أفضل بودكاسات Abe Abich (2024)

1
Creating Your Lifestyle Plan for Retirement 14:16

3d ago14:16

14:16

Abe discusses the complexities of retirement planning, emphasizing the importance of transitioning into retirement with a solid plan. He introduces his book, 'The Retirement Mountain,' which outlines seven steps to achieve a fulfilling retirement. Abe highlights the stark contrast in retirement confidence between those who are already retired and t…

1
Crafting a Balanced Retirement Portfolio 14:38

10d ago14:38

14:38

Abe delves into the complexities of retirement planning, particularly focusing on annuities. He explains the benefits and types of annuities, the importance of a balanced investment portfolio, and the need for regular evaluation of financial products to ensure they meet current needs and market conditions. Ready to get a second look at your retirem…

1
Maximizing Retirement Savings Amid Market Volatility 10:58

17d ago10:58

10:58

Abe discusses the importance of ensuring finances are in order as you approach retirement to support future dreams and aspirations. He highlights the impact of interest rate cuts and election cycles on the stock market. While market fluctuations are inevitable, Abe notes that historical data suggests elections have minimal long-term effects on mark…

1
Navigating Year-End Financial Strategies 10:12

24d ago10:12

10:12

Abe discusses essential year-end financial strategies for retirement planning. He emphasizes the importance of taking required minimum distributions (RMDs), conducting year-end portfolio reviews, and reassessing insurance policies. Ready to get a second look at your retirement plan? Visit TheRetirementKey.com today! See omnystudio.com/listener for …

1
Addressing The Fears of Retirement 15:18

1M ago15:18

15:18

Abe addresses the fears many Americans face as they approach the transition into retirement. He emphasizes the importance of having a solid financial plan to navigate the uncertainties of retirement, including the potential risks associated with Social Security. The discussion highlights the need for reliable income strategies to ensure a comfortab…

1
Achieving Financial Confidence in Retirement 14:53

1M ago14:53

14:53

Abe discusses essential strategies for retirement planning, focusing on market volatility, investment strategies, and the importance of understanding fees. He emphasizes the need for individuals nearing retirement to assess their financial situation and create a comprehensive plan that includes income generation and risk management. The discussion …

1
The Role of Spouses in Financial and Retirement Planning 14:58

1M ago14:58

14:58

Abe discusses the need for both spouses to be involved in financial decisions, especially as one partner may have been primarily responsible for managing finances. The discussion covers the transition from accumulating wealth to managing it in retirement, highlighting the significance of having a comprehensive retirement plan. Additionally, Abe exp…

1
The Cost of Mistakes in Rolling Over 401k to IRA 14:40

2M ago14:40

14:40

Abe discusses important considerations for individuals approaching retirement or in the early years of retirement. One key topic is the mistake of leaving a 401k in a cash account after rolling it over to an IRA, missing out on potential stock market gains. Another theme Abe touches on is the need for consolidation and planning in the retirement ph…

1
Finding Stability in Uncertain Times 13:58

2M ago13:58

13:58

Abe explains why seeking the help of a financial advisor can provide valuable guidance and support. Market turbulence and the possibility of a recession can cause anxiety, but a well-built plan can help mitigate risks. It is crucial to have a comprehensive retirement plan that includes asset allocation, income planning, healthcare analysis, and tax…

1
Mitigating the Risk of Outliving Your Assets 16:39

3M ago16:39

16:39

As retirement approaches, it is important to protect your nest egg and make your money work for you. Timing the markets is nearly impossible, so it is crucial to have a proactive retirement plan in place. Reducing risk and protecting life savings from downturns is essential. Abe discusses one way to mitigate the risk of outliving your assets is thr…

1
Managing Risk In Retirement 14:42

3M ago14:42

14:42

Abe discusses the current state of the market and the importance of balancing risk in a retirement plan. He also highlights the challenges faced by women in retirement and why healthcare planning shouldn't be overlooked. Ready to get a second look at your retirement plan? Visit TheRetirementKey.com today! See omnystudio.com/listener for privacy inf…

1
Preparing For Taxes And Risks Of A Stock Market Bubble 16:04

3M ago16:04

16:04

Abe discusses making savings work in retirement, what the expiration of the Trump tax cuts could mean, and the risk of a stock market bubble. He emphasizes the importance of tax planning, including Roth conversions, to take advantage of current tax rates. Abe also highlights the need to protect retirement savings from market downturns by implementi…

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Strategies To Mitigate Tax Risks In Retirement 14:27

4M ago14:27

14:27

Preparing for a financially secure retirement requires careful planning and guidance. Some people have saved one to five million dollars for retirement, which can be enough to live comfortably if managed properly. However, it's important to have a comprehensive plan that goes beyond just investments. This includes considering income and distributio…

