Trump Retirement Security Executive Order: Small Business Opportunities and Concerns

Jeffrey Levine (Forbes/Kitces.com/BluePrint Wealth Alliance) explains the retirement security opportunities and concerns presented by Donald Trump’s executive order on Multiple Employer Retirement Plans and required minimum distributions. Jeff also tells us how the IRS is throwing salt in the state and local tax deduction limit wound. Plus, will contributing to your retirement account lower your taxes and let you Read more

Guest:  Jeffrey Levine Jeffrey Levine

Podcast #187

What You Need to Know About Social Security and Making Money

Social Security and Making Money: Today we’re answering your questions on how working, collecting a paycheck, or investing during retirement might affect your Social Security benefits. Plus, some call her the “Goddess of Social Security”: InvestmentNews contributing editor and nationally recognized Social Security expert Mary Beth Franklin joins Big Al to go over the basics of Social Security, as well … Read more

Guest:  Mary Beth Franklin mary beth franklin

Podcast #185
Is Social Security Considered Income?

Is Social Security Considered Income?

Allison Alley, CFP® answers a common question: is Social Security considered income?


Transcript:

One of the questions we get quite a lot is in regard to Social Security. People always want to know if Social Security is considered income. Well, the short answer is yes, but it’s not quite that simple. It is income, but it’s not considered earned income. … Read more

Allison AlleyAllison Alley

Can I Collect Social Security While Working?

Here’s a question we get a lot: “Can I collect Social Security and continue to work?” And the answer is yes. But keep in mind, there may be some complications. Amy Cattelino, CFP® explains.

 

 

Transcript:

Here’s a question we get a lot: “Can I collect Social Security and continue to work?” And the answer is yes. But keep … Read more

amy cattelinoAmy Cattelino
Is Social Security considered income

Is Social Security Considered Income?

Retirement can be an exciting, yet daunting adventure. You have received an income for most of your life and now you will have to live the next 20-30 years without a direct income from employment. And how does Social Security play into the equation? Is Social Security considered income? How is it taxed? Even though the rules may seem confusing, … Read more

How Social Security Works

Currently, there are over 67 million people receiving Social Security benefits.1 Additionally, there are 10,000 baby boomers turning 65 every single day for the next 12 years.2 This is going to put some strain on Social Security when it comes to your claiming strategies, but we are going to break down exactly how Social Security works, how it … Read more

The Best Investors and Their Worst Investing Mistakes

Even the best investors make terrible investing mistakes. Michael Batnick talks about his new book, Big Mistakes: The Best Investors and Their Worst InvestmentsPlus, should you sign up for Medicare, and which parts? And, Big Al’s got 5 smart ways to collect more Social Security benefits, and the fellas answer the question, can you still take a lump Read more

Guest:  Michael Batnick Michael Batnick

Podcast #178
How to Apply for Social Security

How to Apply for Social Security

Are you preparing to apply for your Social Security benefits? Follow along in this step-by-step walkthrough of how to apply for Social Security and when the best time is to do so.

There are several different ways to apply and don’t forget about applying for retirement, spousal, and Medicare benefits as well. Learn all the information you need to set … Read more

Jason Thomas

Sell in May and Go Away: Can You Time the Market?

Nationally recognized mutual fund, index investing and asset allocation authority Paul Merriman gives us the truth on market timing versus buy and hold – and he explains why he still does both. Plus, answers to your questions on collecting Social Security and a pension, non-deductible, Roth and SEP IRA rollovers, Backdoor Roth conversions, and are there financial perks to getting … Read more

Guest:  Paul Merriman Paul Merriman

Podcast #169

Money & Divorce: 14 Disastrous Mistakes That Will Steal Your Financial Dignity

Money & Divorce: The financial lifeguard Christine Luken talks about her new program, Financial Dignity After Divorce, plus 14 money mistakes to avoid during a divorce, how much the average couple will spend on healthcare costs in retirement, and with all this market volatility, is your 401(k) safe? And the fellas answer questions buying a house with cash vs … Read more

Guest:  Christine Luken Christine Luken, The Financial Lifeguard

Podcast #167

From Consumer to Creator: How to Reach Financial Independence

Philip Taylor, AKA PT of PTMoney.com, shares the method he used to reach financial independence as he transitioned from CPA to financial media mogul. Plus, 5 ways to turn retirement savings into income, how a big lottery win might affect your Social Security benefits, and if you dollar cost average into Bitcoin to buy winter parkas, how is that Read more

Guest:  Philip Taylor Your Money, Your Wealth guest Philip Taylor

Podcast #166

7 Changes to Social Security You Need to Know

Seven new changes to your Social Security benefits – Joe and Big Al talk about the good and the bad. Plus, how small business owners may be in danger of screwing up their Social Security, how the new tax law lets you save big money if you’re taking required minimum distributions, and Joe’s fear of commitment is further cemented by … Read more

Podcast #152