Welcome to Retirement Intel. A weekly show where we discuss the latest topics in the world of retirement planning.
Register for our special Election 2024 Webinar https://us06web.zoom.us/webinar/register/2317259796632/WN_waTtS70hQKSHdziwHSmQMg
See if you’re on track https://www.theoremwm.com/start-here
This weekly show airs every Tuesday at 4 p.m. Central Time, where we dive into the latest trends, insights, and strategies for your retirement planning. In today's episode, our host Johnathan Rankin shares 10 Principles for building wealth and creating financial freedom. It is an episode you don’t want to miss!
Join us as we navigate through these critical subjects and provide you with the knowledge you need for a secure and prosperous retirement. If you have any questions or topics you'd like us to cover, drop us a note at retire@theoremwm.com or join us live next week!
Theorem stands for THE Optimal Retirement and Estate Management, our mission is to help diligent retirement-focused savers achieve their dream retirement while reducing the stress caused by managing wealth.
- Johnathan Rankin CRPC® CEPA®, Founder & CEO
- Theorem Wealth Management
😁 [REACH OUT ON FACEBOOK] https://www.facebook.com/Theoremwm/
➡️ [CONNECT WITH ME ON LINKEDIN] https://www.linkedin.com/in/johnathan-rankin-crpc%C2%AE-cepa%C2%AE-4a908b4a/
🌐[HOMEPAGE] https://www.theoremwm.com/
1️⃣[RETIRE ONCE] https://www.theoremwm.com/retire-once-show
#TheoremWealthManagement #RetireOnce #RetirementPodcast #Podcast
Disclaimer: Johnathan Rankin is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Theorem Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.
Welcome to Retirement Intel. A weekly show where we discuss the latest topics in the world of retirement planning.
Register for our special Election 2024 Webinar https://us06web.zoom.us/webinar/register/2317259796632/WN_waTtS70hQKSHdziwHSmQMg
See if you’re on track https://www.theoremwm.com/start-here
Join us for a special Thursday Edition!
This weekly show airs every Tuesday at 4 p.m. Central Time, where we dive into the latest trends, insights, and strategies for your retirement planning. In today's episode, we cover a range of topics including:
- Will the 60/40 Portfolio Ruin Your Retirement
- How will the end of Trump's tax cuts impact your retirement?
Articles Discussed:
https://www.wsj.com/finance/investing/60-40-portfolio-retirement-61716c4d
https://www.wsj.com/personal-finance/taxes/trump-tax-cuts-expire-2025-486894dc?mod=itp_wsj
Join us as we navigate through these critical subjects and provide you with the knowledge you need for a secure and prosperous retirement. If you have any questions or topics you'd like us to cover, drop us a note at retire@theoremwm.com or join us live next week!
Theorem stands for THE Optimal Retirement and Estate Management, our mission is to help diligent retirement-focused savers achieve their dream retirement while reducing the stress caused by managing wealth.
- Johnathan Rankin CRPC® CEPA®, Founder & CEO
- Theorem Wealth Management
😁 [REACH OUT ON FACEBOOK] https://www.facebook.com/Theoremwm/
➡️ [CONNECT WITH ME ON LINKEDIN] https://www.linkedin.com/in/johnathan-rankin-crpc%C2%AE-cepa%C2%AE-4a908b4a/
🌐[HOMEPAGE] https://www.theoremwm.com/
1️⃣[RETIRE ONCE] https://www.theoremwm.com/retire-once-show
#TheoremWealthManagement #RetireOnce #RetirementPodcast #Podcast
Disclaimer: Johnathan Rankin is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Theorem Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.
Welcome to Retirement Intel. A weekly show where we discuss the latest topics in the world of retirement planning.
See if you’re on track https://www.theoremwm.com/start-here
This weekly show airs every Tuesday at 4 p.m. Central Time, where we dive into the latest trends, insights, and strategies for your retirement planning. In today's episode, we cover a range of topics including:
- Is there a retirement crisis?
- Why is retirement planning hard?
- Gambling vs Investing
Articles Discussed:
https://www.barrons.com/articles/investments-beat-cash-rates-75c3d0e8
https://crr.bc.edu/do-we-have-a-retirement-crisis/
https://www.investmentnews.com/retirement/news/401k-auto-features-dont-help-savings-as-much-as-thought-researchers-find-256562
https://awealthofcommonsense.com/2024/08/why-people-dont-save-enough-for-retirement/
https://www.cnbc.com/2024/08/21/the-explosion-of-online-sports-betting-is-taking-a-toll-on-how-people-invest.html
Join us as we navigate through these critical subjects and provide you with the knowledge you need for a secure and prosperous retirement. If you have any questions or topics you'd like us to cover, drop us a note at retire@theoremwm.com or join us live next week!
Theorem stands for THE Optimal Retirement and Estate Management, our mission is to help diligent retirement-focused savers achieve their dream retirement while reducing the stress caused by managing wealth.
