On The Money with Jerry and Nick Royer Podcast

In this weeks episode of the On The Money Podcast you'll find out how to tell if you are sitting on a Ticking Tax Time Bomb just waiting to go off! You'll Discover: - Why your 401k, 403b, IRA, or other pre-tax investments could be your biggest tax liability. - How to figure out if you have taxable, tax-deferred, or tax-free investments. - 3 strategies to use to become more tax-efficient...

On this episode we interview CNBC and Fox Business News Contributor Dean Zayed!    Dean is one of financial plannings most well known personalities and he runs a firm that manages over $3 billion in Assets. During this podcast we talk with Dean about the stock market and strategies that he suggests people use to prevent the catastrophic affect of large losses on a portfolio like what many people e...

On This Episode Your Questions Are Answered...You'll Discover:  - How to decide which accounts you should take money from first when you retire.  - How to get better rates of return than bank CDs while keeping your money free from market losses.  - How to figure out if you are really diversified or not.    Resources In Today's Episode:  - Schedule Your Complimentary On The Money 5-Step R...

On This Episode You'll Discover:  - A simple strategy that Jerry and Nick have used for their clients that focus's on growing your wealth in calm markets and becoming defensive during extreme market conditions.  - The benefits to indexing and diversifying in more than just stocks from the USA.  - How the Risk Band-Aid can be the difference between getting crushed during the next market c...

On This Episode You'll Discover:  - How to figure out the type of financial person you are working with and if its the best for you or not.  - The 3 levels of financial professionals and which level is right for you.  - What the difference is between a TRANSACTIONAL Advisor and a HOLISTIC Advisor.    Resources In Today's Episode:  - Schedule Your Complimentary On The Money 5-Step Retirem...

On This Episode You'll Discover:  - What Smart Technology is and how it could dramatically help your financial life.  - The 3 key systems that we use everyday to help our clients and how you can benefit to.  - How to Stress Test your portfolio to make sure you can survive in both Good and Sour Markets.  - How to exactly figure out if you run the risk of running out of money during retirement...

On this episode we interview New York Times Best-Selling Author David Bach!  David has been in the financial industry for nearly 3 decades and is the author of nine best-selling books, including The Automatic Millionaire, Smart Women Finish Rich and Smart Couples Finish Rich. He’s also been a guest on the Oprah Winfrey show several times and is considered one of America’s most trusted financial ex...

In this exclusive interview on the Debbie O'Brien Show Jerry and Nick talk about: - The 4 biggest retirement risks plaguing many of America's retirees. - How to tell how tax-efficient your investments are. - The tax bucket concept and how to use it to cut your taxes. - How to create your own Fiscal Dream House to a solid financial future. Resources In Today's Episode: - Schedule You...

On This Episode Your Questions Are Answered...You'll Discover: - What really is Active, Passive and Tactical investing and which one is best for you. - What's the worst financial plan that Jerry and Nick have ever seen and what you can learn from it. Resources In Today's Episode: - Schedule Your Complimentary On The Money 5-Step Retirement Review by calling 1.800.245.0546 - Check ou...

On This Episode You'll Discover: - How to tell if you have a unique customized retirement plan or some cookie cutter plan. - How to build your very own Financial Dream House to help you whether any storm. - The 3 parts that make up the most efficient Financial Dream House and why allocating your money this way can help you succeed in both good and sour markets. Resources In Today's Episo...

On This Episode You'll Discover: - The biggest expenses that are costing the nation big time. - How these expenses could take over 90 cents of every tax dollar brought in and how it could put a serious damper on your retirement plans. - The 4 Huge Risks facing your retirement as a result. Resources In Today's Episode: - Schedule Your Complimentary On The Money 5-Step Retirement Review by...

On This Episode You'll Discover: - The easy FINANCIAL LINGO to help simplify and clarify retirement. - The 6 key phrases that should be part of your financial dictionary. Resources In Today's Episode: - Schedule Your Complimentary On The Money 5-Step Retirement Review by calling 1.800.245.0546 - Check out our website: Group 10 Financial / - Follow us on Facebook - Follow us on Twitter Di...

On This Episode You'll Discover: - What You Need To Know About The Trump Tax Law Changes. - The 4 Tax Buckets in Investing That You Must Know About. - How To Become More Tax-Efficient In Retirement. Resources In Today's Episode: - Schedule Your Complimentary On The Money 5-Step Retirement Review by calling 1.800.245.0546 - Check out our website: Group 10 Financial / - Follow us on Facebo...

On This Episode Your Questions Are Answered...You'll Discover: - Are Annuities Right For You? - What's The Difference Between A Tax-Deferred Account and a Tax-Free Account? - What Should I Be Looking For When Meeting With A Financial Advisor? Resources In Today's Episode: - Schedule Your Complimentary On The Money 5-Step Retirement Review by calling 1.800.245.0546 - Check out our we...

On This Episode You'll Learn: - When To Take Your Pension. - Is the lifetime annuity option a good one to pick? - Should you take social security early? - 12 Simple Ways To Generate Income In Retirement. - And the Financial Lightning Round! Resources In Today's Episode: - Schedule Your Complimentary On The Money 5-Step Retirement Review by calling 1.800.245.0546 - Check out our website:...

On This Episode You'll Learn: - 6 timeless investment strategies to use in retirement. - 5 Simple Steps to fixing a missed Required Minimum Distribution (RMD). - 8 Key Questions You Should Be Asking Yourself Before You Retire. - Not to mention answering questions from our listeners. Resources In Today's Episode: - Schedule Your Complimentary On The Money 5-Step Retirement Review by calli...

On This Episode You'll Learn: - How to know when you should retire. - How to make the right choice for your retirement income. - How to set realistic financial goals and how to identify the unrealistic ones. - The 7 Financial Goals that should be part of everyones plan. - The Retirement Lightning Round with 7 quick tips to use for retiring well. Resources In Today's Episode: - Schedule Y...

Don't miss out on Jerry and Nick's lively interview on the Debbie O'Brien Show where they discussed the recent tax law changes, social security, and what questions you should be asking your financial advisor.