Stop Worrying You're Retired

This episode discusses the financial mistakes made by NFL players after retirement, highlighting the importance of money management. It shares stories of players who lost millions due to bad investments and poor financial planning. The conversation also touches on the current stock market and the potential for a market correction before the election. The hosts emphasize the need for proper financi...

George and Zach discuss their recent travel experiences and then transition into a discussion about retirement planning. They talk about the importance of finding the right financial advisor and the potential reasons for changing advisors. They also emphasize the need for a comprehensive approach to retirement planning and the importance of avoiding market volatility. Ready to connect with George...

The conversation with George Fossing and Travis Smith from Northstar Financial and Retirement Planning discusses the recent swings on Wall Street and provides advice on how to navigate market volatility. They emphasize the importance of not panicking and taking a long-term perspective. They also discuss the three-bucket approach to retirement planning, which includes a safe money bucket, a growth...

The conversation discusses the recent activity on Wall Street and the importance of planning for market downturns during retirement. It emphasizes the need to address sequence of returns and the role of money as a tool. The hosts share examples of clients who made different investment decisions during market volatility and highlight the significance of having a plan to avoid outliving one's money....

This episode discusses the financial mistakes made by NFL players after retirement, highlighting the importance of money management. It shares stories of players who lost millions due to bad investments and poor financial planning. The conversation also touches on the current stock market and the potential for a market correction before the election. The hosts emphasize the need for proper financi...

George and Zach discuss their recent travel experiences and then transition into a discussion about retirement planning. They talk about the importance of finding the right financial advisor and the potential reasons for changing advisors. They also emphasize the need for a comprehensive approach to retirement planning and the importance of avoiding market volatility. Ready to connect with George...

In this conversation, George Fossing and Zach Jenkins discuss the fear of a recession and the importance of having a plan for retirement. They debunk the idea that cash is a bad investment and highlight the benefits of having alternative investment options. They emphasize the need to give your money a job and create a well-designed plan that takes into account market volatility. They also discuss...

The conversation covers a range of topics including travel, investment forums, government spending, tax planning, retirement planning, and financial efficiency. It delves into the impact of government spending on taxes, the importance of tax planning, and the significance of efficient financial strategies for retirement. George and Zach also emphasize the role of investment forums in providing cla...

Retirement is no longer about sitting in an easy chair and feeding the birds. People are now enjoying their retirement years and may be in retirement for a long time without a job. It is important to have a plan for managing finances in retirement. One common mistake is having too much risk in a retirement portfolio, so it's crucial to have a balanced portfolio that can withstand market downturns....

The conversation discusses the topic of managing retirement savings in a volatile market. It emphasizes the need to consider the true value of 401k accounts and the potential risks of market downturns. The importance of diversifying investments and creating a purpose-driven retirement plan is highlighted. The conversation also touches on the changes and considerations for Social Security benefits...

George Fossing and Travis Smith discuss tax planning for the future and the importance of mitigating tax liabilities. They highlight the potential impact of required minimum distributions (RMDs) on retirement accounts and the misconception that retirees will always be in a lower tax bracket. They emphasize the need for tax efficiency strategies, such as Roth conversions and charitable donations, t...

Retirement is no longer about sitting in an easy chair and feeding the birds. People are now enjoying their retirement years and may be in retirement for a long time without a job. It is important to have a plan for managing finances in retirement. One common mistake is having too much risk in a retirement portfolio, so it's crucial to have a balanced portfolio that can withstand market downturns....

When is the right time to retire? Zach Jenkins and Travis Smith discuss the recent retirement of Alabama Head Football Coach Nick Saban and how coming to the decision to call it a career may be easier than you think. They also talk about comedian Ron White and his tax plan that may have caused him to go back to work.  Ready to connect with George and Zach to begin building your retirement plan? Vi...

The conversation covers a range of topics including travel, investment forums, government spending, tax planning, retirement planning, and financial efficiency. It delves into the impact of government spending on taxes, the importance of tax planning, and the significance of efficient financial strategies for retirement. George and Zach also emphasize the role of investment forums in providing cla...

In this conversation, George Fossing and Zach Jenkins discuss the fear of a recession and the importance of having a plan for retirement. They debunk the idea that cash is a bad investment and highlight the benefits of having alternative investment options. They emphasize the need to give your money a job and create a well-designed plan that takes into account market volatility. They also discuss...

Retirement is no longer about sitting in an easy chair and feeding the birds. People are now enjoying their retirement years and may be in retirement for a long time without a job. It is important to have a plan for managing finances in retirement. One common mistake is having too much risk in a retirement portfolio, so it's crucial to have a balanced portfolio that can withstand market downturns....

Multiple large companies have announced future layoffs and some fear it could be the beginning of a recession. George Fossing and Zach Jenkins discuss the possibility of retiring during a recession. They also talk about their new program called: Her Compass. A retirement guide for women.  See omnystudio.com/listener for privacy information.

How does a Presidential Election affect your retirement? George Fossing and Zach Jenkins take a look back at history to discuss elections and the stock market. They also talk about continuing to work in retirement and tax consequences.  See omnystudio.com/listener for privacy information.

How will your taxes change in retirement? Zach Jenkins and Travis Smith discuss the myth of lower taxes in retirement and how you can begin positioning yourself today for success in the future. They also talk about which direction the Fed will take interest rates this year and what that means for your savings.  See omnystudio.com/listener for privacy information.

When is the right time to retire? Zach Jenkins and Travis Smith discuss the recent retirement of Alabama Head Football Coach Nick Saban and how coming to the decision to call it a a career may be easier than you think. They also talk about comedian Ron White and his tax plan that may have caused him to go back to work.  See omnystudio.com/listener for privacy information.

What alternative options do you have to the stock market when you decide to retire? George Fossing and Zach Jenkins discuss what is available to your and your portfolio, as well as how to utilize them in a customized plan to fulfill your retirement goals.  See omnystudio.com/listener for privacy information.

Are interest rates creating more risk in retirement plans? George Fossing and Zach Jenkins discuss which direction interest rates could head and 2024 and how they could effect your retirement plan. They also talk about the possibility of more bank collapses in the future and the new tax brackets for the year.  See omnystudio.com/listener for privacy information.

Which direction is the market heading in 2024 and how will it affect your retirement plan? George Fossing and Zach Jenkins discuss what the talking heads are forecasting. They also talk about the downsides to having a target date fund.  See omnystudio.com/listener for privacy information.

Are taxes going up in 2024? George Fossing and Zach Jenkins discuss which direction taxes are heading next year. They also talk about how much money you need to feel rich and if that's the same amount you need to retire or not.  See omnystudio.com/listener for privacy information.

At what age should you start retirement planning? George Fossing and Zach Jenkins discuss the best time in life to begin making a retirement plan. They also talk about possible interest rate hikes in the future and are social security recipients hurting from a government mistake?  See omnystudio.com/listener for privacy information.