Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Investment advisory services offered only by duly registered individuals through Capital A Wealth Management, LLC (CAWM), a Registered Investment Adviser. Certain CAWM registered individuals may market investment advisory services under the marketing name Kiefer Financial Services (KFS). CAWM and KFS are not affiliated with MAS.
Safer Alternative asset classes
Annuities
Royalties
Private Equity Funds
Advantages of Annuities
Utilizing our Safety, Income, Growth bucket system
22 Apr 2022
Episode 15: Market Volatility & Your Retirement
Sequence of Return Risk
Disadvantages of portfolio withdrawals
Importance of a diverse portfolio with fixed-income assets
Importance of properly structuring assets
25 Mar 2022
Episode 14: Women in Retirement
Important stats surrounding women’s retirement:
Longevity & outliving your spouse
Likelihood of retiring at 65
Use of financial advisors/retirement plan
Financial confidence
Importance of healthcare planning
Social Security benefits – differences for women vs. men
Tax planning
11 Mar 2022
Episode 13: Step 5 – Legacy Planning
Protecting your legacy from volatility, taxes, & long-term care facilities
Benefits of and differences between Wills and Trusts
Use of Important documents including Wills, Trusts, Power of Attorney, & Beneficiary documents
Maximizing your estate by utilizing other pieces of the Alpha Plan process
25 Feb 2022
Episode 12: Step 4 – Healthcare Planning
Break-down of Medicare costs
How Medicare compensation works
What Medicare does not cover, including a discussion about Long Term Care
11 Feb 2022
Episode 11: Step 3 – Tax Planning
Tax Cuts & Job Act Upcoming Expiration
Micro & Macro views of Taxation: looking in the past vs. looking in the future
Tax Diversification Planning and understanding the IRS’s “bucket structure”:
Income Taxable
Tax Deferred
Tax Free
Roth Conversions
4 Feb 2022
Episode 10: Step 2 - Investment Planning
Risk & Volatility in the market
The Great Resignation
3 Bucket Structure for your money
Safety
Income
Growth
14 Jan 2022
Episode 9: Step 1- Income Planning
Retirement Income Sources (The 3-Legged Stool):
Social Security
Pensions
Retirement Savings
Closing the Income Gap
Using annuities properly
Inflation
Spousal Protection
Longevity
31 Dec 2021
Episode 8: Q&A Session
Questions addressed:
Will social security be there for us in the future?
Can I file for social security benefits on my divorced spouse’s record?
They recently announced at work that our 401K has added a Roth option. Should my future investments go to the Roth or my traditional 401k?
I am not a savvy investor, but I have been saving in my 401k for 35 years. I have a large balance but have no idea how I should be investing my current dollars or my future savings.
I never hear from my current financial advisor unless I call him. Should I be concerned?
10 Dec 2021
Episode 7: Myth busting the 4% Rule
What is the 4% rule?
Why it’s no longer relevant
Market volatility
Current interest rates
Life expectancies & length of retirement
Alternative strategies that better suit today’s market
26 Nov 2021
Episode 6: End-of-Year Wealth Planning
Tax Loss Harvesting
Investment Planning
Retirement Planning
Roth Conversions
Health Plan
RMDs
Charitable Donations
12 Nov 2021
Episode 5: Medicare AEP with Joe Palimino
Key Topics:
New plans and changes for 2021 AEP
Shopping for the proper plan and considering appropriate changes to your current plan
Advantages of working with a Medicare broker
29 Oct 2021
Episode 4: Avoiding Common Retirement Mistakes
Maximizing Social Security Benefits
Addressing Sequence of Returns Risk
Planning for Long-Term Health Care
Leaving Behind IRA’s
15 Oct 2021
Episode 3: Biden Tax Proposal
Dave & Brandon talk through Biden’s proposed changes that may affect:
Corporate Taxes
Wash Sales
Capital Gains
Estate Taxes
Roth Conversions
1 Oct 2021
Episode 2: Insuring Your Finances
Key Topics:
Annuities
Long Term Care Policies
Legacy Planning
1 Oct 2021
Episode 1: Protecting Your Retirement Savings
Understanding the best timing to access your retirement money
Utilizing Estate planning tactics
Taking advantage of Roth conversions in today’s tax environment
Reach and audience
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Apple Podcasts (US)
5.0 / 5
9 ratings
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