RMDs, Household Spending and the Role of a Trusted Contact

Matthew Scuderi and Bryson King join Morgan Patrick to distinguish a required retirement-account withdrawal from what a household actually needs to spend. They also discuss trusted contacts, how that role differs from power of attorney, and coordinating the rest of a retirement plan. Call 877-359-…

RMDs, Trusted Contacts and the Retirement Plan Around Them

A required withdrawal and the amount a household needs to spend are different planning questions. Matt Scuderi, Bryson King and Morgan Patrick discuss required minimum distributions, the role of a trusted contact compared with a power of attorney, and family financial boundaries. Call the Money Pr…

What is Essential to Retirement Planning?

In this episode, the Money Pros, Matt Scuderi and Bryson King, discuss essential retirement planning topics including managing debt, long-term care options, downsizing strategies, and the importance of having a comprehensive plan to ensure a secure and enjoyable retirement.  If you have any questi…

Managing Investment Risk and Growth Strategies

In this episode, the Money Pros, Matt Scuderi and Bryson King, discuss critical retirement planning strategies, including handling 401k rollovers, understanding fees, and creating personalized financial plans. They share real-life case studies to illustrate how tailored advice can help you achieve …

Importance of Personalized Retirement Strategies

In this episode, we explore common misconceptions about retirement planning, including the future of Social Security, long-term care strategies, and Medicaid coverage. Our hosts, Matt Scuderi and Bryson King, clarify what you need to know to prepare effectively for retirement.  If you have any que…

Creating a Steady Paycheck for Retirement

In this episode, the Money Pros, Matt Scuderi and Bryson King discuss the best retirement advice of all time, covering strategies for creating a steady paycheck, planning for taxes, working with professionals, and avoiding common retirement regrets. If you have any questions for Matt and Bryson, c…

Retirement Timing

Timing is the focus of this week's podcast as Matt and Bryson open with the reasons someone should give as much consideration to the month they plan to retire as they do the planned year of retirement.  They cover healthcare and tax considerations and well as any loose ends that may need to be addr…

Common Mistakes in RMD Planning and How to Avoid Them

In this episode, the Money Pros, Matt Scuderi and Bryson King, discuss the intricacies of required minimum distributions, how they impact retirement planning, and strategies to optimize your retirement income and tax situation. Learn from Matt Scuderi and Bryson King about making informed decisions…

Your Savings: Would you rather spend it now... or let it work for future-you?

In this episode, the Money Pros, Matt Scuderi and Bryson King, discuss five key ways health savings accounts can enhance your retirement planning, including tax advantages, investment strategies, and estate considerations. They also cover how to navigate the tax implications of retirement, the impo…

Sequence of Returns Risk and its Impact on Retirement Savings

In this episode, The Money Pros, Matt Scuderi and Bryson King, discuss critical retirement planning topics including sequence of returns risk, required minimum distributions, and debunk common Social Security myths. The Money Pros provide actionable strategies to help listeners secure their financi…