January 24, 2022

The Baby Boomer Dilemma

Steve discusses the film, The Baby Boomer Dilemma, and offers a gift card for a free viewing. He outlines the many perils facing the baby-boom generation that may be heightened in 2022 by rising interest rates and an over-heated market. 

In the first show of the 2022, Steve and Mark talk about the importance of the client/planner relationship. While the money client's invest is their own, financial planners can be valuable sounding boards to avoid financial mistakes. 

Customers are looking to buy products while clients are looking to build a relationship. Steve and Mark talk about why it is important to define what you want before setting a meeting.

When Steve & Mark say, "Plan now for a worry-free retirement", they mean it. It's never too early to begin the planning process. Don't get to 75, lose your job & have $600 in the bank. START TODAY. 

Just like delaying going to the dentist, delaying the planning process only makes things worse. Taxes WILL eat away at your savings, and impact your retirement, if you don't start planning now. Steve and Mark ask, "What are you waiting for?"

Why should you be worried about what happens in Cyprus? Listen to what Steve and Mark have to say.  Plus, the year is coming to a close and taxes are at an historic low.  It can't be stressed enough - tax planning is important in retirement.

Steve presents a concise chart on how to assess where one stands on their road to a secure retirement. Join him for this "first of a kind" radio simulcast. 

Do your investments represent value? Do they produce revenue? Steve and Mark discuss the perils of a market reminescent of 2000.

Steve & Mark offer a good explanation of both Medicare & Social Security in this listener question radio show.

Leaving assets to one's ex-spouse may not have been in the plan but it can happen. Steve & Mark relate several stories that underscore how important it is to keep one's financial papers, such as beneficiaries, password accounts, etc. up-to-date. 

Load more

Podbean App

Play this podcast on Podbean App