Is Inflation Blowing Up Your Carefully Planned Budget?
In this conversation, the hosts discuss five important questions to ask your advisor about inflation and its impact on retirement plans. They cover topics such as long-term financial planning, debt management, monthly budgeting, cash flow, and emergency savings. They also address the impact of infl…
No Mulligans in retirement planning.
Lessons from the golf course can be applied to retirement planning. Key takeaways include: don't get too focused on immediate results, look for solid and tried-and-true strategies, choose the right investments at the right time, avoid hazards and stay disciplined, and save a percentage of income ba…
Bad Financial Planning on Social Media
The hosts discuss the dangers of financial advice on social media, particularly on platforms like TikTok. They highlight the prevalence of misleading information and the lack of qualifications of many financial influencers. They emphasize the importance of seeking advice from trusted professionals …
Tips For Your Retirement Roadtrip
The conversation covers various topics related to retirement planning, including rate adjustments, the state of the economy, refinancing investments, the 4% rule, and the services provided by Interstate Business Management. The hosts also answer questions about robo-advisors, lost investment accoun…
Financial Spring Cleaning
In this conversation, Aaron and Rebecca Novinger discuss the importance of spring cleaning your financial plan. They provide practical steps to refresh your budget, build an emergency fund, handle debt, review your tax plan, make intentional investments, and consult with a financial advisor. The co…
Setting Up Kids and Grandkids for Success
In this conversation, the hosts discuss various financial planning topics, including determining SSI withholding, appropriate tax rates for retirees, and the importance of a comprehensive financial review and planning. They also provide contact information for further assistance. Reach out to Aaro…
Clarify Your Retirement Savings
In this episode of Business for Breakfast, the hosts discuss the differences between Roth IRAs and Roth 401ks and provide guidance on choosing between the two. They emphasize the importance of considering factors such as current and future tax brackets, time until retirement, and potential changes …
Everyone Needs an Estate Plan
In this conversation, Aaron and Rebecca discuss the importance of estate planning including the last will and testament, financial power of attorney, healthcare power of attorney and healthcare directive, beneficiary designation, pets and personal belongings, and the opportunity for refinancing. Th…
You Better Check It
In this conversation, Erin Novinger and Rebecca Novinger emphasize the importance of having a comprehensive and customized retirement plan that considers investments, savings vehicles, risk tolerance, and risk exposure. They also highlight the significance of budgeting and creating a spending plan …
TOUCHDOWN Retirement.
On today's show, the hosts discuss the financial red zone, the importance of marrying retirement and tax plans, and the parallels between football and retirement. They also offer a tax preparation discount and a comprehensive financial review. The conversation is filled with humor and personal anec…