Episode 372 - Positivity and Proactivity

New Retirement Radio with Dennis Prout Podcast

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تمت الإضافة منذ قبل eight عام

المحتوى المقدم من Dennis Prout and Shea Petaja. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Dennis Prout and Shea Petaja أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

Uncuffed

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S4, E1 - Day One 7:38

منذ 5 weeks7:38

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7:38

Last summer, something monumental happened. One of Uncuffed's founding producers, Greg Eskridge, came home after more than 30 years in prison. In this episode we’ll bring you back to that emotional day last summer when he walked out of the San Quentin gates, free at last. Our work in prisons is supported by the California Arts Council, the California Department of Corrections and Rehabilitation, independent foundations, and donations from listeners like you. Learn more, sign up for Uncuffed news, and support the program at www.weareuncuffed.org Follow us @WeAreUncuffed on Instagram and Facebook Transcripts are available within a week of the episode coming out at www.kalw.org/podcast/uncuffed…

منذ عام واحد 43:19

MP3•منزل الحلقة

When discussing the state of the current American economy, we find ourselves at a place in time when negativity and uncertainty seem to take center stage. However, what if there were a glimmer of economic hope within these dark and uncertain times? On today’s show, we hope to illuminate a positive perspective as the United States takes center stage in global performance. According to a recent article by Capital Group, Economic Outlook: U.S. Powers Global Growth, the United States, along with Japan and India, find themselves in the top quadrant of resilient growth. As a result, the U.S. and India could generate strong tailwinds for the global economy due to a strong consumer-driven economy. Heidi will lead us through this discussion, on the global economy, as we look at the how, why and what could come from the impending election. And Nathan will highlight an Ed Slott article, “The Beneficiary Form Reigns Supreme – Even After 28 years.” July is as good a month as any to send a friendly reminder your way … CHECK BENEFICIARIES on your accounts. Beneficiary designation is one of the most vital parts of an IRA, and an inaccurate beneficiary designation could have devastating results for all involved. Check, double check and update if necessary. Finally, Deann will share stats to highlight the conversation at hand. We look forward to your texts and calls. Tune in and take control!

108 حلقات

#Business #Trading #Dennis Prout #Shea Petaja #Social Security

Episode 372 - Positivity and Proactivity

New Retirement Radio with Dennis Prout Podcast

20 subscribers

published منذ عام واحد

MP3•منزل الحلقة

108 حلقات

#Business #Trading #Dennis Prout #Shea Petaja #Social Security

كل الحلقات

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منذ 19 يومًا41:39

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The New Year begins, and already there’s so much to consider on the financial front! On this week’s show we’ll discuss whether or not you could be “too rich” for a Roth IRA. Congress has set income limits on Roth contributions, and for those married filing jointly, no contributions are allowed for those with taxable incomes over $246,000 (for single filers, the amount is $165,000). While the income limits can be a source of frustration, there are many ways to circumvent these restrictions for those looking to invest in these accounts … and the ways to do so keep growing! Next, Heidi will discuss catch-up contributions for retirement accounts. While Congress has complicated these, the opportunities have been expanded to save for your retirement more aggressively. While we don’t often promote being aggressive, it could make sense in this case! We’ll have several examples for you of where this could make sense and how you might take advantage. And last, Beth Shier joins us with this week’s stats as well as some surprising information to help you keep your perspective. Tune in and take control!…

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Episode 395 - We're Back LIVE in 2025 42:23

منذ 19 يومًا42:23

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We are so looking forward to joining you via the airwaves in 2025! 2024 has been a year of challenges, surprises, market volatility, political unrest … and yet WE MADE IT. As we set foot into the future and ponder what this year could hold for the economy, Dennis and Nathan will discuss Capital Group’s “2025 Outlook: Long-Term Perspective on Markets and Economies,” which describes the current U.S. economy as the “Benjamin Button Economy.” What on earth does that mean? Capital Group economists are comparing the 2008 film The Curious Case of Benjamin Button, in which the main character’s age reverses, to the total returns of U.S. stocks by stage of business cycle. Is it possible that the U.S. business cycle appears to be aging in reverse? If so, what does that mean for us? On January 5, President Biden signed the Social Security Fairness Act into law. This is thought to be one of the biggest changes to Social Security in decades. Dennis will break down the Social Security Fairness Act and discuss the changes it will bring and who might benefit. As you can see, there’s lots to discuss, and we look forward to your calls and texts. Tune in and take control!…