- Johnathan Rankin CRPC® CEPA®, Founder & CEO
- Theorem Wealth Management
😁 [REACH OUT ON FACEBOOK] https://www.facebook.com/Theoremwm/
➡️ [CONNECT WITH ME ON LINKEDIN] https://www.linkedin.com/in/johnathan-rankin-crpc%C2%AE-cepa%C2%AE-4a908b4a/
🌐[HOMEPAGE] https://www.theoremwm.com/
1️⃣[RETIRE ONCE] https://www.theoremwm.com/retire-once-show
#TheoremWealthManagement #RetireOnce #RetirementPodcast #Podcast
Disclaimer: Johnathan Rankin is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Theorem Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.
Welcome to Retirement Intel. A weekly show where we discuss the latest topics in the world of retirement planning.
See if you’re on track https://www.theoremwm.com/start-here
This weekly show airs every Tuesday at 4 p.m. Central Time, where we dive into the latest trends, insights, and strategies for your retirement planning. In today's episode, we cover a range of topics including:
- Retirees will pay twice as much as they think for healthcare
- The most luxurious retirement?
- What is going on with the housing market?
Join us as we navigate through these critical subjects and provide you with the knowledge you need for a secure and prosperous retirement. If you have any questions or topics you'd like us to cover, drop us a note at retire@theoremwm.com or join us live next week!
Theorem stands for THE Optimal Retirement and Estate Management, our mission is to help diligent retirement-focused savers achieve their dream retirement while reducing the stress caused by managing wealth.
- Johnathan Rankin CRPC® CEPA®, Founder & CEO
- Theorem Wealth Management
😁 [REACH OUT ON FACEBOOK] https://www.facebook.com/Theoremwm/
➡️ [CONNECT WITH ME ON LINKEDIN] https://www.linkedin.com/in/johnathan-rankin-crpc%C2%AE-cepa%C2%AE-4a908b4a/
🌐[HOMEPAGE] https://www.theoremwm.com/
1️⃣[RETIRE ONCE] https://www.theoremwm.com/retire-once-show
#TheoremWealthManagement #RetireOnce #RetirementPodcast #Podcast
Disclaimer: Johnathan Rankin is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Theorem Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.
Welcome to Retirement Intel. A weekly show where we discuss the latest topics in the world of retirement planning.
See if you’re on track https://www.theoremwm.com/start-here
This weekly show airs every Tuesday at 4 p.m. Central Time, where we dive into the latest trends, insights, and strategies for your retirement planning. In today's episode, we cover a range of topics including:
- Latest News
- Should You Be Selling?
- Retirement Myths
- What Is a Fiduciary?
Join us as we navigate through these critical subjects and provide you with the knowledge you need for a secure and prosperous retirement. If you have any questions or topics you'd like us to cover, drop us a note at retire@theoremwm.com or join us live next week!
Articles Discussed
https://www.morningstar.com/portfolios/why-preretirees-retirees-should-derisk-today
https://www.morningstar.com/personal-finance/6-retirement-financial-myths-avoid
https://www.wsj.com/personal-finance/retirement/the-insurance-industry-is-winning-a-fight-to-kill-new-protections-for-retirement-savers-54030e41
https://lifehacker.com/money/why-are-tiktok-influencers-pushing-life-insurance-over-401ks
Theorem stands for THE Optimal Retirement and Estate Management, our mission is to help diligent retirement-focused savers achieve their dream retirement while reducing the stress caused by managing wealth.
- Johnathan Rankin CRPC® CEPA®, Founder & CEO
- Theorem Wealth Management
😁 [REACH OUT ON FACEBOOK] https://www.facebook.com/Theoremwm/
➡️ [CONNECT WITH ME ON LINKEDIN] https://www.linkedin.com/in/johnathan-rankin-crpc%C2%AE-cepa%C2%AE-4a908b4a/
🌐[HOMEPAGE] https://www.theoremwm.com/
1️⃣[RETIRE ONCE] https://www.theoremwm.com/retire-once-show
#TheoremWealthManagement #RetireOnce #RetirementPodcast #Podcast
Disclaimer: Johnathan Rankin is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Theorem Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.
Welcome to Retirement Intel. A weekly show where we discuss the latest topics in the world of retirement planning. [START PLANNING TODAY] https://www.theoremwm.com/start-here This weekly show airs every Tuesday at 4 p.m. Central Time, where we dive into the latest trends, insights, and strategies for your retirement planning. In today's episode, we cover a range of topics including: - The Chart of The Week - Retirement Savings Rule Changes To Know - The U.S. Debt and How It Impacts You - Smartphone Tips to Simplify Your Life Join us as we navigate through these critical subjects and provide you with the knowledge you need for a secure and prosperous retirement. If you have any questions or topics you'd like us to cover, drop us a note at retire@theoremwm.com or join us live next week! Our mission here at Theorem Wealth is to help diligent retirement-focused savers achieve their dream retirement while reducing the stress caused by managing wealth. - Johnathan Rankin CRPC® CEPA®, Founder & CEO - Theorem Wealth Management 😁 [REACH OUT ON FACEBOOK] https://www.facebook.com/Theoremwm/ ➡️ [CONNECT WITH ME ON LINKEDIN] https://www.linkedin.com/in/johnathan-rankin-crpc%C2%AE-cepa%C2%AE-4a908b4a/ 🌐[HOMEPAGE] https://www.theoremwm.com/ 1️⃣[RETIRE ONCE] https://www.theoremwm.com/retire-once-show #TheoremWealthManagement #RetireOnce #RetirementPodcast #Podcast Disclaimer: Johnathan Rankin is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Theorem Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.
