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…
Ch...Ch....Ch Changes!
The conversation covers various changes that occur during retirement, including changes in daily routine, social life, fitness, income, and the impact of longevity and life expectancy. The hosts discuss the importance of maintaining a routine in retirement and adapting to new social dynamics. The …
Boomers Bowing Out
Around 10,000 baby boomers retire every day, and that number will be even higher this year. On today’s show Business For Breakfast with Aaron and Rebecca we’ll break down a list that you may want to avoid and we’re calling it the ‘unbucket-list’. Also, if saving for retirement hasn’t been a prio…
New Year, New You, Hope So!
On today’s show Business For Breakfast with Aaron and Rebecca we cover some shocking statistics, how to achieve your financial goals in the new year, and help get you started. Plus, U.S. credit card debt surged to more than $1 trillion for the first time in 2023 and nearly 9 million student loan b…
Annuity, or Not
On today’s show Business For Breakfast with Aaron and Rebecca they answer the most frequently asked annuity questions, how to pivot from the accumulation to decumulation stage and how you can hit the easy button along your retirement road trip. In addition we spend most of our careers accumulating …
Little Things, Big Problems
You know about what it costs to run your household on a monthly basis and you know you should be padding that emergency fund. But are you? It’s the little things that can cause the biggest problems in retirement. On today’s show Business For Breakfast with Aaron Novinger he'll tell you how to avoid…