Retirement Max Radio

The IRS created the Dirty Dozen campaign back in 2002 to combat tax scams being seen across the country. These scams tend to spike during filing season but can really happen any time.  Learn more at Apex Financial Group We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives. Any...

How much is left on your to-do list this week? What about that honey-do list of chores around the house? It’s a mile long, right? The problem with long lists is they can overwhelm you and cause you to shut down. So let’s keep it simple! Learn more at Apex Financial Group We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance prod...

Does the thought of outliving your savings keep you up at night? You’re not alone. The fear of outliving retirement savings is a major concern for many retirees. We’re about to share some ways to help address some of the biggest money concerns in retirement. Learn more at Apex Financial Group We are an independent financial services firm helping individuals create retirement strategies using a var...

Gone are the days when retirees could rely heavily on substantial external support—like Social Security and robust corporate pension plans. Today, not only are pensions a fading memory, but the reliability of Social Security benefits is also increasingly uncertain, placing the burden of securing a financially stable retirement more firmly on individuals. Learn more at Apex Financial Group We are a...

When we think about risks to retirement, it’s natural to focus on the big, dramatic market downturns—like those we’ve seen in the past and will undoubtedly face again in the future. But those aren’t the only threats. The looming possibility of higher taxes, persistent inflation, and other challenges all contribute to the very real fear of outliving your savings. Learn more at Apex Financial Group...

Have you ever been so scared of losing money that you didn't take a financial risk? Or maybe you've found yourself buying something just because everyone else is? These are just a couple examples of how our behavior plays a big role in our financial decisions. Learn more at Apex Financial Group We are an independent financial services firm helping individuals create retirement strategies using a v...

In the U.S., medical bills are not only the most common reason for bankruptcies, but they directly cause a whopping 66.5% of them, making them the leading cause of bankruptcy. A healthcare emergency, catastrophic illness, or accident can knock you off your feet physically – and financially. Learn more at Apex Financial Group We are an independent financial services firm helping individuals create...

We’ve repeated the stats time and time again: thousands of Baby Boomers retire every day. And by 2030, they will all be 65 . And if Baby Boomers are up to bat for retirement … that means Generation X is on deck. Learn more at Apex Financial Group We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their...

I’ll bet a lot has happened to you in the last 20 years that you didn’t see coming. You probably had some unexpected blessings and also some obstacles to overcome. Either way, there were some big unknowns in your past and they’ll continue in the future. Learn more at Apex Financial Group We are an independent financial services firm helping individuals create retirement strategies using a variety...

A good financial advisor helps you reach your retirement goals. A poor advisor, however, can hold you back. You might say the wrong financial advice is actually worse than going it alone on your retirement. Learn more at Apex Financial Group We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their need...

When we think about risks to retirement, it’s natural to focus on the big, dramatic market downturns—like those we’ve seen in the past and will undoubtedly face again in the future. But those aren’t the only threats. The looming possibility of higher taxes, persistent inflation, and other challenges all contribute to the very real fear of outliving your savings. Learn more at Apex Financial Group...

Retirement Naughty or Nice List by Retirement Max Radio with Ken Reeves In this episode of Retirement Max Radio, financial advisor Ken Reeves and co-host Mark Elliott cover core issues affecting retirees and pre-retirees. From understanding the impact of taxes on retirement income to exploring Social Security strategies, long term care planning, investment risk management, and legacy consideration...

Four Questions About Retirement by Retirement Max Radio with Ken Reeves In this episode of Retirement Max Radio, financial advisor Ken Reeves and co-host Mark Elliott cover core issues affecting retirees and pre-retirees. From understanding the impact of taxes on retirement income to exploring Social Security strategies, long term care planning, investment risk management, and legacy consideration...

Inflation Trivia by Retirement Max Radio with Ken Reeves In this episode of Retirement Max Radio, financial advisor Ken Reeves and co-host Mark Elliott cover core issues affecting retirees and pre-retirees. From understanding the impact of taxes on retirement income to exploring Social Security strategies, long term care planning, investment risk management, and legacy considerations, each episode...