Welcome to Retirement Intel. A weekly show where we discuss the latest topics in the world of retirement planning. [START PLANNING TODAY] https://www.theoremwm.com/start-here Welcome to our first-ever live broadcast of "Retirement Intel" with your host, Johnathan Rankin! This weekly show airs every Tuesday at 4 p.m. Central Time, where we dive into the latest trends, insights, and strategies for your retirement planning. In today's episode, we cover a range of topics including:- Market volatility and its impact on big tech stocks.- An interesting chart by Richard Bernstein Advisors on stock performance.- A breakdown of a recent article discussing the misconceptions around Social Security and its future.- Updates on the IRS's Secure 2.0 Act and new rules for 401k and IRA withdrawals.- Common mistakes in rolling over 401k to IRA and how to avoid them.- Six essential things to consider purchasing before retirement, according to a Forbes article.- The latest list of the best and worst states to retire in, and what factors are considered.Join us as we navigate through these critical subjects and provide you with the knowledge you need for a secure and prosperous retirement. If you have any questions or topics you'd like us to cover, drop us a note at retire@theoremwm.com or join us live next week! Articles discussed -https://www.barrons.com/articles/social-security-run-out-benefit-cuts-490e769ahttps://www.wsj.com/personal-finance/retirement/using-your-retirement-account-as-an-emergency-atm-just-got-easier-2ab939bahttps://www.wsj.com/personal-finance/retirement/the-401-k-rollover-mistake-that-costs-retirement-savers-billions-c7a19dfahttps://www.forbes.com/sites/nancyanderson/2024/07/24/6-things-to-pay-for-when-you-are-nearing-retirement/https://www.newsweek.com/best-worst-states-retirement-delaware-bankrate-1928830 Our mission here at Theorem Wealth is to help diligent retirement-focused savers achieve their dream retirement while reducing the stress caused by managing wealth. - Johnathan Rankin CRPC® CEPA®, Founder & CEO - Theorem Wealth Management 😁 [REACH OUT ON FACEBOOK] https://www.facebook.com/Theoremwm/ ➡️ [CONNECT WITH ME ON LINKEDIN] https://www.linkedin.com/in/johnathan-rankin-crpc%C2%AE-cepa%C2%AE-4a908b4a/ 🌐[HOMEPAGE] https://www.theoremwm.com/ 1️⃣[RETIRE ONCE] https://www.theoremwm.com/retire-once-show #TheoremWealthManagement #RetireOnce #RetirementPodcast #Podcast Disclaimer: Johnathan Rankin is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Theorem Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.
Welcome back to another episode of The Retire One Show! Your hosts, Johnathan and Melissa Rankin, the mental challenges that come with retirement. Most people think that planning for retirement is all about the financial aspects that come with retirement. Whether that is how much should you save for retirement, how much you should spend in retirement or how to invest for retirement. What most retirees find is that there is so much more to retirement than money. Planning for the parts of retirement that can create mental stress is equally as important.
Have questions about your retirement? Email us at Retire@theoremwm.com or use the link below to schedule some time with a member of our team.
See if you are on track to retire https://www.theoremwm.com/start-here
Read the articles discussed.
https://www.morningstar.com/personal-finance/20-ira-mistakes-avoid
#Retirement #Investing #FinancialPlanning #RetireOneShow
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Our mission here at Theorem Wealth Management is to help diligent retirement focused savers achieve their dream retirement while reducing the stress caused by managing wealth.
- Johnathan Rankin CRPC® CEPA®, Founder & CEO
- Melissa Rankin - Wealth Management Advisor
- Theorem Wealth Management
🎁 [ULTIMATE RETIREMENT TOOL KIT] https://www.theoremwm.com/retirement-toolkit-download
👍 [SCHEDULE A CONVERSATION] https://www.theoremwm.com/start-here
😁 [REACH OUT ON FACEBOOK] https://www.facebook.com/Theoremwm/
➡️ [CONNECT WITH ME ON LINKEDIN] https://www.linkedin.com/in/johnathan-rankin-crpc%C2%AE-cepa%C2%AE-4a908b4a/
🌐[HOMEPAGE] https://www.theoremwm.com/
1️⃣[RETIRE ONCE] https://www.theoremwm.com/retire-once-show
-----------------------
POPULAR RETIREMENT VIDEOS
How rising interest rates affect retirement plans: https://youtu.be/FH8yU3W4oqo
All About Roth Accounts - Roth Conversions, Roth IRAs & Roth 401(k)s: https://youtu.be/6WB5id7G7rA
Retirement During A Recession: Are you Prepared?: https://youtu.be/sR28HxppG6o
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#TheoremWealthManagement #RetireOnce #RetirementPodcast #Podcast
Disclaimer: Johnathan Rankin is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Theorem Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.
