The Marcus Warren Show

It's easy to get caught up in all the talk about high inflation, are we or aren't we in a recession, choppy stock market, more government spending, and higher taxes. But before you let all of these things stress you out, focus on what you can control. On this week's Marcus Warren show, we discuss ways that you can protect our own personal economy. We also discuss the tax implications of winning th...

Are we in a recession? Yes. No. Maybe? On this week's Marcus Warren Show, we discuss the indicators of a recessions (aka what the economists define it as) and more importantly, we discuss the impacts of a recession on the average person. We also outline steps that you can take to help mitigate the financial impacts of an economic recession. (Hint: focus on your personal economy). Have a question f...

On this week's Marcus Warren show, we discuss causes of our high inflation and whether it could slow down the economy enough to cause a recession. During Dee's tax corner, we discuss the red flags that could result in a tax audit! Look out for these when filing your taxes. Have a question for Marcus? Visit talktoMarcus.com to schedule a 15-minute phone call or send us a message with your question...

On this week's show, we discuss what to do with your old 401k account. You have many options for what to do with your retirement savings, but if you make the wrong move, you could unnecessarily pay over 30% in taxes! We also talk about rising inflation and things you can do to help mitigate against the higher prices. Have a question for Marcus? Visit talktoMarcus.com to schedule a 15-minute phone...

On this week's Marcus Warren show, Marcus outlines the pros and cons of retiring early - is it even possible? We also answer a few listener questions about the current economy, stock market, and inflation. And we discuss... the crypto crash! Have a question for Marcus? Visit talktoMarcus.com to schedule a 15-minute phone call or send us a message with your question and it could be featured on the...

Retirement planning is like mountain climbing. The sherpa who helps you climb to the top, might not be the same one who can help you get back down. That's because you'll face a lot of obstacles during the distribution phase of your retirement (when you actually retire and have to figure out where your money will come from... not to mention taxes, Social Security and Medicare, and choppy stock mark...

We haven't had a down market in many years, and investors have short term memories. On this week's Marcus Warren show, we talk about why market timing doesn't work and how market recoveries can be painful, especially when you don't stick to a plan. It's not about what you make, it's about what you keep. Got a cash app? We also talk about the new tax law that could impact you! Have a question for M...

On this week's Marcus Warren show, we discuss the emotional turmoil that accompanies stock market volatility. During times like these, emotional investing is rampant and causes you to doubt your beliefs and believe your doubts. How can you overcome it? Listen to find out. We also discuss the economic policies that have propped up the stock market and what we might expect to see in our country's ec...

On this week's Marcus Warren Show, we discuss the 4 things retirees should do during volatile stock markets. We also talk about taxable income in retirement and steps you can take to potentially reduce your future tax liability. The myth that you'll be in a lower tax bracket in retirement isn't always true! Have a question for Marcus? Visit talktoMarcus.com to schedule a 15-minute phone call or se...

We're back!! On this week's Marcus Warren show, we discuss some of the reasons why inflation might continue to stay high and how it could potentially get better down the line. We also discuss the different types of income that are TAXABLE in retirement. The myth that you'll be in a lower tax bracket in retirement isn't always true! And we discuss IRMAA (who's that?). Well she can cause your Medica...

On this week's Marcus Warren Show, we break down the differences between the accumulation and de-cumulation phases of retirement planning. It's like climbing Mt. Everest (most accidents happen on the way back down the mountain). We also discuss our complex tax system and whether we'll ever be able to complete our tax returns using simple forms. Have a question for Marcus? Visit talktoMarcus.com to...

Each year, the IRS releases our fiscal year annual spending. This breakdown shows where our tax dollars go. They also release a breakdown of where the government get the money to pay its bills. Did you know that only half of our government's revenue comes from taxes? Where does the other part come from? We discuss this and more tax topics on this week's Marcus Warren show. Have a question for Marc...

