Katherine Groce discusses what is the number one thing to pay attention to when it comes to retirement. She also talks about how the Secure Act could change your RMD's, the difference between tax preparation and tax planning, as well as a story about a multimillion dollar trust fund...for a dog?

Katherine Groce discusses what is the number one thing to pay attention to when it comes to retirement. She also talks about how the Secure Act could change your RMD's, the difference between tax preparation and tax planning, as well as a story about a multimillion dollar trust fund...for a dog?

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!

Schedule your 15-minute Discovery Call here: https://calendly.com/prostatis/15-minute-savvy-discovery-call-savvy-investor-podcast

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!
Schedule your 15-minute Discovery Call here: <a href="https://calendly.com/prostatis/15-minute-savvy-discovery-call-savvy-investor-podcast">https://calendly.com/prostatis/15-minute-savvy-discovery-call-savvy-investor-podcast</a>
Learn more about the team at Prostatis Financial Advisors Group on their <a href="https://bit.ly/3Fk5BLu">website</a> or on social:&nbsp;<a href="https://www.facebook.com/prostatisgroup">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

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!

Schedule your 15-minute Discovery Call here: https://calendly.com/prostatis/15-minute-savvy-discovery-call-savvy-investor-podcast

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!
Schedule your 15-minute Discovery Call here: <a href="https://calendly.com/prostatis/15-minute-savvy-discovery-call-savvy-investor-podcast">https://calendly.com/prostatis/15-minute-savvy-discovery-call-savvy-investor-podcast</a>
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://www.facebook.com/prostatisgroup">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>.

Katherine Groce discusses what is the number one thing to pay attention to when it comes to retirement. She also talks about how the Secure Act could change your RMD's, the difference between tax preparation and tax planning, as well as a story about...

Women and Wealth

One retiree's first required minimum distribution added $42,000 to his tax bill, raising a question many savers never see coming. In this episode, Lawrence Kiely & Katherine Groce discuss how RMDs can affect taxes, Social Security taxation, and Medicare premiums. They explore Roth conversions, charitable giving strategies, legacy planning considerations, and ways retirees may evaluate different tax buckets as part of a broader retirement income plan. Learn why retirement tax planning often requires looking beyond account balances and focusing on how and when money is withdrawn.

Want to begin building your retirement and tax plan? Click Here to Schedule a 15-minute Discovery Call

Follow us for more helpful insights:

🖱️ Facebook- https://bit.ly/3PmJcSt

🖱️ LinkedIn- https://bit.ly/44T88a9

🖱️ X - https://bit.ly/3PHxqDJ

One retiree's first required minimum distribution added $42,000 to his tax bill, raising a question many savers never see coming. In this episode, Lawrence Kiely &amp; Katherine Groce discuss how RMDs can affect taxes, Social Security taxation, and Medicare premiums. They explore Roth conversions, charitable giving strategies, legacy planning considerations, and ways retirees may evaluate different tax buckets as part of a broader retirement income plan. Learn why retirement tax planning often requires looking beyond account balances and focusing on how and when money is withdrawn.
Want to begin building your retirement and tax plan?&nbsp;<a href="https://calendly.com/prostatis/15-minute-savvy-discovery-call-savvy-investor-podcast">Click Here to Schedule a 15-minute Discovery Call</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>
🖱️ X - <a href="https://bit.ly/3PHxqDJ">https://bit.ly/3PHxqDJ</a>

Could Your 401k Become a Tax Problem in Retirement?

That old stock certificate, forgotten 401(k), or inherited investment could be worth more attention than you think. Mike Canet and Ryan Herbert discuss the overlooked assets many people bring into retirement, from decades-old stock holdings and abandoned accounts to outdated annuities and inherited investments. They share real-world stories of lost assets, paperwork challenges, and financial products that may no longer fit a retiree’s goals. Learn why organizing your financial life, understanding what you own, and reviewing older accounts can play an important role in retirement planning.

Want to begin building your retirement and tax plan? Click Here to Schedule a 15-minute Discovery Call

Follow us for more helpful insights:

🖱️ Facebook- https://bit.ly/3PmJcSt

🖱️ LinkedIn- https://bit.ly/44T88a9

🖱️ X - https://bit.ly/3PHxqDJ

That old stock certificate, forgotten 401(k), or inherited investment could be worth more attention than you think. Mike Canet and Ryan Herbert discuss the overlooked assets many people bring into retirement, from decades-old stock holdings and abandoned accounts to outdated annuities and inherited investments. They share real-world stories of lost assets, paperwork challenges, and financial products that may no longer fit a retiree&rsquo;s goals. Learn why organizing your financial life, understanding what you own, and reviewing older accounts can play an important role in retirement planning.
Want to begin building your retirement and tax plan?&nbsp;<a href="https://calendly.com/prostatis/15-minute-savvy-discovery-call-savvy-investor-podcast">Click Here to Schedule a 15-minute Discovery Call</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>
🖱️ X - <a href="https://bit.ly/3PHxqDJ">https://bit.ly/3PHxqDJ</a>

Old Stocks, Lost Assets, and Costly Retirement Mistakes

Think taking Social Security early is always the smartest move? Think again. In this episode, Mike Canet breaks down why Social Security claiming strategies are far more personal than most people realize. From life expectancy and income needs to legacy goals, taxes, Roth conversions, and pension decisions, Mike explains why there is no one-size-fits-all answer. Using real-world examples, he shows how the right claiming strategy depends on how every piece of a retirement plan fits together. If you're weighing when to claim Social Security, this conversation highlights the factors that deserve a closer look.

Want to begin building your retirement and tax plan? Click Here to Schedule a 15-minute Discovery Call

Follow us for more helpful insights:

🖱️ Facebook- https://bit.ly/3PmJcSt

🖱️ LinkedIn- https://bit.ly/44T88a9

🖱️ X - https://bit.ly/3PHxqDJ

Think taking Social Security early is always the smartest move? Think again. In this episode, Mike Canet breaks down why Social Security claiming strategies are far more personal than most people realize. From life expectancy and income needs to legacy goals, taxes, Roth conversions, and pension decisions, Mike explains why there is no one-size-fits-all answer. Using real-world examples, he shows how the right claiming strategy depends on how every piece of a retirement plan fits together. If you're weighing when to claim Social Security, this conversation highlights the factors that deserve a closer look.
Want to begin building your retirement and tax plan?&nbsp;<a href="https://calendly.com/prostatis/15-minute-savvy-discovery-call-savvy-investor-podcast">Click Here to Schedule a 15-minute Discovery Call</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>
🖱️ X - <a href="https://bit.ly/3PHxqDJ">https://bit.ly/3PHxqDJ</a>

Women and Wealth

In 1 playlist(s)

The Savvy Investor Podcast

Social links

Follow podcast

Recent clips