Welcome back to another episode of The Retire One Show! Your hosts, Johnathan and Melissa Rankin discuss a recent article from Morningstar that covers 20 IRA mistakes that investors make. We also discuss a recent article in Advisor Perspectives that talks about 7 of the biggest challenges facing individual retirement plans today. If you are planning on retiring soon, you will not want to miss this one.
Have questions about your retirement? Email us at Retire@theoremwm.com or use the link below to schedule some time with a member of our team.
See if you are on track to retire https://www.theoremwm.com/start-here
Read the articles discussed.
https://www.morningstar.com/personal-finance/20-ira-mistakes-avoid
https://www.advisorperspectives.com/articles/2023/08/07/insurance-stock-allocation-challenges-retirement-swedore
#Retirement #Investing #FinancialPlanning #RetireOneShow
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Our mission here at Theorem Wealth Management is to help diligent retirement-focused savers achieve their dream retirement while reducing the stress caused by managing wealth.
- Johnathan Rankin CRPC® CEPA®, Founder & CEO
- Melissa Rankin - Wealth Management Advisor
- Theorem Wealth Management
🎁 [ULTIMATE RETIREMENT TOOL KIT] https://www.theoremwm.com/retirement-toolkit-download
👍 [SCHEDULE A CONVERSATION] https://www.theoremwm.com/start-here
😁 [REACH OUT ON FACEBOOK] https://www.facebook.com/Theoremwm/
➡️ [CONNECT WITH ME ON LINKEDIN] https://www.linkedin.com/in/johnathan-rankin-crpc%C2%AE-cepa%C2%AE-4a908b4a/
🌐[HOMEPAGE] https://www.theoremwm.com/
1️⃣[RETIRE ONCE] https://www.theoremwm.com/retire-once-show
-----------------------
POPULAR RETIREMENT VIDEOS
How rising interest rates affect retirement plans: https://youtu.be/FH8yU3W4oqo
All About Roth Accounts - Roth Conversions, Roth IRAs & Roth 401(k)s: https://youtu.be/6WB5id7G7rA
Retirement During A Recession: Are you Prepared?: https://youtu.be/sR28HxppG6o
-----------------------
#TheoremWealthManagement #RetireOnce #RetirementPodcast #Podcast
Disclaimer: Johnathan Rankin is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Theorem Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.
Welcome back to another episode of The Retire One Show! Your hosts, Johnathan and Melissa Rankin discuss a big change that might be coming to 401(k) plans. Starting January 1st, there may be a new rule that removes a tax benefit for retirement savers over 50 years old. We're talking about catch-up contributions and some upcoming changes that may impact them. We also spend time discussing how much people need to have saved in order to retire comfortably and what it takes to become financially secure.
Have questions about your retirement? Email us at Retire@theoremwm.com or use the link below to schedule some time with a member of our team.
If you have questions or comments for the show email us Retire@theoremwm.com or head to www.Retireonceshow.com
Sign Up for Our Weekly Retirement Newsletter: https://mailchi.mp/theoremwm.com/weeklyretirement
See if you are on track to retire https://www.theoremwm.com/start-here
- - - - - - - - - - - - - - - - - - -
Our mission here at Theorem Wealth Management is to help diligent retirement-focused savers achieve their dream retirement while reducing the stress caused by managing wealth.
- Johnathan Rankin CRPC® CEPA®, Founder & CEO
- Melissa Rankin - Wealth Management Advisor
- Theorem Wealth Management
🎁 [ULTIMATE RETIREMENT TOOL KIT] https://www.theoremwm.com/retirement-toolkit-download
👍 [SCHEDULE A CONVERSATION] https://www.theoremwm.com/start-here
😁 [REACH OUT ON FACEBOOK] https://www.facebook.com/Theoremwm/
➡️ [CONNECT WITH ME ON LINKEDIN] https://www.linkedin.com/in/johnathan-rankin-crpc%C2%AE-cepa%C2%AE-4a908b4a/
🌐[HOMEPAGE] https://www.theoremwm.com/
1️⃣[RETIRE ONCE] https://www.theoremwm.com/retire-once-show
-----------------------
POPULAR RETIREMENT VIDEOS
How rising interest rates affect retirement plans: https://youtu.be/FH8yU3W4oqo
All About Roth Accounts - Roth Conversions, Roth IRAs & Roth 401(k)s: https://youtu.be/6WB5id7G7rA
Retirement During A Recession: Are you Prepared?: https://youtu.be/sR28HxppG6o
-----------------------
#TheoremWealthManagement #RetireOnce #RetirementPodcast #Podcast #Retirement #Investing #FinancialPlanning #RetireOneShow
Disclaimer: Johnathan Rankin is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Theorem Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.