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Interview with Marc Hodulich: Founder of 29029 Everesting 18:23

4M ago18:23

18:23

Mark Hodulich, CEO and co-founder of 29029 Everesting, discusses the impact of endurance events on all areas of life and the importance of pursuing dreams and goals. He shares the story behind founding 29029 and the unique endurance challenge it offers. The challenge involves hiking the equivalent of Mount Everest in 36 hours or less, with the supp…

1
Achieving Financial Independence And Retirement Goals 15:22

4M ago15:22

15:22

Abe explains the difference between financial independence and retirement planning and how they can be achieved simultaneously. Abe also highlights the common mistakes people make with their 401k plans and offers suggestions on how to avoid them. Ready to start building out your retirement plan? Visit TheRetirementKey.com today! See omnystudio.com/…

1
Don’t Ignore Warning Signs In Your Finances 16:01

4M ago16:01

16:01

Abe discusses the things that people worry about in retirement and how to alleviate those worries through financial planning. He emphasizes controlling what you can control and the need for regular check-ups and adjustments to retirement plans. Ready to start building out your retirement plan? Visit TheRetirementKey.com today! See omnystudio.com/li…

1
The Impact of Interest Rates And Inflation On Retirement Savings 19:16

5M ago19:16

19:16

Pat Volk explains the importance of being cautious with financial news and headlines and discusses the current state of interest rates and inflation. He also mentions different options for conservative investments for diversifying your portfolio. Pat also mentions focusing on generating income and protecting against market volatility in a retiremen…

1
Decluttering And Consolidating Financial Accounts 13:55

5M ago13:55

13:55

Abe discusses the importance of having a well-thought-out retirement plan and implementing tax strategies to reduce future obligations. He also touches on the impact of tax code changes and the need for consolidation and guidance in financial decision-making. Ready to start building out your retirement plan? Visit TheRetirementKey.com today! See om…

1
Transitioning To A New Financial Advisor: Making Informed Decisions 16:08

5M ago16:08

16:08

Abe discusses the concerns people may have when choosing to switch financial advisors and explains the process he and his firm go through when helping new clients. He also emphasizes the importance of entering “Phase 2” of your retirement plan and living off life savings. Ready to start building out your retirement plan? Visit TheRetirementKey.com …

1
Election-Proofing Your Retirement Plan 15:19

5M ago15:19

15:19

Abe discusses the impact of the upcoming election and government spending on retirees' financial future. He emphasizes the importance of election-proofing retirement plans and addresses concerns about rising taxes. Abe also talks about the need to protect retirement savings from market volatility and discusses tax planning and conversions. Ready to…

1
Murray Bros. Interview with Pat Volk 5:13

5M ago5:13

5:13

Pat Volk recently had the chance to interview the Murray Bros. at their annual Caddyshack Charity Golf Tournament down in St. Augustine, Florida. Bill Murray shares his accidental experience at a Bitcoin ATM when attempting to withdraw cash. See omnystudio.com/listener for privacy information.بقلم Abe Abich

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Giving Yourself Permission To Spend In Retirement 15:06

5M ago15:06

15:06

Abe discusses the importance of preparing for the future by addressing taxes and retirement income. He highlights the potential impact of proposed tax changes on middle-class Americans and emphasizes the need for tax planning in retirement. Abe also addresses the concern of retirees who are unsure about spending their savings and explains the impor…

1
Unique Considerations For Women's Retirement 17:56

6M ago17:56

17:56

In this conversation, Pat Volk discusses the importance of planning for retirement and the unique considerations for women. He shares his personal experience with his mother's financial struggles after his father's passing and emphasizes the need for guaranteed income streams in retirement. Pat also highlights the differences in retirement outlooks…

1
Estate Planning And Leaving A Legacy 14:51

6M ago14:51

14:51

In this episode, Pat Volk discusses the importance of having conversations with family members about finances and estate planning. He also emphasizes the need for open communication and updating life insurance and long-term policies while planning for retirement. Ready to discuss your estate plan? Visit TheRetirementKey.com today! See omnystudio.co…

1
How Much Money Do You REALLY Need To Retire? 15:54

6M ago15:54

15:54

$1 Million used to be what you needed to retire, but the latest average according to Schwab is $1.8 Million. Is this number actually accurate? In this episode, Abe discusses if it's possible to retire with under $1 million and how individual circumstances play into a retirement plan. Also, Abe breaks down the tax consequences in retirement that peo…

1
The Impact Of Inflation On Financial Planning 16:21

7M ago16:21

16:21

The latest inflation number came in hot, implying that the Fed won't be cutting interest rates anytime soon. Government spending contributes to inflation, which may have an impact on your financial plan heading into retirement. In this episode, Pat Volk explores the different options, such as annuities, that may help protect and generate income dur…

