أفضل بودكاسات Financial Education (2025)

1
Tax and Retirement Contribution Updates for 2026 42:08

25d ago42:08

42:08

Schedule a meeting with Mark at: https://www.attleborowealth.com/discovery The tax and retirement plan contribution updates are now available. I’ll discuss how these updates (and other changes) might affect your tax planning for 2026 in this video. Videos mentionedBackdoor Roth Contributions: https://youtu.be/fXDIuwByg8MQualified Charitable Distrib…

1
MWM Market Update: The Only Certainty is Uncertainty Part III 42:05

9d ago42:05

42:05

Join Michael Merlin and Head of MWM Asset Management, David North, as they discuss the similarities and differences between todays AI powered market environment and the dot.com era of 1999-2000. This material was prepared by Rockefeller Capital Management. The views expressed of the host and guests in this episode are as of a particular point in ti…

1
Tax-Free Transfers from IRAs, Retirement Plans, and More 49:20

29d ago49:20

49:20

There are ways to transfer your funds from IRAs and Retirement Plans that do not create taxable events. There are also ways to transfer life insurance, annuities, and real estate that are tax-free. The rules can be complex and a mistake can be irreparable. Learn how to take advantage of these strategies and avoid potential mistakes in this episode.…

1
Retirement Plan Catch-up Rules are Changing in 2026 43:21

1M ago43:21

43:21

بقلم Mark Byelich, CFP®

1
2025 Year-End Planning 40:41

2M ago40:41

40:41

Schedule a meeting with Mark at: https://www.attleborowealth.com/discoveryIt's time to start planning for Year-End 2025! Join me as I discuss important dates and deadlines for your financial planning and tax-efficient strategies. Tune in to hear the details.بقلم Mark Byelich, CFP®

1
Value-Based Giving 34:18

2M ago34:18

34:18

Join Michael Merlin and guests Adrienne Heart, Head of Philanthropy, Rockefeller Global Family Office and Mallory Findley, Head of Family Values & Dynamics, Rockefeller Capital Management, as they discuss helping clients find the “why” in their charitable giving. This material was prepared by Rockefeller Capital Management. The views expressed of t…

1
The New Cost of Roth Conversions Under the OBBBA 50:47

2M ago50:47

50:47

New considerations have been added to the discussion around Roth conversions. The question of whether to convert, and how much, has never been more complicated than it is today. I’ll talk about some of the issues to consider in this episode.Visit our website: https://www.attleborowealth.comبقلم Mark Byelich, CFP®

1
Retirement Planning Changes and Updates w/ David McKnight 1:09:23

2M ago1:09:23

1:09:23

In this special guest webinar, Mark and David McKnight discuss some of the important issues facing those planning for retirement or in retirement today.Issues such as: New 401k changes The biggest retirement mistakes we see How to use cash value life insurance in retirement planning The effects of tariffs on our country's finances Fiscal trajectory…

1
The OBBBA: Updates and Reference Material 59:45

2M ago59:45

59:45

It’s been nearly two months since the One Big Beautiful Bill Act was passed on July 4th. In this video I’ll review some of the changes you should be aware of and offer some great reference material for you to use as you begin your year-end planning. Tune in to learn the details. Mark Byelich is a CERTIFIED FINANCIAL PLANNER® practitioner and also h…

1
Wealth Preservation Strategies and Investing in Private Investments for Ultra-High Net Worth Families 42:28

3M ago42:28

42:28

Join Michael Merlin and Head of Alternative Investment Distribution for Rockefeller Capital Management, Samantha Cooper, as they discuss how UHNW clients should be protecting their wealth and how they should be thinking about investing in Private Equity, Venture Capital, Real Estate, and Private Credit. This material was prepared by Rockefeller Cap…