9 Things Every Retiree Needs To Plan For Sign Up for Our Weekly Retirement Newsletter: https://mailchi.mp/theoremwm.com/weeklyretirement Welcome back to another episode of The Retire One Show! On this episode, we discuss a recent study by Charles Schwab that uncovers a very interesting wealth paradox. We discuss what it takes to feel wealthy in America. We also break down a recent article “Investing Road Map for Retirees” by Christine Benz of Morningstar. We discuss everything from withdrawal rates to Roth conversions and back-door Roth IRAs. If you are planning for retirement, this is an episode you will not want to miss. Timestamps 00:00 Intro 3:00 – America’s Wealth Paradox 7:20 – Investing Road Map for Retirees 11:29 – Projecting Your Retirement Expenses 13:46 – Maximizing Your Guaranteed Lifetime Income 15:42 – Creating A Guaranteed Lifetime Retirement Income 22:30 – Working In Retirement 26:11 – Creating a Retirement Safety Net 29:00 – The 4% Rule and Withdrawal Flexibility 30:58 – Taxes In Retirement 32:01 – Roth Conversions 33:07 – Backdoor Roth IRA 36:53 – Investing in Retirement 38:30 – Estate Planning Read the articles: https://www.morningstar.com/retirement/an-investing-road-map-retireeshttps://rethinking65.com/2023/07/10/backdoor-roths-are-powerful-if-done-right/ Have questions about your retirement? Email us at Retire@theoremwm.com or use the link below to schedule some time with a member of our team. #Retirement #Investing #FinancialPlanning #RetireOneShow If you have questions or comments for the show email us Retire@theoremwm.com or head to www.Retireonceshow.com Sign Up for Our Weekly Retirement Newsletter: https://mailchi.mp/theoremwm.com/weeklyretirement See if you are on track to retire https://www.theoremwm.com/start-here - - - - - - - - - - - - - - - - - - - Our mission here at Theorem Wealth Management is to help diligent retirement focused savers achieve their dream retirement while reducing the stress caused by managing wealth. - Johnathan Rankin CRPC® CEPA®, Founder & CEO - Melissa Rankin - Wealth Management Advisor - Theorem Wealth Management 🎁 [ULTIMATE RETIREMENT TOOL KIT] https://www.theoremwm.com/retirement-toolkit-download 👍 [SCHEDULE A CONVERSATION] https://www.theoremwm.com/start-here 😁 [REACH OUT ON FACEBOOK] https://www.facebook.com/Theoremwm/ ➡️ [CONNECT WITH ME ON LINKEDIN] https://www.linkedin.com/in/johnathan-rankin-crpc%C2%AE-cepa%C2%AE-4a908b4a/ 🌐[HOMEPAGE] https://www.theoremwm.com/ 1️⃣[RETIRE ONCE] https://www.theoremwm.com/retire-once-show ----------------------- POPULAR RETIREMENT VIDEOS How rising interest rates affect retirement plans: https://youtu.be/FH8yU3W4oqo All About Roth Accounts - Roth Conversions, Roth IRAs & Roth 401(k)s: https://youtu.be/6WB5id7G7rA Retirement During A Recession: Are you Prepared?: https://youtu.be/sR28HxppG6o ----------------------- #TheoremWealthManagement #RetireOnce #RetirementPodcast #Podcast Disclaimer: Johnathan Rankin is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Theorem Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.
Retirement Success Comes Down To This? Sign Up for Our Weekly Retirement Newsletter: https://mailchi.mp/theoremwm.com/weeklyretirement
Welcome back to another episode of The Retire One Show! Your hosts, Johnathan and Melissa Rankin discuss a recent article that explains how the only thing that determines a person's standard of living in retirement is the performance of the stock and bond markets. Is that really the case?
We also discuss a recent article in the Wall Street Journal, where a newly retired couple shares their thoughts on maintaining separate spaces in their home. Studies have shown that couples who spend all of their time together in retirement are not as fulfilled as those who don’t.
Read the articles: https://www.marketwatch.com/story/your-standard-of-living-in-retirement-is-largely-determined-by-this-surprising-thing-ca4a8851
https://www.wsj.com/articles/retirement-advice-spouses-cave-c3254247
Have questions about your retirement? Email us at Retire@theoremwm.com or use the link below to schedule some time with a member of our team.
#Retirement #Investing #FinancialPlanning #RetireOneShow
If you have questions or comments for the show email us Retire@theoremwm.com or head to www.Retireonceshow.com
Sign Up for Our Weekly Retirement Newsletter: https://mailchi.mp/theoremwm.com/weeklyretirement
See if you are on track to retire https://www.theoremwm.com/start-here
- - - - - - - - - - - - - - - - - - -
Our mission here at Theorem Wealth Management is to help diligent retirement focused savers achieve their dream retirement while reducing the stress caused by managing wealth.