1
Creating A Personal Pension For Your Retirement 14:35

7M ago14:35

14:35

Planning for retirement and creating a personal pension are crucial for a secure financial future. In this episode, Abe discusses that having a sound income plan is essential while living out your retirement years. Also, Abe explains how the 60-40 model (60% stocks and 40% bonds) may not be as effective in today's market, and alternative strategies…

1
Protection From Market Corrections And Fees In Retirement 13:41

7M ago13:41

13:41

The stock market continues to make new highs thanks to “The Magnificent 7” which has caused concern for a correction. How much longer can the market run up thanks to a handful of stocks? On this episode, Abe warns that too much exposure to the market during retirement and the years leading up to retirement can negatively impact your life savings. P…

1
Saving Time And Money While Planning For Retirement 14:52

8M ago14:52

14:52

Spending 12 hours a week to plan for one day. That’s what a new study reveals about wedding planning. But what about when it comes to planning for 20-40 years of your life in retirement? On this episode, Abe discusses the importance of planning for retirement and the role of a financial advisor in creating a comprehensive retirement plan, helping s…

1
“Beatlemania Boomers” Are Facing A Retirement Crisis 12:45

8M ago12:45

12:45

New research shows the youngest Baby Boomers, born between 1960 and 1965, have significantly less wealth than older Boomers thanks to the Great Recession which hit during their peak earning years. On this episode, Abe speaks to the work they do at Abich Financial do build protections around their client’s savings to help avoid this kind of catastro…

1
Retirement Risks You Didn't See Coming 15:36

8M ago15:36

15:36

Preparing for retirement is a marathon, not a sprint. But even the most seasoned runners can trip over unexpected hurdles. On this episode, Abich Financials’ Sr Advisor Pat Volk talks about hidden risks that can derail your retirement dreams. Pat shares his thoughts on: Why chasing high returns might not be the best strategy for everyone. The cruci…

1
Preparing Your Retirement For Adversity 16:37

8M ago16:37

16:37

Many are worried about how rising interest rates, inflation, and market volatility could affect their retirement. So, how does the CEO of America’s biggest bank position his business for adversity? JP Morgan Chase’s Jamie Dimon shares his perspective on ways to “weather the storms.” Abe points out how this “good business advice” aligns with how we …

1
Unwanted Surprises That Could Derail Your Retirement Dreams 12:40

9M ago12:40

12:40

Dreaming of a retirement filled with relaxation and adventure? Then you’ll want to learn more about unforeseen issues that can throw even the best-laid plans into disarray. In this episode, financial advisor Pat Volk of Abich Financial Services pulls back the curtain on common yet surprising challenges that can derail your retirement dreams. From i…

1
What Is Your Social Security Risk Score 17:35

9M ago17:35

17:35

As the Social Security solvency crisis looms, many Americans are wondering what they can do to help protect their retirement income should they face benefit cuts. On this episode, Abe Abich speaks with David Duley, a foremost expert on Social Security and co-founder of Social Security Risk Score, about the history and complexities of the program. D…

1
How Moving Vans Have Become A New Retirement Tax Strategy 13:55

9M ago13:55

13:55

California has lost over 750 thousand residents over the last three years because of its oppressive state tax rate of 13.3%. People are leaving for places like Florida, Texas and Tennessee that have no state income tax. On this episode, Abe talks about other (aka – easier than moving) strategies that may be able to help you limit the taxes you’ll o…

1
Navigating Election Volatility & Retirement Advice From Nick Saban 15:43

9M ago15:43

15:43

Worried how election volatility could affect your retirement nest egg? You're not alone. In this episode, Abe breaks down strategies for pre-retirees and retirees to navigate uncertain markets, including shifting from growth to income, building a comprehensive retirement roadmap, and de-risking your portfolio. We also hear from Alabama’s Nick Saban…

1
Ways To Test Your Financial Longevity 14:56

9M ago14:56

14:56

Researchers have created a simple test that might predict mortality risk. It consists of standing on one leg with the other tucked behind your knee, and your arms at your sides for 10 seconds. They claim the longer you’re able to do this, the longer you’ll live. But what about your financial plan? Will your money last as long as you do? On this epi…

1
401(K) “Overconfidence” and Social Security “Mulligans” 15:07

10M ago15:07

15:07

Have you checked your 401(k) lately? There’s a good chance it’s looking a lot better than it did a year ago. But behavioral economists warn how the overconfidence that comes with making big gains can cause people to take bigger risks with their investments. In this episode, Abe also talks about the emotional toll of constantly logging into your acc…