1
Why You Should Fire Your Financial Advisor 1:02:55

3M ago1:02:55

1:02:55

There can be many benefits in having a financial advisor as part of your retirement team. However, how can you tell if your advisor is the right one for you? What are some of the things you should pay attention to and questions to ask? I’ll show you how to make the decision that’s best for you in this video. Visit our website: https://www.attleboro…

1
When Should You Begin to Collect Your Social Security? 59:09

3M ago59:09

59:09

Is there a question that brings more differing opinions than this one? There are many variables and things to consider, but one thing is certain—this is one of the most important decisions you’ll make in your retirement planning. You should not base this decision on what your uncle, brother, sister, friend, or others think. You should make this dec…

1
Talking Markets, AI, and Trade with Rockefeller Capital Management CEO, Greg Fleming 45:57

3M ago45:57

45:57

Join Michael Merlin as he sits down with Rockefeller Capital Management CEO, Greg Fleming, to discuss the current state of the US Economy and Markets, his views on Artificial Intelligence and his perspective on US policies toward our trading partners. This material was prepared by Rockefeller Capital Management. The views expressed of the host and …

1
MWM Market Update: The Only Certainty is Uncertainty Part II 36:47

4M ago36:47

36:47

Join Michael Merlin and Head of MWM Asset Management, David North, as they discuss key topics and highlights from the second quarter of 2025. This material was prepared by Rockefeller Capital Management. The views expressed of the host and guests in this episode are as of a particular point in time and are subject to change without notice. The view…

1
Why It's Important to Review Your Financial Plan Every Year 18:21

4M ago18:21

18:21

Learn how a yearly review and update of your financial plan can help you adjust for life events, tax law changes, market shifts, evolving needs, goals, and issues and to help make sure you have the most up-to-date investment and planning strategies. Tune in to learn the important details. Visit our website: https://www.attleborowealth.com…

1
Should the One Big Beautiful Bill Act Change your Roth Conversion Strategy? 44:33

4M ago44:33

44:33

The One Big Beautiful Bill Act is 940 pages of changes to our tax code and to retirement planning as a whole. What do these changes mean for your retirement plan and your Roth conversion strategy?Join me to learn more in this week's episode. Visit our website: https://www.attleborowealth.comبقلم Mark Byelich, CFP®

1
Does the Big Beautiful Bill Eliminate or Reduce Tax on Social Security? 50:05

4M ago50:05

50:05

The One Big Beautiful Bill was recently passed and signed into law. Does this new law change how Social Security is taxed? Will the new law potentially reduce or eliminate the tax on your Social Security benefits? I’ll discuss the details and share some expert opinion in this episode. Visit our website: https://www.attleborowealth.com…

1
Is Your Social Security at Risk? The Future of Social Security & Medicare 58:07

5M ago58:07

58:07

The Social Security and Medicare Trustees released their annual reports on the programs’ financing, showing that the future of these vital programs remains at risk. What does this mean for your Social Security and Medicare benefits, and what can you do to help protect yourself? I’ll discuss the details of this approach and if it may be the answer f…

1
Can You Live Off of Dividends and Interest in Retirement? 49:43

5M ago49:43

49:43

A common approach to retirement income planning by some people is the idea that you can just live off your dividends and income, keeping your “principal” intact.I’ll discuss the details of this approach and if it may be the answer for your retirement spending plan. Join me to learn more in this week's episode.…

1
Best Practices in a Cyber-Dangerous World 38:31

5M ago38:31

38:31

Do you feel vulnerable to a cyber-attack, identity theft, or digital hacking? Listen in this month as April Gay, MWM Chief Operating Officer, joins Michael Merlin, MWM Founder, to give you actionable best practices to protect yourself in today’s digital world. This material was prepared by Rockefeller Capital Management. The views expressed of the …

1
Phases of Retirement Spending: Go-Go, Slow-Go, No-Go? 52:13

5M ago52:13

52:13

Air date: 6/11/2025 Continuing on the Dangerous Retirement Myths to Watch Out For topic, this week I discuss another popular concept for retirement spending, the Go-Go, Slow-Go, No-Go approach. I’ll discuss the details of this approach and if it may be the answer for your retirement spending plan. Join me to learn more in this week's episode. Sched…

