Money Moves with Josh and Jared

In this episode, Josh and Jared from Seven Figure Solution discuss essential retirement planning strategies, including how to evaluate advisors, tax planning, private investments, and creating a comprehensive plan to secure your financial future.  If you have questions about your own retirement call Josh & Jared with Seven Figure Solution 800-837-7393 or click here to visit our website. R...

In this episode, Josh and Jared discuss the latest trends and strategies in retirement planning, including the impact of inflation, rising rates, AI, and digital security. They provide actionable insights to help listeners prepare for a secure and confident retirement.  If you have questions about your own retirement call Josh & Jared with Seven Figure Solution 800-837-7393 or click here...

In this episode, Josh and Jared from Seven Figures Solution discuss essential retirement planning strategies, including the importance of consolidating old accounts, understanding withdrawal rules, and creating a comprehensive financial plan. They emphasize the value of personalized advice to ensure a secure and confident retirement.  If you have questions about your own retirement call Josh...

In this episode, Josh and Jared from Seven Figure Solution discuss the critical aspects of retirement planning, focusing on reliable income, debt management, and creating a comprehensive retirement strategy. They share insights on how to ensure a secure and purpose-driven retirement, emphasizing the importance of proactive planning and personalized strategies.  If you have questions about you...

In this episode, Josh and Jared from Seven Figure Solution discuss essential retirement planning topics including Social Security strategies, Medicare costs, tax planning, and the importance of a comprehensive retirement plan. They offer actionable insights and limited appointment slots to help listeners prepare for a purpose-driven retirement.  If you have questions about your own retirement...

In this episode, Josh and Jared from Seven Figure Solution discuss the complexities of retirement planning, including market confidence, inflation, healthcare, and the importance of a personalized strategy. They emphasize the need for professional guidance to navigate uncertainties and create a purpose-driven retirement.  If you have questions about your own retirement call Josh & Jared w...

On this edition of Money Moves: Our hosts Josh McEachin and Jared Garfield explore key strategies for retirement planning in 2026 and beyond, covering risk management, tax strategies, income planning, and the importance of flexibility. Josh and Jared share insights on how to prepare for a purpose-driven retirement, emphasizing the need for personalized plans and proactive decision-making.  If...

In this episode, Josh McEachin and Jared Garfield discuss the critical shift from saving to spending, the importance of strategic income planning, and how to avoid common pitfalls in retirement planning. They offer actionable tips and free consultations to help listeners secure their financial future.  If you have questions about your own retirement call Josh & Jared with Seven Figure Sol...

In this episode, Josh McEachin and Jared Garfield from Seven Figure Solution discuss how market volatility impacts retirement planning and strategies to stay confident and proactive during uncertain times. They cover key topics like risk management, income strategies, diversification, and the importance of having a comprehensive, personalized retirement plan.  If you have questions about your...

This episode features experts Josh McEachin and Jared Garfield discussing how market volatility impacts retirement planning. They share strategies to stay calm, diversify, and create resilient plans to navigate turbulent markets effectively.  If you have questions about your own retirement call Josh & Jared with Seven Figure Solution 800-837-7393 or click here to visit our website. Retire...

On Money Moves this week Josh McEachin and Jared Garfield discuss the latest when it comes to planning for your future. This episode explores the realities and misconceptions of retiring early, the impact of social media trends like FIRE and FILE, and how to plan effectively for a flexible, purpose-driven retirement. Hosts, Jared and Josh, share insights on risk management, lifestyle planning, and...

Money Moves: In this episode, financial experts Josh McEachin and Jared Garfield discuss how global conflicts, geopolitical tensions, and market volatility impact retirement planning. They provide actionable strategies for retirees to protect their assets, manage risks, and stay confident during uncertain times.  If you have questions about your own retirement call Josh & Jared with Seven...

In this episode of Money Moves, Josh McEachin and Jared Garfield explore Warren Buffett's simple yet powerful retirement investing principles, estate planning essentials, and strategies to protect your wealth in a volatile world. Learn practical tips to secure your financial future and leave a lasting legacy.  If you have questions about your own retirement call Josh & Jared with Seven Fi...

