In Episode 157, Fred Saide discusses the importance of estate planning and the mistakes to avoid. He emphasizes the need for a comprehensive estate plan to ensure that your assets are distributed according to your wishes. Fred highlights the importance of updating your estate plan regularly, especially after major life events. He also discusses the tax considerations in estate planning and the need for professional assistance. Fred provides valuable insights into funding trusts, addressing digital assets, and having open conversations about your estate plan with relevant parties.

Reach Fred at 800-593-8188.

Money Matters USA

In Episode 157, Fred Saide discusses the importance of estate planning and the mistakes to avoid. He emphasizes the need for a comprehensive estate plan to ensure that your assets are distributed according to your wishes. Fred highlights the importance of updating your estate plan regularly, especially after major life events. He also discusses the tax considerations in estate planning and the need for professional assistance. Fred provides valuable insights into funding trusts, addressing digital assets, and having open conversations about your estate plan with relevant parties.
Reach Fred at 800-593-8188.
<a href="https://moneymattersusa.net">Money Matters USA</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

Estate Planning

In Episode 156, Fred Saide discusses the world of Roth IRAs and the benefits of Roth conversions. He emphasizes that it makes sense to consider Roth conversions at any time, especially when tax rates are lower.  Saide also highlights the importance of tax diversification and the need to plan for future tax liabilities. He addresses the skepticism some CPAs and financial advisors have towards Roth IRAs and emphasizes the value of tax planning and reducing taxes throughout retirement. Saide encourages listeners to reach out for a no-obligation conversation to explore their options.  In the second segment, Fred tackles a Stump the Guru question about Roth IRAs.

Reach Fred at 800-593-8188.

Money Matters USA

In Episode 156, Fred Saide discusses the world of Roth IRAs and the benefits of Roth conversions. He emphasizes that it makes sense to consider Roth conversions at any time, especially when tax rates are lower.  Saide also highlights the importance of tax diversification and the need to plan for future tax liabilities. He addresses the skepticism some CPAs and financial advisors have towards Roth IRAs and emphasizes the value of tax planning and reducing taxes throughout retirement. Saide encourages listeners to reach out for a no-obligation conversation to explore their options.  In the second segment, Fred tackles a Stump the Guru question about Roth IRAs.
Reach Fred at 800-593-8188.
<a href="https://moneymattersusa.net">Money Matters USA</a>

Roth Conversions

In Episode 155, Fred Saide discusses five essential steps for retirement planning: reliable income, budgeting, risk management, healthcare expenses, and estate planning.  He emphasizes the importance of having multiple streams of income in retirement and the need to properly manage inflation.  Fred also explores different strategies for generating income in retirement, such as social security, pensions, real estate, and dividend-paying investments.  He highlights the distinction between the accumulation stage and the de-accumulation stage in retirement planning and the importance of working with a qualified fiduciary.

Reach Fred at 800-593-8188.

Money Matters USA

In Episode 155, Fred Saide discusses five essential steps for retirement planning: reliable income, budgeting, risk management, healthcare expenses, and estate planning.  He emphasizes the importance of having multiple streams of income in retirement and the need to properly manage inflation.  Fred also explores different strategies for generating income in retirement, such as social security, pensions, real estate, and dividend-paying investments.  He highlights the distinction between the accumulation stage and the de-accumulation stage in retirement planning and the importance of working with a qualified fiduciary.
Reach Fred at 800-593-8188.
<a href="https://moneymattersusa.net">Money Matters USA</a>

The Steps to Retirement

In episode 154, Fred Saide discusses important considerations for retirement planning, focusing on healthcare expenses, debt management, Social Security claiming strategies, asset allocation, and the impact of inflation. He emphasizes the need for budgeting, long-term care insurance, and a comprehensive plan to address healthcare costs.  Saide also explores the challenges facing Social Security and potential solutions, including tax reforms and entitlement adjustments. He highlights the importance of tax allocation planning and the need for certainty in tax regulations. 

Reach Fred at 800-593-8188.

Money Matters USA

In episode 154, Fred Saide discusses important considerations for retirement planning, focusing on healthcare expenses, debt management, Social Security claiming strategies, asset allocation, and the impact of inflation. He emphasizes the need for budgeting, long-term care insurance, and a comprehensive plan to address healthcare costs.  Saide also explores the challenges facing Social Security and potential solutions, including tax reforms and entitlement adjustments. He highlights the importance of tax allocation planning and the need for certainty in tax regulations. 
Reach Fred at 800-593-8188.
<a href="https://moneymattersusa.net">Money Matters USA</a>

Estate Planning

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MoneyMattersUSA® with Fred Saide

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