Weekly financial and retirement guidance with Ben Schrock of BA Schrock Financial Group in Wadsworth, Ohio. Also serving the Cleveland and Akron areas. This podcast will help you learn important financial concepts that allow you to retire with confidence.
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Managing Your Financial Future with Johnny Dean and "Professor" Rick Plum, CFP® Brought to you by the advisors and investment professionals at Lucia Capital Group, a registered investment advisor. Integrating financial planning and investing decisions, designed to help you reach your own financial goals. Want the best tips on which hot stocks you should buy this week? Go somewhere else - we don't do that. It's all about planning, strategy, managing your future and taking control of your fina ...
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Let's talk about finances, bust through the taboos and take charge. We can create our own fabulous financial futures. We are UK based authorised and regulated Independent Financial Advisers dedicated to empowering women around their money. Women’s Wealth Ltd is an appointed representative of Professional Financial Planning Group Ltd which is authorised and regulated by The Financial Conduct Authority, no. 950921.
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Smart Wealth: Navigating Your Financial Future
Smarth Wealth- Navigating Your Financial Future with Brett Cranson & Omari Whyte
Welcome to "Smart Wealth: Navigating Your Financial Future", where we bridge the gap between financial jargon and real-world solutions. Every two weeks, we bring you practical advice, expert insights, and actionable steps to improve your financial literacy and accelerate your wealth-building journey. Whether you're a novice in investing, aiming to master your budget, or an experienced wealth manager looking to refine your strategies, we've got you covered. We delve into a variety of topics i ...
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Every week, Don Fox of Fox Group Private Wealth Management shares his Financial Planning advice with you. With over 35 years of experience, Don has advised clients on the A-Z’s of Financial Planning. It’s that experience that brings a down to earth approach to help you navigate today’s financial stressors. To quote Don, “It all starts with a comprehensive financial plan” and every week Don and his team share real life financial stories and solutions.
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Speaking from his own lessons and mistakes as an investor and entrepreneur, Dr. Joseph Ryan Smolarz sheds light on all things blockchain, cryptocurrency, equity markets, macroeconomics, smart funds, and the future of commercial real estate trust companies, so you can maximize opportunities and successfully navigate your digital financial future.
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The way we move money is changing. Fast. We want control at the touch of a finger-print. We want to send money in real-time – to the other side of the world. We want everything in one place, integrated, seamless and on our devices. Ubiquitous, embedded, fast, standardized, frictionless and secure. Global finance trends are hurling towards a unanimous conclusion. These are our Financial Futures. Each episode, we size up the bleeding edge of fintech innovation and explore the trends that are a ...
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If change is the only constant, we need to understand how our industries are evolving, and how we can be a part of the transformation that is taking place. In this series, we deep-dive into some of the hottest and most pivotal topics in the financial services industry right now, including personalisation in financial services, embedded financial services and the mobile payment revolution. To gain an informed and accurate perspective, we speak to innovative individuals from banking institutio ...
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Ep 34 How much money do you need to retire?
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In this episode of Smart Wealth, Brett Cranson and Omari Whyte discuss the essential elements of retirement planning, focusing on how much money one needs to retire comfortably. They explore the changing landscape of retirement savings, the importance of understanding individual needs, and the impact of lifestyle choices on retirement income. The c…
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What's the Best Age to Take Social Security Benefits?