1
How Much Do You Need to Have Saved to Retire? 1:00:48

6M ago1:00:48

1:00:48

Air date: 05/21/25 How much money do you need to have saved to retire in comfort and with confidence? This is a top 3 question. The answer, of course, is that it's different for everyone. In this episode I’ll give you some tips on how to find your true number, what you should focus on, and what truly matters. 3 Pillars of Investment Management: htt…

1
Ex-Girlfriend gets $1.15 million from 401(k) in Federal Court Ruling 51:02

6M ago51:02

51:02

Air date: 05/14/25 Beneficiary designations are one of the most important parts of your estate plan. I’ll share a Federal Court decision that highlights the importance of beneficiary designations and updating your plan and your beneficiary designations. Video version: https://www.youtube.com/watch?v=ROFGJRLGOEA 05:24 - Headlines 11:00 - Slott Repor…

1
How a Major Market Drop Can Change Your Retirement 58:14

6M ago58:14

58:14

Air date: 4/30/25 Investment markets can be very volatile. You’ve probably heard that a significant market drop can have long-lasting, or even permanent negative effects on your retirement savings and therefore the quality of your retirement. I’ll discuss why this is and how to potentially protect yourself in this week’s episode. Video version: htt…

1
New Super Catch-Up Rule (Who It Applies To and Who It Doesn’t) 44:56

7M ago44:56

44:56

The SECURE Act and SECURE 2.0 introduced significant changes to retirement and tax planning, with various effective dates. One major change in 2025 affects catch-up contributions, allowing for larger contributions in some cases. However, these "Super Catch-Up Contributions" are subject to limitations based on the individual's age and the type of re…

1
MWM Market Update: The Only Certainty is Uncertainty 47:34

7M ago47:34

47:34

Join Michael Merlin and Co-Head of MWM Asset Management, David North, as they discuss the unprecedented market volatility currently dominating today's market environment. This material was prepared by Rockefeller Capital Management. The views expressed of the host and guests in this episode are as of a particular point in time and are subject to ch…

1
Tax Planning in 2025, with Special Guest David McKnight 58:56

7M ago58:56

58:56

2025 is a year of change for our tax laws. In this episode, Mark and Dave will discuss the status of tax law changes, some thoughts about proposed changes, and what it may mean for your financial plan and investment strategies. Be sure to tune in to learn the important details. Video version: https://youtu.be/GwovySeeVxk?si=UQKMzn-nhbXQy0HC Schedul…

1
Gifting Strategies You Should Know 1:03:11

7M ago1:03:11

1:03:11

It can be exciting when you realize your needs are taken care of and you can start planning for gifting to your loved ones, charities, or other people and organizations you want to help. But just like any other financial planning strategy, you should be careful to understand the benefits, drawbacks, and limitations of the gifting strategy you choos…

1
Developing Good Financial Habits and Why Longevity Matters 49:28

7M ago49:28

49:28

Join Michael Merlin as he launches a new title for the MWM Podcast Financial Longevity. Michael will explain financial longevity, the three financial diseases that impact most people’s financial behavior, and the four financial priorities that set you up for success with your money. Michael’s book, Financial Longevity, will also be available March …

1
Spouse as IRA Beneficiary - This Attorney Got It Wrong! 54:05

8M ago54:05

54:05

During my travels last week, I met a very nice woman who told me of her husband’s passing. She’s now dealing with the loss of a loved one and managing their investments. I was shocked to learn the bad advice her financial advisor, who is also a CPA and attorney, gave her. I’ll share the details in this episode. 3 Pillars of Investment Management: h…

