Clearing up misconceptions on annuities

Sean Mason and co-host Doug Turnbull talk about annuities. Sean explains how they work and why they often are a key ingredient in retirement income. Sean also shares the negative perception that annuities have but how fixed annuities and their preserved principals often remedy that. Sean also talks…

Why tax planning is crucial

Sean Mason and co-host Doug Turnbull discuss the differences between tax planning and tax preparation. Sean shares some mistakes that people make in when they draw from retirement accounts and why taking steps years ahead of time can potentially save someone thousands of dollars. Sean also explains…

The ins and outs of Roth conversions and a major thing people should consider

Sean Mason and co-host Doug Turnbull discuss the many benefits of Roth conversions. Sean first describes what a Roth IRA is and the limitations they have and then compares that to the many ways people can use Roth conversions. Sean explains why people who need money to be liquid should be wary of a…

Clarifying what qualified and non-qualified money is

Sean Mason and co-host Doug Turnbull talk about two popular buckets of money. Sean explains what people misunderstand about qualified money accounts and why they need to be very considerate of the tax implications down the line. He also talks about common accounts that people realize are non-qualif…

The ins, outs, and potential penalties with RMDs

Sean Mason and co-host Doug Turnbull discuss the required minimum distribution. Sean defines it and shares the complicated formula for the ages at which people begin having to take RMDs. Sean shares which accounts have RMDs and why and explains when they are due and the penalties for missing the da…

Social security and varying strategies of when to take it

Sean Mason and co-host Doug Turnbull talk all things social security. Sean explains how SSI is complicated and has many nuances, along with the ages can and must take it and the strategies in doing so. Sean also describes the factors that determine when people start drawing social security and the …

Defining a 401(k) and the differences from other retirement plans

Sean Mason and co-host Doug Turnbull discuss one of the most popular retirement plans: the 401(k). Sean defines what it is and how it interfaces with people’s taxes. Sean also compares a 401(k) to a Roth 401(k) and shares how no single plan is the single answer for someone. Sean also talks about ho…

Getting to know Sean Mason and why he became a financial advisor

Sean Mason and co-host Doug Turnbull debut Sean’s new podcast by simply learning who Sean is. Sean talks about growing up in a small town in Northern California and then going to college and staying in Fresno. He describes his move from the advertising industry to finance and how talks with his mom…

Mason Street Retirement Insights Trailer

Wherever you are on your road to retirement, now Mason Street Wealth Management can come with you! Mason Street Retirement Insights is a convenient new podcast show hosted by Sean Mason where you can get the financial information and professional insights that will help you convert your ideal visio…