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Social Security retirement benefits are the bedrock of guaranteed income for most American retirees. It forms the income basis that helps to build the rest of your portfolio's withdrawal strategy. So it makes sense to ask the question: at what age should I begin taking my retirement benefits? Everyone eligible for benefits has a "full retirement ag…
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What Does it Mean to Be CFP® Accredited with Dan Oaklief
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We’re excited to announce that one of our team members, Dan Oaklief, has recently earned his Certified Financial Planner designation. This is such an awesome achievement and one that he’s worked diligently to accomplish, but what does this actually mean for advisors and clients? Today we’re sitting down with Dan to discuss this milestone, what it m…
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Polly's Journey: "Taking Control of Her Finances and Future After Divorce"
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Finding herself with a lump sum of money and feeling unsure about how to use it for her future, Polly talks about the stress and overwhelm she felt during this time. She shares how she overcame these challenges, saying, "Educating yourself and building a strong support team is the best way forward." Polly also highlights the importance of leaning o…
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Ep 33 How Virtual Meetings Are Transforming Financial Advise
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In this episode, Brett Cranson and Omari Whyte discuss the evolution of financial advising in a post-COVID world, focusing on the shift to virtual meetings and how it has transformed client interactions. They explore the benefits of virtual meetings, including increased efficiency, enhanced client engagement, and a streamlined onboarding process. T…
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Ep 32 Pros & Cons of Investing in Real Estate
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The conversation explores the pros and cons of investing in real estate versus other investment options. It discusses the potential benefits of real estate, such as long-term growth and cash flow, but also highlights the challenges and responsibilities of owning and managing investment properties. The conversation emphasizes the importance of consi…
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Six Financial Lessons Everyone Should Know
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Very few things in life are universal, especially when it comes to finances. What’s right for one person may be completely wrong for another. Yet there are certain lessons with money that everyone could benefit from knowing, no matter what a person’s individual circumstances may be. After careful review, we’ve narrowed them down to six. What are th…
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Ep 31 Limitations of RESPs and Alternative Strategies
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In this episode of Smart Wealth, Brett and Omari discuss saving for education, specifically for children. They start by highlighting the power of compound interest and early investing, using the example of investing in a hockey stick. They then dive into the details of Registered Education Savings Plans (RESPs) and how they work. They discuss the l…
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Should You Pay Cash For a Home, Or Get a Mortgage?
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You may have noticed that real estate prices have been ticking up at a steady rate for the past several years. For many people, that means they have no choice but to take out a mortgage. At the same time, there are those who have either enough current gains or enough cash on hand to consider buying a home with cash. Having the cash to pay for a hom…
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Ep 30 Financial Advisors: Myths, Misconceptions, and Real Benefits
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In this episode of "Smart Wealth," hosts Brett Cranson and Omari Whyte dive into the often-misunderstood world of financial advisors. They discuss the common misconceptions about what financial advisors do and emphasize the importance of aligning financial strategies with personal goals. Using relatable analogies, they explain how advisors, like pe…
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Roth, Personal, or IRA Funds: Which Should You Spend First?
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Once you hit retirement, you'll probably have money in several types of accounts: a 401(k) from work, some personal money in a brokerage account, your regular checking account at the bank, and maybe some Roth IRAs, to name a few. Once it's time to start withdrawing that money, the important question you should ask yourself is this: from which accou…
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Ep 29 Reasons to De-Risk Your Portfolio
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Have you ever found yourself lying awake at night, worrying about the ups and downs of the stock market and how they might impact your hard-earned savings? Today’s episode, we dive into the vital topic of de-risking your investment portfolio. We break down what de-risking means, why it's crucial for both new and seasoned investors, and share practi…
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IRA vs. 401(k) - Which Is Better?
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There are many ways to save for retirement. Two of the most popular are the 401(k) and the IRA. Both are savings vehicles, but both have different attributes that may make one of them better for you. There are advantages and disadvantages to both. Do you need a tax break now? Are you able to deduct contributions to an IRA? Does your company have a …
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What Percentage of Stocks Should You Own in Retirement?
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You may have heard that stocks are too volatile for retired people to own. In fact, there’s an old rule-of-thumb formula that says you should decrease your stock holdings by 1 percent every year and replace them with bonds. These generic “guidelines,” though, are hardly prudent advice for most people, because everyone’s situation requires a differe…
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What’s Driving Market Volatility This Summer? With CIO Keith Lockwood
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In this episode of Unlocking Your Financial Future, Ben is joined by Chief Investment Officer, Keith Lockwood. He’s here to help dive into some of the market volatility we have seen lately and what it could mean for your investments. Tune in as Ben and Keith look at how geopolitical factors can impact the market, how recent recession talk could be …
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Ep 28 Capital Gains Reserve
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Have you ever wondered how the capital gains tax impacts your financial future and what strategies you can use to minimize its effect? In this episode, we dive into the complexities of the capital gains inclusion rate and explore various strategic opportunities to manage your tax liabilities. Understanding these concepts is crucial for optimizing y…
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It's Time For Your Mid-Year Money Checklist!