1
Should you have a Mortgage or No Mortgage in Retirement? 1:01:46

8M ago1:01:46

1:01:46

A common goal people have is to have their mortgage paid off by the time they retire. But is not having a mortgage in your retirement the right answer? I’ll explore pros and cons in this episode. Schedule time with Mark for a no cost, complimentary consultation here: https://attleborowealth.com/discovery/ or email: [email protected]. Vi…

1
MWM Market Update: Q1 2025 48:14

9M ago48:14

48:14

Join Michael Merlin, Private Advisor and Founder of Merlin Wealth Management and Co-Head of MWM Asset Management, David North, as they discuss key topics and highlights during the first quarter of 2025. This material was prepared by Rockefeller Capital Management. The views expressed of the host and guests in this episode are as of a particular poi…

1
Trusts as IRA Beneficiaries w/ Andy Ives, CFP®, AIF® 58:23

9M ago58:23

58:23

Naming a trust or estate as beneficiary of an IRA introduces a number of post-death issues and potential hurdles. Before a trustee or executor touches any IRA funds, some foundational and oftentimes confusing details must be considered. Be sure to tune in to learn the important details. Andy Ives, CFP®, AIF®, brings 25 years of diverse experience i…

1
Should You Borrow From Your Retirement to Pay Off Debt? 37:57

9M ago37:57

37:57

A common question I hear is “Should I withdrawal money from my retirement accounts to pay off debt?” This is an important question that many of us have asked ourselves in the past. I’ll explore some key points to try to answer this question in this episode. Schedule time with Mark for a no cost, complimentary consultation here: https://attleborowea…

1
Important Updates for 2025 55:45

10M ago55:45

55:45

There are important updates for 2025 that can affect your financial plan and investment strategies. Be sure to tune in to learn the important details. Schedule time with Mark for a no cost, complimentary consultation here: https://attleborowealth.com/discovery/ or email: [email protected]. Visit our website: https://www.attleborowealth.…

1
Waiting to Collect Social Security is a SCAM? 32:44

11M ago32:44

32:44

As I take a break over the holidays from my weekly webinars, we have put together some of our "Greatest Hits." This was a fun video with a lot of interaction and response that was originally broken down into two parts. We've combined the parts into one so you can enjoy the entire episode easily. I hope you find the information helpful and informati…

1
Recent Changes to RMD Rules w/ Special Guest Sarah Brenner, JD 1:00:41

11M ago1:00:41

1:00:41

There have been many changes recently to the rules about Required Minimum Distributions. Join Mark and Sarah as they explore and discuss some of these changes and how they might affect you or those you care about. Be sure to tune in to learn the important details. Sarah Brenner, JD, is a leading authority on IRA distribution planning with over twen…

1
RMD and Roth Conversion Rules to Know 49:05

11M ago49:05

49:05

Roth conversions can be a powerful tax planning tool. Required Minimum Distributions (RMDs) have complex rules and significant penalties for failing to follow those rules. Converting your Traditional IRA to a Roth IRA when also taking your RMDs can be confusing and cause potential issues if done wrong. I’ll review the rules you should know about Ro…

1
2024 Election Implications: Insights Into Tax Policy and Estate Planning With A Republican Majority 42:50

11M ago42:50

42:50

Join Michael Merlin, Founder of Merlin Wealth Management, Tim Laffey, Head of Tax Policy and Research at Rockefeller Capital Management, and Jason Thompson, Head of Wealth Strategy at Rockefeller Capital Management, as they take a deep dive into tax policy and estate planning strategies knowing now that a Republican majority will be leading the gov…

1
Roth Conversions and Annuities 1:02:18

12M ago1:02:18

1:02:18

Both Roth conversion and the appropriate use of annuities can be powerful parts of your tax-efficient financial plan. However, there are critical items to pay attention to when you are considering converting your Traditional IRA annuity to a Roth IRA annuity. Be sure to tune in to learn the important details. Links Mentioned: https://www.federalreg…