On this week's Marcus Warren Show, we discuss some of the short-term and long-term financial impacts of the Ukraine-Russia war. Geopolitical events typically can create volatility in stock markets as the uncertainty of the event plays out. But these are typically short-lived. And on a personal note, our hearts are with those impacted on all sides, as war can take a heavy toll on many lives. In Dee...

There are always exceptions to the rule, especially when it comes to retirement, taxes, and finances. On this week's Marcus Warren Show, we discuss a lot of these "but's". We also talk about the Crypto IRA and real estate in the Metaverse. Have a question for Marcus? Visit talktoMarcus.com to schedule a 15-minute phone call or send us a message with your question and it could be featured on the sh...

On this week's Marcus Warren show, we discuss how our current high inflation can impact your life, spending, and your future retirement income. We also talk about the impact that tax deductions actually have on your taxes on Dee's Tax Corner. Have a question for Marcus? Call the "Ask Marcus" hotline (502) 622-1337. Leave a message with your question and it could be featured on the show! Or you can...

On this week's Marcus Warren Show, we discuss the recent stock market volatility and what you should and should DEFINITELY NOT do when the market becomes shaky. We also talk about the whether Congress members should be restricted from trading individual stocks, given their access to information and authority to create legislation. Have a question for Marcus? Call the "Ask Marcus" hotline (502) 622...

On this week's Marcus Warren Show, we discuss what has caused the great retirement crisis. Many Americans have not saved enough for retirement and over 70% rely on Social Security for more than half of their income in retirement. We take a deep dive into why it's so expensive to be poor. And on Dee's Tax Corner, we talk about why there aren't enough high income earners to satisfy our country's deb...

On this week's Marcus Warren Show, we talk about 6 financial New Year's resolutions that retirees should make in 2022. We also discuss the reason behind the Great Risk Shift - when companies began getting rid of the pension and introduced the 401k plan. And we introduce a new segment - the Tax Corner. Have a question for Marcus? Call the "Ask Marcus" hotline (502) 622-1337. Leave a message with yo...

On this week's Marcus Warren Show, we broke out our crystal ball to discuss our predictions for 2022! Will the stock market be volatile? Will inflation remain high? How long will the hot real estate market continue? What will happen with crypto, NFTs, meme stocks, and the reddit/Robinhood traders? We discuss our predictions for these hot topics and get into a discussion about whether politicians s...

Happy New Year! On this week's Marcus Warren Show, we break down the top financial news stories from 2021. We talk about Bitcoin, Elon Musk, Inflation, Supply Chain Shortages, the Great Resignation, and more!

On this week's Marcus Warren Show, we talk about 6 Year-End wealth building strategies that you can implement to grow and keep more of your wealth. Have a question for Marcus? Call the "Ask Marcus" hotline (502) 622-1337. Leave a message with your question and it could be featured on the show! Or you can visit talktoMarcus.com to schedule a 15-minute phone call!

NFL star Tom Brady, the NBA's all time 3-pt scorer (and greatest shooter of all time) Stephen Curry , and the most decorated Tennis player ever Serena Williams all have coaches. They understand that in order to get to their level of success, they need people on their team who will push them farther. Sometimes do-it-yourselfers make mistakes. They can't see things from outside their own perspective...

On this week's Marcus Warren Show we discuss hot topics in the news - how the Omicron variant will impact the stock market, how long we'll see the impacts of inflation, and of course we discuss taxes! We also have a couple of listener questions discussing RMDs (Required Minimum Distributions). Do you have a question for Marcus? Call the "Ask Marcus" hotline (502) 622-1337. Leave a message with you...

It's tax planning season! On this week's show, we discuss year-end tax planning tips you can implement before December 31st. Have a question for Marcus? Call the "Ask Marcus" hotline (502) 622-1337. Leave a message with your question and it could be featured on the show!

On this week's Marcus Warren Show, we talk about the latest cryptocurrency scam and what investors should look out for when trying to invest in crypto. We also answer a listener question about year-end tax planning steps to take before the end of the year to make sure you aren't leaving money on the table! Have a question for Marcus? Call the "Ask Marcus" hotline (502) 622-1337 or visit www.warren...