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We're half way through 2024, and it's time to get your financial house in order! What moves, if any, should you have made at this point? What about going forward? There's still time to do some tax management, maybe take a look at your 401(k) plan, and decide how you may want to allocate your investments before the year is out. So what's left to do?…
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Why Time Is Your Most Valuable Asset in Investing
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What’s your most valuable asset when it comes to investing? Is it maybe knowing the right stock to buy and when? How about a spreadsheet of things like P/E ratios, or being diversified across dozens of different classes? No – as it turns out, your most valuable asset with investing is time. The stock market, despite what you may have heard, is a lo…
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Ep 27 Rental Property vs. Portfolio Income
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Are you contemplating whether to invest in rental properties or put your money into investment funds? This is a common dilemma for many investors, and understanding the pros and cons of each can help you make the best decision for your financial future. Brett and Omari delve into the age-old question of whether rental properties or investment funds…
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Why Your Bonds May Not Be Paying What You Think
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When you buy a bond, you might expect that the amount of interest stated on the coupon is the amount of interest that you’ll be receiving. So if you have, say, a $10,000 bond paying 5 percent interest, you probably figure it will pay you $500 each year. But that isn’t always the case. This is where it’s important to understand not just the bond’s c…
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THIS Is Why We Love The Bucket Strategy®
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It’s been said that the most important rule of finance is to not consistently mess things up. In other words, you need to survive the short-term chaos – and there’s lots of it – to reap the potential long-term rewards. If you can buy enough time to weather the constant storms, you may find yourself in a very good position down the road. The Bucket …
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Have you ever wondered how changes in tax laws could impact your financial future? In this episode, we dive deep into the recent changes to the capital gains inclusion rate introduced in Canada’s 2024 federal budget. This significant policy shift affects Canadian investors, particularly those with substantial capital gains. You'll learn about the n…
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Why Engineers May Make Great Financial Planners
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Many times in life, we see how one career field translates extremely well into another. Engineering is a great example of this. A good engineer needs to know what a project’s goal is, put the pieces together in a way that works, and then stress test it to make sure it works in all conditions. Financial planning is a lot like this. What does each in…
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Roth IRA Strategies for High-Income Earners
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If you're at all familiar with the Roth IRA, you probably know that there are income limits for people who want to make a contribution to a Roth. These limits generally go up a little bit each year, but anyone who makes over a certain amount of money is ineligible to make a Roth contribution. But that doesn't mean those with a high income have no a…
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Ep 25 The High Cost of Staying Liquid
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Have you ever wondered if holding cash is the best strategy for your financial future, especially when it’s yielding an attractive 5%? In this episode, we unravel the complexities of this pressing question and dive deep into the world of personal finance. Join us as we explore whether it makes sense to stick with cash or diversify into stocks and b…
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IG Private Wealth Management-Don Fox-June 29, 2024
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Questions for your advisor / A.I. and financial planning / Happy 'financial' Canada Day eh! / Longevity denialโดย CHML
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IG Private Wealth Management-Don Fox-June 22, 2024
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Ditching DIY retirement planning / Why we do what we do / Wedding season / Summer financial funโดย CHML
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Ep 24 Want To Retire A Millionaire?
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Have you ever wondered why the thrill of achieving a financial milestone often fades so quickly? Why does the excitement of hitting that savings goal or landing a big investment windfall seem to diminish over time, leaving you chasing the next big target? In today's episode, we'll dive into the fascinating concept of hedonic adaptation and explore …
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IG Private Wealth Management-Don Fox-June 15, 2024
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Interest rates & housing / Capital gains taxes / Father's Day financial planning / What's old is new againโดย CHML
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The New Rules on Inherited IRAs - What to Know
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Are you in line to inherit an IRA? While inheriting almost any asset is generally a good thing, it's helpful to know the rules - mainly tax rules - that come along with it, especially if you plan on keeping as much of that money as you can. Some new laws went into effect on inherited IRAs within the past few months, and when you combine those with …
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IG Private Wealth Management-Don Fox-June 8, 2024
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โดย CHML
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Ep 23 Can you Retire with $400K Nest Egg?
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Are you wondering if it's possible to retire comfortably in Canada with a $400,000 nest egg? In today's episode, we dive into this pressing question. Join Brett and Omari as they leverage their decades of experience in the financial services industry to provide you with actionable insights and practical advice. Whether you're nearing retirement or …
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Is There Really a Charitable Giving Strategy With No Downside?
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Many people who are at Required Minimum Distribution age find themselves wanting to give some of that distribution to charity. They don't need the money to live on, and they'd like to help out their favorite organizations or causes in any way they can. A standard way to do that is to take possession of the RMD, then turn around and write a check to…
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IG Private Wealth Management-Don Fox-June 1, 2024
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Guest - Jill Archer Regional Estate & Insurance Specialist I.G / Discussing Capital Gains Tax grab affects everyoneโดย CHML
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Updates From The Annual Social Security Trustees Report (Part 2)
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In today’s episode, we’re continuing our conversation on the annual Social Security Trustees Report. In this half of the conversation, we’ll cover some interesting statistics from the report, including the impact of declining birth rates and immigration on Social Security's future. We'll also explore how life expectancy trends and recent events lik…
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How Much Money Do You Need to Retire Comfortably?
