Retireable

Annuities

Annuities...You have questions, we discuss!  Know the difference between types of annuities?  Know how annuities work?  Join John and Mike as they discuss all things they can about annuities and the inner workings.  Then they continue their series on Holistic Happenings and how it might impact you.
 
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Investment Guardrails and Strategies

On this episode of Retireable, hosts John and Mike talk about creating and using “guardrails and buffers” with your investment strategies.  Listen to some great ways to create the type of portfolio that will best suit different needs for different people.  Then they continue their ongoing series of Holistic Happenings and what Mike and John see throughout their normal interactions.
 
https://fsa1.com/ 
 
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Retirement Account Strategies

Join the Retireable podcast for a great discussion on retirement accounts and Retired Minimum Distributions!  Planning and optimizing RMDs is an often overlooked strategy for many retirees.  Mike and John discuss different philosophies and planning strategies to try to optimize this phase of retirement, both during those years and before you get to them.
 
https://fsa1.com/ 
 
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#HolisticHappenings
 

Bucket Planning

Join John and Mike as they discuss Bucket Planning and how it fits within the financial planning concepts for retirement.  They discuss how it helps with finances as well as cases where it may help with advanced concepts like tax-efficiency or income planning in the later years of retirement. Then the hosts continue their ongoing conversation on Holistic Happenings.
 
https://fsa1.com/ 
 
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#FinancialServicesOfAmerica
#BucketPlanning
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#HolisticHappenings
 

Pensions and Pension Buyouts

Pensions and Pension Buyouts!  Join the Retireable hosts and their guest, John Cole, as they discuss some of the changes to the world of pensions and buyout opportunities.  What to expect, and what to look out for. Then Mike and John continue their ongoing discussion of Holistic Happenings. 
 
Financial Services of America | Personal Financial Planning (fsa1.com)
 
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Charitable Giving (continued)

Join John and Mike in this episode to learn more about charitable giving and the many ways you can give.  They also discuss how giving will impact a family's tax footprint and investment planning.  Many families want to give, they just don’t know the most up to date ways to do it to benefit both the charity and the family.  They then continue their ongoing series of Holistic Happenings about some of the things Mike and John see in their everyday practices while serving families.
 
 
Financial Services of America | Personal Financial Planning (fsa1.com)
 
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Charitable Giving

Join John and Mike as they discuss some of the tax rules and ideas for giving to charities in the current environment.  They discuss all kinds of different strategies to feel confident giving a gift and still documenting the tax savings for the gift.  They also continue with their Holistic Happenings conversations about things and ideas they see in their everyday interactions with the families they work with and are referred to.
 
Financial Services of America | Personal Financial Planning (fsa1.com)
 
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#Charity
#CharitableContributions
#Retireable
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#HolisticHappenings
 
 

Medicare and Open Enrollment

Join the Retireable hosts as they interview Cetara James and discuss Medicare and the Open Enrollment.  It is a complicated subject, and Cetara tries to make it easy to understand for the listener, plus the continuing discussion of “Holistic Happenings” as John and Mike discuss what types of things, they might see in their normal work activities.
 
Financial Services of America | Personal Financial Planning (fsa1.com)
 
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#OpenEnrollment
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#WarrenMichigan
 

Retirement Planning in Action

Mike and John continue their discussion about retirement planning and delve into Holistic Happenings to show some of the planning in action. The guys will also dive into more detail about what they see and do in the industry.
 
Financial Services of America | Personal Financial Planning (fsa1.com)
 
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We’re Back! - Season 2 Holistic Happenings

Welcome back!  Join John and Mike on the first episode of Season 2 of Retireable.  The hosts discuss things in the retirement planning subject matter.  This episode has a bunch of new info, as well as the Holistic Happenings segment to show some of the planning in action.  No special guests on this episode as John and Mike try to dive into more detail about what they see and to in the industry.
Financial Services of America | Personal Financial Planning (fsa1.com)
 
#HolisticHappenings
#FinancialServicesOfAmerica
#RetirementPlanning
#Retireable