The Savvy Investor Podcast

Mike Canet and Ryan Herbert discuss how the Ravens' recent success relates to retirement planning.  Plus, the power of a Roth IRA and the interesting results of a recent study that found that creative personalities tend to spend their money faster in retirement. See omnystudio.com/listener for privacy information.

What is a bigger threat to your retirement savings?  Market Loss or Low Returns?  Plus, we hear from the world's oldest couple, about to celebrate their 80th anniversary. See omnystudio.com/listener for privacy information.

This week, Mike and Ryan talk about why planning at the end of the year is such a great idea for those of us approaching retirement.  they also cover some of the ways that advance planning can save you money on taxes. See omnystudio.com/listener for privacy information.

This week, Mike reviews some of the options people have with their old 401ks that may have been left behind at a former employer. See omnystudio.com/listener for privacy information.

On this week's episode, Mike talks about end of year planning and how it can impact your taxes in the future.  Mike also outlines what's involved in developing a complete financial plan. See omnystudio.com/listener for privacy information.

This week is the 33rd anniversary of the Tax Reform Act of 1986.  Mike discusses the current tax code and the opportunities retirees have to take advantage of our current low tax rates. See omnystudio.com/listener for privacy information.

This week, Mike discusses the recent news about oil prices and the market.  He also covers what you should be looking at in your 401k. See omnystudio.com/listener for privacy information.

On this week's Savvy Investor, Mike and Ryan discuss the anniversary of the market crash of 2008.  Could it happen again?  And what options are out there to assist people in protecting their retirement savings? See omnystudio.com/listener for privacy information.

This week, Mike and Ryan cover alternative investment strategies that they are often asked about when big changes happen in the market. See omnystudio.com/listener for privacy information.

This week, Ryan Herbert discusses the recent volatile market and what it means for retirees and those approaching retirement. See omnystudio.com/listener for privacy information.

Mike and Ryan discuss the volatility in the market recently, and how investors should be positioned to avoid major losses. See omnystudio.com/listener for privacy information.

Learn various strategies about saving money on taxes in your 401k with Mike Canet on this week's episode of The Savvy Investor Podcast. See omnystudio.com/listener for privacy information.

A recent study shows that 92% of Americans want to leave a legacy, but only 64% actually have estate plans.  Mike and Ryan discuss that disconnect and also cover some excellent ways to save on taxes See omnystudio.com/listener for privacy information.

Hundreds of CPAs were surveyed to find out what their clients are worrying about. The top answer was... running out of money in retirement. In this episode, Ryan Herbert talks about ways to prevent that from happening to you.  See omnystudio.com/listener for privacy information.

As an Estate Planning Attorney, Mike discusses common Estate Planning myths like; MYTH #1: It's only for the rich, MYTH #2: It's only for distributing assets after you die, MYTH #3: A will can distribute your assets, MYTH #4: Once I have a plan in place, I don't need to revisit it.  See omnystudio.com/listener for privacy information.

Most Americans save for retirement in their 401k's, but is it the bast place? Mike Canet discusses the good, the bad, and alternatives to 401k's.  See omnystudio.com/listener for privacy information.

As an Estate Planning Attorney, distributing wealth in the most tax efficient manner legally possible is Mike's wheelhouse. In this episode, he discusses inheritances and creating a dependable income stream so you can "live it up" in retirement. See omnystudio.com/listener for privacy information.

If you study the history of the stock market, things tend to get a little soft in the summer.  It’s a trend that investors fondly refer to as “The June Swoon.”  Mike and Ryan discuss this and how you might want to be a little more cautious over these next few months. What is it about the 3rd quarter that troubles the market, and how should the retirement saver react? See omnystudio.com/listener fo...

The U.S. House of Representatives passed a bill that represents the first major change to retirement plans since 2006. Including changes  401Kk) plans, IRA's and Required Minimum Distributions. Mike and Ryan discuss how these changes affect you. See omnystudio.com/listener for privacy information.

Should you hate annuities? OR could it be the best tool for your retirement plan? Mike and Ryan break down Annuities and let YOU decide. See omnystudio.com/listener for privacy information.

Mike and Ryan talk about a woman who receives a million dollar settlement and needs advice. And they talk about Investment Fee's that people are paying and how much you should pay. See omnystudio.com/listener for privacy information.

Whether it's a layoff or a health issue, some in their late 50's and 60's may find themselves leaving the workforce long before they planned to. Mike and Ryan discuss this and offer advice if you're forced to retire sooner than expected. See omnystudio.com/listener for privacy information.

Ryan Herbert discusses the top risks for retirees and tax efficiency planning.   See omnystudio.com/listener for privacy information.

Ryan Herbert discusses what's in a Retirement Plan. See omnystudio.com/listener for privacy information.

Mike and Ryan talk about the 10 years since the great recession. How are you positioned now and how much better you've been if you didn't take a loss in 2008. See omnystudio.com/listener for privacy information.