Fred’s special guest is Corey Carver, Vice-President of Business Development at Magellan Financial and Insurance Services.   Fred and Corey discuss the challenges of securing protected income for retirement. They explore the complexities of retirement planning and the importance of reliable and predictable income. They discuss different strategies, such as systematic income withdrawal, bucketing, and retirement income floors. They also highlight the benefits of annuities, including principal guarantees, potential for growth, and the ability to provide lifetime income. 

Reach Fred at 800-593-8188.

Money Matters USA

Fred’s special guest is Corey Carver, Vice-President of Business Development at Magellan Financial and Insurance Services.   Fred and Corey discuss the challenges of securing protected income for retirement. They explore the complexities of retirement planning and the importance of reliable and predictable income. They discuss different strategies, such as systematic income withdrawal, bucketing, and retirement income floors. They also highlight the benefits of annuities, including principal guarantees, potential for growth, and the ability to provide lifetime income. 
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

Protect Your Retirement Income

In Episode 173, Fred Saide discusses the financial strategies of millionaires and how listeners can adopt similar practices to improve their financial health. The conversation covers the importance of long-term planning, risk management, and the psychological aspects of investing. Saide emphasizes the need for a structured approach to budgeting and investment, as well as the value of working with financial professionals. The episode also touches on the significance of optimism and control in financial planning, especially as individuals approach retirement.

Reach Fred at 800-593-8188.

Money Matters USA

www.moneymattersusa.net

www.wealthensure.com

In Episode 173, Fred Saide discusses the financial strategies of millionaires and how listeners can adopt similar practices to improve their financial health. The conversation covers the importance of long-term planning, risk management, and the psychological aspects of investing. Saide emphasizes the need for a structured approach to budgeting and investment, as well as the value of working with financial professionals. The episode also touches on the significance of optimism and control in financial planning, especially as individuals approach retirement.
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>

Mimic Good Habits of the Wealthy

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>

2025 Retirement Changes

In Episode 171 of Money Matters USA, Fred Saide discusses essential strategies for wealth preservation, particularly for those in retirement. He emphasizes the importance of having a solid financial plan, understanding risk tolerance, budgeting for cash flow, and optimizing taxes. Additionally, he touches on the significance of legacy planning and ensuring that one's assets are distributed according to their wishes. The conversation provides valuable insights into managing finances effectively to secure a stable retirement and leave a lasting legacy.

Reach Fred at 800-593-8188.

Money Matters USA

www.moneymattersusa.net

www.wealthensure.com

In Episode 171 of Money Matters USA, Fred Saide discusses essential strategies for wealth preservation, particularly for those in retirement. He emphasizes the importance of having a solid financial plan, understanding risk tolerance, budgeting for cash flow, and optimizing taxes. Additionally, he touches on the significance of legacy planning and ensuring that one's assets are distributed according to their wishes. The conversation provides valuable insights into managing finances effectively to secure a stable retirement and leave a lasting legacy.
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>

Protect Your Retirement Income

In 1 playlist(s)

MoneyMattersUSA® with Fred Saide

Social links

Follow podcast

Recent clips