Jan 20, 2020
At the end of 2019, Congress passed, and President Trump signed the SECURE Act, which will inevitably affect most retirement savers in some way. Is this good or bad for your retirement? On this episode Abe explains how this is already impacting his clients and clarifies what the changes in the required minimum...
Dec 23, 2019
We’ll get in the holiday spirit by hearing some adorable kids talk about what Christmas means to them! Plus, an interesting take on one of the items that the wise men brought as a gift for Jesus… and what people are using it for today.
Dec 16, 2019
Candy is something simple we enjoy (especially at Christmas), but you won’t believe how complicated taxes can be for a mere Kit Kat bar. Confusion over a 75-cent candy bar is one thing – but confusion over taxes with our retirement money is another. Today Abe discusses how we should approach the whole tax question,...
Dec 9, 2019
Whether you have $500,000 or $5 million, Abe reveals that most people (including you)typically share the same top concern about retirement… and how to resolve that anxiety. Plus, why and how to roll over your retirement money when you leave a job.
Nov 25, 2019
If the market goes up, that’s obviously great for your personal economy! But on this episode, Abe discusses if too much of a good thing can lead to a meltdown of your retirement. Plus, Abe explains the vital importance of having a Legacy plan in place by telling the story of what happened to a client recently.