Sinopsis
Secure Retirement Strategies helps you plan your retirement with a set of investments customized for your situation.1 (866) 481-5211
Episodios
-
Episode 29: John Bogle's Investment Strategy: Was He Right
29/01/2019 Duración: 24minJohn Bogle pioneered consumer index funds. What do we think of his classic strategy? Read the article: https://medium.com/@srsstrategies/john-bogles-investment-strategy-was-he-right-dcb97cc2b7fe Watch on YouTube: https://youtu.be/vKmddj0HcuE Listen on iTunes: https://itunes.apple.com/us/podcast/secure-retirement-strategies/id1354730500?mt=2 Visit our website: https://www.srsstrategies.com/ Call us: (866) 481-5211
-
Episode 28: Does the LIRP Make Sense After Age 65?
11/12/2018 Duración: 03minEven with slightly higher fees and a bit less income, the LIRP is still a great alternative to the Roth after age 65. Read the article: https://medium.com/@srsstrategies/does-the-lirp-make-sense-after-age-65-905679ab6a07 Watch on YouTube: https://youtu.be/4rTV_6u9Qp0 Listen on iTunes: https://itunes.apple.com/us/podcast/secure-retirement-strategies/id1354730500?mt=2 Visit our Website: https://www.srsstrategies.com/ Call us: (866) 481-5211
-
Episode 27: The LIRP: An Antidote to Volatility
05/12/2018 Duración: 02minVolatility is here, and a recession is possible. Are you prepared? Read the article: https://medium.com/@srsstrategies/the-lirp-an-antidote-to-volatility-3c7e803622d9 Watch on YouTube: https://youtu.be/KftT24xY6MU Listen on iTunes: https://itunes.apple.com/us/podcast/secure-retirement-strategies/id1354730500?mt=2 Visit our Website: https://www.srsstrategies.com/ Call us: (866) 481-5211
-
Episode 26: Don't Pay 7-Figure Long-Term Care Costs
21/11/2018 Duración: 02minWithout insurance, long-term care costs could be in the millions. Today, a cautionary tale and some modern solutions. Read the article: https://medium.com/@srsstrategies/dont-pay-7-figure-long-term-care-costs-18fe78374492 Watch on YouTube: https://youtu.be/mdZuOIUQRM4 Listen on iTunes: https://itunes.apple.com/us/podcast/secure-retirement-strategies/id1354730500?mt=2 Visit our Website: https://www.srsstrategies.com/ Call us: (866) 481-5211
-
Episode 25: How Much to Allocate to Volatile Investments?
12/11/2018 Duración: 03minIs volatility always bad? It depends on what portion of your asset allocation we are talking about. Read the article: https://medium.com/@srsstrategies/how-much-to-allocate-to-volatile-investments-c3ba2e458218 Watch on YouTube: https://youtu.be/nohrvciJowg Listen on iTunes: https://itunes.apple.com/us/podcast/secure-retirement-strategies/id1354730500?mt=2 Visit our Website: https://www.srsstrategies.com/ Call us: (866) 481-5211
-
Episode 24: Watch Out for Variable Annuity Fees
06/11/2018 Duración: 02minBe extremely cautious with Variable Annuities, as they often come with extremely high fees. Here's why Hybrid Indexed Annuities are a much better option for retirement. Read the article: https://medium.com/@srsstrategies/watch-out-for-variable-annuity-fees-db3660df27a1 Watch on YouTube: https://youtu.be/txqZw8lGl_s Listen on iTunes: https://itunes.apple.com/us/podcast/secure-retirement-strategies/id1354730500?mt=2 Visit our Website: https://www.srsstrategies.com/ Call us: (866) 481-5211
-
Episode 23: Mutual Funds vs. Indexed Annuities
31/10/2018 Duración: 09minIndexed annuities and mutual funds have specific advantages and drawbacks. In this week's episode, Mike covers the differences in terms of gains, losses, fees, and liquidity. Read the article: https://medium.com/@srsstrategies/mutual-funds-vs-indexed-annuities-d8b6a760045a Watch on YouTube: https://youtu.be/R9tAxARN2fA Listen on iTunes: https://itunes.apple.com/us/podcast/secure-retirement-strategies/id1354730500?mt=2 Visit our Website: https://www.srsstrategies.com/ Call us: (866) 481-5211
-
Episode 22: Avoid These RMD Mistakes
24/10/2018 Duración: 05minThese simple IRA withdrawal mistakes could cost you thousands of dollars per year in IRS penalties. Read the article: https://medium.com/@srsstrategies/avoid-these-rmd-mistakes-5c0ec16ad6d2 Watch on YouTube: https://youtu.be/qb-8_QQdEg4 Listen on iTunes: https://itunes.apple.com/us/podcast/secure-retirement-strategies/id1354730500?mt=2 Visit our Website: https://www.srsstrategies.com/ Call us: (866)481-5211
-
Episode 21: Take Your Pension Money and Run!
