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Solving The Retirement Puzzle is brought to you by Horsham, PA's Franklin Retirement Solutions. Each week, advisors from the company sit down to discuss timely news and events and review...
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Solving The Retirement Puzzle is brought to you by Horsham, PA's Franklin Retirement Solutions. Each week, advisors from the company sit down to discuss timely news and events and review how these things impact retirement plans. Common topics include retirement income planning, tax planning, market risk & investment planning, health care planning, estate & elder care planning, and ice cream. So... it's not all boring.
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25 SEP. 2024 · In this weeks' episode of Solving The Retirement Puzzle, Nick Hamner, Kyle Plotkin, and Michael Hart create a pretend family then walk through what happens if this pretend family didn't have an estate plan in place. What happens to your house if you don't have a will? What happens to your retirement accounts if you don't have a will? What happens to your family and loved ones if you don't have a will? All of this is answered and more, in this week's Solving The Retirement Puzzle.
Solving The Retirement Puzzle is presented by Franklin Retirement Solutions.
25 SEP. 2024 · We're talking the American Dream this week, and how it costs $4.4 million. Investopedia came up with that number, and Nick Hamner, Kyle Plotkin & Michael Hart review their breakdown, analyze each category's estimated cost, and determine how close they got. How much does it really cost to live the American Dream in 2024 and beyond? Watch to find out!
12 SEP. 2024 · Nicholas Hamner kicks off Solving The Retirement Puzzle this week by discussing parents who unequally share money with different children and the importance of being upfront with the reasons why. Kyle Plotkin talks about inflation and interest rates and why they're important when planning for retirement income. And Michael Hart goes over the statistical differences in performance seen between DIY investors and professionals and why the differences exist.
Solving The Retirement Puzzle is presented by Franklin Retirement Solutions - a retirement & income planning financial advisory in Horsham, PA.
12 SEP. 2024 · Nicholas Hamner kicks off Solving The Retirement Puzzle this week by going over why older adults need to remain active and all the different ways they can hurt themselves (and prevent injury) while doing so. Michael Hart shares statistics on what Millennials and Gen-Zers are expecting to inherit, along with stats that suggest they may be in for a rude awakening. And Kyle Plotkin breaks down why September is historically the worst month of the year for the markets and how this year may prove to be the worst one in a while.
Solving The Retirement Puzzle is presented by Franklin Retirement Solutions - a retirement & income planning financial advisory in Horsham, PA.
12 SEP. 2024 · Nicholas Hamner kicks off Solving The Retirement Puzzle this week by going over six key questions that can help you determine if you might qualify for early retirement that is provided by your workplace. Michael Hart does the math on what your missing out on if you're in the middle age bracket and haven't started, or are behind, in retirement savings. And Kyle Plotkin breaks down some of the economic plans from our Presidential candidates and why they might not be as great as you think.
Solving The Retirement Puzzle is presented by Franklin Retirement Solutions - a retirement & income planning financial advisory in Horsham, PA.
21 AGO. 2024 · "Cohesion" is this week's theme on Solving The Retirement Puzzle. Nicholas Hamner kicks it off by reviewing the new real estate policy changes that changed the way agents charge and the impact it will have on retirees looking to downsize their homes. Michael Hart discusses the disadvantages of Robo Advisors and why you'll still want a human. And Kyle Plotkin goes over the retail corporate earnings of various companies and talks about how U.S. retail spending had the biggest monthly increase since January 2023.
Solving The Retirement Puzzle is presented by Franklin Retirement Solutions - a retirement & income planning financial advisory in Horsham, PA.
21 AGO. 2024 · Nicholas Hamner kicks off Solving The Retirement Puzzle this week by talking about income planning and how the growing trend of companies cracking down on service sharing can impact planned budgets and income plans. Michael Hart discusses why it's important not to be quick to judge a social media post for its good. And Kyle Plotkin circles back from his topic last week on the market crashing and how the biggest loss can turn into the largest gain.
Solving The Retirement Puzzle is presented by Franklin Retirement Solutions - a retirement & income planning financial advisory in Horsham, PA.
21 AGO. 2024 · Kyle Plotkin kicks off Solving The Retirement Puzzle this week by talking about the possible reason for the market taking a big hit recently and if we are on track for a recession. Michael Hart discusses why some people are exiting target-date retirement funds in their 401k and if it's truly a good idea or not. And Nicholas Hamner circles back from last week's podcast topic and talks about how important it is that your significant other, or next of kin, knows where your important documents are in case of an emergency.
Solving The Retirement Puzzle is presented by Franklin Retirement Solutions - a retirement & income planning financial advisory in Horsham, PA.
31 JUL. 2024 · Nicholas Hamner kicks off Solving The Retirement Puzzle this week by talking about how difficult it can be to pass along digital credentials like accounts, passwords, and 2FA keys to heirs and how it should be handled in the Estate Planning process. Kyle Plotkin discusses the final(?) rules that govern beneficiary IRAs as defined by 2022's SECURE Act 2.0. And Mike Hart reveals how many people are contributing more than the minimum (but still not enough) to their 401(k)s.
Solving The Retirement Puzzle is presented by Franklin Retirement Solutions - a retirement & income planning financial advisory in Horsham, PA.
24 JUL. 2024 · Nicholas Hamner kicks off Solving The Retirement Puzzle this week by revealing how many years it would take the average retiree to become a master of their own finances vs. how many years most of us actually have. Kyle Plotkin discusses a recent market revolution and what its impact may be in the long-term. And Mike Hart sounds the alarm for anyone who's ever rolled a 401k over into an IRA by discussing how many millions of dollars are sitting in cash and never invested.
Solving The Retirement Puzzle is presented by Franklin Retirement Solutions - a retirement & income planning financial advisory in Horsham, PA.
Solving The Retirement Puzzle is brought to you by Horsham, PA's Franklin Retirement Solutions. Each week, advisors from the company sit down to discuss timely news and events and review...
mostra más
Solving The Retirement Puzzle is brought to you by Horsham, PA's Franklin Retirement Solutions. Each week, advisors from the company sit down to discuss timely news and events and review how these things impact retirement plans. Common topics include retirement income planning, tax planning, market risk & investment planning, health care planning, estate & elder care planning, and ice cream. So... it's not all boring.
mostra menos
Información
| Autor | Franklin Retirement Solutions |
| Organización | Nick Hamner |
| Categorías | Inversión , Economía y empresa , Educación |
| Página web | www.franklinrs.com |
| info@franklinrs.com |
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