1
Do you Have a Roth 401(k)? Key Items to Know! 52:33

1y ago52:33

52:33

Many people don’t know if they have a Roth 401(k) or other Roth retirement plan. If you do know that you have a Roth option, you may not be optimizing this powerful tool due to common misunderstandings or misconceptions. It’s important that you understand your options and how to take full advantage of your plan. Be sure to tune in to learn the impo…

1
5 Crucial Questions to Ask BEFORE You File for Social Security 1:07:55

1y ago1:07:55

1:07:55

One of the top three questions I hear is “when should I start collecting my Social Security benefits?” Join me and nationally recognized Social Security planning expert Heather Schreiber, as we explore the questions and information needed to help you answer this important question. Be sure to tune in to learn the important details. Heather is a lea…

1
How and When to Pay Tax on Your Roth Conversion 46:28

1y ago46:28

46:28

Planning or completed your Roth conversion for this year? Do you know when and how to pay the tax owed on that conversion? I’ll discuss the details in this week’s video. Be sure to tune in to learn the important details. Schedule time with Mark for a no cost, complimentary consultation here: https://attleborowealth.com/discovery/ or email: question…

1
The Realities of Aging in America, w/ Bryan Adler, Esq, CELA 59:39

1y ago59:39

59:39

By 2040, over 80 million Americans will be over the age of 65, and most will need some form of long-term care. Are we ready? Bryan and Mark will discuss the challenges and strengths of our long-term care system and how advocates are trying to improve care for America’s seniors. Be sure to tune in to learn the important details. Bryan Adler is a Cer…

1
Nick Sonnenberg On How Efficiency Can Change Your Business 35:02

1y ago35:02

35:02

Would you like to get one day a week back in efficiency gains? Noted efficiency expert, Nick Sonnenberg, CEO of Leverage, talks about his CPR Framework and how it is saving businesses time and money. This material was prepared by Rockefeller Capital Management. The views expressed of the host and guests in this episode are as of a particular point …

1
Roth Conversion Breakeven Point and Opportunity Cost 35:58

1y ago35:58

35:58

Roth conversions are one of the most valuable tools we have in tax-efficient planning. Two questions I receive time and time again are “what is the breakeven point of a Roth conversion?” and "what about the opportunity cost of a Roth conversion?” These are both great questions, and we will explore the answers in this episode. Schedule time with Mar…

1
Investments and The Markets w/ Special Guest Thomas Balis, CFA® 1:06:33

1y ago1:06:33

1:06:33

What is the state of the investment markets? What may happen before, and after, the upcoming Presidential Election? What other investment related issues should you be paying attention to? Join Thomas Balis, CFA® and Mark as they discuss these questions, investments and the markets. Be sure to tune in to learn the important details. Three Pillars of…

1
Important Year-End Planning Tips 48:29

1y ago48:29

48:29

I know that summer is not yet over, but it is time to start working on Year-End Planning. In this episode I’ll share some important tips and practices to help you stay ahead of the game. Schedule time with Mark for a no cost, complimentary consultation here: https://attleborowealth.com/discovery/ or email: [email protected]. Visit our w…

1
The #1 Retirement Planning Mistake 46:04

1y ago46:04

46:04

In my 20 plus years of helping people with their retirement planning, I have identified the #1 mistake that most individuals AND financial planners make. Tune in to learn more. Schedule time with Mark for a no cost, complimentary consultation here: https://attleborowealth.com/discovery/ or email: [email protected]. Visit our website: ht…

1
How to Choose the Right Life Insurance Policy for Your Retirement w/ David McKnight 56:26

1y ago56:26

56:26

Join me and my Special Guest, Best Selling Author David McKnight, for our discussion about the critical items that must be considered when placing a life insurance policy in your retirement plan. Be sure to tune in to learn the important details. Schedule time with Mark for a no cost, complimentary consultation here: https://attleborowealth.com/dis…

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Financial Education بودكاست

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