's It Mean For Your Wallet
April 28, 2020 21:00 - 14 minutes - 9.7 MBThe $2 trillion dollar CARES Act is taking affect across America and the checks are starting to hit peoples bank accounts, but what does this really mean for your wallet? That’s what this weeks Podcast is all about. You’ll discover: How The Coronavirus Aid, Relief, and Economic Security Act is affecting your finances. What changes have been made to Required Minimum Distributions for 2020? Whose going to be getting the stimulus checks and how much can you expect? If you are getting soc...
Episode #82- Interview with John Hopkins- Help Protect Yourself From COVID-19
April 14, 2020 18:00 - 17 minutes - 12.4 MBBe sure to tune into this special edition of the On the Money with Jerry and Nick Royer Podcast where you’ll hear from an expert from Johns Hopkins about what seniors need to know about the Covid-19 pandemic. On this podcast, Jerry and Nick are joined by special guest Dr. Alicia Arbaje who will answer your most pressing COVID-19 questions, like: - Why do the number of COVID-19 cases continue to rise? - What has doctors the most concerned about this disease? - ...
Episode #81 Coronavirus Scam ALERT!
April 10, 2020 04:00 - 13 minutes - 9.18 MBDuring the ongoing Coronavirus crisis, scams are running rampant. They know you’re home, they know you're worried, and new scams are taking advantage. We talk about these scams and how you can protect yourself. On this Podcast, Jerry, Nick along with their Co-Host Mark Elliott talk about: - The new IRS stimulus check scam - How online scammers are targeting vulnerable internet users. - The illegal robocalls that are hitting homes. - Scams that are promoting fake Coronavirus home test...
Podcast #80 Coronavirus - What To Expect and What You Should Do?
April 07, 2020 16:00 - 29 minutes - 20 MBWith the country shut down, unemployment on the rise, and the markets acting incredibly volatile, what should you expect, and what should you do? That’s the topic of this podcast with Jerry and Nick Royer, along with their co-host Mark Elliott. We talk about: What is Price Dislocation, and how is it causing the market prices to appear inaccurate? What are the 3 types of market crashes, and which type is this one? What can we learn from the history books about situations similar to this?...
Podcast #79 Elections and the Markets with Jeff Bush of the Washington Update
March 06, 2020 05:00 - 15 minutes - 10.5 MBIt’s election year and what to expect is on everyone's mind, so Jerry and Nick have gone to their Washington Insider Jeff Bush. He’s from the Washington Update and has a lot of insight into the elections and how it’s going to affect the markets. We talk about: What he’s learned from being a Washington Insider and a Washington Outsider How the markets may react depending on which democratic runner gets the nod and who eventually wins in November. What he’s seeing in the other races like...
Podcast #78 Coronavirus and the Markets
February 27, 2020 18:00 - 19 minutes - 13.1 MBOn this weeks podcast, Jerry and Nick talk about the Coronavirus on the Mary Flynn Show. How’s it affecting the market and should you be worried in the long-term? We talk about: How this compares against other similar situations like SARS, the Swine Flu, and the Zika Virus. How to setup your investments to weather both good and sour markets. Why it’s important to have both Red Money (risk) and Green Money (not at market risk). Enjoy the show! - Schedule Your Complimentary On The Money ...
Episode #77 Interview with Nobel Laureate Robert Shiller
January 10, 2020 20:00 - 27 minutes - 19.1 MBOn this weeks podcast, Jerry and Nick interview Nobel Laureate, American Economist, Best-Selling Author, and Yale Professor Robert Shiller! We talk with Robert about: - What the outlook for the economy is. - His take on how to properly diversify. - Investments and strategies that retirees should be considering. - How annuities could possibly fit into a retirement plan. FREE GIVE: https://group10financial.lpages.co/on-the-money-retirement-toolkit/ Enjoy the show! - Schedule Y...
Episode #76 What's That Turkey Really Cost?
December 13, 2019 05:00 - 14 minutes - 9.7 MBIt’s the holiday season, buying gifts and eating food. On this weeks podcast, Jerry and Nick talk about how much all of this stuff cost back in 1965 when Jerry first entered the financial planning world. - Discover how much of an impact inflation has had on just a simple Thanksgiving meal. - What the real inflation rate is that you should use when planning for retirement. - How to make sure you are factoring in enough so that your income keeps pace with you throughout your entire retirem...
