Fuchs Around & Cal Them Out

Many people wonder if they really need a financial advisor. In this episode, Ben Fuchs and Alex Cal break down four real situations where working with an advisor can make a major difference. From dealing with poor customer service at large firms to navigating retirement income, losing a spouse, or understanding the mechanics of actually retiring, these are the moments when guidance matters most.🔹...

In this episode of Fuchs Around & Cal Them Out, we sit down with the founder of Friends with Feeney, a West Hartford based charity making a real impact in the community. Ben Fuchs goes behind the scenes of running a charitable organization, including the financial realities, the responsibility of stewardship, and what it takes to turn a mission into sustained action. This conversation focuses...

Starting the year with a clear financial plan can make a major difference as you approach retirement. In this episode, we walk through a practical 20-item financial checklist designed for individuals in or near retirement. Ben Fuchs and Alex Cal cover what to review, update, and confirm early in the year, including retirement accounts, tax planning, income strategy, investments, insurance, and est...

In this episode of Fuchs Around & Cal Them Out, Ben Fuchs and Alex Cal talk about year end mistakes that cost you thousands of dollars. They also dive into the different decisions that you may come up against in your year end financial planning. 👉 Learn more and connect with us: 🌐 ⁠⁠⁠⁠⁠fuchsfinancial.com⁠⁠⁠⁠⁠ 📘 ⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠ 💼 ⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠ ▶️ ⁠⁠⁠⁠⁠YouTube⁠⁠

Most people don’t go broke in retirement because of bad investments, it’s because they never built a solid financial foundation to begin with. In this episode, Ben and Alex get back to the basics of financial planning, discussing savings rates, budgeting, investing discipline, and what it really takes to avoid running out of money later in life. 👉 Learn more and connect with us: 🌐 ⁠⁠⁠⁠fuchsfinan...

In this episode, Ben and Alex dive into the real-life tax quirks, small business loopholes, and investment mistakes that they see every week working with clients. They start with a client case involving the sale of a C-Corporation and the Qualified Small Business Stock (QSBS) exclusion, explaining how some owners can completely avoid capital gains taxes when selling their company. The conversation...

Just in time for Halloween, Ben Fuchs and Alex Cal share the scariest real-life financial stories they’ve ever come across from scamming nightmares to all-in retirement portfolios. These stories are sure to make your skin crawl! 👉 Learn more and connect with us: 🌐 ⁠⁠fuchsfinancial.com⁠⁠ 📘 ⁠⁠Facebook⁠ ⁠⁠⁠ 💼 ⁠⁠LinkedIn⁠ ⁠⁠⁠ ▶️ ⁠⁠YouTube

In this episode of Fuchs Around & Cal Them Out , Ben Fuchs and Alex Cal dive into the issues that truly “grind their gears.” They unpack the fear surrounding Social Security’s future, the unfair treatment of 529 college plans during Medicaid spend-downs, and how current tax rules punish families who inherit retirement accounts. From Roth conversions to real-estate deferrals and the inequities...

Medicare season is here, and it’s one of the most important times of the year for retirees. In this episode of Fuchs Around & Cal Them Out , Ben Fuchs and Alex Cal with Josh Kerchis break down what Medicare really covers, what it doesn’t, and why choosing the right plan can make all the difference. Whether you’re enrolling for the first time or reviewing your coverage, this conversation will h...

In this episode of Fuchs Around & Cal Them Out , Ben Fuchs and Alex Cal take on 11 of the most common myths about retirement planning. From Social Security and market timing to taxes and healthcare, they reveal why these misconceptions can derail even the smartest investors. Learn the truth behind each myth and how proper retirement planning can help you avoid costly mistakes, reduce stress, a...

In this episode of Fuchs Around & Cal Them Out , Ben Fuchs and Alex Cal dive into estate planning through real stories about families, inheritances, and legacies. They talk about how plans shift after losing a loved one, what actually happens when children inherit money, and why wealth can vanish so quickly from one generation to the next. If protecting your legacy matters to you, this episode...

On this episode of Fuchs Around & Cal Them Out , Ben Fuchs and Alex Cal dive into the strategy of Roth conversions. They explain how moving money from traditional retirement accounts to a Roth IRA can reduce future tax burdens, provide more flexibility in retirement, and protect income from rising tax rates. With real client stories and straightforward insights, Ben and Alex show when a Roth c...

In the first episode of Fuchs Around & Cal Them Out , Ben Fuchs and Alex Cal of Fuchs Financial share real client stories that highlight the dangers of trying to time the market, the importance of shifting toward conservative strategies as retirement approaches, and the personal experiences that shaped their approach to financial planning. This candid conversation gives listeners a window into...