The Savvy Investor Podcast

Mike Canet and Bruce Elliot from The Morning Drive with Casey & Elliot on 680 WCBM discuss why it might be time to think about improving your tax position for the year and what steps you can take to lower your tax obligations in retirement.  See omnystudio.com/listener for privacy information.

Mike Canet sits down with Pro Football Hall of Famer and former Baltimore Ravens linebacker Ray Lewis to discuss the importance of giving back to the community and being in the second half of his career.  See omnystudio.com/listener for privacy information.

Mike Canet and Bruce Elliot from The Morning Drive with Casey & Elliot on 680 WCBM talk about how people are handling their 401(k)s right now. Fidelity looked at their 401(K) investors and found only 5% made moves this year.  At Vanguard, it was less, at just above 4%.  At Schwab, it was only 2%.  So again, we see that even in a market that lost 25% or more, the tendency is to do nothing . What sh...

Mike Canet and Bruce Elliot from The Morning Drive with Casey & Elliot on 680 WCBM talk about how people need more guaranteed income in retirement because bonds aren’t getting it done.  What are some alternative strategies? See omnystudio.com/listener for privacy information.

Mike Canet and Ryan Herbert welcome on former NBA player Matt Barnes and NFL quarterback Warren Moon to discuss the importance of creating a financial plan. they also talk about going from rich to broke, when to start seeking advice, target date funds, and giving back to the community.  See omnystudio.com/listener for privacy information.

Mike Canet and Bruce Elliot from The Morning Drive with Casey & Elliot on 680 WCBM discuss the latest inflation rate and what the team at Prostatis Financial are doing to help their clients through this time.  See omnystudio.com/listener for privacy information.

Ryan Herbert discusses if converting an IRA to a ROTH will help with future taxes. He also talks about how your income can and Medicare premiums can affect be affected by taxes and the hidden fee's in your retirement plan.  See omnystudio.com/listener for privacy information.

Ryan Herbert discusses the most common issues people have when creating income in retirement. He also talks about making adjustments in your portfolio to avoid a tax time bomb and finding out how much money you will need to live when you are no longer working.  See omnystudio.com/listener for privacy information.

Mike Canet and Bruce Elliot from The Morning Drive with Casey & Elliot on 680 WCBM discuss whether we should be in value stocks or growth stocks during this volatile time.  See omnystudio.com/listener for privacy information.

Katherine Groce discusses what is the number one thing to pay attention to when it comes to retirement. She also talks about how the Secure Act could change your RMD's, the difference between tax preparation and tax planning, as well as a story about a multimillion dollar trust fund...for a dog? See omnystudio.com/listener for privacy information.

Ryan Herbert discusses the importance of reviewing your retirement during a bear market to create a successful plan to withstand the market. He also talks about why your should get a portfolio review and the way to create a proper estate plan.  See omnystudio.com/listener for privacy information.

Mike Canet and Ryan Herbert discuss what you can do to protect your portfolio from a recession. They also talk about creating a tax plan now for the sale of assets later and one client who had to learn the hard way about converting his 401(k).  See omnystudio.com/listener for privacy information.

Mike Canet and Bruce Elliot from The Morning Drive with Casey & Elliot on 680 WCBM discuss what people should be doing right now instead of waiting to see what happens with the market.  See omnystudio.com/listener for privacy information.

Ryan Herbert discusses what questions people are asking right now about the market. He also talks about the importance of a custom retirement plan and the future for a big name NFL star who is hanging up his cleats...but is it for good? See omnystudio.com/listener for privacy information.

Ryan Herbert discusses if an annuity is right for you. He also talks about being afraid to look at your portfolio and how much you should be paying in taxes.  See omnystudio.com/listener for privacy information.

Social Security is expected to last a year longer, but what does former VP Mike Pence think? Mike Canet and Ryan Herbert respond to Pence's comments on the future of Social Security.  See omnystudio.com/listener for privacy information.

Ryan Herbert and Katherine Groce discuss what conversation you should be having with your advisor right now. They also talk about if your money is truly safe from inflation and are you losing money if you buy bonds.  See omnystudio.com/listener for privacy information.

Mike Canet and Bruce Elliot from The Morning Drive with Casey & Elliot on 680 WCBM discuss how we can plan for a longer retirement and what to expect the first time you meet with a financial advisor.  See omnystudio.com/listener for privacy information.

Mike Canet and Ryan Herbert discuss the importance of both spouses being in on the talks when it comes to finances.  See omnystudio.com/listener for privacy information.

Mike Canet and Bruce Elliot from The Morning Drive with Casey & Elliot on 680 WCBM discuss why Roth IRAs might be a little more attractive right now and whether you should consider one.  See omnystudio.com/listener for privacy information.

Ryan Herbert discusses how you should approach income in retirement. He also talks about what taxes could look like in your future portfolio and the importance of having an up-to-date estate plan.  See omnystudio.com/listener for privacy information.

Mike Canet and Bruce Elliot from The Morning Drive with Casey & Elliot on 680 WCBM break down if we should be worried about market volatility and why 60/40 doesn't necessarily work.  See omnystudio.com/listener for privacy information.

On this week's podcast Katherine Groce discusses the options you have now to lighten your future tax load. She also talks about protecting your life savings, the current state of the market, and how do you know if you can retire today.  See omnystudio.com/listener for privacy information.

Mike Canet and Bruce Elliot from The Morning Drive with Casey & Elliot on 680 WCBM break down why retirement should still be possible even with market volatility.  See omnystudio.com/listener for privacy information.

Mike Canet discusses his recent interview and time spent with the infamous Bill Murray. They talk about what your retirement should look like, when to start creating a plan and how you can start your own pension.  See omnystudio.com/listener for privacy information.