Episode #75: Do You Have Tricks or Treats in Your Financial Goodie Bag?
October 30, 2019 12:00 - 14 minutes - 10.3 MBHappy Halloween!!! Jerry and Nick are joined by their co-host Mark Elliott as they play Financial Trick or Treat. They will talk about the types of things that can end up in your financial bag and whether or not these are Tricks to avoid or Treats to enjoy! Enjoy the show! Resources In Today's Episode: - Free Resource Download Page - Schedule Your Complimentary On The Money 5-Step Retirement Review by calling 1.800.245.0546 - Check out our website: Group 10 Financial/ - Follow us on Face...
Episode #74 WBZW Interview on the Mary Flynn Show
September 27, 2019 04:00 - 1 hour - 56.6 MBJerry and Nick are interviewed for their Money Monday Financial Segment on WBZW’s Mary Flynn Show. They talk about the Financial Landmines that can blow up everything you took a lifetime to accumulate. Fortunately, Jerry and Nick have been through this (a few hundred times) and they see the same landmines blowing up retiree after retiree. But the good news is they know how to avoid these things. The next hour could help change the next 20-30-40 years of your financial life, and help you a...
Episode #73 David Bach Interview- What's The Best Advice He's Ever Gotten?
September 20, 2019 04:00 - 24 minutes - 17.1 MBOn this weeks podcast, Jerry and Nick welcome back New York Times Best-Selling Author David Bach! David has been in the financial industry for nearly 3 decades and is the author of nine best-selling books including: The Automatic Millionaire, Smart Women Finish Rich, and Smart Couples Finish Rich. He’s also been a guest on the Oprah Winfrey show several times and is considered one of America’s most trusted financial experts. We talk with David about: - The best advice he would give those...
Episode #72 Money Monday Interview on the Pete Paquette Show- The Inverted Yield Curve, Biggest Retirement Fears, Love Stinks Money Truths and 5 Reasons You Don’t Need A Financial Advisor
August 30, 2019 14:00 - 1 hour - 46 MBListen to Jerry and Nick's awesome Money Monday Interview on the Pete Paquette Show as they talk about: - What the inverted yield curve is and does it really mean we are headed towards a recession? - The biggest fears plaguing most retirees. - The 3 Love Stinks Money Truths - The 5 reasons you don’t need a financial advisor (and a few reasons why it makes a lot of sense) FREE GIVE: #1 On The Money Retirement Toolkit…you’ll see the pic and info for this on our company homepage and th...
Episode #71 Inverted Yield Curve - Should You Be Worried?
August 27, 2019 22:00 - 17 minutes - 11.9 MBOn this weeks podcast, Jerry and Nick talk about all of the news lately on the Inverted Yield Curve. What is it? What’s all the noise about? Is it something you should be worried about? You’ll learn: - What is the Inverted Yield Curve. - Why the news and media sources are so concerned about this. - Why this signal has given many false alarms over the years. - Why some of the top Economists (including the former Fed Chairman) aren’t worried and telling people this may be another wro...
Episode #70 Mid-Year Resolution Check-Up Part 2
August 09, 2019 04:00 - 28 minutes - 19.5 MBOn this weeks podcast, its Part 2 of Jerry and Nick’s podcast on doing that mid-year check up on those financial resolutions you’ve made. We cover the last 9 things you should be checking up on with your money so you can finish well into the end of the year. FREE GIVE: #1 On The Money Retirement Toolkit…you’ll see the pic and info for this on our company homepage and the link is below… https://group10financial.lpages.co/on-the-money-retirement-toolkit/ Enjoy the show! Resources In ...
Episode #69 Mid-Year Resolution Check-Up Part 1
July 19, 2019 04:00 - 21 minutes - 14.6 MBOn this weeks podcast, Jerry and Nick revisit the financial resolutions we made in January for Part 1 of this two part Podcast. On this show we cover the first 7 things you should be checking up on with your money so you can finish well into the end of the year. FREE GIVE: #1 On The Money Retirement Toolkit…you’ll see the pic and info for this on our company homepage and the link is below… https://group10financial.lpages.co/on-the-money-retirement-toolkit/ Enjoy the show! Resourc...
