Retire Once Show

Roth accounts are a powerful investment tool that can benefit some people. Whether it is the Roth IRS, Roth 401k, Back Door Roth, or Roth Conversion, these options should be selected based on everyone's own specific financial situation. With so many different Roth Accounts to choose from and all of them having their own small nuances, join Johnathan and Melissa Rankin as they go over 5 Roth Accoun...

Whether you’ve been investing in a 401(k) for decades or you just made your first contribution, there are 3 things you need to know about your 401(k). For years we have gotten 3 common questions that we are going to answer on this episode of the Retire Once Show.  How much should you save in your 401(k)? If your company offers a match, it is important to take advantage of the full match or yo...

What are the things that can make estate planning a lot easier? That's really what we want to cover today. Things are often overlooked and today we're going to talk about the six things that you could do to make a transition easier. If you have aging parents, and you're the one that's going to act as that personal representative. We're going to share some helpful information covering estate planni...

Inheriting an estate can be a very emotional time for many people. Trying to balance the emotions of losing a loved one with the complications of handling an inheritance can make things even harder. In this episode of the Retire Once Show, we sit down with Bo Patrick of Fidelity Estate Services, a full-service estate management company. Bo helps our listeners understand the process of dealing with...

Email the show retire@theoremwm.com Schedule Your Free Retirement Assessment Download Our Retirement Toolkit How do you know if the retirement goals you set are actually achievable? In this episode, we walk you through the basics to help you determine if the goals you set are achievable in retirement. It is easy to set goals for retirement, but it can be difficult to know if those goals are feasib...

Retirement is like having five extra Saturdays in your week and while it may be fun to relax for a while, it doesn't take too long till the relaxation can become boring. Today Johnathan and Melissa will talk about how to set goals for retirement to ward off post-retirement boredom. Also, make sure you tune in to the end of the show where they answer a listener's question about what most retirees o...

Interest rates can impact investments and more importantly your retirement. Join Johnathan and Melissa Rankin as they discuss what rising interest rates affect and how to prepare for them. Schedule a Conversation   -Johnathan Rankin CRPC® CEPA®, Founder & CEO, - Melissa Rankin Wealth Management Advisor Theorem Wealth Management 00:00 - Intro 2:14 - Why are interest rates rising? 4:42 - Bond in a r...

A recession is something that affects everyone, and those who are near or in retirement can feel the impact the most. Join Melissa and Johnathan Rankin as they discuss some of the ways a recession can impact those planning for retirement. Schedule a Conversation   -Johnathan Rankin CRPC® CEPA®, Founder & CEO, - Melissa Rankin Wealth Management Advisor Theorem Wealth Management Chapters: 00:00 - In...

When people think of retirement mistakes, they tend to think of financial mistakes that are made, but are all mistakes financial related? On this episode of the Retire Once Show we discuss our Top 5 Retirement Mistakes and what you can do to avoid them. -Johnathan Rankin, CRPC® CEPA® - Melissa Rankin - Wealth Management Advisor 👉 Click Here to Access Show Notes For This Episode   Connect with us...

With the current events going on globally we are seeing a lot of market volatility and this is scaring some investors. What we want to ask is if all this volatility is a really bad thing or if it could be good for you. Additionally, we'll help explain why volatility like what we're seeing now is normal. -Johnathan Rankin, CRPC® CEPA® - Melissa Rankin - Wealth Management Advisor 👉 Click Here to Ac...

It seems like there are so many different fees when it comes to investing and retirement. Join Johnathan and Melissa Rankin to talk about 401k fees, mutual fund fees, ETF fees, annuities fees, and more. We also have a fun break covering some of the top things baby boomers think are cool! Johnathan Rankin, CRPC® CEPA® Melissa Rankin - Wealth Management Advisor 👉 Click Here to Access Show Notes For...

There is a lot to consider when planning for retirement, like when to take social security, and how much you need to retire. There are so many questions surrounding Social Security, like if Social Security will go bankrupt or if you can count on Social Security to be there for you. If you wonder whether or not you should include Social Security in your retirement plan you will want to check out th...

Join hosts Johnathan Rankin and Melissa Rankin as they discuss whether or not you should still invest in a 60/40 portfolio if you are planning for retirement. They will also answer the question, should your home be included in your retirement plan?  👉 Click Here to Access Show Notes For This Episode Connect with us Watch us on Youtube Follow us on LinkedIn Connect with us on Facebook Check Out Ou...

Welcome to the Retire Once Show! Episode 01: Show Notes Hello and welcome to the first episode of the Retire Once Show. This show is hosted by Johnathan Rankin and Melissa Rankin. Johnathan Rankin is the founder and CEO of Theorem Wealth Management. Melissa Rankin is a Wealth Management Advisor with Theorem Wealth Management.  In this episode, Johnathan and Melissa walk listeners through the basic...