Your Family And Your Retirement

On this episode we spotlight the “retirement cape” Abe figuratively wears (and secretly wants) , and why getting a second opinion of what’s happening with your hard-earned money is worthwhile. Plus, some speculate that shaking hands with each other may go away because of the coronavirus. Since baby boomers have always respected a good, firm handshake… Abe explains the interesting way he’s greeting...

If you were planning to retire in the next couple of years – is that still going to be possible?  Abe explains who may need to re-think their plans. Plus, a personal story about how hindsight is truly 2020 and hitting home in 2020 regarding health and being the caregiver of a loved one. See omnystudio.com/listener for privacy information.

After spending time giving thanks for those that are more than essential to our country today… We embrace the 50th anniversary the Apollo 13 mission, and the first time we heard of one of the most famous quotes in history:  “Houston we have a problem.”   Just as the crew of the Apollo 13 mission did, Abe discusses why we need to be calm, responsive, and realistic  yet optimistic as our lifestyle a...

Considering our deficit and the stimulus packages, it isn’t a huge leap to think tax rates will go up in the future. That’s why some are saying it’s the  “best time in history”  to do a Roth conversion. Abe explains why this is not only TRUE, but how you can take advantage of this for your own retirement… and how  simple it can be accomplished! See omnystudio.com/listener for privacy information.

Our latest episode is a POSITIVE message of hope that reminds us how lucky we are here in southern Utah! After we check in with friends around the country to find out the interesting ways they’re spending their time while quarantined… Abe discusses the GOOD NEWS about the stimulus package and the  new options  you have for your retirement accounts during 2020. See omnystudio.com/listener for priva...

Embrace this break from the headlines as we share good news  about how people are finding the positive during this time! Plus, Abe explains the GOOD NEWS about how the stimulus package impacts you… And if you don’t need the money right now, find out the  new options  that are only available during 2020 for your retirement accounts. See omnystudio.com/listener for privacy information.

When there’s volatility in the stock market, it’s normal for to feel a bit uneasy… But that doesn’t mean you should react instantly based on that emotion. Abe explains how those of us over age of 55 should be looking at the current market… and more importantly, controlling the future of our personal economy. See omnystudio.com/listener for privacy information.

Since we aren’t CPA’s  (and find other topics more enjoyable),  most of us don’t have much of knowledge about tax laws… Especially because they seem to change so often! In simple language, Abe explains how taxes impact the future of your investments, and how the SECURE ACT effects not only your retirement money… But perhaps your kids too! See omnystudio.com/listener for privacy information.

Most of us are loyal to a few name brands instead of opting for the less expensive generic options. It could be cereal, ketchup or even a specific brand of shoes… On this episode, Abe tackles a much  pricier and  dangerous dilemma:  Can generic rule-of-thumb advice damage your financial future? See omnystudio.com/listener for privacy information.

A while back, Abe had a chance to sit down with country music superstar and actor Tim McGraw. They to chatted about family life… especially being dads of daughters! Tim also explains how he and Faith work hard to keep their girls grounded while having such famous parents.   See omnystudio.com/listener for privacy information.

Martina McBride rose to stardom in the late '90s, and on this episode Abe sits down with her in Nashville to discuss how that success has never stopped. Martina explains that accomplishments come from being surrounded by great people, including family! And since she has 3 daughters that are older than Abe’s girls, he asks her advice for raising teenage daughters.  See omnystudio.com/listener for p...

Reba McEntire has spent more than half of her life taking country music by storm, and she’s learned some valuable lessons along the way. On this episode Abe sits down down with Reba to talk about life as a successful business woman, how she incorporates quality time with her family while on the road, and her positive advice for those that are near or in retirement. You’ll never believe her simple...

Since there’s a new scam making the rounds, Abe offers actionable advice to help protect your financial life. Plus, he relays a personal story of how he almost fell victim to a very convincing scam himself… One that anyone could fall for. See omnystudio.com/listener for privacy information.

If you’ve ever watched Fox News, you’re familiar with veteran political journalist and commentator Tucker Carlson. Obviously, many of the political differences in our country involve economic issues. Recently we sat down with Tucker and asked him about his own views on financial planning and debt. Abe uses this opportunity to weigh the pros and cons of the number one debt question: Should we pay o...

Having LARGE amounts of money in retirement accounts doesn’t necessarily mean you’re going to have enough to retire comfortably. While comparing an experience he had with a CEO to that of a school teacher, Abe explains how not preparing for taxes and maintaining a high-end lifestyle in retirement could mean that a wealthy saver runs out money faster than the middle class. See omnystudio.com/listen...