In this episode, Fred Saide discusses significant upcoming changes to retirement plans, particularly focusing on the implications of the Secure Act 2.0 and the central role of 401(k) plans. He highlights the challenges of an aging population and economic volatility, the importance of contribution limits, and the future of Roth accounts. The conversation also explores global perspectives on retirement systems and the benefits of QLACs as a financial strategy for retirement income.

Reach Fred at 800-593-8188.

Money Matters USA

www.moneymattersusa.net

www.wealthensure.com

In this episode, Fred Saide discusses significant upcoming changes to retirement plans, particularly focusing on the implications of the Secure Act 2.0 and the central role of 401(k) plans. He highlights the challenges of an aging population and economic volatility, the importance of contribution limits, and the future of Roth accounts. The conversation also explores global perspectives on retirement systems and the benefits of QLACs as a financial strategy for retirement income.
Reach Fred at 800-593-8188.
<a href="https://moneymattersusa.net">Money Matters USA</a>
<a href="https://www.moneymatters">www.moneymattersusa.net</a>
<a href="https://www.wealthensure.com">www.wealthensure.com</a>

Fred Saide discusses proper planning to and through retirement.  His goal is to provide information on financial matters related to planning a successful retirement.  Fred discusses everything from saving strategies pre-retirement to building income and realizing the proper growth and protection necessary in retirement.

MoneyMattersUSA® with Fred Saide

2025 Retirement Changes

In this episode 176 of Money Matters USA, Fred Saide discusses the essential components of retirement planning, emphasizing the importance of a solid foundation, understanding the two stages of money, and the need for a written plan. He highlights the significance of risk management, investment strategies, and preparing for healthcare costs in retirement. Additionally, Fred addresses tax planning and legacy considerations.

Reach Fred at 800-593-8188.

Money Matters USA

www.moneymattersusa.net

www.wealthensure.com

 

In this episode 176 of Money Matters USA, Fred Saide discusses the essential components of retirement planning, emphasizing the importance of a solid foundation, understanding the two stages of money, and the need for a written plan. He highlights the significance of risk management, investment strategies, and preparing for healthcare costs in retirement. Additionally, Fred addresses tax planning and legacy considerations.
Reach Fred at 800-593-8188.
<a href="https://moneymattersusa.net">Money Matters USA</a>
<a href="https://www.moneymattersusa.net">www.moneymattersusa.net</a>
<a href="https://www.wealthensure.com">www.wealthensure.com</a>
&nbsp;

Building the Retirement House

In Episode 175 of Money Matters USA, Fred Saide discusses the implications of the incoming Trump administration on retirement planning, focusing on potential economic changes, tax strategies, and the importance of proactive financial planning. He emphasizes the need for individuals to understand their risk tolerance, the evolving landscape of retirement plans, and the significance of healthcare and social security in their financial future. The conversation also touches on historical economic policies and their relevance to current financial strategies.

Reach Fred at 800-593-8188.

Money Matters USA

www.moneymattersusa.net

www.wealthensure.com

 

In Episode 175 of Money Matters USA, Fred Saide discusses the implications of the incoming Trump administration on retirement planning, focusing on potential economic changes, tax strategies, and the importance of proactive financial planning. He emphasizes the need for individuals to understand their risk tolerance, the evolving landscape of retirement plans, and the significance of healthcare and social security in their financial future. The conversation also touches on historical economic policies and their relevance to current financial strategies.
Reach Fred at 800-593-8188.
<a href="https://moneymattersusa.net">Money Matters USA</a>
<a href="https://www.moneymattersusa.net">www.moneymattersusa.net</a>
<a href="https://www.wealthensure.com">www.wealthensure.com</a>
&nbsp;

Getting Prepared for 2025

In Episode 174, Fred Saide discusses the essential considerations for early retirement, including health insurance, budgeting, maximizing retirement accounts, understanding Social Security, and managing debt. He emphasizes the importance of planning and provides actionable strategies to help listeners achieve their retirement goals.  Fred also answers a “Stump the Guru” question about required minimum distributions.  You can get your question in to “stump the guru” at www.moneymattersusa.net.  Click the podcast tab.

Reach Fred at 800-593-8188.

Money Matters USA

www.moneymattersusa.net

www.wealthensure.com

In Episode 174, Fred Saide discusses the essential considerations for early retirement, including health insurance, budgeting, maximizing retirement accounts, understanding Social Security, and managing debt. He emphasizes the importance of planning and provides actionable strategies to help listeners achieve their retirement goals.  Fred also answers a “Stump the Guru” question about required minimum distributions.  You can get your question in to “stump the guru” at <a href="http://www.moneymattersusa.net">www.moneymattersusa.net</a>.  Click the podcast tab.
Reach Fred at 800-593-8188.
<a href="https://moneymattersusa.net">Money Matters USA</a>
<a href="https://www.moneymattersusa.net">www.moneymattersusa.net</a>
<a href="https://www.wealthensure.com">www.wealthensure.com</a>

2025 Retirement Changes

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