14/10/2018 Duración: 04minThe pension bubble is about to burst! Don't be caught off guard without a livable retirement income. Instead, find out how you can guarantee retirement income, no matter what happens in the market. Watch on YouTube: https://youtu.be/RV5XqOwJmog Read the article on Medium: https://medium.com/@srsstrategies/take-your-pension-money-and-run-ad9f1bc86473 Visit our website: https://www.srsstrategies.com/
-
Episode 20: Rising Interest Rates: What They Mean for You
30/09/2018 Duración: 04minMike goes over last week's interest rate hike, how it could affect you, and what to do about it. Read the article: https://medium.com/@srsstrategies/rising-interest-rates-what-they-mean-for-you-841230b314d5 Watch on YouTube: https://youtu.be/4XQ2WReNEKU Listen on iTunes: https://itunes.apple.com/us/podcast/secure-retirement-strategies/id1354730500?mt=2 Visit our website: srsstrategies.com
-
Episode 19: Hybrid Fixed Indexed Annuities: An Example
25/09/2018 Duración: 02minMike walks through an example of how easily a hybrid fixed indexed annuity can outperform the stock market. Read the article: https://medium.com/@srsstrategies/hybrid-fixed-indexed-annuities-an-example-25cb1e95af2 Watch on YouTube: https://youtu.be/1OoJu7mIC74 Listen on iTunes: https://itunes.apple.com/us/podcast/secure-retirement-strategies/id1354730500?mt=2 Visit our website: srsstrategies.com
-
Episode 18: Long-Term Care: It's Inevitable
16/09/2018 Duración: 03minMike explains why long-term care is just as inevitable as death and taxes. Read the article: https://medium.com/@srsstrategies/long-term-care-its-inevitable-24735fb064ee Watch on YouTube: https://youtu.be/GJB_lsrWGTA Listen on iTunes: https://itunes.apple.com/us/podcast/secure-retirement-strategies/id1354730500?mt=2 Visit our website: srsstrategies.com
-
Episode 17: Financial Buckets: An Example
03/09/2018 Duración: 05minMarc walks through the Bucket Strategy with his personal considerations in mind. Article: https://medium.com/@srsstrategies/financial-buckets-an-example-e551e05e0f78 Video: https://youtu.be/9UG58Jw6fDc Podcast: https://itunes.apple.com/us/podcast/secure-retirement-strategies/id1354730500?mt=2 Website: https://srsstrategies.com
-
Episode 16: Are All Your Retirement Buckets Full?
29/08/2018 Duración: 04minThe Bucket Strategy is a great way to ensure your retirement is truly secure. Video: https://youtu.be/5s7_6Htkwrs Article: https://medium.com/@srsstrategies/are-all-your-retirement-buckets-full-642be00497cf Podcast: https://itunes.apple.com/us/podcast/secure-retirement-strategies/id1354730500?mt=2 Website: https://srsstrategies.com
-
Episode 15: How LIRP Indexing Works
17/08/2018 Duración: 02minOne of the great advantages of the LIRP is that it tracks market gains but does not fall in a market downturn. But how exactly does that work? Article: https://medium.com/@srsstrategies/how-lirp-indexing-works-9c62fc48caaf Video: https://youtu.be/slyspQXUik4 Website: https://srsstrategies.com
-
Episode 14: 3 Retirement Income Gotchas
06/08/2018 Duración: 03minIn our latest episode, Lou discusses 3 retirement income gotchas that could make life harder than it has to be. Article: https://medium.com/@srsstrategies/3-retirement-income-gotchas-bee6f5a89d08 Podcast: https://itunes.apple.com/us/podcast/secure-retirement-strategies/id1354730500?mt=2 Website: https://srsstrategies.com YouTube: https://youtu.be/XRXJC1RIe4c Give us a call today at (866) 481-5211
-
Episode 13 How Does a LIRP Compare to a Roth?
01/08/2018 Duración: 02minIn our latest episode, Marc talks about the advantages of a LIRP over a Roth investment. Article: https://medium.com/@srsstrategies/how-does-a-lirp-compare-to-a-roth-b66282282a8b Podcast: https://itunes.apple.com/us/podcast/secure-retirement-strategies/id1354730500?mt=2 YouTube: https://www.youtube.com/channel/UCy7qKcIJR6IYOia83x0UnPg Website: https://srsstrategies.com Give us a call today at (866) 481-5211
-
Episode 12: The Importance of Guaranteed Income for Life
24/07/2018 Duración: 04minThis week, Mike and Marc discuss the benefits of guaranteed income for life and why 401(k) plans will soon include hybrid indexed annuities. Article: https://medium.com/@srsstrategies/the-importance-of-guaranteed-income-for-life-20f88d4698e0 Video: https://youtu.be/F-IsGbKDVG0 Website: https://srsstrategies.com Give us a call today at (866) 481-5211
-
Episode 11: LIRP—The Best Retirement Investment You've Never Heard Of
17/07/2018 Duración: 08minThis week, Mike and Lou talk about the main benefits of the Life Insurance Retirement Plan—and exactly why you've never heard of it. Article: https://medium.com/p/94b7f26bfcc2/edit Video: https://youtu.be/xjmoFjfwRys Website: https://srsstrategies.com
-
Episode 10: We're Living Longer! That's Bad News for Your Health Coverage
26/05/2018 Duración: 04minThis week, Mike discusses the implications of the Great Recession and new healthcare plans on Long-Term Care. Give us a call today: 1 (866) 481-5211 Visit our website: srsstrategies.com Read our blog: https://www.srsstrategies.com/blog/ Listen to the audio version on iTunes: https://itunes.apple.com/us/podcast/secure-retirement-strategies/id1354730500?mt=2