New Perspective Financial
New Perspective Financial
Playlist by New Perspective FinancialJoin 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 usefu…Follow the podcast:
59 clip(s) in playlist
Taking Control of your 401k and Creating a Personal Pension
Tayvon Jackson explores the transition from traditional pensions to 401(k) plans, discussing the challenges and solutions for retirement income generation. He emphasizes the importance of creating a personal pension through annuities and addresses the tax implications retirees may face, especially …
07:29
Breaking Down Medicare and it's Complexities
Tayvon Jackson delves into the complexities of Medicare and long-term care insurance, emphasizing the importance of understanding Medicare's structure, the potential pitfalls of Medicare Advantage plans, and the innovative solutions offered by living benefit policies. Reach out to Tayvon Jackson …
09:21
Avoiding Common Social Security Mistakes
Tayvon Jackson gets into the critical aspects of Social Security and Medicare for retirees. He highlights common mistakes retirees make regarding their benefits, such as taking Social Security too early or delaying Medicare enrollment. Reach out to Tayvon Jackson and schedule a complimentary cons…
06:56
How to Prepare for Potential Downturns
Tayvon Jackson explores the current state of the stock market, investment strategies for potential downturns, and the future of Social Security. He discusses how to prepare for market fluctuations and the implications of Social Security's projected depletion, emphasizing the importance of financial…
07:39
The Intricacies of Retirement Planning
Tayvon Jackson discusses various financial planning topics, including the intricacies of Social Security, the importance of planning for long-term care, and the complexities of Medicare. He emphasizes the need for proactive financial planning to avoid costly mistakes in retirement. Reach out to Ta…
06:47
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