Monday Feb 08, 2016
February 6th Show
The Retirement Rescue Podcast
Join Certified Financial Planners Nikki Earley and Dan Cuprill each month on the Retirement Rescue Podcast. They’ll discuss some of the most essential issues facing retirees, break down important financial planning ideas, and provide their reactions and insights on various retirement planning articles and commentary from across the financial world. It’s all to help you get a little smarter when it comes to spending your time, money and energy on preparing for retirement. You can find out more about Dan & Nikki and their firm, Money & Clarity, by visiting https://www.moneyandclarity.com/ or by calling 513-563-7526.
Listen on:
Episodes
Episodes
Sunday Jan 31, 2016
Sunday Jan 31, 2016
How do you decide what mutual fund to buy? What are the tax implications of a large windfall of money from the sale of a home? Can you plan your retirement all through a spreadsheet? We'll answer all those listener questions and tell you how to watch out for unscrupulous advisers. Plus, does Dan agree or disagree with some recent intriguing statements made by some high-profile folks in the financial world. And of course, we'll have Tales From The Tax Side this week, featuring The Alamo!
Monday Jan 25, 2016
Monday Jan 25, 2016
On this week's show we'll cover strategies for investing in a bear market and answer your questions about Roth conversions while you're unemployed and whether you should follow your broker's advice to "chill out." We'll talk in depth about why Wall Street makes things so complicated and Dan will bust some retirement planning myths. And don't miss Tales From The Tax Side this week... It features great quotes from Reagan, Nixon, Bush, Carter, Lincoln and Perot. And a bonus this week, find out how you can get Dan's free report "Tax Free Retirement".
Friday Jan 15, 2016
Friday Jan 15, 2016
On this week's show we'll analyze the lies we tell ourselves and address some of the key planning tips for couples. We'll answer your questions about putting your kids on the payroll, what to do about the recent stock market correction and catch-up provisions in retirement savings plans. Plus, on Tales From The Tax Side we'll learn about tax saving advice from the financial elite.
Friday Jan 08, 2016
Friday Jan 08, 2016
On this week's show we discuss some of the half truths of the financial world. These are things that financial professionals are known to say, but only tell half the story. Dan helps us peek behind the curtain to get the full truth. We're talking about supermodels on Tales From The Tax Side, answering your questions about immediate annuities, severance packages and how to leave a legacy without bankrupting your own retirement. And lastly, speak, sit and (401k) rollover.
Friday Jan 08, 2016
Friday Jan 08, 2016
On this week's show we wish you a Happy New Year! And from a financial standpoint we'll talk about some of the financial resolutions you might want to make this year. We'll also examine some of the excuses people make for their bad financial decisions and answer your questions about RMDs, annuities and what to do if you make too much money to contribute to a Roth. Plus, on Tales From The Tax Side, we'll hear about how the Grinch saves a ton of money on his taxes...
Wednesday Dec 23, 2015
Wednesday Dec 23, 2015
On this week's show we answer listener questions about "robo advisors", relying on inheritances and Roth vs. Traditional IRAs. We'll show you how estimating your way through a retirement plan can go wrong. Sinbad, Val Kilmer and Nick Cage all make appearances in Tales From The Tax Side. Kick back and enjoy the show while you enjoy the holidays!
Friday Dec 18, 2015
Friday Dec 18, 2015
Now that the Fed is raising interest rates, how does Dan think equity markets will react? On this show we'll also answer your questions about personal and small business taxes and we'll go over some of the essential things for you to think about when it comes to constructing a proper income plan. In Tales From The Tax Side we'll look at some not-so-ethical IRS agents who will make Santa's naughty list this year. Speaking of which, Merry Christmas and Happy Holidays to you all. Enjoy the show!
Friday Dec 11, 2015
Friday Dec 11, 2015
On this week's show, we'll answer your questions about whether it's a good time to buy bonds and what's the catch on a 7% annuity. Also, what are the important ages and milestones when it comes to retirement planning? We'll walk you through them and tell you how to focus your energy. We'll tell you how to plan for things that are unpredictable in the financial world and on Tales From The Tax Side we're going on campus...
