Fred clears up some misconceptions about retirement including how much you’ll spend, how long your retirement may be, believing you can live off less, when you’ll retire, and how much your tax burden will be.

Reach Fred at 800-593-8188.

Money Matters USA

Fred clears up some misconceptions about retirement including how much you’ll spend, how long your retirement may be, believing you can live off less, when you’ll retire, and how much your tax burden will be.
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 Misconceptions

In Episode 178, Fred Saide discusses the intricacies of Roth IRA conversions, emphasizing their potential benefits for retirement savings and tax planning. He explores the implications of the Secure Act, the importance of understanding tax brackets, and the role of trusts in managing Roth conversions. The conversation highlights the need for careful planning and collaboration with tax professionals to navigate the complexities of Roth conversions effectively.

Reach Fred at 800-593-8188.

Money Matters USA

www.moneymattersusa.net

www.wealthensure.com

 

In Episode 178, Fred Saide discusses the intricacies of Roth IRA conversions, emphasizing their potential benefits for retirement savings and tax planning. He explores the implications of the Secure Act, the importance of understanding tax brackets, and the role of trusts in managing Roth conversions. The conversation highlights the need for careful planning and collaboration with tax professionals to navigate the complexities of Roth conversions effectively.
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;

Roth Conversions

Fred explains why financial resolutions are so important to Americans in 2025 and breaks down three of the top resolutions which are saving more, paying down debt, and spending less.  He also offers tips on how to stay on track with these resolutions throughout the year.

 Reach Fred Saide at 800-593-8188.

Money Matters USA

www.moneymattersusa.net

www.wealthensure.com

 

Fred explains why financial resolutions are so important to Americans in 2025 and breaks down three of the top resolutions which are saving more, paying down debt, and spending less.&nbsp; He also offers tips on how to stay on track with these resolutions throughout the year.
&nbsp;Reach Fred Saide 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;

Financial Resolutions

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;

Retirement Misconceptions

In 1 playlist(s)

MoneyMattersUSA® with Fred Saide

Social links

Follow podcast

Recent clips