In Episode 162, Fred Saide discusses various financial topics related to retirement planning. He highlights the retirement disconnect, where many Americans are giving up on the ability to retire due to financial pressures caused by inflation. He emphasizes the importance of proper planning and the challenges of do-it-yourself retirement planning. Fred also discusses the potential impact of future tax changes on retirement savings and the benefits of Roth conversions. He addresses common financial regrets, the fear of running out of money in retirement, and the misconceptions surrounding Social Security benefits. Fred concludes by emphasizing the need for intelligent conversations and new policies to address the complex financial landscape.

Reach Fred at 800-593-8188.

Money Matters USA

In Episode 162, Fred Saide discusses various financial topics related to retirement planning. He highlights the retirement disconnect, where many Americans are giving up on the ability to retire due to financial pressures caused by inflation. He emphasizes the importance of proper planning and the challenges of do-it-yourself retirement planning. Fred also discusses the potential impact of future tax changes on retirement savings and the benefits of Roth conversions. He addresses common financial regrets, the fear of running out of money in retirement, and the misconceptions surrounding Social Security benefits. Fred concludes by emphasizing the need for intelligent conversations and new policies to address the complex financial landscape.
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

Retirement in the News

In Episode 167 of Money Matters USA, David Esposito, President and CEO of ONL Therapeutics, shares insights from his military background and how it shaped his leadership style. He discusses the dynamics of working in small biotech companies versus large corporations, the challenges of treating retinal diseases, and the importance of AI in early detection. David also delves into the FDA approval process and the innovative approaches ONL Therapeutics is taking to improve patient outcomes.

Reach Fred at 800-593-8188.

Money Matters USA

https://harvesttimepartners.com

https://onltherapeutics.com

In Episode 167 of Money Matters USA, David Esposito, President and CEO of ONL Therapeutics, shares insights from his military background and how it shaped his leadership style. He discusses the dynamics of working in small biotech companies versus large corporations, the challenges of treating retinal diseases, and the importance of AI in early detection. David also delves into the FDA approval process and the innovative approaches ONL Therapeutics is taking to improve patient outcomes.
Reach Fred at 800-593-8188.
<a href="https://moneymattersusa.net">Money Matters USA</a>
<a href="https://harvesttimepartners.com">https://harvesttimepartners.com</a>
<a href="https://onltherapeutics.com">https://onltherapeutics.com</a>

Special Guest David Esposito

In episode 166 of Money Matters USA, Fred Saide discusses the various traps retirees face due to hasty decisions made during retirement planning. He emphasizes the importance of understanding the changing landscape of retirement, the critical role of Social Security, and the need for effective income strategies, including annuities. The conversation also covers healthcare costs, long-term care planning, the impact of inflation, and the necessity of having a flexible retirement plan that can adapt to changing circumstances.

Reach Fred at 800-593-8188.

Money Matters USA

Concerned about the election’s impact on your taxes and estate plan? This FREE event has you covered! Join us on October 16th in Green Brook Township, NJ for an essential discussion on how the presidential candidates’ tax proposals might influence your financial future. Led by Frederick Saide, Ph.D., an expert in tax diversification, tax optimization, and estate planning. Explore how to: 
Shield your assets and reduce your tax burden with potential new tax laws
Strategies to ensure your investment and retirement savings remain secure
Plan effectively for elder care and protect your legacy for further generations.

 Choose between morning and evening sessions! Enjoy bagels & coffee or wine & cheese. Seats are limited to the size of the room—register now!

Secure your spot here:  

moneymattersusa.net/seminars For immediate assistance, call 800-593-8188 or visit moneymattersusa.net/connect

In episode 166 of Money Matters USA, Fred Saide discusses the various traps retirees face due to hasty decisions made during retirement planning. He emphasizes the importance of understanding the changing landscape of retirement, the critical role of Social Security, and the need for effective income strategies, including annuities. The conversation also covers healthcare costs, long-term care planning, the impact of inflation, and the necessity of having a flexible retirement plan that can adapt to changing circumstances.
Reach Fred at 800-593-8188.
<a href="https://moneymattersusa.net">Money Matters USA</a>
Concerned about the election’s impact on your taxes and estate plan? This FREE event has you covered! Join us on October 16th in Green Brook Township, NJ for an essential discussion on how the presidential candidates’ tax proposals might influence your financial future. Led by Frederick Saide, Ph.D., an expert in tax diversification, tax optimization, and estate planning. Explore how to: 
<ul>
<li>Shield your assets and reduce your tax burden with potential new tax laws</li>
<li>Strategies to ensure your investment and retirement savings remain secure</li>
<li>Plan effectively for elder care and protect your legacy for further generations.</li>
</ul>
 Choose between morning and evening sessions! Enjoy bagels &amp; coffee or wine &amp; cheese. Seats are limited to the size of the room—register now!
Secure your spot here:  
<a href="http://moneymattersusa.net/seminars" data-saferedirecturl="https://www.google.com/url?q=http://moneymattersusa.net/seminars&amp;source=gmail&amp;ust=1728758879358000&amp;usg=AOvVaw0RC7Mo_PQEP8BI-5vb7RBj">moneymattersusa.net/seminars</a> For immediate assistance, call 800-593-8188 or visit <a href="http://moneymattersusa.net/connect" data-saferedirecturl="https://www.google.com/url?q=http://moneymattersusa.net/connect&amp;source=gmail&amp;ust=1728758879358000&amp;usg=AOvVaw08l5F-E5Fj7HOgj2ezOit4">moneymattersusa.net/connect</a>

Avoid Retirement Traps

Episode 165 features the three-year podcast anniversary.  It actually should have been held on Episode 156 but better late than never.  Fred discusses the current economic uncertainties and provides actionable steps for listeners to navigate these challenges. He emphasizes the importance of retirement planning strategies, particularly in optimizing Required Minimum Distributions (RMDs) and considering tax implications. The conversation also delves into the political landscape and its potential impact on financial planning, especially regarding estate taxes and charitable giving. As the year comes to a close, Fred highlights year-end financial strategies, including the benefits of bunching charitable donations and the significance of healthcare planning in light of upcoming Medicare changes. Finally, he advises listeners to review their investment strategies and make necessary adjustments for the fourth quarter.

Reach Fred at 800-593-8188.

Money Matters USA

Money Matters USA-additional website-www.wealthensure.com

Episode 165 features the three-year podcast anniversary.  It actually should have been held on Episode 156 but better late than never.  Fred discusses the current economic uncertainties and provides actionable steps for listeners to navigate these challenges. He emphasizes the importance of retirement planning strategies, particularly in optimizing Required Minimum Distributions (RMDs) and considering tax implications. The conversation also delves into the political landscape and its potential impact on financial planning, especially regarding estate taxes and charitable giving. As the year comes to a close, Fred highlights year-end financial strategies, including the benefits of bunching charitable donations and the significance of healthcare planning in light of upcoming Medicare changes. Finally, he advises listeners to review their investment strategies and make necessary adjustments for the fourth quarter.
Reach Fred at 800-593-8188.
<a href="https://moneymattersusa.net">Money Matters USA</a>
<a href="https://wealthensure.com">Money Matters USA-additional website-www.wealthensure.com</a>

Retirement in the News

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