The Savvy Investor Podcast

Mike Canet is joined with Bill Murray and the Murray Brothers to discuss tips for cooking bacon, the best drink Bill's ever had, and much more. He also discusses the rules for the patrons of Augusta National Golf Club for this weekend's Masters tournament and compares them to obsolete items in a retirement plan.  See omnystudio.com/listener for privacy information.

Are you paying more than you should when it comes to taxes? Mike Canet discusses what is the right age to start tax planning for the future. He also shares his "3 bad day rule" and which bucket should be the first one you withdraw money from in retirement.   See omnystudio.com/listener for privacy information.

How safe is your safe money?  Mike Canet breaks down the recent SVB bank collapse and discusses why it’s important to remove risk from your portfolio. He also discusses how to create safe retirement buckets with your spouse and the advantages of working with a team that’s all under one roof. See omnystudio.com/listener for privacy information.

The recent collapse of the Silicon Valley Bank has people asking how safe is my money? Mike Canet and Ryan Herbert discuss what caused the situation at SVB and why it's important to create protection in your portfolio. They also talk about how you can assess your current financial situation to see if you are susceptible to risk in the market.   See omnystudio.com/listener for privacy information.

Imagine everything you would have seen and experienced if you turned 100-years-old. Today we celebrate Laverne reaching the century milestone in life. Hear the stories and changes she's seen first hand. Happy Birthday Laverne!  See omnystudio.com/listener for privacy information.

Do you know the difference between a CPA and a tax attorney? Mike Canet and Ryan Herbert explain why it's important to restructure your tax buckets for the future. They also talk about a stat that says 90% of financial advisors don't last longer than 3 years in the industry and a famous actor is going back to work so he can build up his inheritance for his kids.  See omnystudio.com/listener for pr...

Which retirement savings account should you pull from first to prevent paying the most taxes? Mike Canet also discusses turning what you think a retirement should look like into a reality and Slyvester Stallone plans for staying active.  See omnystudio.com/listener for privacy information.

Do you allow emotions to get in the way of your day-to-day decisions? Mike Canet explains the importance of eliminating emotion from a retirement plan and the benefits of working with your spouse to have it all in writing!  See omnystudio.com/listener for privacy information.

How much money do you need to retire and is your 401(k) setup properly? Ryan Herbert discusses the importance of protection rotation and why it helps to involve your spouse when creating a retirement plan. He also talks about Tom Brady deciding to retire and shares some Valentine's day traditions.  See omnystudio.com/listener for privacy information.

Who will end up gaining control of the estate built by the king? Mike Canet breaks down the problems that are created by not having a properly planned will and discusses the process of how to create one. Who will take over Lisa Marie Presely's estate? Hear what Mike has to say.  See omnystudio.com/listener for privacy information.

Are you tired of paying a majority of taxes? Mike Canet and Ryan Herbert discuss why people over 50-years-old are paying 59% of federal income taxes. They also discuss how to get into the lowest tax bracket legally possible and Ryan shares a story about a client who sold their company without a tax plan.  See omnystudio.com/listener for privacy information.

What roll can an annuity play in your retirement? Ryan Herbert discusses when you will spend the most in your glory years, as well as, taking a Roth conversion analysis to see how it could change your standard of living in retirement.  See omnystudio.com/listener for privacy information.

Join the Prostatis Financial Team as they raise money for the Special Olympics Maryland at this years Maryland Plunge! They will match your donations up to $1750. For more information on the event or to donate, please follow the links below:  The Prostatis Financial Fundraiser link: https://support.somd.org/team/471784 Information on the Maryland Plunge: https://plungemd.com/   See omnystudio.com/...

Do you hate staying up late? Ryan Herbert breaks down a list of things you are supposed to enjoy less in retirement. He also discusses maxing out your IRA from last year and why it's so important to create a tax plan in retirement.  See omnystudio.com/listener for privacy information.

What does the secure act 2.0 mean from a tax standpoint? Ryan Herbert discusses this and RMD's getting pushed back, as well as the highest grossing concert tours of 2022 and investment advice from a former NBA star.  See omnystudio.com/listener for privacy information.

Ryan Herbert discusses the changes you can make now to your tax plan that can affect your future. He also talks about forced retirements and putting yourself in a situation to go back to work on your own terms.  See omnystudio.com/listener for privacy information.

Do you let your emotions get in the way of making a financial decision? Mike Canet and Ryan Herbert discuss what you can do now to make an impact on your taxes next year, creating an estate plan for your spouse and should you be tax loss harvesting?  See omnystudio.com/listener for privacy information.

This holiday special is a compilation of Mike Canet's celebrity interviews which includes Jason Aldean, Tom Glavine, Warren Moon, Andrea Bocelli, Marshal Faulk, Bill Murray and more! They discuss Mike's favorite topic, their favorite meal from mom.  See omnystudio.com/listener for privacy information.

Mike Canet sits down with 3-time entertainer of the year and country music star Jason Aldean! They discuss how he became a restaurant owner, his favorite Sunday meal as a kid, and with all his success, how Jason is able to keep his kids grounded.  See omnystudio.com/listener for privacy information.

Are you protecting your 401(k)? Do you even know what is inside of it? Ryan Herbert discusses how much time it would take for you to find out and then create a strategy to save money on taxes in your account. He also talks about when will we officially be in a recession and what you can do now to protect your financial future.  See omnystudio.com/listener for privacy information.

How much money should you be taking out of your retirement account in this economy? Mike Canet and Ryan Herbert discuss how much money you need to maintain your lifestyle in retirement and if you should be withdrawing money from your 401(k) to pay for damage from hurricane Ian.  See omnystudio.com/listener for privacy information.

Mike Canet and Bruce Elliot from The Morning Drive with Casey & Elliot on 680 WCBM discuss limiting losses during a volatile market and getting to a place where you feel more comfortable.  See omnystudio.com/listener for privacy information.

Mike Canet and Bruce Elliot from The Morning Drive with Casey & Elliot on 680 WCBM discuss tax strategies we should be taking advantage of now! See omnystudio.com/listener for privacy information.

Mike Canet and Ryan Herbert discuss the importance of checking your portfolio to see if you have mutual funds, because you may be sitting on a tax time bomb. They also talk about renewing CD's and financial vehicles that allow you to access your money when you need it.  See omnystudio.com/listener for privacy information.

Ryan Herbert discusses minimizing future tax hits as student loan debt gets cancelled. He also talks about investing like a woman to survive a bear market and why having a second look at your portfolio could avoid a future problem.  See omnystudio.com/listener for privacy information.