The Sage Investor

Larry Kiser discusses what qualified money is and what Larry thinks a good threshold is for people saving it. Larry describes the pitfalls of putting too much money on pre-tax accounts and leaving them on autopilot and the three buckets of money and what the tax implications for each are. Larry talks about his Thanksgiving travel to an oddly named Utah county. Ready to build your retirement plan?...

Larry Kiser defines what qualified money and non-qualified money are and the types of accounts that align with each. Larry explains different penalties and strategies for managing both types of accounts and the catch that some people do not expect when converting accounts. Larry also discusses his Thanksgiving plans and his love for the message in George Washington’s Thanksgiving Proclamatio...

Larry Kiser talks about election angst. Larry urges listeners to stick to their principles because emotions can derail their decision-making. Larry also explains what he has seen markets do over long periods of time and he talks about his optimism and joy following Brigham Young’s football season. See omnystudio.com/listener for privacy information.

When you need someone to help plan your retirement, you don’t want to go for the novice approach. You want the guide that brings you the knowledge needed to build your future. That’s just what The Sage Investor does. Coming from the mind of Larry Kiser and Sage Wealth Design, The Sage Investor is a financial podcast with intelligence and savvy. Each week, it brings the latest market analyses, key...

Larry tells his story about how he walked on to the Brigham Young football team and his children’s playing careers. He then breaks down the different mechanisms and tax strategies within the 401(k) and Roth 401 (k) retirement plans. See omnystudio.com/listener for privacy information.

Larry Kiser, Certified Financial Planner and owner and founder of Sage Wealth Design, gives his back story, including why he moved from 20-plus years in life insurance to starting his own firm. He explains the hard work becoming a CFP takes, his love for mountain biking, and why he named his firm and podcast as he did. See omnystudio.com/listener for privacy information.