Friday Dec 04, 2015
Friday Dec 04, 2015
On this week's show we'll let you know what questions you should ask your current adviser, or even one you're thinking about working with for the first time. In Tales From The Tax Side, we'll learn why Uncle Sam knows when to "hold'em". We'll analyze some thought provoking statistics about Baby Boomers and answer your questions about vacation homes, Roth IRA alternatives and being your own broker. Hear about all that on this week's Solving The Financial Puzzle.
Monday Nov 30, 2015
Monday Nov 30, 2015
How do you decide what mutual fund to buy? What are the tax implications of a large windfall of money from the sale of a home? Can you plan your retirement all through a spreadsheet? We'll answer all those listener questions and tell you how to watch out for unscrupulous advisers. Plus, does Dan agree or disagree with some recent intriguing statements made by some high-profile folks in the financial world. And of course, we'll have Tales From The Tax Side this week, featuring The Alamo! Enjoy the show.
Tuesday Nov 24, 2015
Tuesday Nov 24, 2015
On this week's show we'll answer your questions about last-to-die life insurance, planning for potential nursing home costs and the right time to take social security. Plus, Michael Jordan is the subject of Tales From The Tax Side. And we'll use some uncommon sense to talk about how you can better prepare for your financial future. All that and more on this week's Solving The Financial Puzzle. (And by the way, Happy Thanksgiving).
Monday Nov 16, 2015
Monday Nov 16, 2015
This week we answer your questions about limited options in 401ks, the different types of life insurance and how to tell if your broker is suggesting something to you just so they get a commission. And how big of an impact can procrastination have on your financial future? We'll also cover some of the financial "rules" you need to know (or not follow). And would you sell a body part for a new car? Learn about that story in this week's "Tales From The Tax Side." It's all apart of this week's Solving The Financial Puzzle.
Tuesday Nov 10, 2015
Tuesday Nov 10, 2015
This week we'll answer listener questions about Roth IRA conversions and leaving an old 401K with a former employer. Plus we'll listen to some of the things the voice of wisdom says, so we can drown out the voice of greed. In Tales From The Tax Side we'll talk about Coca Cola. And we'll talk about the all-important Financial Red Zone. Don't know what it is? Then you need to listen this week!
Friday Oct 30, 2015
Friday Oct 30, 2015
On this week's show we answer listener questions about "robo advisors", relying on inheritances and Roth vs. Traditional IRAs. Plus we put Dan to the test with a multiple choice financial quiz. We'll show you how estimating your way through a retirement plan can go wrong. Sinbad, Val Kilmer and Nick Cage all make appearances in Tales From The Tax Side.
Friday Oct 23, 2015
Friday Oct 23, 2015
This week we cover the important ages during the retirement planning process. We answer listener questions about bonds, annuities and longevity planning. How do you plan for different retirement uncertainties? We'll cover that, plus we'll have another great story during Tales From The Tax Side.
Friday Oct 16, 2015
Friday Oct 16, 2015
On this week's show we answer questions about managing investments during a divorce, diversification and how to eliminate some financial stress from your life. We'll also explore how a financial coach is different from an adviser. Plus, why you might want to utilize life insurance, even if the kids are out of the house. And don't forget our favorite segment, Tales From The Tax Side... This week we pay homage to the late Yogi Berra. So take a listen!
Monday Oct 12, 2015
Monday Oct 12, 2015
In this special edition of Solving The Financial Puzzle we discuss the three biggest mistakes people make with their money. We also address the epidemic of people (and especially small business owners) overpaying on their taxes and how many don't know the proper way to handle a Roth conversion. Also, do mutual funds stink? Dan answers that question for you, plus much more on this week's episode.
Friday Oct 09, 2015
Friday Oct 02, 2015
Tuesday Sep 29, 2015