Plan For The Worst and Hope For The Best - November 30th, 2024 by Retirement Max Radio with Ken Reeves In this episode of Retirement Max Radio, financial advisor Ken Reeves and co-host Mark Elliott cover core issues affecting retirees and pre-retirees. From understanding the impact of taxes on retirement income to exploring Social Security strategies, long term care planning, investment risk manag...

Growing Government Debt by Retirement Max Radio with Ken Reeves In this episode of Retirement Max Radio, financial advisor Ken Reeves and co-host Mark Elliott cover core issues affecting retirees and pre-retirees. From understanding the impact of taxes on retirement income to exploring Social Security strategies, long term care planning, investment risk management, and legacy considerations, each...

2024 Election Reaction by Retirement Max Radio with Ken Reeves In this episode of Retirement Max Radio, financial advisor Ken Reeves and co-host Mark Elliott cover core issues affecting retirees and pre-retirees. From understanding the impact of taxes on retirement income to exploring Social Security strategies, long term care planning, investment risk management, and legacy considerations, each e...

Four Retirement Pillars by Retirement Max Radio with Ken Reeves In this episode of Retirement Max Radio, financial advisor Ken Reeves and co-host Mark Elliott cover core issues affecting retirees and pre-retirees. From understanding the impact of taxes on retirement income to exploring Social Security strategies, long term care planning, investment risk management, and legacy considerations, each...

Boomers Up to Bat, Gen X On Deck by Retirement Max Radio with Ken Reeves In this episode of Retirement Max Radio, financial advisor Ken Reeves and co-host Mark Elliott cover core issues affecting retirees and pre-retirees. From understanding the impact of taxes on retirement income to exploring Social Security strategies, long term care planning, investment risk management, and legacy consideratio...

Taking Control of Retirement by Retirement Max Radio with Ken Reeves In this episode of Retirement Max Radio, financial advisor Ken Reeves and co-host Mark Elliott cover core issues affecting retirees and pre-retirees. From understanding the impact of taxes on retirement income to exploring Social Security strategies, long term care planning, investment risk management, and legacy considerations,...

Medicare Maze by Retirement Max Radio with Ken Reeves In this episode of Retirement Max Radio, financial advisor Ken Reeves and co-host Mark Elliott cover core issues affecting retirees and pre-retirees. From understanding the impact of taxes on retirement income to exploring Social Security strategies, long term care planning, investment risk management, and legacy considerations, each episode pr...

Behavioral Finance and You by Retirement Max Radio with Ken Reeves In this episode of Retirement Max Radio, financial advisor Ken Reeves and co-host Mark Elliott cover core issues affecting retirees and pre-retirees. From understanding the impact of taxes on retirement income to exploring Social Security strategies, long term care planning, investment risk management, and legacy considerations, ea...

All About Annuities by Retirement Max Radio with Ken Reeves In this episode of Retirement Max Radio, financial advisor Ken Reeves and co-host Mark Elliott cover core issues affecting retirees and pre-retirees. From understanding the impact of taxes on retirement income to exploring Social Security strategies, long term care planning, investment risk management, and legacy considerations, each epis...

Topics on Your Retirement Planning List by Retirement Max Radio with Ken Reeves In this episode of Retirement Max Radio, financial advisor Ken Reeves and co-host Mark Elliott cover core issues affecting retirees and pre-retirees. From understanding the impact of taxes on retirement income to exploring Social Security strategies, long term care planning, investment risk management, and legacy consi...

Reasons to Fire Your Financial Professional by Retirement Max Radio with Ken Reeves In this episode of Retirement Max Radio, financial advisor Ken Reeves and co-host Mark Elliott cover core issues affecting retirees and pre-retirees. From understanding the impact of taxes on retirement income to exploring Social Security strategies, long term care planning, investment risk management, and legacy c...