Everything Retirement (Planning)

Send us Fan Mail There are metrics (Key Performance Indicators) that you can review to see if your retirement plan is healthy. Click here to find your Risk Number Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Invest...

Send us Fan Mail Many people start a financial plan by looking at numbers, maybe from one of their investment accounts. However there is a more strategic way to do it. Click here to find your Risk Number Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Se...

Send us Fan Mail Unfortunately this is the season of joy but also the season of scammers. All of us need to be aware of the scams that are out there. Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research...

Send us Fan Mail Retiring early is a major accomplishment, that's if your want to retire early. In this episode, I will share some steps you can consider before an early retirement. Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered...

Send us Fan Mail If you have a taxable account and want to offset your tax gains,  learn more about tax-loss harvesting. Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/D...

Send us Fan Mail These money mistakes can be avoidable but you'll need to do the work. The great news by focusing on how not to be mistakes, you'll be setting yourself up for success. Risk Number questionnaire - CLICK HERE Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making impor...

Send us Fan Mail Yes we are getting really close to wrapping up 2023 so it's a great time to consider all tax-planning strategies. In this episode, I'll share 5 strategies. Get registered for my webinar "Investing Retirement Assets To Align With Your Risk Number" click here to register Discussions in this show should not be construed as specific recommendations or investment ad...

Send us Fan Mail HSA is a health savings account and are a fantastic for retirement planning. However like any other accounts, you need to understand and make sure it's right for you. Click here to find your Risk Number Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important inv...

Send us Fan Mail You might be surprised to learn that many of your investments (401k, 403b, IRA) hold the same stocks. This is referred to as correlation. Click here to find your Risk Number Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offe...

Send us Fan Mail I love hear what people have to say about investments or what they think would be a great idea to invest in. I truly respect their wisdom but equally enjoy taking them through my process that will open their mind like they never thought possible. Let's talk! I'm offering a conversation to discuss your plan, send me an email dj@darryljarmosco.com and we can setup a time....

Send us Fan Mail Should you contribute to a traditional 401k and/or Roth 401k? What are the catch up rules? How do you do all of this?  Click here to visit my website Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge In...

Send us Fan Mail Here are some different ways to generate retirement income. Click here to visit my website Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member...

Send us Fan Mail Most people won't be a Warren Buffet or a business genius like Jeff Bezos, the point is we need a plan. When you have plan, implement it and monitor it, good things can happen.  Click here to visit my website Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making importa...

Send us Fan Mail Will social security be cut in 2033? I'm not sure but we need to have a well prepared comprehensive financial plan in place so we're ready for anything. Click here to visit my website Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisi...

Send us Fan Mail In this episode, I talk about personal debt and why it's important to have a strategy to reduce and eventually eliminate it. Click here to visit my website Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through C...

Send us Fan Mail In this episode, I'll be talking about if you need an emergency fund for retirement. Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member...

Send us Fan Mail In this episode I'll discuss the importance of having a budget now and during retirement and how to develop your own budget. Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, I...

Send us Fan Mail Welcome to my new podcast "Everything Retirement (Planning)". I'm very excited to launch my new podcast and episode #1. I will be sharing exciting episodes talking about retirement planning, some technical, inspirational/motivational however overall good content that can support your journey to retirement and during. Discussions in this show should not be construed...