Sovereign Wealth Spotlight with Jeff Truchon
Sovereign Wealth Spotlight with Jeff Truchon
Playlist by Sovereign Wealth Spotlight with Jeff TruchonAt Sovereign Wealth Management, our approach to wealth management is centered around putting our clients’ needs and goals first. We take on the role of a fiduciary, meaning that we are legally bound t…22 clip(s) in playlist
Retirement Preparedness, It’s a Thing
Are you prepared for retirement? Great question to be asking if you’re 50 and older. The number 1 fear for retirees is running out of money in retirement. Could an Annuity be a good fit for the portfolio and your plan is a question we will try and answer. Retirement age numbers you can use as a bar…
50:33
Concern and Confusion in the Mainstream about the Economy, What is Noise and what is Real?
On this week’s show we get into the latest media cycle and what it means to you. Two big names in retirement planning give their takes on investing for retirement. We will also get into rules to follow for planning as well as exceptions to those rules. If you have any questions regarding your reti…
50:00
Is there a Retirement Crisis?
On this week’s show we dive in on whether or not there is a retirement crisis. If there is a crisis what should you do? We will discuss your options. Should retirees be concerned about the future of Social Security? We discuss the latest rumblings. If you have any questions contact Jeff Truchon 8…
50:16
Common Questions that Advisors are Asked, plus the Answers
On this edition we tackle common questions that people are asking advisors across the country. Healthcare planning and retirement go hand in hand and you need to be ready for it. Healthcare and Long-term care will be expensive and today we will discuss alternatives to longterm care insurance. We wi…
50:21
Reducing Taxes in Retirement
On this week’s program we talk taxes. Specifically, how you could possibly lessen your tax burden. Retirement is a multi step planning process. Saving for retirement is vital, but there are other steps you need to be aware of and include in your planning. The old saying “the only thing that is cons…
49:56
Semi Retirement And How will it impact My Retirement Plan?
On this week’s show we discuss semi-retirement and what it may mean to your overall retirement plan. Retirement expenses could be going up and on a fixed income you need to plan to handle the possibility in the future. Preparing for retirement is a real thing. We will discuss practicing what will b…
50:38
Retiring Some Dated “Rules of Thumb” when it comes to Financial Planning.
On this week’s show we get into the older ‘Rules of Thumb” when it comes to financial planning. 60/40 Stick bond split, and the magic retirement age 65. The Rule of 72 and the rule of 100 also making the show. Last, but not least is the old 4% rule and is it still valid? We round out the show with …
50:29
This is not Your Father’s Retirement, be Ready
On this week’s program we dive into the changes in retirement planning from when your parents retired and what you are now facing. Baby Boomers are hitting retirement each day and many are wasting their retirement savings. Ideas on how to stretch that budget. We will also tackle common myths about…
50:16
Never Assume When it Comes to Your Retirement
Coming up on this week’s show we talk about dangerous retirement assumptions. Assumptions can disrupt your retirement planning try to avoid them if you can. How long will you work? How long will you live? What will you spend in retirement? These are just a few of the assumptions we discuss today. …
50:22
Concerns about the Economy and the Impact on Retirement
On this week’s show we discuss the cost of living and the impact on retirement. Retiring without regrets would be ideal, but how do you do it? Avoiding big planning mistakes will help. Keeping your retirement dollars in tip top shape will allow you to get to and through your golden years. If you h…
50:21