Beacon Retirement Strategies

Radio Show: 1-2-2021

Episode 17: Developing A Well-Rounded Estate Plan (with Ryan Knight)

Episode 17: Tax Planning In Today’s Environment (with Patrick Min)

Episode 16: Getting Started With Estate Planning (with Ryan Knight)

No one wants to spend retirement worrying about their money but there are a lot of moving part. It’s easy to underestimate, or overlook a critical issue. HERE ARE JUST A HANDFUL OF THE THINGS THAT WE'LL DISCUSS: Step 1: Planning for Taxes Step 2: What is Reliable Income built on Step 3: Dealing with second biggest thief of retirement Step 4: Your plan must address inflation and low interest rates Step 5: What about healthcare and long-term care Step 6: How do you know if you need an estate plan 

Episode 15: The Ulimate Retirement Checklist

HERE ARE JUST A HANDFUL OF THE THINGS THAT WE'LL DISCUSS: The “silent killer” in retirement   Living in a low interest rate world What could be a BIG win in Taxes What does retiring during a downturn mean 

Episode 14: 4 Overlooked Risks That Could Threaten Your Retirement

HERE ARE JUST A HANDFUL OF THE THINGS THAT WE'LL DISCUSS: Benefits of proper portfolio diversification How to prepare for the biggest expense in Retirement Maximize your safest source of income In retirement, income is the outcome 

Episode 13: 4 Steps to Be Retirement Ready

 What can people do to keep themselves safe What do people need to know if isolating themselves is a challenge What are some of the critical things to know about COVID-19 

Episode 12: What You Need to Know About COVID-19 with Dr. Alicia Arbaje

 How to take advantage of the new Stimulus Bill (Cares Act) Opportunities available to save big on taxes What is involved in a properly diversified portfolio The value of lower fees and expenses 

Episode 11: 4 Ways That Could Protect Your IRA and 401K in Uncertain Times

 Why past retirement strategies may not work for you today The 4% rule and why it’s likely not right for you The new strategies for diversified income in retirement 

Episode 10: Navigating Market Volatility

 Why rebalancing is so important for your portfolio Several popular strategies for rebalancing a portfolio Why rebalancing is a key ingredient to making your risk 

Episode 9: The Power of Rebalancing

 What are all the different types of taxes that can impact your retirement? Importance of tax planning in addition to tax preparation  The true value of tax diversification  Is converting some of all of your money to a ROTH right for you? 

Episode 8: How to Have a Tax Free Retirement

 What is the new SECURE Act? What is the idea behind the new bill?  How could it impact my retirement accounts?  How did the new SECURE Act of 2019 impact RMDs? 

Episode 7: The New SECURE Act (Part 1)

 Most people take on too much risk  Importance of getting a portfolio stress test  Planning for risk 

Episode 6: How Much Risk is Too Much

Why do RMDs exist? How are the rules different for those who inherited a tax deferred account? How can I calculate how much my RMDs are going to be? Types of accounts that have RMDs? What is the penalty for failing to properly withdrawal the RMD? How can you use the RMD to make a tax free donation?

Episode 1: Required Minimum Distributions (RMDs)

We believe peace of mind in retirement requires a plan. When it comes to creating a retirement plan, there are a lot of things to consider. This podcast is dedicated to breaking down some of the more complex parts of retirement to put it into terms that are easier to understand.

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Beacon Retirement Strategies

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