Target Your Retirement
18 episodes - English - Latest episode: over 2 years ago - ★★★★★ - 5 ratingsAt Arrowhead Retirement, we are a Retirement Specialty Firm that focuses on five components that are essential to accomplishing a successful retirement: Income, Investments, Taxes, Healthcare, and Legacy Planning.
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Episodes
Episode 18: Using Life Insurance as An Investment Alternative
August 31, 2021 13:00 - 10 minutes - 14.5 MBDid you know you can get tax-free income benefits from life insurance? Key takeaways: How does term insurance work? Does everyone need life insurance in retirement? How does Arrowhead Retirement position permanent life insurance?
Episode 17: What Type of Annuity Is Right For You?
August 24, 2021 13:00 - 12 minutes - 16.5 MB“I HATE annuities… and you should too.” A famous investor pays millions of dollars advertising that sentiment. All you have to know is: Follow The Money. Key takeaways: What type of annuity typically has a negative opinion associated with it? Learn about the features of different annuities to discover if one might fit your situation
Episode 16: Annuities as an Asset Class
August 17, 2021 13:00 - 9 minutes - 12.7 MBThe 60/40 split – or 60% stocks and 40% bonds – was introduced in the 1950s as a measurement of risk. Does it still work today? Key takeaways: Understand how bonds don’t avoid risk entirely Learn how annuities can be a great alternative to complement the market volatility of stocks
Episode 15: Two Words That Can Destroy Your Retirement
August 10, 2021 13:00 - 8 minutes - 11.2 MBDiscover the two words that can derail your retirement if your advisor uses them when giving advice to you. Key takeaway: What should you do if you hear one of the two words?
Episode 14: Five Misconceptions of Annuities
August 03, 2021 13:00 - 15 minutes - 20.7 MBAnnuities are a polarizing subject in finance. There are so many opinions about them. Today, we discuss five misconceptions about annuities. Key takeaways: Discover five reasons why an annuity actually might be appropriate for you Find out how you can learn more about annuities and how they can potentially help your retirement
Episode 13: Volatility Risk
July 27, 2021 13:00 - 11 minutes - 15.4 MBMany pre-retirees and retirees have already “won the game” although they’re still playing the same way with unnecessary risk. Do you have too much volatility in your portfolio? Key takeaways: Does the 4 percent withdrawal rule work? Two accounts that started with the same amount average 10% over two years. Yet there is a $210,000 difference in value. How can that be?
Episode 12: Social Security and Pension Risks
July 20, 2021 13:00 - 9 minutes - 13.6 MBSocial Security is a buzzworthy topic. We have all contributed to Social Security, but will we all receive the benefits? And if you have a pension, consider yourself lucky. Key takeaways: Is Social Security solvent? Pensions are going extinct. How can you make sure you have one in retirement?
Episode 11: Inflation and Longevity Risks
July 13, 2021 13:00 - 9 minutes - 12.8 MBWe are living longer, which is compounding risks in retirement. And with inflation rising, how can we protect ourselves? Key takeaways: Understand how inflation works and how to prepare for it How does longevity multiply every other risk in retirement?
Episode 10: Healthcare Risk
July 06, 2021 13:00 - 16 minutes - 22.1 MBHave you planned for out-of-pocket healthcare expenses in retirement? What about long-term care? What if I told you healthcare expenses can completely derail your entire retirement? Would you believe me? Key takeaways: Discover the different parts of Medicare Understand the financial burden a long-term care requirement can be on your retirement
Episode 9: The Perfect Beef Jerky Recipe
June 29, 2021 13:00 - 5 minutes - 7.79 MBTry making this recipe for the perfect beef jerky on your smoker. You won’t be disappointed.
Episode 8: Do You Have A Ticking Tax Bomb In Your Retirement?
June 22, 2021 13:00 - 10 minutes - 13.8 MBMost of us have the majority of our retirement nest egg in tax-deferred accounts that will be taxable as income when we withdraw from them. This can create a major Ticking Tax Bomb. Key takeaway: Uncover the five options from dealing with the fuse on your tax bomb.
Episode 7: Will Biden’s Tax Plan Affect You?
June 15, 2021 13:00 - 11 minutes - 15.7 MBThe common narrative surrounding President Biden’s tax proposals is that it will only affect the wealthy. But is that true? Key takeaway: How taxing the wealthy can have a very serious indirect impact on your retirement
Episode 6: Are Taxes Going Up?
June 08, 2021 13:00 - 7 minutes - 10.8 MBWhere are we right now financially as a country and how could that influence taxes in the future? Key takeaways: Understand how retirement has evolved from past generations How can the US Government combat its growing debt problem? What steps can you do to help protect yourself from overpaying in taxes?
Episode 5: How Is Your Retirement Taxed?
June 01, 2021 13:00 - 13 minutes - 18 MBTaxation might not be the most interesting subject to discuss, but it is critical to maximizing the efficiency and success of your retirement. Key takeaways: Discover what the difference between a non-qualified and qualified account is Understand what you currently own so you can have confidence, comfort and control of the decisions you make with your investments
Episode 4: Do You Have a Targeted Retirement Plan?
May 25, 2021 13:00 - 9 minutes - 13.1 MBStatements are not retirement plans. They are simply an analysis of one particular investment. We feel strongly that every single retirement plan should include five essential components to your financial life, and that each area needs to work harmoniously with one another to create the most successful and sustainable retirement. Key takeaways: Uncover the five areas of planning we include in every single plan Why is it so important to have an actual written retirement plan?
Episode 3: Dream, Target, Build.
May 18, 2021 13:00 - 8 minutes - 11.2 MBChances are you know exactly what is going to happen when you visit the doctor. That is exactly how visiting with your retirement or financial planner should be. Nothing should be done spur of the moment, as that is never in your best interest. We have a defined process to help you accomplish your retirement goals. Key takeaways: What do you want? What do you have? What do you need?
Episode 2: What is an Investment Target Board?
May 11, 2021 13:00 - 8 minutes - 11.4 MBHave you ever seen your entire financial life on one single piece of paper? If not, you are certainly not alone. We created the Target Board that illustrates every aspect of your financial livelihood on one page to give you clarity and insight into why you own what you own. Key takeaways: Understand your retirement income goal, as well as current and future income generation. Learn how we segment every asset based on how its taxed Discover how your investments are designed either for ...
Episode 1: “TARGET” Retirement Planning. What is it?
May 04, 2021 13:00 - 11 minutes - 16 MBWelcome to our first episode of the Target Your Retirement Podcast! As the Founder and President of Arrowhead Retirement, Trevor Phibbs shares industry knowledge in an engaging and casual conversational format. Listening can help pre-retirees and retirees build the foundation to help elevate the meaning and purpose in their lives and thus allow them to focus on where they can make the biggest impact today. Or, if anything, it might provide a few laughs along the way. Key takeaways: Discov...