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How much money does it take for you to retire in comfort? Is it $1 million? $2 million? Far more than that? Far less? Large investment firms and many media outlets often throw out big "retirement" numbers based on small surveys they took of people who may or may not have any clue about how much money they actually need. But it's a fair question. An…
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IG Private Wealth Management Don Fox-May 25, 2024
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Divorce planning / The spender and the saver / Buying a car? / Mailboxโดย CHML
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Ep 22 When to Take CPP Benefits Explained
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Are you ready to unlock the mysteries of your financial future? Picture this: you're nearing retirement age, and the question of when to start taking your Canada Pension Plan (CPP) benefits looms large. Do you seize the opportunity for early access to funds, or do you hold out for potentially higher payments down the line? In this episode, we deep …
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What Is Your Wealth Distribution Strategy?
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There are two distinct phases of your financial life. The first one is the years (decades) that you spend accumulating assets: building your savings, investing in retirement plans, etc. The second phase is when you begin taking those accumulated assets as distributions and live off of that income in retirement. The first phase is usually the one th…
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IG Private Wealth Management-Don Fox-May 18, 2024
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Philip Petursson - Chief Investment Strategist - IGโดย CHML
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Updates From The Annual Social Security Trustees Report (Part 1)
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In today’s episode, we’re going to share some updates from the annual Social Security Trustees Report. With Social Security serving as a cornerstone for countless retirees, understanding its current state and future projections is important. Listen in as Ben highlights the key takeaways from the 277-page report that you need to know about. Here’s s…
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5 Things You Didn't Know About Your Social Security Benefits
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Social Security is vital part of many people's retirement income. It forms the foundation of a retirement plan and helps to determine how much (if any) money an individual's portfolio will have to provide throughout their retirement. But it's also extremely complex. There's much more to it than simply turning on an income stream once you're eligibl…
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IG Private Wealth Management-Don Fox-May 11, 2024
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47:34
โดย CHML
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Ep 21 Recession Proof Your Retirement Savings
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32:58
Are you navigating the complexities of planning your retirement amidst today's economic uncertainties? Whether you're nearing retirement or already enjoying your golden years, understanding how to effectively manage your Registered Retirement Income Fund (RIF) is crucial for financial security. In this episode, we delve into actionable strategies t…
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Your Pension Options: Which One May Be Best for You?
36:23
36:23
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36:23
If you have a pension, the decision of how and when to take the payments is an important one. Are you offered the choice to take the entire amount as a lump sum? If so, is that option potentially better than a stream of monthly payments? What about your other choices? For married people who want to get as much as they can now, are they sacrificing …
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1
IG Private Wealth Management Don Fox-May 4, 2024
48:00
48:00
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48:00
Guest-Shahrshad Rajabzadeh V.P. National Sales I.G. Investmentsโดย CHML
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1
How to Overcome Your Single Biggest Financial Fear
37:18
37:18
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37:18
What are people's most prominent financial fears? There are many: losing a job, not saving enough for retirement, financial emergencies, and many others. But it all seems to boil down to one basic concern: Not having money available when you need it the most. This creates a lot of anxiety for people - especially for retirees, who rely on a steady s…
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1
IG Private Wealth Management Don Fox-April 27, 2024
46:18
46:18
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46:18
Budget breakdown / First time home buyers / Home equity / Captial gains taxโดย CHML
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1
Ep 20 A Refreshed Perspective on Investing
22:54
22:54
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22:54
In today's episode, we invite you to join us on a journey into the intricate world of smart wealth and financial wisdom. You'll unravel the transformative power of disengaging from the often-tumultuous daily market fluctuations. Whether you're a seasoned investor or someone just stepping into the fascinating realm of finances, this episode promises…
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Why “Blending” Your Buckets May Produce Better Results
35:24
35:24
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35:24
You may have heard that a basic Bucket Strategy® consists of a 3-, 4- or 5-Bucket plan, with each bucket separated into groups of short-term, mid-term, and long-term assets. What you may not have heard is that a good Bucket Strategy will often “blend” buckets to potentially give a retiree a much better overall outcome. What do we mean by “blending”…
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