Episodes
Thursday Jul 20, 2023
7-20-23 Dollars & Sense, Busting Myths About Taxes in Retirement
Thursday Jul 20, 2023
Thursday Jul 20, 2023
It’s the middle of summer and we are feeling that heat and humidity! Here’s hoping the last half of summer is drier and more enjoyable.
Even though we saw a lot of turbulence last year, 2023 is turning out to be a pretty good year for the stock market. What helped turn the market around? A few big factors were the FED realized they were raising interest rates too fast and eased off, the unemployment rate is very low, and we avoided a recession that many thought we’d be in by now. We can’t say we didn’t warn you to turn the news off and to stop listening to the media’s scare tactics. ;)
We’re packing a one-two punch and busting myths about taxes in retirement. For those who have been working for years and socking money away in their 401(k), they’re now seeing significantly large balances in them. Back in the day, employees were given company-sponsored pensions and you were simply paid the pension when you left. The issue we’re seeing for 401(k) owners is that this large lump of money is taxable income and you need to know how to manage it so it lasts you for the rest of your life in a tax efficient way. You ever hear the expression that once you retire you’ll be in a lower tax bracket? Is that really the case?
Whether you’re a business owner or work for someone else, you can’t avoid taxes in retirement. What you can control is saving money now and working with a certified financial planner professional to help you plan for your retirement and beyond. Contact our team today at www.freedmanfinancial.com/contact-us.
Tune in to this week’s episode of Dollars & Sense as Marc and Marion bust myths about taxes in retirement in a language you can understand.
A full complement of Dollars & Sense broadcasts found here.
DISCLOSURES:
During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial planning and investment ideas. These discussions are for general information only and are not intended to provide specific advice or recommendations.
Securities and advisory services are offered through LPL Financial, a Member of FINRA and SIPC.
Always consult a Certified Financial Planner professional, qualified attorney, or tax advisor prior to investing to determine what is appropriate for you.
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Sunday Nov 15, 2020
11-15-20 Dollars & Sense: Year End Tax Planning and Financial Strategies
Sunday Nov 15, 2020
Sunday Nov 15, 2020
Hosted by CFP® Marc Freedman of Freedman Financial, "Dollars & Sense" is designed to provide “Financial Advice in a Language You Can Understand®”, Marc gives listeners a chance to learn about financial planning, investments, retirement, and more so that they can make smart financial decisions for themselves and their families.
Marc is live this week and discusses the year end tax planning and financial strategies including the 401k match, diversification, medical flexible spending plans time line and more.
*** FINANCIAL ADVICE IN A LANGUAGE YOU CAN UNDERSTAND® ***
If you have a question or a topic that you'd like answered, e-mail it directly to Marc at marc@freedmanfinancial.com.
_ Tracking# 1- 1-05080249
Sunday Jun 26, 2016
6-26-16 Dollars & Sense: New Department of Labor 401k Ruling
Sunday Jun 26, 2016
Sunday Jun 26, 2016
This week Marc talks about new rulings from the department of labor regarding 401Ks
Hosted by CFP® Marc Freedman of Freedman Financial, “Dollars & Sense" provides straight-forward, easy-to-understand, financial advice in a language you can understand. If you have a question or a topic that you'd like answered, e-mail it directly to Marc at marc@freedmanfinancial.com.
Sign up for Marc's weekly Planning Pointers - visit www.freedmanfinancial.com.
Other ‘401k’ podcasts found here.
Sunday May 31, 2015
5-31-15 Dollars & Sense: Discussing 401ks
Sunday May 31, 2015
Sunday May 31, 2015
This week Marc talks about 401ks.
Hosted by CFP Marc Freedman of Freedman Financial, "Dollars & Sense" provides straight-forward, easy-to-understand, financial advice in a language you can understand.
If you have a question or a topic that you'd like answered, e-mail it directly to Marc at marc@freedmanfinancial.com.
Sign up for Marc's weekly Planning Pointers - visit www.freedmanfinancial.com
Related podcasts: 401ks
Sunday Jun 08, 2014
6-08-14 Dollars & Sense: 10 Things Not to Buy in 2014
Sunday Jun 08, 2014
Sunday Jun 08, 2014
This week Marc talks about '10 things not to buy in 2014'; 'Taking out funds from your 401k early-WHY?' and 'Social Security follow-up' to last week's broadcast.
Hosted by CFP® Marc Freedman of Freedman Financial, "Dollars & Sense" provides straight-forward, easy-to-understand, financial advice.
If you have a question or a topic that you'd like answered, e-mail it directly to Marc at marc@freedmanfinancial.com.
Sing up for Marc's weekly Planning Pointers - visit www.freedmanfinancial.comSunday May 04, 2014
5-04-14 Dollars & Sense: Mutual Funds, 401(k) Planning and Medicare
Sunday May 04, 2014
Sunday May 04, 2014
This week Marc talks about Mutual Funds, 401(k) Planning and Medicare with special guest Irene O’Donnell.
Hosted by CFP® Marc Freedman of Freedman Financial, "Dollars & Sense" provides straight-forward, easy-to-understand, financial advice.
Each show will feature four segments: The Smart Money Tip of the Week, “Pay No Attention to the “Man Behind The Curtain Segment" (answers to financial myths), Financial Advice that Impacts People Like You and Marc's Mail Bag - answers to listener questions. If you have a question or a topic that you'd like answered, e-mail it directly to Marc at marc@freedmanfinancial.com.
Sunday Apr 27, 2014
4-27-14 Dollars & Sense: 401K Planning
Sunday Apr 27, 2014
Sunday Apr 27, 2014
This week Marc talks about 401k Planning
Hosted by CFP® Marc Freedman of Freedman Financial, "Dollars & Sense" provides straight-forward, easy-to-understand, financial advice.
Each show will feature four segments: The Smart Money Tip of the Week, “Pay No Attention to the “Man Behind The Curtain Segment" (answers to financial myths), Financial Advice that Impacts People Like You and Marc's Mail Bag - answers to listener questions. If you have a question or a topic that you'd like answered, e-mail it directly to Marc at marc@freedmanfinancial.com.
Sunday Aug 18, 2013
8-18-13 Dollars & Sense 401ks and IRAs
Sunday Aug 18, 2013
Sunday Aug 18, 2013
DOLLARS & SENSE
Marc's topic this week: 401ks and IRAs | Smart money tip of the week and the Mail Bag.
Sunday Feb 17, 2013
Sunday Aug 05, 2012
08_05_12 Are You Better Financially Now than 4 years ago? Part 1
Sunday Aug 05, 2012
Sunday Aug 05, 2012