Episode #68 5 Easy Steps to Avoid Those Nasty 60-Day Rollover Mistakes on Your IRA
July 12, 2019 04:00 - 14 minutes - 10.2 MBJerry and Nick talk about how to avoid making mistakes when moving your IRAs, 401ks, and 403b accounts. Making a mistake with this can result in potentially thousands of dollars in tax penalties! Not Good! You’ll learn: - What mistakes people commonly make when doing a rollover of their IRAs, 401ks, and 403b accounts. - What the 60-day rollover rule is and why it could devastate your retirement savings if you ignore it. - The 5 Simple Steps to follow so that you can avoid these 60-Day...
Episode #68 5 Easy Steps to Avoid Those Nasty 60-Day Rollover Mistakes on Your IRA
July 12, 2019 04:00 - 14 minutes - 10.2 MBJerry and Nick talk about how to avoid making mistakes when moving your IRAs, 401ks, and 403b accounts. Making a mistake with this can result in potentially thousands of dollars in tax penalties! Not Good! You’ll learn: - What mistakes people commonly make when doing a rollover of their IRAs, 401ks, and 403b accounts. - What the 60-day rollover rule is and why it could devastate your retirement savings if you ignore it. - The 5 Simple Steps to follow so that you can avoid these 60-Day...
Episode #67 The 5 Legs of Planning For A Rock Solid Retirement!
June 28, 2019 04:00 - 26 minutes - 18.3 MBOn this weeks podcast, Jerry and Nick talk about when you should start planning for retirement and what the 5 phases are too planning for it. You’ll learn: - Why it’s not too early to start planning in your 50s. - Why waiting until the day you retire may not be the best idea. - Why retiring too soon could put you in a healthcare and Medicare pickle. FREE GIVE: #1 On The Money Retirement Toolkit…you’ll see the pic and info for this on our company homepage and the link is below… ...
Episode #66 What’s on Your Summer Reading List? We Interview New York Times Best Selling Author David Bach on What Books He Suggests!
June 24, 2019 15:00 - 21 minutes - 14.5 MBOn this weeks podcast, Jerry and Nick welcome back New York Times Best-Selling Author David Bach! David has been in the financial industry for nearly 3 decades and is the author of nine best-selling books, including The Automatic Millionaire, Smart Women Finish Rich and Smart Couples Finish Rich. He’s also been a guest on the Oprah Winfrey show several times and is considered one of America’s most trusted financial experts. We talk with David about: - What books he suggests for your su...
Episode #65 Money Monday Interview on the Pete Paquette Show- Financial Jargon, 5 Phases to Retirement, and Strategies for Retirement Income
June 17, 2019 18:00 - 1 hour - 55.3 MBListen to Jerry and Nick's awesome interview on the Pete Paquette Show as they talk about: - The 12-Strategies To Generate Income in Retirement - Demystifying the Financial Jargon out there - The 5 Phases To Planning For Retirement FREE GIVE: On The Money Retirement Toolkit…CLICK HERE Enjoy the show! Resources In Today's Episode: - Free Resource Download Page - Schedule Your Complimentary On The Money 5-Step Retirement Review by calling 1.800.245.0546 - Check out our website: Group 1...
Episode #64 Transitioning From Your Work Life To Your Retired Life
June 07, 2019 04:00 - 23 minutes - 10.7 MBOn this weeks podcast, Jerry and Nick talk about how to transition from your work life to your retired life. The fact is that retirement is like 20-30 years of unemployment, are you ready to live through that? Are you sure that you can retire and STAY retired? This podcast also covers: - The 4-Step Retirement Income Plan - The 3 options available for creating income in retirement. FREE GIVE: On The Money Retirement Toolkit…CLICK HERE Enjoy the show! Resources In Today's Episode: - ...
Episode #63: Is That Risk I Smell?
May 31, 2019 04:00 - 18 minutes - 8.42 MBThe markets have had a bit of a decline lately and 2019 has had its fair bit of big swings up accompanied by increases in volatility. Jerry and Nick put the current market decline in perspective including what are the 3 downside risks and the 5 positive things happening in the markets right now. They also talk about how this is a great opportunity to create a financial plan that can weather both good and sour markets. FREE REPORT: What To Do In A Down Market Guide…CLICK HERE Enjoy the ...
Episode #62 Jerry & Nick Interviewed on the Debbie O'Brien Show on The Financial Redzone, Diversification and Getting Rid of Obsolete Financial Thinking!
