In this episode Steve discusses the current state of cash reserves among investors, particularly considering Warren Buffett's significant cash holdings. The conversation explores various investment strategies for those holding cash, the importance of rebalancing portfolios in anticipation of market corrections, and the pros and cons of target date funds. Additionally, the episode delves into the tax implications of retirement savings and the potential for passing on tax burdens to heirs.

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

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In this episode Steve discusses the current state of cash reserves among investors, particularly considering Warren Buffett's significant cash holdings. The conversation explores various investment strategies for those holding cash, the importance of rebalancing portfolios in anticipation of market corrections, and the pros and cons of target date funds. Additionally, the episode delves into the tax implications of retirement savings and the potential for passing on tax burdens to heirs.
<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>
Follow us on&nbsp;<a href="https://www.facebook.com/share/1Beqr6QNK6/">Facebook!&nbsp;</a>&nbsp;

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 weekend on KMOX News Radio 104.1 FM, Saturdays at 10am & Sundays at 6am, and on KFTK 97.1FM, Saturdays at 6:00am & 4:00pm. 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&rsquo;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 &ldquo;The Aul Financial Hour&rdquo; every weekend on KMOX News Radio 104.1 FM, Saturdays at 10am &amp; Sundays at 6am, and on KFTK 97.1FM, Saturdays at 6:00am &amp; 4:00pm. If you&rsquo;re looking for lessons on 401(k)s, minimizing taxes, asset protection and creating lasting income in retirement&hellip;.this podcast is for you! Find more at&nbsp;<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>
&nbsp;

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 weekend on KMOX News Radio 104.1 FM, Saturdays at 10am & Sundays at 6am, and on KFTK 97.1FM, Saturdays at 6:00am & 4:00pm. 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&rsquo;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 &ldquo;The Aul Financial Hour&rdquo; every weekend on KMOX News Radio 104.1 FM, Saturdays at 10am &amp; Sundays at 6am, and on KFTK 97.1FM, Saturdays at 6:00am &amp; 4:00pm. If you&rsquo;re looking for lessons on 401(k)s, minimizing taxes, asset protection and creating lasting income in retirement&hellip;.this podcast is for you! Find more at&nbsp;<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>

Navigating Cash Reserves in Today's Market

Think you will automatically land in a lower tax bracket once you retire? Steve Aul breaks down why that myth only applies to a fraction of retirees and how unexpected expenses like Required Minimum Distributions (RMDs) and Medicare IRMAA surcharges can catch you off guard. Beyond crunching the numbers, Steve highlights the importance of strategic Roth conversions to reduce your lifetime tax burden and protect what you pass down to your children. Learn how to stop focusing solely on saving money and start building a clear retirement plan focused on making lasting memories with the people you love.

Find out if you are on the right financial path to meet your retirement goals with a complimentary, quick 15-minute call with Aul Financial. Call 636-230-8824 or click here.

Hear the “The Aul Financial Hour” every Saturday at 10 AM and Sunday at 6 PM on KMOX News Radio 1120. And hear episodes of the podcast here: https://aulfinancialgroup.com/aul-media/ .

Facebook

Think you will automatically land in a lower tax bracket once you retire? Steve Aul breaks down why that myth only applies to a fraction of retirees and how unexpected expenses like Required Minimum Distributions (RMDs) and Medicare IRMAA surcharges can catch you off guard. Beyond crunching the numbers, Steve highlights the importance of strategic Roth conversions to reduce your lifetime tax burden and protect what you pass down to your children. Learn how to stop focusing solely on saving money and start building a clear retirement plan focused on making lasting memories with the people you love.
Find out if you are on the right financial path to meet your retirement goals with a complimentary, quick 15-minute call with Aul Financial. Call 636-230-8824 or&nbsp;<a href="https://calendly.com/aulfg-info/15_consult?month=2025-05">click here</a>.
Hear the &ldquo;The Aul Financial Hour&rdquo; every Saturday at 10 AM and Sunday at 6 PM on KMOX News Radio 1120. And hear episodes of the podcast here:&nbsp;<a href="https://aulfinancialgroup.com/aul-media/">https://aulfinancialgroup.com/aul-media/</a> .
<a href="https://www.facebook.com/aulfinancialgroup">Facebook</a>