On this edition of Money Moves with Josh and Jared- Retirement is often viewed as a financial milestone, but it is equally a significant lifestyle change. As more Americans reach retirement age, understanding the implications of this transition becomes crucial. In this post, we will explore the key challenges retirees face and how proactive planning can turn potential losses into opportunities. If...

This episode of Money Moves explores the often overlooked emotional risks of retirement, focusing on loneliness, social support, and mental health, alongside financial planning strategies. Hosts Jared Garfield and Josh McEachin discuss how to integrate emotional well-being into retirement planning to ensure a holistic approach. If you have questions about your own retirement call Josh & Jared...

The conversation explores the evolving landscape of retirement, emphasizing the need for proactive planning in light of increased longevity, healthcare costs, and tax implications. The hosts, Josh McEachin and Jared Garfield, discuss the importance of adapting retirement strategies to reflect modern realities, including the potential benefits of Roth conversions and the impact of new healthcare po...

In this episode of Money Moves, hosts Josh and Jared delve into the often unspoken fears surrounding retirement. They explore the psychological shift from saving to spending, the emotional challenges retirees face, and the importance of having a structured income plan. The conversation highlights how clarity and confidence can alleviate fears, allowing retirees to enjoy their hard-earned savings....

Money Moves with Josh McEachin and Jared Garfield, This conversation explores the evolving landscape of retirement, emphasizing the shift from traditional views to a more dynamic and engaged approach. It highlights the importance of planning for a longer retirement, the impact of technology, inflation, and emotional factors on retirement planning, and the implications of the Tax Cuts and Jobs Act....

In this episode of Money Moves, hosts Josh McEachin and Jared Garfield discuss the key financial habits and strategies that distinguish the wealthy from the average person. They emphasize the importance of starting early with investments, maximizing tax advantages, and the necessity of owning appreciating assets. The conversation also covers the significance of diversification, hiring professional...

In this episode of Money Moves, the hosts, Josh McEachin and Jared Garfield explore the intersection of artificial intelligence and retirement planning. They discuss how AI is currently being utilized in financial services, its advantages and limitations, and the importance of maintaining a human touch in financial advising. The conversation also addresses common retirement myths, the transition f...

In this episode of Money Moves, hosts Josh McEachin and Jared Garfield discuss the implications of the Tax Cuts and Jobs Act, which was initially set to expire in 2026 but has now been extended. They emphasize the importance of proactive tax planning for pre-retirees, highlighting strategies such as Roth conversions and tax diversification to minimize future tax liabilities. The conversation also...

In this episode of Money Moves, Josh and Jared discuss various investment strategies for wealth preservation and growth in a volatile market. They explore high-yield savings accounts, fixed annuities, and US Treasury securities as safe investment options. The conversation shifts to bear market strategies, emphasizing tax loss harvesting and buying opportunities. They also discuss signs that may in...

In this episode of Money Moves, Josh and Jared discuss the financial challenges faced by Baby Boomers as they approach retirement. They explore common mistakes such as overestimating Social Security benefits, delaying retirement contributions, underestimating healthcare costs, and neglecting estate planning. The conversation also covers the importance of having a solid income plan, especially duri...

In this episode of Money Moves, Josh and Jared delve into the concept of financial independence, emphasizing that it is not merely about wealth accumulation but about achieving the freedom to live life on one's own terms. They discuss the importance of passive income, financial literacy, and overcoming common misconceptions about wealth. The conversation also highlights insights from Vanguard's Ho...

In this episode of Money Moves, Josh and Jared explore the concept of retirement as a new rhythm rather than a slowdown, drawing inspiration from the lyrics of Jimmy Buffett and the wisdom of Warren Buffett. They discuss the importance of balancing enjoyment in the present with financial planning for the future, emphasizing the need for a comprehensive retirement strategy that includes saving, inv...