Ryan provides insights into preparing for a first appointment, the importance of understanding the financial planning process, and the mindset needed for retirement planning. He also shares the significance of having a plan for life when entering retirement.

Want to begin building your retirement plan? Schedule a call with us here: 📅 https://bit.ly/3Rq2d9i

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Ryan provides insights into preparing for a first appointment, the importance of understanding the financial planning process, and the mindset needed for retirement planning. He also shares the significance of having a plan for life when entering retirement.
Want to begin building your retirement plan? Schedule a call with us here: 📅 <a href="https://bit.ly/3Rq2d9i">https://bit.ly/3Rq2d9i</a>
Follow us for more helpful insights:
🖱️ Facebook- <a href="https://bit.ly/3PmJcSt">https://bit.ly/3PmJcSt</a>
🖱️ LinkedIn- <a href="https://bit.ly/44T88a9">https://bit.ly/44T88a9</a>
🖱️ Twitter- <a href="https://bit.ly/3PHxqDJ">https://bit.ly/3PHxqDJ</a>

The Savvy Investor Podcast is your one-stop shop for investors and retirees who want to level-up their retirement plans. Hosts Mike Canet and Ryan Herbert are independent financial advisors with decades of experience. They tackle the tough financial issues that matter most to you, from saving for retirement to reducing taxes.

Whether you're just starting out or you're a seasoned investor, The Savvy Investor Podcast has something for you. Tune in each week for practical tips and strategies on how to reach your financial goals.

Don't miss an episode! Subscribe or follow today!

Learn more about the team at Prostatis Financial Advisors Group on their website or on social: Facebook, LinkedIn, Twitter and their NEW YouTube channel and video podcast.

The Savvy Investor Podcast is your one-stop shop for investors and retirees who want to level-up their retirement plans. Hosts Mike Canet and Ryan Herbert are independent financial advisors with decades of experience. They tackle the tough financial issues that matter most to you, from saving for retirement to reducing taxes.
Whether you're just starting out or you're a seasoned investor, The Savvy Investor Podcast has something for you. Tune in each week for practical tips and strategies on how to reach your financial goals.
Don't miss an episode! Subscribe or follow today!
Learn more about the team at Prostatis Financial Advisors Group on their <a href="https://bit.ly/3Fk5BLu">website</a> or on social: <a href="https://bit.ly/3PVpDkp">Facebook</a>, <a href="https://bit.ly/3PUO0yN">LinkedIn</a>, <a href="https://bit.ly/3RQ8VWq">Twitter</a> and their NEW <a href="https://bit.ly/46DQxUS">YouTube channel and video podcast</a>.

Whether you're just starting out or you're a seasoned investor, The Savvy Investor Podcast has something for you.

The Savvy Investor Podcast

Being Prepared When Meeting a Financial Advisor

Recent studies show that if you retire before 65, there’s a 45% chance of running out of money, largely due to the decline of employer pensions. Mike Canet addresses different income streams and what their potential benefits and pitfalls are, such as annuities, dividends, and preferred stocks. He also highlights things that are just as important to prepare for, including tax planning, fees, and long-term care.

Want to begin building your retirement plan? Schedule a call with us here: 📅 https://bit.ly/3Rq2d9i

Follow us for more helpful insights:

🖱️ Facebook- https://bit.ly/3PmJcSt

🖱️ LinkedIn- https://bit.ly/44T88a9

🖱️ Twitter- https://bit.ly/3PHxqDJ

Recent studies show that if you retire before 65, there&rsquo;s a 45% chance of running out of money, largely due to the decline of employer pensions. Mike Canet addresses different income streams and what their potential benefits and pitfalls are, such as annuities, dividends, and preferred stocks. He also highlights things that are just as important to prepare for, including tax planning, fees, and long-term care.
Want to begin building your retirement plan? Schedule a call with us here: 📅 <a href="https://bit.ly/3Rq2d9i">https://bit.ly/3Rq2d9i</a>
Follow us for more helpful insights:
🖱️ Facebook- <a href="https://bit.ly/3PmJcSt">https://bit.ly/3PmJcSt</a>
🖱️ LinkedIn- <a href="https://bit.ly/44T88a9">https://bit.ly/44T88a9</a>
🖱️ Twitter- <a href="https://bit.ly/3PHxqDJ">https://bit.ly/3PHxqDJ</a>

Will You Run Out of Money if You Retire Early? Consider These 3 Options

Ryan Herbert explains the concept of the Santa Claus rally, a phenomenon where stock markets typically see a rise during the end-of-year holiday season. However, he cautions against getting too excited about these short-term gains, especially for those managing significant investments.