- Johnathan Rankin CRPC® CEPA®, Founder & CEO
- Melissa Rankin - Wealth Management Advisor
- Theorem Wealth Management
🎁 [ULTIMATE RETIREMENT TOOL KIT] https://www.theoremwm.com/retirement-toolkit-download
👍 [SCHEDULE A CONVERSATION] https://www.theoremwm.com/start-here
😁 [REACH OUT ON FACEBOOK] https://www.facebook.com/Theoremwm/
➡️ [CONNECT WITH ME ON LINKEDIN] https://www.linkedin.com/in/johnathan-rankin-crpc%C2%AE-cepa%C2%AE-4a908b4a/
🌐[HOMEPAGE] https://www.theoremwm.com/
1️⃣[RETIRE ONCE] https://www.theoremwm.com/retire-once-show
-----------------------
POPULAR RETIREMENT VIDEOS
How rising interest rates affect retirement plans: https://youtu.be/FH8yU3W4oqo
All About Roth Accounts - Roth Conversions, Roth IRAs & Roth 401(k)s: https://youtu.be/6WB5id7G7rA
Retirement During A Recession: Are you Prepared?: https://youtu.be/sR28HxppG6o
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#TheoremWealthManagement #RetireOnce #RetirementPodcast #Podcast
Disclaimer: Johnathan Rankin is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Theorem Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.
Welcome back to another episode of The Retire One Show! Your hosts, Johnathan and Melissa Rankin discuss whether or not you should be maxing out your 401(k). A recent article “Is It a Good Idea to Max Out 401(k)” discussed several reasons why a retirement saver should not max out their 401(k). In this episode, we discuss how much you should contribute to your retirement and how to know if you are on track to your retirement goals. Have questions about your retirement? Email us at Retire@theoremwm.com or use the link below to schedule some time with a member of our team. #Retirement #Investing #FinancialPlanning #RetireOneShow If you have questions or comments for the show email us Retire@theoremwm.com or head to www.Retireonceshow.com Sign Up for Our Weekly Retirement Newsletter: https://mailchi.mp/theoremwm.com/weeklyretirement See if you are on track to retire https://www.theoremwm.com/start-here - - - - - - - - - - - - - - - - - - - Our mission here at Theorem Wealth Management is to help diligent retirement focused savers achieve their dream retirement while reducing the stress caused by managing wealth. - Johnathan Rankin CRPC® CEPA®, Founder & CEO - Melissa Rankin - Wealth Management Advisor - Theorem Wealth Management 🎁 [ULTIMATE RETIREMENT TOOL KIT] https://www.theoremwm.com/retirement-toolkit-download 👍 [SCHEDULE A CONVERSATION] https://www.theoremwm.com/start-here 😁 [REACH OUT ON FACEBOOK] https://www.facebook.com/Theoremwm/ ➡️ [CONNECT WITH ME ON LINKEDIN] https://www.linkedin.com/in/johnathan-rankin-crpc%C2%AE-cepa%C2%AE-4a908b4a/ 🌐[HOMEPAGE] https://www.theoremwm.com/ 1️⃣[RETIRE ONCE] https://www.theoremwm.com/retire-once-show ----------------------- POPULAR RETIREMENT VIDEOS How rising interest rates affect retirement plans: https://youtu.be/FH8yU3W4oqo All About Roth Accounts - Roth Conversions, Roth IRAs & Roth 401(k)s: https://youtu.be/6WB5id7G7rA Retirement During A Recession: Are you Prepared?: https://youtu.be/sR28HxppG6o ----------------------- #TheoremWealthManagement #RetireOnce #RetirementPodcast #Podcast Disclaimer: Johnathan Rankin is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Theorem Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.
Sign Up for Our Weekly Retirement Newsletter: https://mailchi.mp/theoremwm.com/weeklyretirement
Welcome back to another episode of The Retire One Show! Your hosts, Johnathan and Melissa Rankin, bring you insights from real clients about their retirement journeys. In this episode, we discuss the top things our clients wish they knew before they retired. Some key takeaways include:
Be More Aggressive Early On: Many clients expressed they wished they had been more aggressive in their investment strategies early on in their careers. It's crucial to understand that the longer your investment horizon, the more likely you are to see positive returns. However, this doesn't mean recklessly investing in risky assets. Rather, it's about creating a balanced portfolio that aligns with your risk tolerance and the purpose of your money.
Diversify Your Savings: A common regret was having all their money in retirement accounts, which led to significant tax implications during withdrawal. Diversifying your savings across different account types can help mitigate this issue. If you missed it, we covered where to save and what type of account to use in Episode 37 that you can watch here https://youtu.be/RRLtixfgCNg
Plan for Unexpected Costs: Unforeseen expenses can be a major setback in retirement. Whether it's home repairs, healthcare costs, or helping family members, it's essential to anticipate and plan for these contingencies as much as possible. According to a study, one in three people experienced retirement surprises that depleted 25% of their assets.
Retirement Can Be Boring: Lastly, some clients were surprised by how uneventful retirement could be. It's essential to have a plan for how you'll spend your time and keep yourself engaged once you've stopped working. Thanks for joining us, and we look forward to bringing you more insights on your retirement journey in future episodes!