The Retirement Tax Trap: Why You Might Not Be in a Lower Bracket

What if your investment portfolio was built before the storm hit, rather than patched together as the waters rise? In this episode of the Aul Financial Hour, host Steve Aul sits down with Chief Investment Officer Brad Jenkins to break down the mechanics of Market Guard. Discover how a methodical, mathematical approach to active management and tax loss harvesting can help protect your retirement savings while keeping your financial strategy aligned with your long-term goals.

Find out if you are on the right financial path to meet your retirement goals with a complimentary, quick 15-minute call with Aul Financial. Call 636-230-8824 or click here.

Hear the “The Aul Financial Hour” every Saturday at 10 AM and Sunday at 6 PM on KMOX News Radio 1120. And hear episodes of the podcast here: https://aulfinancialgroup.com/aul-media/ .

Facebook

What if your investment portfolio was built before the storm hit, rather than patched together as the waters rise? In this episode of the Aul Financial Hour, host Steve Aul sits down with Chief Investment Officer Brad Jenkins to break down the mechanics of Market Guard. Discover how a methodical, mathematical approach to active management and tax loss harvesting can help protect your retirement savings while keeping your financial strategy aligned with your long-term goals.
Find out if you are on the right financial path to meet your retirement goals with a complimentary, quick 15-minute call with Aul Financial. Call 636-230-8824 or&nbsp;<a href="https://calendly.com/aulfg-info/15_consult?month=2025-05">click here</a>.
Hear the &ldquo;The Aul Financial Hour&rdquo; every Saturday at 10 AM and Sunday at 6 PM on KMOX News Radio 1120. And hear episodes of the podcast here:&nbsp;<a href="https://aulfinancialgroup.com/aul-media/">https://aulfinancialgroup.com/aul-media/</a> .
<a href="https://www.facebook.com/aulfinancialgroup">Facebook</a>

Building the Ark Before It Rains: Inside the Mechanics of Market Guard

Market volatility and looming elections create immediate uncertainty for your retirement portfolio. In this episode of the Aul Financial Hour Podcast, Steve Aul breaks down how to lock in market gains, navigate required minimum distributions (RMDs), and rethink portfolio diversification when interest rates shift. Discover actionable strategies to protect your hard-earned assets and build a customized retirement roadmap.

Find out if you are on the right financial path to meet your retirement goals with a complimentary, quick 15-minute call with Aul Financial. Call 636-230-8824 or click here.

Hear the “The Aul Financial Hour” every Saturday at 10 AM and Sunday at 6 PM on KMOX News Radio 1120. And hear episodes of the podcast here: https://aulfinancialgroup.com/aul-media/ .

Facebook

Market volatility and looming elections create immediate uncertainty for your retirement portfolio. In this episode of the Aul Financial Hour Podcast, Steve Aul breaks down how to lock in market gains, navigate required minimum distributions (RMDs), and rethink portfolio diversification when interest rates shift. Discover actionable strategies to protect your hard-earned assets and build a customized retirement roadmap.
Find out if you are on the right financial path to meet your retirement goals with a complimentary, quick 15-minute call with Aul Financial. Call 636-230-8824 or&nbsp;<a href="https://calendly.com/aulfg-info/15_consult?month=2025-05">click here</a>.
Hear the &ldquo;The Aul Financial Hour&rdquo; every Saturday at 10 AM and Sunday at 6 PM on KMOX News Radio 1120. And hear episodes of the podcast here:&nbsp;<a href="https://aulfinancialgroup.com/aul-media/">https://aulfinancialgroup.com/aul-media/</a> .
<a href="https://www.facebook.com/aulfinancialgroup">Facebook</a>

Navigating Cash Reserves in Today's Market

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