Latest Myfrs Podcast Episodes
Where to invest Cash
A Strategy Guide to Retirement Planning with Terry Martine - August 31, 2021 16:00 - 19 minutes ★★★★★ - 1 ratingInterest rates are incredibly low... Although I'm sure you already aware of this, the challenge financial advisors face is where to invest cash. Leaving cash in a bank seems like a good choice, it's safe, but that's not going to keep pace with inflation. Some estimates put inflation at 5%-6%, w...
What are the important HR requirements for small business?
A Strategy Guide to Retirement Planning with Terry Martine - July 28, 2021 20:00 - 40 minutes ★★★★★ - 1 ratingThis episode is a masterclass and dedicated to answering the questions regarding HR for small businesses. It's typical for a small business owner to overlook this key area as they grow, which can lead to some very costly mistakes. We not only cover the 8 HR issues a business needs to tackle, but...
What is income Planning?
A Strategy Guide to Retirement Planning with Terry Martine - June 07, 2021 12:00 - 10 minutes ★★★★★ - 1 ratingWhat is income Planning? In this weeks episode Terry talks about the simple trick he shares with his retirement income planning clients. It's amazing how simple income planning can be.... it all comes down to a simple number which is 300. Knowing this simple trick can help you tremendously in th...
The Basics of Retirement Income Planning
A Strategy Guide to Retirement Planning with Terry Martine - June 07, 2021 12:00 - 10 minutes ★★★★★ - 1 ratingWhat is income Planning? In this weeks episode Terry talks about the simple trick he shares with his retirement income planning clients. It's amazing how simple income planning can be.... it all comes down to a simple number which is 300. Knowing this simple trick can help you tremendously in th...
Long Term Care Explained (Updated)
A Strategy Guide to Retirement Planning with Terry Martine - June 01, 2021 20:00 - 30 minutes ★★★★★ - 1 ratingAs a certified long-term care planning specialist, Terry gets to the basics with Alecia Barnett. We get calls for long-term care when someone in the family gets ill. Did you know that the newer policies allow you to leave any money you don't use to your beneficiaries? Also there is a company ...
Opportunity Zones explained by Rick Martens of Inland Capital
A Strategy Guide to Retirement Planning with Terry Martine - April 29, 2021 00:00 - 39 minutes ★★★★★ - 1 ratingIn this episode Terry Martine sits down with Rick Martens of Inland Capital and discuss what an opportunity zone is and how it is used for investors. According to the IRS, "A Qualified Opportunity Zone (QOZ) is an economically distressed community where new investments, under certain conditions...
1031 Exchanges and DST's with Rick Martens of Inland Capital
A Strategy Guide to Retirement Planning with Terry Martine - April 08, 2021 23:00 - 40 minutes ★★★★★ - 1 ratingWe talk with Rick Martens, Sr VP of Inland Capital to discuss answer a few questions. What is a 1031 exchange? Why do people use them and why are they becoming more popular? And finally we look at a few of the qualifications and why using a Delaware Statutory Trust (DST) meets the needs of many...
Life Insurance policy review (Interview with Dave Henry)
A Strategy Guide to Retirement Planning with Terry Martine - April 04, 2021 13:00 - 28 minutes ★★★★★ - 1 ratingAs we get older, the reason we have or still need life insurance changes. If you own a life insurance policy, the amount of coverage may have changed from when you first purchased the policy. We commonly get asked the question, "do I have to much, or do I still need the policy I bought years ago...
Life Insurance Evaluator (Interview with Dave Henry)
A Strategy Guide to Retirement Planning with Terry Martine - April 04, 2021 13:00 - 28 minutes ★★★★★ - 1 ratingAs we get older, the reason we have or still need life insurance changes. If you own a life insurance policy, the amount of coverage may have changed from when you first purchased the policy. We commonly get asked the question, "do I have to much, or do I still need the policy I bought years ago...
Medicare 101 for individuals about to turn 65
A Strategy Guide to Retirement Planning with Terry Martine - March 23, 2021 02:00 - 35 minutes ★★★★★ - 1 ratingIn this episode Terry Martine sits down with John Clark, a Medicare expert in West Palm Beach Florida. Medicare is available for most individuals that are 65 years of age or older. This podcast will answer your basic questions. We discuss Medicare and answer the difference between a Medicare a...
Why you need an estate plan in todays CRAZY world.
A Strategy Guide to Retirement Planning with Terry Martine - March 12, 2021 04:00 - 49 minutes ★★★★★ - 1 ratingWe interview one the best estate planning Attorneys in West Palm Beach (Charlie Weiss). One word of caution, Charlie is in Florida, we specifically talk about Florida Estate Plans. If you are outside Florida, the concepts are the same but the documents might be slightly different. We answer the ...
Estate Planning 101 Why you need an estate plan in todays CRAZY world.
A Strategy Guide to Retirement Planning with Terry Martine - March 12, 2021 04:00 - 49 minutes ★★★★★ - 1 ratingWe interview one the best estate planning Attorneys in West Palm Beach (Charlie Weiss). One word of caution, Charlie is in Florida, we specifically talk about Florida Estate Plans. If you are outside Florida, the concepts are the same but the documents might be slightly different. We answer the ...
How to Evaluate an Advisor (4 basic questions)
A Strategy Guide to Retirement Planning with Terry Martine - March 10, 2021 01:00 - 11 minutes ★★★★★ - 1 ratingHave you ever wondered how to objectively compare Financial Advisors? This episode gives you 4 basic questions you can ask any advisor and compare the results. You'll be amazed how simple this for is and how easy it is to use. The form is available as a PDF on our website under the forms tab. ...
401k Rollovers and 403b Rollovers (5 options)
A Strategy Guide to Retirement Planning with Terry Martine - February 18, 2021 19:00 - 5 minutes ★★★★★ - 1 ratingIn this episode we explore your options to a 401k rollover or 403b rollover. There are 5 pro's and cons to a Rollover IRA. The main deciding factor is if you think there might be a circumstance that you need to take a loan on your 401k. Maybe your looking for a more diversified funds or stocks t...
401k and 403b Rollovers if in FRS System
A Strategy Guide to Retirement Planning with Terry Martine - February 18, 2021 19:00 - 5 minutes ★★★★★ - 1 ratingIn this episode we explore your options to a 401k rollover or 403b rollover. There are 5 pro's and cons to a Rollover IRA. The main deciding factor is if you think there might be a circumstance that you need to take a loan on your 401k. Maybe your looking for a more diversified funds or stocks t...
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