The Get Ready For The Future Show

Do you get a check-up with your doctor? But how do you prepare for your financial health?

The GenWealth team takes a look at a quiz to determine your financial literacy and what you should know. Originally aired 9/30/2017

Do you know if you need a screwdriver or a wrench? John, Janet, Eric, and Scott take a look at what tools you might need in retirement. Originally aired 9/23/2017

The GenWealth team takes a look at differences in accumulation versus distribution phases in retirement. Originally aired 9/16/2017

Brandon talks about what it's like to be a walk-on in your retirement. *Regarding a Traditional IRA, withdrawals prior to age 59 ½ may result in a 10% IRS penalty tax in addition to current income tax. The Roth IRA offers tax deferral on any earnings in the account. Limitations and restrictions may apply. Withdrawals prior to age 59 ½ or prior to the account being opened for 5 years, whichever is...

Retirement is not a spectator sport. Candice and Scott look at how.

John, Janet, Mason and Scott take a look at the "Seven Mistakes that Could Keep You from Retiring." Originally aired 9/9/2017

Don and Scott talk about how it's about more than just investments. *GenWealth Financial Advisors and LPL Financial do not provide legal advice or services.  Please consult your legal advisor regarding your specific situation.

What does being a free agent mean in retirement?

We're excited to kick of Retirement Intelligence Month! Find out more with the GenWealth Team! Originally aired 9/2/2017

Eric talks backup roles with Scott in this Get Ready for the Future Show minisode. *10% early withdrawal penalty if under 59 ½ years old.

Blocking and tackling with Tim on this week's minisode. *The Roth IRA offers tax deferral on any earnings in the account. Withdrawals from the account may be tax free, as long as they are considered qualified. Limitations and restrictions may apply. Withdrawals prior to age 59 ½ or prior to the account being opened for 5 years, whichever is later, may result in a 10% IRS penalty tax. Future tax la...

John, Janet, Mason and Scott take a look at the "Top 10 Biases Holding Investors Back." Originally aired 8/26/2017

Tim talks a little this minisode about automatic savings plans. *No investment strategy assures a profit or protects against loss. Investing in mutual funds involves risk, including possible loss of principal.

The GenWealth team takes the ball (and the metaphor) further down the field in this week's Get Ready for the Future Show. Originally aired 8/19/2017

Janet takes a look at six steps to retire early! *The Roth IRA offers tax deferral on any earnings in the account. Withdrawals from the account may be tax free, as long as they are considered qualified. Limitations and restrictions may apply. Withdrawals prior to age 59 ½ or prior to the account being opened for 5 years, whichever is later, may result in a 10% IRS penalty tax. Future tax laws can...

John, Janet, Mason, and Scott take a look at some of the similarities between the great sport of football and taking care of your retirement. Originally aired 8/12/2017

Hannah takes some time to talk with Scott about long-term care insurance.

The GenWealth team takes a look at what you should expect from GenWealth Financial Advisors! Originally aired 8/5/2017

Joel and Scott take a minute to discuss IRAs and why you should buy in. *This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor. Traditional IRA account owners should consider the tax ramifications, age and income restrictions in regards to executing a conversion from a Traditiona...

The GenWealth Team takes a look at some of the greatest fears involving investment and retirement. Originally aired 7/29/2017

Eric joins us this week as John, Scott and Mason discuss the "10 Questions to Ask Yourself with Regard to 'Are you prepared for retirement.'" *The target date is the approximate date when investors plan to start withdrawing their money. The principal value of a target fund is not guaranteed at any time, including at the target date. Investing involves risk including loss of principal. Originally a...

John, Janet, Mason and Scott reconvene this week to check out a "Four-Part Method to Evaluate Your Returns." *There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. Originally aired 7/15/2017

Candice johns the minisode this week to talk about new changes to military retirement.

"Don't Let These 10 Mistakes Ruin Your Retirement" with the GenWealth team and part two of our interview with Burt White.