Ryan discusses the importance of having a solid, long-term financial plan that accounts for market volatility and potential downturns, rather than chasing small percentage gains that might not justify the risk. Using examples from recent market behaviors and economic uncertainties, he emphasizes the need for prudent decision-making and the dangers of impulsive investments.

Want to begin building your retirement plan? Schedule a call with us here: 📅 https://bit.ly/3Rq2d9i

Follow us for more helpful insights:

🖱️ Facebook- https://bit.ly/3PmJcSt

🖱️ LinkedIn- https://bit.ly/44T88a9

🖱️ Twitter- https://bit.ly/3PHxqDJ

Ryan Herbert explains the concept of the Santa Claus rally, a phenomenon where stock markets typically see a rise during the end-of-year holiday season. However, he cautions against getting too excited about these short-term gains, especially for those managing significant investments.
Ryan discusses the importance of having a solid, long-term financial plan that accounts for market volatility and potential downturns, rather than chasing small percentage gains that might not justify the risk. Using examples from recent market behaviors and economic uncertainties, he emphasizes the need for prudent decision-making and the dangers of impulsive investments.
Want to begin building your retirement plan? Schedule a call with us here: 📅 <a href="https://bit.ly/3Rq2d9i">https://bit.ly/3Rq2d9i</a>
Follow us for more helpful insights:
🖱️ Facebook- <a href="https://bit.ly/3PmJcSt">https://bit.ly/3PmJcSt</a>
🖱️ LinkedIn- <a href="https://bit.ly/44T88a9">https://bit.ly/44T88a9</a>
🖱️ Twitter- <a href="https://bit.ly/3PHxqDJ">https://bit.ly/3PHxqDJ</a>

What is the Santa Claus Rally? How to Navigate the Holiday Market Hype

Imagine growing your wealth tax-free and leaving a legacy for your loved ones. In this episode, Mike Canet delves into the benefits of using life insurance policies as a tax-efficient investment tool, contrasting it with traditional 401(k) plans. By investing in life insurance, you can potentially achieve a higher rate of return without the burden of taxes, both when contributing and withdrawing.

Mike emphasizes the importance of balancing today's needs with future planning, ensuring financial advantages for both you and your heirs. Additionally, this episode touches on the current political landscape and its impact on federal spending, urging listeners to make informed decisions about their finances. Join the conversation to learn how to navigate the Secure Act 2.0 and optimize your financial strategy.

Want to begin building your retirement plan? Schedule a call with us here: 📅 https://bit.ly/3Rq2d9i

Follow us for more helpful insights:

🖱️ Facebook- https://bit.ly/3PmJcSt

🖱️ LinkedIn- https://bit.ly/44T88a9

🖱️ Twitter- https://bit.ly/3PHxqDJ

Imagine growing your wealth tax-free and leaving a legacy for your loved ones. In this episode, Mike Canet delves into the benefits of using life insurance policies as a tax-efficient investment tool, contrasting it with traditional 401(k) plans. By investing in life insurance, you can potentially achieve a higher rate of return without the burden of taxes, both when contributing and withdrawing.
Mike emphasizes the importance of balancing today's needs with future planning, ensuring financial advantages for both you and your heirs. Additionally, this episode touches on the current political landscape and its impact on federal spending, urging listeners to make informed decisions about their finances. Join the conversation to learn how to navigate the Secure Act 2.0 and optimize your financial strategy.
Want to begin building your retirement plan? Schedule a call with us here: 📅 <a href="https://bit.ly/3Rq2d9i">https://bit.ly/3Rq2d9i</a>
Follow us for more helpful insights:
🖱️ Facebook- <a href="https://bit.ly/3PmJcSt">https://bit.ly/3PmJcSt</a>
🖱️ LinkedIn- <a href="https://bit.ly/44T88a9">https://bit.ly/44T88a9</a>
🖱️ Twitter- <a href="https://bit.ly/3PHxqDJ">https://bit.ly/3PHxqDJ</a>

Being Prepared When Meeting a Financial Advisor

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