May 24, 2019 04:00 - 1 hour - 32.3 MBJerry & Nick Interviewed on the Debbie O'Brien Show on The Financial Redzone, Diversification and Getting Rid of Obsolete Financial Thinking! - Jerry and Nick talk about the 3 Key Levels of Diversification that people should use when creating their retirement plan. - They talk about the Financial Redzone and how to prepare so you don’t fumble at a time when you can’t afford a Financial Turnover. - Why you should throw old outdated strategies and go Against the Grain with strategies fit fo...
Episode #61 Listener Questions Answered! Junky Interest Rates! What Account Do I Spend First? Am I Diversified?
May 16, 2019 04:00 - 19 minutes - 9.17 MBJerry and Nick pull some questions from out of the mailbag and tackle the following questions: - What can you do to stay safe and earn better than the measly 1%-2% that the banks are offering? - What accounts should you spend first when you retire? Should it be the ROTH? Should it be the 401k or the IRA? What should be spent first? Jerry and Nick give you the 4-Step Process. - How do I know if I’m really diversified? If I have 8 different accounts am I diversified? Jerry and Nick dive int...
Episode #60 Can I Move My 401k Before I Even Retire?
May 10, 2019 04:00 - 19 minutes - 9.19 MBTopic: In-Service Distributions: Can I Move My 401k Before I Even Retire? - Most Americans have been told the lie that they can’t do anything with their 401ks until they leave their job or retire. If you are over 59 1/2, this may not be the truth at all! - Discover the unique strategy that 64% of Americans with 401ks can use to take control of those accounts and rollover the funds tax-free to another pre-tax account EVEN IF they are still working at their company. - How you can start crea...
Episode #59 Are People Really Retiring On Cruise Ships???
May 03, 2019 04:00 - 16 minutes - 7.75 MBAre People Really Retiring On Cruise Ships??? There’s a growing trend of retirees leaving the workforce, downsizing, and then moving on-board some of the worlds most famous cruise ships. But why are they doing this? Whats this cost? What are the pros and cons of moving on a cruise ship as opposed to staying in your home or moving into an assisted living facility? This new group of trendsetters may surprise you and show you a unique alternative in the world of retirement. Enjoy the show! ...
Episode #58 5-Star Retirement
April 26, 2019 04:00 - 19 minutes - 8.97 MBDo You Have A 5-Star Retirement Plan?? You’ve heard of 5-Star Hotels and 5-Star Restaurants, but can you create a 5-Star Retirement Plan? On this weeks podcast Jerry and Nick talk about the 5 parts to that 5-Star Retirement Plan and how you can score yourself to know if you have a 1-star plan, 3-star plan, or maybe even a 5-star plan. Tune in and then download all of the resources at our Free Resource Download Page. Enjoy the show! Resources In Today's Episode: - Free Resource Download ...
Episode #57 Captive vs Independent…Does It Really Matter???
April 19, 2019 04:00 - 16 minutes - 7.82 MBThere’s captive advisors and independent advisors…does it really matter who you end up working with? Jerry shares his story from around 50 years ago where he learned this lesson the hard way. Does it matter? Well in this weeks podcast you’ll find out why it most likely does. You’ll discover why you should seek out an independent advisor versus a captive one and why you should work with someone who is dually licensed and able to do more. Look at it this way…if they are captive, so are you. C...
Episode #56 There’s No Way In Heck That All Investments Are Created Equal
April 12, 2019 04:00 - 22 minutes - 10.4 MBOn this weeks podcast Jerry and Nick tackle the myths about all sorts of investments out there. They touch on the Myth of the Average Return and why the market rarely hits the average return. They go after the most publicized Buy and Hold strategy and why it's possibly not the best for the future given the fact that we’re 10 years into this rising market. Tune in and then download all of the resources by CLICKING HERE!!! Enjoy the show! Resources In Today's Episode: - Free Resource Down...
Episode #55 Lessons Learned From Nashville!
April 08, 2019 14:00 - 19 minutes - 8.86 MBIn this week's episode, you’ll find out the lessons Jerry and Nick learned during a recent conference they attended in Nashville. They judged the IARFC National Financial Plan Competition and left with several valuable lessons. One of which is why retirees and pre-retirees should have a K.I.S.S. financial plan. Another takeaway is that studies show asking a lot of questions about your situation can result in a plan you feel more certain about during retirement. But what questions should you ...