Retirement Money Team
21 episodes - English - Latest episode: over 2 years ago - ★★★★★ - 2 ratingsJoin the club and be part of the weekly newsletter:
Email: [email protected]
Retirement Money Team was established to guide and empower the everyday worker into retirement. Rodney Peters is on a mission to help one million Americans retire with more confidence. Specializing in retirement income planning, Rodney connects with his clients in creating a retirement path for the present and future. On this podcast Rodney and the Retirement Money Team share insights contributing to the changing landscape of retirement. Building a structure for those decades from retirement and fine tuning the details of those ready to make the leap into their financial freedom of retirement. Moving through the clutter of information with the end goal of purposeful wisdom.
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Episodes
What's Your Net Net Net Worth?!?
December 29, 2021 05:00 - 6 minutes - 6.2 MBWhat's your net net net worth..?? Figuring out your key financial numbers leading into 2022. Kick start your successful financial year by understanding what's going on today. Article: https://money.usnews.com/money/personal-finance/saving-and-budgeting/articles/how-to-calculate-your-net-worth
Holiday Spending
December 22, 2021 05:00 - 8 minutes - 7.76 MBWant more information for your specific life? Set a time to talk: calendly.com/rodneypeters Submit a question or join the club: [email protected] Happy holidays to all from our team to you and your family we hope you're having a great end of year and in your enjoying it with friends and family. After the holiday season is over you often see the results of how much you actual spent when the credit card bill hits and the last thing we want is a larger bill after the holiday ch...
Past Investing Mistakes?
December 15, 2021 05:00 - 13 minutes - 12.1 MBWant more information for your specific life? Set a time to talk: calendly.com/rodneypeters Submit a question or join the club: [email protected] That’s really what resolutions are about, winning - to beat a bad habit or start a good habit – to win against all of the external and internal factors fighting against you. Well today we’re going to highlight ways to learn from the past and put your finances in a position to win in the year 2022. Article: https://money...
Retirement Savings Goal
December 08, 2021 05:00 - 14 minutes - 12.9 MBWant more information for your specific life? Set a time to talk: calendly.com/rodneypeters Submit a question or join the club: [email protected] Setting up for your retirement? Well, how do you execute on your goals? This show will cover 5 steps. 1) How much can you save 2) Timing.. when do you plan to retire 3) Reduction of Debt 4) Guaranteed Income Streams 5) What lifestyle do you want Articles: https://www.fidelity.com/viewpoints/retirement/how-much-do...
TAXES! 2022 Planning
December 01, 2021 05:00 - 14 minutes - 12.9 MBWant more information for your specific life? Set a time to talk: calendly.com/rodneypeters Submit a question or join the club: [email protected] Taxes! Yes – we’re back on the trail of updated taxes, specifically diving into changes coming our way in the year 2022. Articles: https://www.irs.gov/newsroom/irs-provides-tax-inflation-adjustments-for-tax-year-2022 https://www.investopedia.com/irs-announces-tax-brackets-and-other-inflation-adjustments-for-tax-year-2...
TAXES! 2021 UPDATE
November 24, 2021 05:00 - 12 minutes - 11.9 MBWant more information for your specific life? Set a time to talk: calendly.com/rodneypeters Submit a question or join the club: [email protected] Taxes! They just keep changing, they're hard to understand and in the end we don't want to pay more taxes than we have to. So, this episode will outline a few updates for THIS YEAR 2021... Care to learn about inflation and what that's doing to some tax decisions - stay tuned into this episode and next week's about tax updates ...
Risky Bonds - Are You In Danger?
November 17, 2021 05:00 - 14 minutes - 12.8 MBWant more information? Set a time to talk: calendly.com/rodneypeters Submit a question or join the club: [email protected] What does it mean if the conservative part of their portfolio (the bonds) are not holding up their end of the bargain? Picture a seasaw your kids or grandkids play on. When one side goes down the other side goes up. Well, that's how bonds and interest rates work. When interest rates go up, bonds go down. Don't just expect your retirement accounts to...
Economy Slowing Down
November 10, 2021 19:29 - 11 minutes - 10.3 MBWant more information? Set a time to talk: calendly.com/rodneypeters Submit a question or join the club: [email protected] What’s a biggest threat to your investment account growing – inflation or the economy slowing down? What if both happened. What if you thought inflation was going to be the large hurdle and decided to adjust your investments to match typical inflation threats. Or, you decided the economy has to slow down before real inflation hits and you drive your inve...
Social Security Increase!
November 03, 2021 16:00 - 9 minutes - 8.84 MBWant more information? Set a time to talk: calendly.com/rodneypeters Submit a question or join the club: [email protected] We have some good inflation news - the annual cost-of-living adjustment (COLA) for the 69 million Americans on Social Security will receive its biggest bump since 1983 – almost 40 years in the making. The cost-of-living-adjustment was amped up because inflation for goods you and I need each day are coming with a higher price tag. No doubt you fel...
Stock Market Turning Negative?
October 20, 2021 04:00 - 10 minutes - 9.97 MBWant more information for your specific life? Set a time to talk: calendly.com/rodneypeters Submit a question or join the club: [email protected] Since the beginning of the stock market, there has always been a worry that the bottom is going to fall out. For most of us, it's human nature to think about what potentially may harm us and figure out how to combat that threat. It's been widely documented that the stock market is a great way of creating wealth over an extended ...
