Fear of spending after retirement is common
This conversation delves into the complexities of retirement planning, focusing on the fears surrounding spending and income reliability. Nolan Baker & David Ross discuss the role of annuities, the importance of a comprehensive retirement plan, and strategies for managing market volatility. They em…
Navigating Interest Rate Cuts and Market Fluctuations
Nolan Baker and the team America's Retirement Headquarters at discuss the implications of recent interest rate cuts by the Federal Reserve and how they affect retirement savers. They emphasize the importance of having a protective strategy in place for investment portfolios, especially in light of …
Navigating Medicare: Your Essential Guide
Nolan and Scott get you ready for open enrollment with a conversation that includes insights on navigating Medicare, understanding the gaps in coverage, and strategies to mitigate risks associated with Social Security cuts. For more information about upcoming events and to schedule a time to speak…
Rebalancing portfolios can help take advantage of market opportunities
Nolan Baker discusses various strategies for maximizing retirement savings and navigating the complexities of retirement planning. He emphasizes the need for a comprehensive retirement plan that includes stress testing and rebalancing investment portfolios to adapt to changing market conditions. L…
Understanding Tax Loss Harvesting
Nolan Baker and Dave Ross discuss the crucial elements of retirement planning, with a special focus on the distinct challenges women face due to longevity. They highlight the necessity of clear communication between spouses to align financial objectives. Additionally, they address the development o…
Understanding the Tax Implications of Receiving an Inheritance
Nolan Baker and Chaz Price discuss how to make an inheritance last longer and provide lasting impact. They emphasize the importance of creating a financial plan, considering tax implications, paying off high-interest debt, and avoiding lifestyle splurges. They also highlight the role of trust plann…
Metrics for Determining a Recession
The Retirement Guys Formula considers indicators like increasing unemployment and negative GDP growth to assess the likelihood of a recession. Their investment strategy prioritizes highly profitable companies with substantial cash reserves and products that have strong market demand. Learn more ab…
The Pitfalls of Checking Stock Prices Daily
Nolan Baker emphasizes the significance of choosing a fiduciary advisor committed to the client's best interests. The discussion moves to portfolio diversification, underscoring the advantages and disadvantages, and the necessity for customization according to personal objectives and timelines. The…
The Impact of Fees and Expenses in Retirement Portfolios
Nolan Baker touches on the topic of annuities and why some financial advisors may not offer them. He will also explain the topic of fees and expenses in retirement portfolios, specifically focusing on the detection and impact of fees. Learn more about America's Retirement Headquarters online. Fo…
Financial Planning for Small Business Owners
Scott and Dave share how they can help small business owners with various aspects of their financial planning, including buy-sell agreements and life insurance. They can also assist with retirement planning, such as setting up 401(k) plans and creating income analysis. For small startup businesses,…