1
Learn About 2024's Financial Strategies for Retirement 14:33

10M ago14:33

14:33

How much money do you need to be happy? Baby Boomers say $124K annually, while Millennials want more than a $500,00 each year! But one thing all generations agree on: having a financial plan can help bring a sense of security. On this episode, Abe shares what we can anticipate in 2024. Whether you're nearing retirement or already enjoying it, Abe s…

1
Navigating Financial Storms: Predicting Interest Rates and Preparing for 2024 12:23

10M ago12:23

12:23

The stock market saw a nice rally in November, and some believe we are set up for a great start for 2024 with the Fed lowering interest rates. But not everyone’s on board with that thinking. Abich Financial's Senior Financial Advisor Pat Volk, dives into the unpredictable world of interest rates and the contrasting opinions on rate cuts. In the mid…

1
Navigating the Ever-Changing Financial World, And The Challenges Of DIY Retirement Planning 13:44

10M ago13:44

13:44

In this episode, Abich Financial's Senior Financial Advisor Pat Volk, reminisces over favorite holiday movies like, Home Alone. A particular scene from the movie prompts a conversation about the changes Pat has seen in the financial world during his career. He discusses the transition from traditional pension plans to the prevalence of 401(k)s, the…

1
Strategies for 2024: Post-Retirement Roth Conversion Benefits and Managing Higher Interest Rates 13:08

11M ago13:08

13:08

As we approach the year-end, Abe discusses the importance of resetting financial goals and addresses the impact of political and economic changes on retirees. Discover the potential benefits of Roth conversions, whether you're still in the workforce or already retired. Abe sheds light on how retirees can take advantage of strategic tax planning and…

1
Navigating Year-End Financial Planning, Investment Trends, and the 'T-Bill and Chill' Phenomenon 12:18

11M ago12:18

12:18

Christmas and New Years are just around the corner. So, have you made an appointment for year-end financial planning? On this episode, Abe shares the things they look out for when having these meetings at Abich Financial Services like required minimum distributions (RMDs), tax loss harvesting, and optimizing allocations. We also discuss Wall Street…

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Learn Why Dave Ramsey's Retirement Insights Are Flawed 12:37

11M ago12:37

12:37

Subscribe or follow today and empower yourself to make confident financial decisions for a fulfilling retirement journey. To begin your personalized retirement conversation and gain a deeper understanding of your financial path, visit Abich Financial Services website or call 571-554-1980. Find even more helpful insights from Abe Abich, Pat Volk and…

1
What History and Volatile Markets Can Teach Us 13:00

11M ago13:00

13:00

Join Pat Volk of Abich Financial Services as he explains how significant historical financial events can help you make decisions about your financial future and retirement based on where you're at in life right now. Subscribe or follow today and empower yourself to make confident financial decisions for a fulfilling retirement journey. To begin you…

1
It's Feast or Famine in Retirement 10:53

12M ago10:53

10:53

If retirement were like a Thanksgiving meal, Abe shares what should be the "main entrée," and what should be "sides". Subscribe or follow today and empower yourself to make confident financial decisions for a fulfilling retirement journey. To begin your personalized retirement conversation and gain a deeper understanding of your financial path, vis…

1
How to Win Without Losing in Retirement 14:28

12M ago14:28

14:28

If you are over 50, you don't want to miss this episode. Tune in as Abe shares insights on why you should be cautiously optimistic in today's market and how consolidation might expose lost retirement accounts. Subscribe or follow today and empower yourself to make confident financial decisions for a fulfilling retirement journey. To begin your pers…

1
2023 Warning Signs & 2024 Opportunities for Your Retirement 15:12

12M ago15:12

15:12

Tune in to learn what Abe feels are 2023 warning signs and how bonds can play a part in your portfolio. Subscribe or follow today and empower yourself to make confident financial decisions for a fulfilling retirement journey. To begin your personalized retirement conversation and gain a deeper understanding of your financial path, visit Abich Finan…

1
Understanding RMDs or Required Minimum Distributions 12:43

1y ago12:43

12:43

Abe takes the time to break down what RMDs are, why they are important, and provides strategic advice for those who might not need this additional income but are required to take it. He introduces the concept of Qualified Charitable Distributions (QCDs), a strategy that not only satisfies RMD requirements but also allows for meaningful charitable c…

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Financial Clarity: 12/10 IRA and Navigating Retirement Transitions 15:21

1y ago15:21

15:21

Abe addresses the confusion surrounding the 12/10 IRA, unveiling its true nature as a fixed indexed annuity. He underscores the importance of aligning financial decisions with long-term plans, cautioning against alluring sales pitches that may derail your retirement goals. Subscribe today and empower yourself to make confident financial decisions f…

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Abe Abich بودكاست

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