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:
64 clip(s) in playlist
How to Invest in Your Federal Thrift Savings Plan
Tayvon Jackson discusses the intricacies of the Thrift Savings Plan (TSP) for federal employees, emphasizing the importance of strategic investment choices and understanding retirement benefits. Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial S…
07:26
Key Components of the Federal Employee Retirement System
Tayvon Jackson delves into the intricacies of the Federal Employee Retirement System (FERS) and the Thrift Savings Plan (TSP), highlighting how federal employees can effectively plan for retirement. Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financi…
07:31
Being Proactive with Taxes in Retirement
Tayvon Jackson gets into the complexities of retirement planning, particularly focusing on tax implications and the importance of a robust financial plan. He emphasizes the need for proactive tax strategies and financial planning to ensure a secure retirement. Reach out to Tayvon Jackson and sche…
07:44
Is There a Rush to Complete a Roth Conversion?
Tayvon Jackson discusses the importance of tax strategies and retirement planning, emphasizing the benefits of tax-free income through Roth conversions. He highlights the limitations of traditional 401k plans and advocate for the use of annuities to secure guaranteed income in retirement. Reach o…
08:59
Civil Service Retirement System vs Federal Employee Retirement System
Vanessa Patterson and Lisa Kim focus on the retirement systems available to federal workers, specifically comparing the Civil Service Retirement System (CSRS) and the Federal Employees Retirement System (FERS). They highlight the differences in benefits, including pensions, Social Security, and the…
08:16
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