Want To Quit Your Job?
October 13, 2021 04:00 - 9 minutes - 9.1 MBWant more information for your specific life? Set a time to talk: calendly.com/rodneypeters Submit a question or join the club: [email protected] We're all looking around wishing life was the same, but knowing it's just not. For a lot of people that means reevaluating what they do for 40 hours a week. Should you continue working because it's a paying job, or is it time to find the job you actually want? What's important to you: working from home / high income / flexibility...
Why Is Financial Advice Important?
October 06, 2021 04:00 - 13 minutes - 12.4 MBWant more information for your specific life? Set a time to talk: calendly.com/rodneypeters Submit a question or join the club: [email protected] Life at times is overwhelming; work, kids, grandkids, friends, staying healthy.. at times it all seems to be too much. What about your "financial life" money, saving, spending, credit cards, short term, long term... how do you make sense of what you should do first and what can wait. Can you really do it all at the same time? ...
US Infrastruture Bill & Your Money
September 29, 2021 04:00 - 8 minutes - 7.72 MBWant more information for your specific life? Set a time to talk: calendly.com/rodneypeters Submit a question or join the club: [email protected] We have a deal! Now, what does it mean for you as an investor and us as a country. How exactly will the infrastructure enhancements work and how long will it take? Exactly long far does the bill stretch and how are we paying for it? Still plenty of questions on the table to be ironed out. Articles to reference: https://w...
How To Think About Retirement
September 22, 2021 04:00 - 12 minutes - 11.9 MBWant more information for your specific life? Set a time to talk: calendly.com/rodneypeters Submit a question or join the club: [email protected] Are you exhausted just by hearing the words Covid-19 or pandemic? I know I am. We’re well over 1.5 years since it hit the news headlines. When you hear the word retirement, most think about a point in time where you have worked long enough and because you saved a certain amount of money now you can have your freedom. Since the...
Cash - Cold Hard Cash
September 15, 2021 04:00 - 11 minutes - 11 MBWant more information for your specific life? Set a time to talk: calendly.com/rodneypeters Submit a question or join the club: [email protected] What are your unique abilities? Outside of your daily job, do you have ways to generate additional cash? Call it your side hustle or small business, lots of people are finding ways to pad their pockets. Yes, renting out real estate is still popular and some might even decide to flip homes and make it their next career. Others le...
Who Doesn't Like To Procrastinate?
September 08, 2021 04:00 - 11 minutes - 10.8 MBWant more information for your specific life? Set a time to talk: calendly.com/rodneypeters Submit a question or join the club: [email protected] Let's all be honest... we have all procrastinated at some point or specifically around one event / action. I mean who really wants to clean out the gutters or sit down with an attorney and complete you Will? Sometimes waiting gives you more options.. and sometimes it makes it much hard to deal with the few options left. Religion,...
How To Retire With Confidence
September 01, 2021 04:00 - 20 minutes - 18.9 MBWant more information for your specific life? Set a time to talk: calendly.com/rodneypeters Submit a question or join the club: [email protected] How do you retire? What are the actual steps of walking away from you paying job and taking over your freedom of time. What exactly is "retire with more confidence"? Confidence around what.... is it around your money lasting? Or, maybe confident that your timeline is structured just right. You have social security and/or your pe...
Another Housing Bubble?
August 25, 2021 04:00 - 13 minutes - 12.8 MBWant more information for your specific life? Set a time to talk: calendly.com/rodneypeters Submit a question or join the club: [email protected] You may have noticed over the past couple years that the price of homes have continuously increased. In facts it can seem eerily similar to 2006 and the beginning of the last housing bubble. So, is history repeating itself? Are we in for a roller coaster of emotions and financial harm across the country? Sometimes the details of ...
What's The Best Age To Retire?
August 18, 2021 04:00 - 13 minutes - 12.3 MBAsk to join the club: [email protected] It's official - we're old. The number of people 65 and older outnumbered children under age 5 for the first time in history in the US. This information is supplied by Jo Ann Jenkins the CEO of AARP and the article is below. Our ability to live longer, healthier, more productive lives is one of humankind’s greatest accomplishments. Over the next two decades, the number of people age 65 and older will nearly double making up 1 in 5 Ameri...
Why The S&P 500 Is Soo High!
August 12, 2021 14:00 - 14 minutes - 13.3 MBAsk to join the club: [email protected] Will the party continue? Overall the stock market has been on a tear over the past decade. So, that will continue for the next decade -right? Well, maybe... or maybe not. It's easy to get excited when every other day hits a new record high. All to often we forget this thing isn't on auto-pilot. This episode covers 3 pillars on why the S&P 500 has been doing soo well, and outlines what needs to take place in order for the stock mar...
Best Way To Pay Yourself In Retirement
July 30, 2021 14:03 - 10 minutes - 9.78 MBThis episode dives in to the topic of retirement income planning, or a more real life term (Spending Plan). This is an extremely popular subject for advisors across the country to write and speak about. So, why I is it soo popular? Is it because of the multitude of options and varying opinions? Maybe it's so popular because of the emotional ties we all when it comes to feeling safe and secure about our money. As you trade your pay-check with freedom, retirees start to focus on e...