Retire ATL
Retire ATL
Have you ever noticed that your financial landscape tends to get more complex over time? It’s no wonder, especially with so many moving parts to take into consideration. Seeking help from multiple professionals in and around Atlanta to serve your various needs can also add to that complexity. That's why we've created our podcast, "Retire ATL." We want to help you retire with confidence. Tune in …Follow the podcast:
Should AI Help Plan Your Retirement?
Can AI help build a retirement plan, or can it create more confusion? Aaron Vincent and Matt Decker discuss the growing role of artificial intelligence in financial planning, where technology can be useful, and where human guidance remains essential. From portfolio analysis to retirement decision-m…
22:36Clean
The Retirement Tax Bill Many People Never See Coming
A surprise tax bill in retirement could be hiding in plain sight. Aaron Vincent and Matt Decker discuss required minimum distributions, Roth conversion strategies, survivor tax challenges, and why income planning goes beyond investment returns. They explore how tax decisions made before retirement …
22:15Clean
Could Market Headlines Be Hurting Your Retirement?
What if the biggest threat to your retirement isn’t a market correction but your reaction to it? Aaron Vincent and Matt Decker discuss market volatility, media headlines, portfolio durability, and the dangers of emotional investing. They explain why a retirement strategy should be built to withstan…
23:10Clean
How Do You Turn a Portfolio Into a Paycheck?
A large retirement portfolio is not the same thing as a dependable monthly paycheck. Aaron Vincent and Matt Decker discuss the challenge of turning accumulated savings into income while coordinating Social Security, pensions, investments, inherited accounts, Roth assets, and taxable accounts. They …
23:00Clean
Are Investors Getting Too Comfortable?
Has the market’s long run of gains made investors too comfortable? Aaron Vincent and Matt Decker discuss complacency, risk management, and the importance of preparing for retirement before market conditions change. They explain why retirement planning requires a different mindset than accumulation …
23:01Clean
Are Your Financial Fees Worth the Price?
Do you know what you are paying for financial guidance and what you receive in return? Aaron Vincent and Matt Decker cut through flat fees, asset-based fees, fee-only labels, and other pricing structures that can make comparisons difficult. They explain why the lowest-looking fee is not automatical…
21:44Clean
Fired Before Retired: What Happens Next?
What happens if retirement comes sooner than expected? Aaron Vincent and Matt Decker discuss layoffs, career disruption, AI-driven workforce changes, and how understanding your retirement readiness can help you evaluate your options. They also explore retirement income strategies, tax planning, and…
22:46Clean
Why You Cannot Outrun a Bad Tax Strategy
If you do not create a tax plan, your retirement income may default to decisions you never intended. Aaron Vincent and Matt Decker discuss the national deficit, the possibility of higher taxes, Roth conversion planning, and the order in which retirees draw from different accounts. They explain why …
23:15Clean
The Retirement Income Conversation Everyone Avoids
Why do so many people love pensions but hesitate when they hear the word annuity? Aaron Vincent and Matt Decker break down common misconceptions, explain how annuities work, and discuss income planning in retirement. They explore the differences between pensions and personal retirement savings, the…
22:09Clean
The Market Timing Trap That Catches Retirees
Are you building a retirement portfolio—or gambling on market timing? Aaron Vincent and Matt Decker break down the dangers of chasing market predictions, explain the concept of a durable portfolio, and discuss how balancing growth opportunities with lower-risk assets can help create confidence thro…
21:56Clean