#Retirement #Investing #FinancialPlanning #RetireOneShow
Please note that this description might not cover all the points discussed in the episode as the tool used for the research had a time limit. You can use the tool again to get more information if needed.
If you have questions or comments for the show email us Retire@theoremwm.com or head to www.Retireonceshow.com
Sign Up for Our Weekly Retirement Newsletter: https://mailchi.mp/theoremwm.com/weeklyretirement
See if you are on track to retire https://www.theoremwm.com/start-here
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Our mission here at Theorem Wealth Management is to help diligent retirement focused savers achieve their dream retirement while reducing the stress caused by managing wealth.
- Johnathan Rankin CRPC® CEPA®, Founder & CEO
- Melissa Rankin - Wealth Management Advisor
- Theorem Wealth Management
🎁 [ULTIMATE RETIREMENT TOOL KIT] https://www.theoremwm.com/retirement-toolkit-download
👍 [SCHEDULE A CONVERSATION] https://www.theoremwm.com/start-here
😁 [REACH OUT ON FACEBOOK] https://www.facebook.com/Theoremwm/
➡️ [CONNECT WITH ME ON LINKEDIN] https://www.linkedin.com/in/johnathan-rankin-crpc%C2%AE-cepa%C2%AE-4a908b4a/
🌐[HOMEPAGE] https://www.theoremwm.com/
1️⃣[RETIRE ONCE] https://www.theoremwm.com/retire-once-show
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#TheoremWealthManagement #RetireOnce #RetirementPodcast #Podcast
Disclaimer: Johnathan Rankin is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Theorem Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.
Sign Up for Our Weekly Retirement Newsletter: https://mailchi.mp/theoremwm.com/weeklyretirement
In this episode of The Retire One show, host Johnathan and Melissa Rankin delve deep into the subject of generational wealth transfer and the importance of talking to your children about money and inheritance. They shed light on an ongoing study, revealing an astounding $84.4 trillion in wealth expected to be transferred by 2045, primarily from the baby boomer generation.
Johnathan and Melissa discuss the potential pitfalls of not having these crucial conversations about inheritance, citing studies that show 90% of family wealth is often lost by the third generation, largely due to a lack of preparedness and financial education. They also address fears that parents may have, like the worry of raising entitled children or children not being ready to handle a substantial amount of money responsibly.
Throughout the episode, they provide valuable tips on how to approach these conversations and the importance of setting expectations to avoid future resentment or surprises. They also stress the importance of introducing your children to your financial team for a smoother transition to wealth.
This episode serves as an important reminder of the necessity to communicate about your wealth and values, especially in light of the imminent, massive generational wealth transfer. For anyone looking for guidance on initiating these conversations, this episode of The Retire One show is a must-listen.
If you have questions or comments for the show email us Retire@theoremwm.com or head to www.Retireonceshow.com
Sign Up for Our Weekly Retirement Newsletter: https://mailchi.mp/theoremwm.com/weeklyretirement
See if you are on track to retire https://www.theoremwm.com/start-here
- - - - - - - - - - - - - - - - - - -
Our mission here at Theorem Wealth Management is to help diligent retirement focused savers achieve their dream retirement while reducing the stress caused by managing wealth.
- Johnathan Rankin CRPC® CEPA®, Founder & CEO
- Melissa Rankin - Wealth Management Advisor
- Theorem Wealth Management
🎁 [ULTIMATE RETIREMENT TOOL KIT] https://www.theoremwm.com/retirement-toolkit-download
👍 [SCHEDULE A CONVERSATION] https://www.theoremwm.com/start-here
😁 [REACH OUT ON FACEBOOK] https://www.facebook.com/Theoremwm/
➡️ [CONNECT WITH ME ON LINKEDIN] https://www.linkedin.com/in/johnathan-rankin-crpc%C2%AE-cepa%C2%AE-4a908b4a/
🌐[HOMEPAGE] https://www.theoremwm.com/
1️⃣[RETIRE ONCE] https://www.theoremwm.com/retire-once-show
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POPULAR RETIREMENT VIDEOS
How rising interest rates affect retirement plans: https://youtu.be/FH8yU3W4oqo
All About Roth Accounts - Roth Conversions, Roth IRAs & Roth 401(k)s: https://youtu.be/6WB5id7G7rA
Retirement During A Recession: Are you Prepared?: https://youtu.be/sR28HxppG6o
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#TheoremWealthManagement #RetireOnce #RetirementPodcast #Podcast
Disclaimer: Johnathan Rankin is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Theorem Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.