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Episode 397 - Navigating Risks and Capitalizing on Opportunities in 2025 44:49

منذ 19 يومًا44:49

44:49

On today’s show, we’ll discuss Ed Slott’s thoughts on significant IRA rulings for 2024, as well as the “Five Keys to Investing in 2025,” by Capital Group. As you can guess, there are many discussions among market analysts regarding the opportunities and the risks we can expect in 2025. We (Dennis Prout, Heidi Cartwright and Beth Shier) intend to do some of the same, but with a twist. The difference, we think, is that when making investment decisions, you need to think like an “owner,” i.e., you need to think longer term. The excuses we might try to make only tend to cause things to turn worse. We think we can discuss these mistakes and help you attempt to make better decisions in the future. There’s a lot to discuss in less than an hour, and we look forward to having you join the conversation. Tune in and take control!…

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منذ 9 weeks46:42

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Episode 386 - Navigating IRS Regulations: Simplifying Complex Rules for Smart Planning 40:19

منذ 9 weeks40:19

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The financial world is complex, and it is not uncommon to feel “in over your head” when trying to tread through the vast, turbulent waters of IRS regulations, tax planning and financial portfolios. So much to learn. So much to know. So many questions. Join us on today’s show as Dennis highlights some of the top financial questions from financial professionals from around the country. We’ll test your financial knowledge as we embark on crucial questions with not-so-obvious answers. Next, Heidi will unpack and explain Section 327 of the SECURE 2.0 Act, which changed the rules for spouse beneficiaries. Although there has been confusion about this section, the IRS has successfully clarified Section 327 with new proposed regulations. Finally, Deann will share stats in regard to the hot topic of AI and the realities of such a lofty endeavor. Tune in and take control!…

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Episode 379 - Where's the Beef? 38:13

منذ 11 weeks38:13

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Episode 378 - Never Forget 44:46

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On today’s show, we commemorate the events of September 11, 2001, and honor all the heroes, armed forces, first responders, and countless others’ acts of service to defend our nation’s freedom. We are excited to invite you to hear a phenomenal live presentation by Heather Cartwright, retired Director for the Federal Crimes Victims Division, who served in the U.S. Department of Justice, Washington, D.C., on September 11, 2001. Ms. Cartwright was responsible for coordinating support for victims of the surprise attack on our country, which took the lives of 3,000 innocent victims. This extraordinary first-hand account will take us all behind the scenes and give a closer look at the U.S. government’s response to the largest mass violence attack ever by a foreign terrorist organization on our shores.…

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Episode 385 - Healthcare Planning for Retirement 34:15

منذ 15 weeks34:15

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According to the Centers for Medicare and Medicaid services, as of April 2024, approximately 67 million people are enrolled in Medicare, an increase of 2 million people since 2023. Deciding on healthcare is a significant part in planning for your retirement. There are many factors to consider when educating oneself in the complex field of Medicare. Fortunately, there are professionals who specialize in this and can help navigate eligible enrollees through the process … and we know two of them! Laverna Witkop and Dawn McConnell from Ford Insurance Agency will join us LIVE on the show today. They will cover all the basics of Medicare as well as talk about the open enrollment period, known as the Medicare Advantage and Prescription Drug Plan annual election period, or AEP, which is October 15 through December 7. It’s time to review and pay attention to changes. This also might be a good time to jump in! Open enrollment for individual health insurance plans is November 1 to January 15, 2025. Now’s the time to ask the experts, so have your questions ready. Tune in and take control!…

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Episode 381 - Live with Ed Slott 44:32

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Today, help us welcome Ed Slott as we discuss his unique perspective on the retirement landscape only a CPA with his depth of experience and education can bring. The Wall Street Journa l refers to Ed as “The best source of IRA advice.” That’s one of many reasons we’re having Ed join us as we do periodically. As members of Ed Slott’s Elite IRA Advisor Group, which includes about 500 advisors around the nation, we ask Ed to update you, our listening audience, and share from his perspective. Dennis Prout, Heidi Cartwright and Nathan Prout are all members of this group through Ed Slott and Company. We’ll discuss the most recent updates of the SECURE 2.0 Act, if Roth conversions still make sense and, among other things, discuss the current tax laws and how they might benefit you from an income tax and estate tax planning standpoint. Tune in and take control!…

