New Perspective Financial
New Perspective Financial
Join Tayvon Jackson of New Perspective Financial Solutions for a podcast series to help you understand the various aspects of retirement planning. Tayvon believes retirement planning starts with useful information. Don’t let financial myths hold you back. Fears about the stock market, taxes in retirement or life insurance expenses can often keep people from planning effectively for financial indep…Social links:
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IBM's Retirement Revolution: A New Approach
Tayvon Jackson discusses IBM's recent changes to their retirement funding strategy, which involves a shift from a traditional 401k matching system to a guaranteed retirement benefit account. They explore the implications of this change, including the pros and cons of pension plans versus 401k accou…
07:45
Trusts: Safeguarding Your Legacy
Tayvon Jackson discusses the importance of life insurance, particularly hybrid life insurance that includes living benefits for long-term care. Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by visiting newperspectivefs.com
07:09
401k: An Experiment in Retirement Planning
Tayvon Jackson explains the challenges faced by retirees, particularly focusing on the inadequacies of the 401k system and the importance of guaranteed income streams in retirement. Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by v…
07:07
Calculating the Pension: The High Three and Years of Service
Tayvon Jackson discusses the importance of age 60 and 62 for federal workers in retirement. He explains how the pension is calculated based on the high three and years of service, with a difference in benefits between ages 60 and 62. Reach out to Tayvon Jackson and schedule a complimentary consul…
08:02
Making Informed Decisions About Pension Options for Retirement
Tayvon Jackson explores the changes in the federal government retirement system and the need for planning. He talks about the impact of the new government system on pension income and the importance of understanding expenses and goals. Reach out to Tayvon Jackson and schedule a complimentary cons…
08:37
Benefits of Rolling Over the TSP into an IRA
Tayvon Jackson discusses the importance of tax planning and the potential tax implications of government employees' retirement accounts. He explores the options for converting a traditional TSP to a Roth and the limitations of investing in different funds within the TSP. Reach out to Tayvon Jacks…
06:15
Investing for Passive Income in Retirement
Tayvon Jackson talks about a woman who asked for advice on how to invest a million dollars for passive income. The options discussed include money market funds, municipal bonds, CDs, and dividend-paying stocks. Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspec…
06:43
Red Flags When Working with Financial Advisors: What to Watch Out For
Red Flags When Working with Financial Advisors: What to Watch Out For Tayvon covers covers two main themes: qualified charitable distributions (QCDs) and red flags when working with financial advisors. Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Fina…
06:37
Reducing Medicare Premiums
Tayvon Jackso highlights the importance of filling out the SSA 44 form to reduce Medicare premiums. He breaks down how complex retirement planning can be and why you might need for professional assistance. Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective F…
06:53
The Importance of Financial Date Nights
Tavon Jackson discusses the concept of financial date nights with your spouse. He explains the importance of having open and positive conversations about money and setting financial goals together. Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial…
07:46