The conversation covers various financial topics including Roth conversions, tax analysis, market timing, Social Security, and annuities. Steve discusses the benefits of Roth conversions and how Congress views them as a revenue source, the importance of tax analysis and the impact of charitable distributions on taxes.

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The conversation covers various financial topics including Roth conversions, tax analysis, market timing, Social Security, and annuities. Steve discusses the benefits of Roth conversions and how Congress views them as a revenue source, the importance of tax analysis and the impact of charitable distributions on taxes.
 <a href="https://yourmoneymattersstl.com/">Get your FREE Complimentary Retirement Review!  </a>

As a baby boomer, retirement planning is up to you. But you don't have to go it alone. Founder of the Aul Financial Group in St. Louis and Investment Adviser Representative, Steve Aul helps people navigate the challenges of retirement. Steve hosts "The Aul Financial Hour" every Saturday on KMOX. If you're looking for lessons on 401(k)s, ways to help minimize taxes, asset preservation strategies, and creating lasting income in retirement, this podcast is for you! Find more at www.yourmoneymatters.com.

For a list of disclosures, please visit https://aulfinancialgroup.com/

As a baby boomer, retirement planning is up to you. But you don't have to go it alone. Founder of the Aul Financial Group in St. Louis and Investment Adviser Representative, Steve Aul helps people navigate the challenges of retirement. Steve hosts "The Aul Financial Hour" every Saturday on KMOX. If you're looking for lessons on 401(k)s, ways to help minimize taxes, asset preservation strategies, and creating lasting income in retirement, this podcast is for you! Find more at <a href="http://www.yourmoneymatters.com">www.yourmoneymatters.com</a>.
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For a list of disclosures, please visit <a href="https://aulfinancialgroup.com/">https://aulfinancialgroup.com/</a>

The Aul Financial Hour

As a baby boomer, retirement planning today is up to you. But you don’t have to go it alone! Steve Aul founded the Aul Financial Group in St. Louis to help people navigate the challenges of retirement. Steve hosts “The Aul Financial Hour” every Saturday on KMOX. If you’re looking for lessons on 401(k)s, minimizing taxes, asset protection and creating lasting income in retirement….this podcast is for you! Find more at www.yourmoneymattersstl.com.

For a list of disclosures, please visit https://aulfinancialgroup.com/

As a baby boomer, retirement planning today is up to you. But you don’t have to go it alone! Steve Aul founded the Aul Financial Group in St. Louis to help people navigate the challenges of retirement. Steve hosts “The Aul Financial Hour” every Saturday on KMOX. If you’re looking for lessons on 401(k)s, minimizing taxes, asset protection and creating lasting income in retirement….this podcast is for you! Find more at <a href="http://www.yourmoneymattersstl.com">www.yourmoneymattersstl.com</a>.
<hr>
For a list of disclosures, please visit <a href="https://aulfinancialgroup.com/">https://aulfinancialgroup.com/</a>

Maximizing Benefits: The Power of Roth Conversions

The importance of analyzing income sources and expenses in retirement, the potential impact of interest rate cuts on the stock market, the need for a diversified investment strategy, and the considerations for claiming Social Security benefits. The conversation also highlights the role of insurance products in protecting assets and providing income in retirement. 

Schedule a quick 15-minute call with Aul Financial today to discuss your questions about today's market!

The importance of analyzing income sources and expenses in retirement, the potential impact of interest rate cuts on the stock market, the need for a diversified investment strategy, and the considerations for claiming Social Security benefits. The conversation also highlights the role of insurance products in protecting assets and providing income in retirement. 
<a href="https://calendly.com/aulfinancial/radio-call?month=2021-01">Schedule a quick 15-minute call with Aul Financial today to discuss your questions about today's market!</a>

Diversifying Your Investment Strategy

In todays episode, Steve discusses the importance of having a financial advisor to help with retirement planning and managing finances. He also provides insights on how to prepare for a recession and offers advice on building cash reserves, paying off high-interest debt, and rebalancing investments. Steve emphasizes the need for a comprehensive retirement plan that includes considerations for income, taxes, Social Security, estate planning, and investment risk. Steve also discusses different strategies for replacing a paycheck in retirement and provides options for managing 401(k) accounts. Overall, the conversation highlights the importance of financial planning and making informed decisions to secure a comfortable retirement.

Schedule a quick 15-minute call with Aul Financial today to discuss your questions about today's market!

In todays episode, Steve discusses the importance of having a financial advisor to help with retirement planning and managing finances. He also provides insights on how to prepare for a recession and offers advice on building cash reserves, paying off high-interest debt, and rebalancing investments. Steve emphasizes the need for a comprehensive retirement plan that includes considerations for income, taxes, Social Security, estate planning, and investment risk. Steve also discusses different strategies for replacing a paycheck in retirement and provides options for managing 401(k) accounts. Overall, the conversation highlights the importance of financial planning and making informed decisions to secure a comfortable retirement.
<a href="https://calendly.com/aulfinancial/radio-call?month=2021-01">Schedule a quick 15-minute call with Aul Financial today to discuss your questions about today's market!</a>

Creating a Comprehensive Retirement Plan

The conversation discusses the recent volatility in the stock market and offers advice on how to navigate it. It emphasizes the importance of not panicking and staying calm. Steve also touches on retirement planning, including factors to consider when deciding when to retire and when to start taking Social Security benefits. It concludes with a discussion on tax law changes and the importance of reducing or eliminating taxes in retirement. 

Schedule a quick 15-minute call with Aul Financial today to discuss your questions about today's market!

The conversation discusses the recent volatility in the stock market and offers advice on how to navigate it. It emphasizes the importance of not panicking and staying calm. Steve also touches on retirement planning, including factors to consider when deciding when to retire and when to start taking Social Security benefits. It concludes with a discussion on tax law changes and the importance of reducing or eliminating taxes in retirement. 
<a href="https://calendly.com/aulfinancial/radio-call?month=2021-01">Schedule a quick 15-minute call with Aul Financial today to discuss your questions about today's market!</a>

Maximizing Benefits: The Power of Roth Conversions

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