Is This Why You’re Not Retirement Ready? Sign Up for Our Weekly Retirement Newsletter: https://mailchi.mp/theoremwm.com/weeklyretirement In today's episode of The Retire One Show, In today's episode of the Retire Once Show, we dive deep into a recent article that discusses 14 reasons why many Americans are not ready for retirement. Join us as we explore the various factors, such as: • Prioritizing short-term savings goals • Not knowing how much is needed for retirement • Assuming catch-up is possible later • Tapping into retirement funds for emergencies • Early 401(k) withdrawals • Lack of employer-paid retirement plans • Misconceptions about retirement savings needs • Relying on Social Security and multiple income streams • Lingering effects of the 2008 financial crisis • Low income and the struggle to save • Not matching employer contributions • Overwhelming student loan debt • Fear of the stock market Be sure to subscribe to the show and to our weekly retirement newsletter. Articles Discussed in this Episode • https://am.jpmorgan.com/us/en/asset-management/adv/insights/retirement-insights/guide-to-retirement/ • https://finance.yahoo.com/news/14-astonishing-reasons-many-americans-150015621.htm If you have questions or comments for the show email us Retire@theoremwm.com or head to www.Retireonceshow.com Sign Up for Our Weekly Retirement Newsletter: https://mailchi.mp/theoremwm.com/weeklyretirement See if you are on track to retire https://www.theoremwm.com/start-here - - - - - - - - - - - - - - - - - - - Our mission here at Theorem Wealth Management is to help diligent retirement-focused savers achieve their dream retirement while reducing the stress caused by managing wealth. - Johnathan Rankin CRPC® CEPA®, Founder & CEO - Melissa Rankin - Wealth Management Advisor - Theorem Wealth Management 🎁 [ULTIMATE RETIREMENT TOOL KIT] https://www.theoremwm.com/retirement-toolkit-download 👍 [SCHEDULE A CONVERSATION] https://www.theoremwm.com/start-here 😁 [REACH OUT ON FACEBOOK] https://www.facebook.com/Theoremwm/ ➡️ [CONNECT WITH ME ON LINKEDIN] https://www.linkedin.com/in/johnathan-rankin-crpc%C2%AE-cepa%C2%AE-4a908b4a/ 🌐[HOMEPAGE] https://www.theoremwm.com/ 1️⃣[RETIRE ONCE] https://www.theoremwm.com/retire-once-show ----------------------- POPULAR RETIREMENT VIDEOS How rising interest rates affect retirement plans: https://youtu.be/FH8yU3W4oqo All About Roth Accounts - Roth Conversions, Roth IRAs & Roth 401(k)s: https://youtu.be/6WB5id7G7rA Retirement During A Recession: Are you Prepared?: https://youtu.be/sR28HxppG6o ----------------------- #TheoremWealthManagement #RetireOnce #RetirementPodcast #Podcast Disclaimer: Johnathan Rankin is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Theorem Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.
The Average Retirement Age Is?
Sign Up for Our Weekly Retirement Newsletter: http://eepurl.com/gGenQr
In today's episode of The Retire One Show, we dive into the findings from Gallup that show people are retiring later than ever before. In the past three decades, the average reported retirement age among American workers has increased from 57 to 61, with nonretirees' target retirement age rising from 60 in 1995 to 66 today. In this video, we'll explore the reasons behind this shift, including changes in Social Security benefits, longer life expectancies, and a transition to a service and information-based economy that allows for working into older age.
We'll examine how these factors are contributing to the gap between expected and actual retirement ages, as well as the trend of fewer Americans aged 55 to 74 being retired compared to the start of the 21st century. We'll also discuss how household income may play a role in this shift towards later retirement, although the extent of its impact remains unclear.
Join us as we delve into the complexities of retirement decisions and how the landscape has evolved over time.
If you have questions or comments for the show email us Retire@theoremwm.com or head to www.Retireonceshow.com
Sign Up for Our Weekly Retirement Newsletter - http://eepurl.com/gGenQr
See if you are on track to retire https://www.theoremwm.com/start-here
- - - - - - - - - - - - - - - - - - -
Our mission here at Theorem Wealth Management is to help diligent retirement-focused savers achieve their dream retirement while reducing the stress caused by managing wealth.
- Johnathan Rankin CRPC® CEPA®, Founder & CEO
- Melissa Rankin - Wealth Management Advisor
- Theorem Wealth Management
🎁 [ULTIMATE RETIREMENT TOOL KIT] https://www.theoremwm.com/retirement-toolkit-download
👍 [SCHEDULE A CONVERSATION] https://www.theoremwm.com/start-here
😁 [REACH OUT ON FACEBOOK] https://www.facebook.com/Theoremwm/
➡️ [CONNECT WITH ME ON LINKEDIN] https://www.linkedin.com/in/johnathan-rankin-crpc%C2%AE-cepa%C2%AE-4a908b4a/
🌐[HOMEPAGE] https://www.theoremwm.com/
1️⃣[RETIRE ONCE] https://www.theoremwm.com/retire-once-show
-----------------------
POPULAR RETIREMENT VIDEOS
How rising interest rates affect retirement plans: https://youtu.be/FH8yU3W4oqo
All About Roth Accounts - Roth Conversions, Roth IRAs & Roth 401(k)s: https://youtu.be/6WB5id7G7rA
Retirement During A Recession: Are you Prepared?: https://youtu.be/sR28HxppG6o
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#TheoremWealthManagement #RetireOnce #RetirementPodcast #Podcast
Disclaimer: Johnathan Rankin is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Theorem Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.
