Decluttering Your Portfolio In Retirement

Frank and Frankie highlight how certain investments can clutter a retirement plan and explain why fees and risk tolerance need to be analyzed. They emphasize why having a strategy for retirement income is crucial when developing a plan. Connect with the team at A Better Way Financial  to get a sec…

Managing Fees For Financial Planning

Frankie discusses fees within a financial plan and explains the need to uncover, reduce and understand them. He highlights the impact that fees can have on retirement savings. Connect with the team at A Better Way Financial  to see how fees are impacting your retirement plan today! Read our book!…

The Impact Of Taxes On Retirement Planning

Frank and Frankie discuss taxes and various income options when planning for retirement. They emphasize the importance of effective tax planning and explain how Roth conversions could lead to tax savings to increase income. Connect with the team at A Better Way Financial  to see how taxes are impa…

Optimizing Your Financial Future Through Tax Planning

Frank and Frankie discuss the complexities of taxes and the importance of tax planning for retirement. They highlight the challenges of navigating the thousands of pages of the tax code and the additional IRS regulations. Also, Frank and Frankie touch on the benefits of Roth conversions and using …

Exposing The Unwanted Fees In Your Retirement Plan

Hidden fees in your portfolio can eat away at your investments more than you think. In this conversation, Frank and Frankie discuss why it’s important to expose the fees in your retirement plan to maximize income. Connect with the team at A Better Way Financial  to start developing your income pla…

Using a 401k As a Bridge To Social Security

In this episode, Frank and Frankie discuss the complexities of Social Security and the role of 401k in retirement planning. It explores the decision of when to claim Social Security benefits and the potential strategy of using a 401k as a bridge. Also, hear about the importance of understanding th…

Creating A Comprehensive Retirement Plan

Preparing for your financial future requires careful planning and consideration of various factors, such as income planning. Annuities can be a valuable tool for income, but it’s important to understand the different types and how they work. In this episode, Frank and Frankie discuss the misconcep…

Can You Still Retire With $1 Million?

Schwab says that people need $1.8 Million in savings in order to retire. But is it still possible to retire with less than that and even less than $1 Million? In this episode, Frank and Frankie discuss the different factors retirees need to consider rather than just looking at what they've saved f…

Maximizing Tax Savings With Roth Conversions

401(k)s and IRAs are popular retirement savings tools. But it's important to understand their rules and implications, such as how required minimum distributions (RMDs) play a factor into your overall retirement plan. In this episode, Frank and Frankie discuss how Roth conversions can be a benefici…

Protecting Retirement Savings During Market Downturns

Don't try to time the market. Instead, focus on long-term investing strategies. Frank and Frankie discuss the parallels between trying to win the lottery and predicting market behaviors. Also on this episode, hear why creating a financial plan can ease the transition into retirement and why tax pl…