Financial and retirement planning guidance for residents of Nebraska and beyond! You'll learn about risk, investments, 401(k)s, IRAs, rollover strategies, how to find the right advisor, Social Security and many more topics.
Your host is Marc Werkmeister, a Certified Financial Planner (CFP) with Professional Financial Advisors. They have offices in North Platte, Scottsbluff, Kearney, Lincoln, and Grand Island.
Visit MakeRetirementWork.com for more episodes and information about how Marc can help you plan for retirement. You can also call 855-202-WORK (9675).
Mailbag- Roth Contribution Limits, Saving For College and More
We’ve received some great questions from clients recently. For instance, if you got a raise at work, but your household now makes too much money to contribute to a Roth IRA, what do you do? Where should your investments go if you like tax-free growth?
Tune in to this episode as Marc answers this question and others, like how to use a health savings account, how to save for your kids’ college, and more. As always, we’re here to answer any financial questions you have. Stay tuned to see what you can learn from these listener questions!
In this episode, we’ll share:
What to do if you make too much money for a Roth? (0:32)
How to use a health savings account? (5:16)
Should I stop contributing to my 401(k)? (7:22)
How to save for kids’ college? (12:30)
Get in touch with Marc and PFA:
Web: https://www.pfaretire.com/about-us/our-team.html
Phone :308-534-8210
29 Jun 2023
Debt Ceiling Update and Playing the Long Game
Today we’re tackling two meaty topics – the debt ceiling and playing the long game in investing. Last show, we talked a lot about the debt ceiling, so we wanted to give you an update. The Federal Reserve met recently and decided to pause rates, which was to be expected. In the media, it was doom and gloom last month, and now they’re not talking about it as much. Some people thought the Fed might cut rates, but that hasn’t happened. They’ll probably increase them again this year.
In this episode, we’ll share:
What happened with the debt ceiling? (0:41)
Why you need to play the long game. (3:50)
How can business owners help employees plan for retirement? (7:11)
Get in touch with Marc and PFA:
Web: https://www.pfaretire.com/about-us/our-team.html
Phone :308-534-8210
18 May 2023
Ep 40: What is a Debt Ceiling and Why Does it Matter to You?
Today we're talking about the U.S. debt ceiling. You might be wondering, what is that? It’s basically a limit on the total amount of money our government is authorized to borrow. U.S. Treasury Secretary, Janet Yellen, says our country has enough money to pay our bills until June 1, so we’re coming up against that deadline.
The president and House and Senate leaders are currently negotiating about how to handle this. In this episode, we'll take a look at how the debt ceiling has been handled in the past and discuss what might happen moving forward. Join us as we dive deeper into the U.S. debt problem in today's episode and talk about how it could impact you.
In this episode, we’ll share:
What is the debt ceiling? (0:39)
How could a possible government shutdown affect us? (4:36)
How politicians are handling the debt ceiling. (10:27)
Get in touch with Marc and PFA:
Web: https://www.pfaretire.com/about-us/our-team.html
Phone :308-534-8210
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