The Marcus Warren Show

On this week's Marcus Warren show, we break down the roller coaster ride that is cryptocurrency. What is it? Should you invest? Will you become the next Bitcoin Billionaire (hint: probably not). We also answer a listener question about taking a pension buyout. 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 th...

We get this question a lot - especially in recent months with many Americans switching jobs or retiring: "What should I do with my old 401k plan?" On this week's Marcus Warren Show, we discuss why you probably shouldn't keep it with your old employer and what other options you have. A listener email also prompts a great discussion about taking tax deductions on your retirement accounts now versus...

On this week's Marcus Warren Show, we discuss why your taxes go up in retirement. Not only do you lose a lot of the deductions that you had when you were working, but you've also deferred paying taxes on most, if not all, of your retirement money... that means you'll be paying taxes on that income in retirement. What strategies can you implement now to avoid those big tax bills? Listen to the show...

We've all heard we're supposed to "balance our portfolio", but what does that actually mean? On this week's Marcus Warren Show, we discuss the pros and cons of stocks, bonds, and other investments... and how to create a "balanced" portfolio. 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!

When it comes to planning for your retirement, there are a lot of pieces of the puzzle to put together. How much money should you take from your savings? When should you begin Social Security benefits? Should you invest in the stock market and how much? How will you account for taxes? And when can you comfortably retire? On this week's Marcus Warren Show, we discuss how to piece together the retir...

How much do you need to save in order to have a comfortable retirement? What number is enough? Marcus breaks down considerations to think about and what that magic retirement number is. Hint: It's different for everyone. If you have a question for Marcus or if you want to schedule a quick 15-minute phone call to discuss your personal financial situation, just visit https://www.talktoMarcus.com.

There are all sorts of rules of thumb that many financial "gurus" tell you that you should do.... Have an emergency fund. Save 15% of your income. Create a budget. On this week's Marcus Warren show, Marcus breaks down the important financial goals for people who are just starting out and those in or near retirement. If you have a question for Marcus or if you want to schedule a quick 15-minute pho...

We all know that in order to take money from your IRA or 401k before age 59 and a half, you'll have to endure a 10% penalty. But what if you want to retire early? Is there a way to access those funds penalty-free? On this week's show, we discuss considerations to take when retiring early. We also talk about 5 ways to boost your retirement income. And we answer a question from a small business owne...