MoneyMattersUSA® with Fred Saide
MoneyMattersUSA® with Fred Saide
Playlist by MoneyMattersUSA® with Fred SaideFred 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 sa…Follow the podcast:
143 clip(s) in playlist
The Financial Headlines
In this conversation, Fred Saide discusses various economic and financial headlines, including the market forecast, inflation concerns, and the impact of longevity on retirement planning. He shares his thoughts on the market performance, the narrow breadth of the stock market, and the potential ris…
44:24
Late Start Retirement Saving
In this episode, Fred Saide provides tips for boosting retirement savings for individuals who may have started late. He discusses catch-up contributions for individuals over 50, the importance of considering risk tolerance when investing, the option of delaying retirement, and the need to strategic…
37:42
The Retirement Spousal Approach
In this episode, Fred Saide discusses the importance of communication and agreement between spouses when it comes to financial planning for retirement. He emphasizes the need for both spouses to be involved in financial discussions and decisions, even if there is a division of labor in managing fin…
45:20
Avoid Those Retirement Mistakes
Fred discusses common retirement mistakes and debunks myths about retirement planning. The conversation covers topics such as trying to beat the market, the dangers of keeping all your money in cash, the importance of diversification, the potential risks of being overly cautious with savings, the b…
28:26
Retirement Par “Fore” the Course
In this episode, Fred Saide discusses lessons from golf that can be applied to retirement planning. He emphasizes the importance of not taking unnecessary risks with retirement funds and having a coherent financial retirement plan. He compares choosing the right club in golf to selecting the right …
37:11
Beware of Bad Financial Advice
Fred debunks some bad and questionable financial advice that is prevalent with the advent of social media. He counters with knowledge and experience in the financial industry opinions on the 401(k), debt, following trends, and the F.I.R.E. movement. You can reach Fred by calling 800-593-8188. Mo…
41:44
Today’s Economy: The Challenges
In this conversation, Fred discusses the economic landscape and challenges of retirement planning. He highlights the impact of inflation, government spending, and deficits on retirement savings. Fred emphasizes the importance of budgeting, analyzing spending, and projecting lifetime expenses. He al…
42:39
Retire Early?
In this podcast episode, Fred Saide discusses the idea of early retirement and the things you need to know before retiring early. He emphasizes the importance of considering time, money, and health in retirement planning. Fred also highlights the shift in focus from money to time in retirement and …
33:27
What About Taxes?
In this episode, Fred Saide discusses taxes in retirement and provides insights into creating tax efficiency. He explains the taxation of retirement income sources, including Social Security benefits, pensions, interest-bearing accounts, stocks, bonds, mutual funds, and dividends. Fred also highlig…
41:14
Tax Efficient Maneuvers
In this podcast episode, Fred Saide discusses the importance of tax optimization strategies in retirement planning. He highlights the limitations of traditional tax planning and emphasizes the benefits of Roth contributions and conversions. Fred also explores other tax-efficient planning options, s…
47:25