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Episode 380 - Potential Tax Policy Changes and Their Impact 38:56

منذ 15 weeks38:56

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There’s a lot going on for today’s show! First, we’ll look at the potential changes to our estate and individual tax rates and discuss how that could impact us all with the sunset of the current tax law at the end of 2025. So many of us have already adjusted our estate plans and are planning for increased taxes on a variety of fronts. What else can we do and how should we approach it? Second, we’ll discuss what to do if you’re middle aged and behind in your savings. And finally, we'll wrap up the show with some relevant stats for today's economy. Tune in and take control!…

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Episode 382 - What Economic Lessons Can History Teach Us? 38:35

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Did the Fed cut interest rates too much? What kind of impact might we anticipate? Sometimes to look forward it behooves us to look back. Today, we will discuss an article, from the Wall Street Journal, that takes us back to the 1980s. What can history teach us? Viewing previous market reactions and economic reactions to a decline in interest rates, might give us a glimpse into the future and how this might impact you and your finances. Although it has been a while since we’ve seen interest rates decline, it should be noted that history doesn’t repeat itself, however, it does tend to rhyme. Today, given the multiple bumps in the road and world changes, is a great time to look closer at what the impact might be and how you could respond. Tune in and take control!…

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Episode 377 - Think...But Don't Overthink 39:29

منذ 15 weeks39:29

39:29

Trying to think more deeply about your financial future with so many economic uncertainties feels more like a non sequitur rather than a financial plan. “Where’s the stock market headed?” “What will tax rates be?” “Is our currency stable enough?” These are probably the most common themes that you are trying not to overthink. However, the one thing that we can be certain of is change. Stocks will fluctuate, interest rates will change, and tax rates will increase and decrease. On today’s show, we will discuss two articles: “Investing in Companies at Times of Crisis,” by Capital Group, and “Are You Using the Right Tax Breaks to Boost Investment Returns,” published in The Wall Street Journal . Our hope in discussing these articles is to bring you a bit more logic, clarity and confidence in your investing. This is edge of your seat information you won’t want to miss! Okay … maybe not “edge of your seat,” but certainly good food for thought. Tune in and take control!…

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Episode 383 - When a Roth Doesn’t Make Cents 43:28

منذ 18 weeks43:28

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Roth! Roth! Roth! Can you hear the steady chant from the financial advisors and tax experts around the world? Ed Slott, a Roth enthusiast, believes we have entered a rothification era. On today’s show, we’re about to blow your mind by playing the devil’s advocate. Dare we question the Roth? Is there ever a time when a Roth or Roth conversion may not be the best financial move? Yes. Jon Sluis, CPA and tax expert, from Intrust will join our show and guide us through a lively discussion about the tax implications of Roth conversions. Being wise with money and saving for your financial future is not easy and the answer is not always black and white; there’s a lot of emotion attached to the green stuff. If you dare, join us as we discuss the “other side” of the Roth. Tune in and take control!…

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Episode 376 - Key Strategies for Sustainable Retirement Income Planning 40:11

منذ 18 weeks40:11

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“I’m retired, now what?” How does one find that balance between excessive and overly conservative withdrawals? Every retiree’s situation is different. On today’s show, Dennis will uncover some key strategies to help guide you into discovering a withdrawal balance that’s right for you. He’ll also take a closer look at the article, “3 key considerations for sustainable retirement income” by Capital Group. Next, according to the IRS Code Section 2518, the term “qualified disclaimer” means an irrevocable and unqualified refusal by a person to accept an interest in property, but only if one follows the rules. Who knows those rules better than Ed Slott? Heidi will lead us in a discussion based on Ed Slott’s current manual of those rules, as well discuss the possible advantages of planning with disclaimers. You might be surprised by the flexibility that disclaimer planning can offer. Deann will join in the conversation and share timely stats regarding the topics at hand. Tune in and take control!…

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Episode 372 - Positivity and Proactivity

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Episode 372 - Positivity and Proactivity