In this episode Steve discusses various topics related to retirement planning, investment strategies, and the impact of market volatility on financial decisions. He shares personal anecdotes about his recent activities and emphasizes the importance of strategic financial planning, particularly regarding IRA conversions and the use of robo-advisors versus human advisors. The conversation also touches on the influence of financial news on public perception and decision-making.

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

Follow us on Facebook!  

In this episode Steve discusses various topics related to retirement planning, investment strategies, and the impact of market volatility on financial decisions. He shares personal anecdotes about his recent activities and emphasizes the importance of strategic financial planning, particularly regarding IRA conversions and the use of robo-advisors versus human advisors. The conversation also touches on the influence of financial news on public perception and decision-making.
<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 Retirement: Strategies for Success

What’s the bigger retirement risk: a market downturn or running out of income? Steve Aul breaks down key retirement questions, including how to replace a paycheck after leaving work, strategies for creating reliable income, and why Roth accounts and Roth conversions are gaining attention across generations. He also discusses retirement readiness, the emotional side of leaving the workforce, and the challenges of navigating market uncertainty. The conversation focuses on building a retirement plan that aligns with lifestyle goals, tax considerations, and long-term financial needs.

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&rsquo;s the bigger retirement risk: a market downturn or running out of income? Steve Aul breaks down key retirement questions, including how to replace a paycheck after leaving work, strategies for creating reliable income, and why Roth accounts and Roth conversions are gaining attention across generations. He also discusses retirement readiness, the emotional side of leaving the workforce, and the challenges of navigating market uncertainty. The conversation focuses on building a retirement plan that aligns with lifestyle goals, tax considerations, and long-term financial needs.
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 Income Question Most People Haven’t Answered

A simple retirement strategy could trigger unexpected taxes if you miss one critical rule. On this episode, Steve Aul breaks down the realities of backdoor Roth conversions, including the often-overlooked pro rata rule that can create costly tax consequences. He also discusses whether claiming Social Security early and investing the benefits makes sense, how to optimize Social Security decisions for couples, and why longevity, inflation, taxes, market risk, and income planning remain essential pieces of a retirement strategy. Grounded planning, not assumptions, is the theme throughout this conversation.

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

A simple retirement strategy could trigger unexpected taxes if you miss one critical rule. On this episode, Steve Aul breaks down the realities of backdoor Roth conversions, including the often-overlooked pro rata rule that can create costly tax consequences. He also discusses whether claiming Social Security early and investing the benefits makes sense, how to optimize Social Security decisions for couples, and why longevity, inflation, taxes, market risk, and income planning remain essential pieces of a retirement strategy. Grounded planning, not assumptions, is the theme throughout this conversation.
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 Backdoor Roth Mistake That Could Follow You for Life

Could election-year uncertainty and market volatility tempt investors into costly mistakes? Steve Aul discusses why midterm election cycles often create market turbulence, strategies for protecting gains after strong market performance, and how different annuity options may fit specific retirement income needs. He also explains ways to manage concentrated stock positions, avoid fear-driven investing, and reduce risk when too much wealth is tied to a single company. The conversation focuses on income planning, downside protection, and making thoughtful financial decisions during uncertain markets.

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

Could election-year uncertainty and market volatility tempt investors into costly mistakes? Steve Aul discusses why midterm election cycles often create market turbulence, strategies for protecting gains after strong market performance, and how different annuity options may fit specific retirement income needs. He also explains ways to manage concentrated stock positions, avoid fear-driven investing, and reduce risk when too much wealth is tied to a single company. The conversation focuses on income planning, downside protection, and making thoughtful financial decisions during uncertain markets.
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 Retirement: Strategies for Success

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