Retirement Approved with Matt Paul & Steve Paul

Von: Matt Paul & Steve Paul
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  • Inhaltsangabe

  • Welcome to "Retirement Approved," the go-to podcast for anyone looking to secure their financial future. Hosted by Matt Paul and Steve Paul, Certified Financial Planners (CFP®) at RW Paul & Associates in Novi, Michigan, this show is your ultimate guide to understanding and preparing for retirement. Join us as we delve into the essentials of retirement planning. With their extensive knowledge and experience, Matt and Steve will help you evaluate how prepared you are for retirement, identify any gaps in your current plans, and provide you with the crucial information and education you need for a financially secure future. "Retirement Approved" isn't just about planning; it's about getting you retirement-ready. Whether you're early in your career, nearing retirement, or already retired, our discussions are tailored to help listeners at any stage. We'll cover a range of topics, from investment strategies to retirement income planning, ensuring you're well-equipped to make informed decisions. And it's not just about the what and the when; it's also about the who. Matt and Steve will explain the importance of working with the right financial advisor. They believe that the right guidance is key to a successful retirement journey. Tune in to "Retirement Approved" and take the first step towards a retirement plan that's not just good, but retirement-approved. Subscribe now and join a community dedicated to achieving financial peace of mind. Get in touch at https://www.rwpaul.com/ and 248-305-9911.
    © 2024 © 2024 Retirement Approved with Matt Paul & Steve Paul
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  • 2024 Financial Planning Year-End Checklist

    2024 Financial Planning Year-End Checklist
    Nov 21 2024

    It’s getting down to crunch time in 2024 so what needs to be on your financial planning checklist before we hit the end of the year? As the year draws to a close, it's time to take a closer look at your financial plans and ensure you're on track for a secure future.

    In this episode, Matt and Steve provide a comprehensive end-of-year financial checklist that covers everything from maximizing retirement contributions to exploring tax-saving strategies. You might not need to check everything off this list, but reviewing all of these areas will keep your on track for a secure financial future.

    Here’s what we discuss in this episode:

    0:00 – Intro

    1:58 – Max contributions

    3:17 – Tax-loss harvesting

    5:10 – Check RMDs

    7:19 – Charitable contributions

    9:18 – HSA & FSA contributions

    12:07 – Roth conversions

    14:46 – Rebalance

    16:25 – Review insurance

    18:18 – Pay off debt

    20:07 – Gifting strategies

    Learn more about us: https://www.rwpaul.com/our-firm

    Contact Matt & Steve: https://www.rwpaul.com/contact

    Phone: 248-305-9911

    Find us on YouTube: https://bit.ly/481OA51

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    23 Min.
  • Should Gold Be in Your Investment Portfolio?

    Should Gold Be in Your Investment Portfolio?
    Nov 1 2024

    In the latest episode of Retirement Approved, Matt and Steve dive into the glittering world of gold investing. As gold prices reach new heights, we’ll explore the reasons behind this surge and what it means for investors. Gold has always been a hot topic in the investment world, often seen as a safe haven in times of economic uncertainty. But how should it fit into your retirement portfolio?

    Here’s what we discuss in this episode:

    0:00 – Intro

    1:41 – Price of gold

    3:15 – The S&P 500 compared to gold

    5:48 – Geopolitical factors

    8:18 – Gold compared to the money supply

    11:03 – Rules for owning gold

    13:52 – How do you acquire gold?

    17:15 – Other precious metals

    Get our ebook ‘Nuggets of Wisdom’ at RetirementApproved.com

    Learn more about us: https://www.rwpaul.com/our-firm

    Contact Matt & Steve: https://www.rwpaul.com/contact

    Phone: 248-305-9911

    Find us on YouTube: https://bit.ly/481OA51

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    20 Min.
  • Social Security Essentials: What You Need to Know Heading Into 2025

    Social Security Essentials: What You Need to Know Heading Into 2025
    Oct 17 2024

    Few things get as much attention inn retirement planning as Social Security because of its importance and its uncertain future. Today we’re going to tackle some of the essential planning conversations you need to have about Social Security and clear up the questions people are asking as we head into a new year.

    Here’s what we discuss in this episode:

    0:00 – Intro

    1:21 – 2025 COLA increase

    2:49 – When to file

    6:55 – No taxes on SS?

    10:43 – Solvency

    15:33 – When do you file?

    Learn more about us: https://www.rwpaul.com/our-firm

    Contact Matt & Steve: https://www.rwpaul.com/contact

    Phone: 248-305-9911

    Find us on YouTube: https://bit.ly/481OA51

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    18 Min.

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