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”Financial Planning In Plain English”
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Fresh Perspective Planning
Fresh Perspective Planning Podcast is about taking a fresh new look at common Financial Planning Topics and simplifying them. With over 40 years of combined experience in the financial planning industry, Mike & Rich are looking forward to simplifying and clarifying various retirement and financial planning topics.
Pension Maximization Options
So you are lucky enough to have a pension, great now what? What is the best way for you to collect? Do you collect a monthly pension or take a lump sum? What is the best option for you? When you are faced with a decision on what do you with your pension, you only get to make that decision once. It is irreversible. In this episode, Mike and Rich discuss different ways some one can go about collecting their options, the pros and cons of one option over the other, and how to determine best which option is in your and your family’s best interest. This episode follows their recent article on pension maximization strategies which you can read by clicking HERE.
October 22, 2021
September 27, 2021
July 22, 2021
June 6, 2021
April 22, 2021
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Roth Conversion Q&A Part 1
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Bitcoin, Blockchain and Cryptocurrency What Is That?
What is Bitcoin and cryptocurrency, where did it come from, what it does, what are the risks, is it for real, should I invest?
So You Heard About Roth Conversions, Now What?
Considering Roth conversions, but have questions? What is the best way to implement a Roth Conversion? How does that impact my social security?
Ready to Start Social Security, but should you?
When should you start claiming social security? Does it make sense to delay and do some tax planning? What social security strategy is right for you?
