The Money Pros

Leaving retirement accounts untouched can feel prudent, but required withdrawals may create a different tax picture later. Matthew Scuderi and Bryson King join Morgan Patrick to discuss retirement myths, managing withdrawals and deciding when work can become optional. Call 877-359-1989 or text PROS to 600-700 for a no-cost, no-obligation financial planning conversation. The Money Pros . See omnyst...

Matthew Scuderi and Bryson King join Morgan Patrick to distinguish a required retirement-account withdrawal from what a household actually needs to spend. They also discuss trusted contacts, how that role differs from power of attorney, and coordinating the rest of a retirement plan. Call 877-359-1989 or text PROS to 600-700 for a no-cost, no-obligation financial planning conversation. The Money P...

A required withdrawal and the amount a household needs to spend are different planning questions. Matt Scuderi, Bryson King and Morgan Patrick discuss required minimum distributions, the role of a trusted contact compared with a power of attorney, and family financial boundaries. Call the Money Pros at 877-359-1989 or text PROS to 600-700 to discuss your retirement plan. See omnystudio.com/listene...

In this episode, the Money Pros, Matt Scuderi and Bryson King, discuss essential retirement planning topics including managing debt, long-term care options, downsizing strategies, and the importance of having a comprehensive plan to ensure a secure and enjoyable retirement.  If you have any questions for Matt and Bryson, contact the Money Pros by calling 877-359-1989 or you can  click he...

In this episode, the Money Pros, Matt Scuderi and Bryson King, discuss critical retirement planning strategies, including handling 401k rollovers, understanding fees, and creating personalized financial plans. They share real-life case studies to illustrate how tailored advice can help you achieve your retirement goals.  If you have any questions for Matt and Bryson, contact the Money Pros by...

In this episode, we explore common misconceptions about retirement planning, including the future of Social Security, long-term care strategies, and Medicaid coverage. Our hosts, Matt Scuderi and Bryson King, clarify what you need to know to prepare effectively for retirement.  If you have any questions for our Money Pros, contact us by calling 877-359-1989 or you can click here to visit our...

In this episode, the Money Pros, Matt Scuderi and Bryson King discuss the best retirement advice of all time, covering strategies for creating a steady paycheck, planning for taxes, working with professionals, and avoiding common retirement regrets. If you have any questions for Matt and Bryson, contact the Money Pros by calling 877-359-1989 or you can  click here to visit our website. Retiri...

Timing is the focus of this week's podcast as Matt and Bryson open with the reasons someone should give as much consideration to the month they plan to retire as they do the planned year of retirement.  They cover healthcare and tax considerations and well as any loose ends that may need to be addressed.  Matt and Bryson also cover the critical first five years of retirement and some of...

In this episode, the Money Pros, Matt Scuderi and Bryson King, discuss the intricacies of required minimum distributions, how they impact retirement planning, and strategies to optimize your retirement income and tax situation. Learn from Matt Scuderi and Bryson King about making informed decisions for a secure future.  If you have any questions for Matt and Bryson, contact the Money Pros by...

In this episode, the Money Pros, Matt Scuderi and Bryson King, discuss five key ways health savings accounts can enhance your retirement planning, including tax advantages, investment strategies, and estate considerations. They also cover how to navigate the tax implications of retirement, the importance of planning for caregiving costs, and strategies for maximizing your retirement savings. If yo...

In this episode, The Money Pros, Matt Scuderi and Bryson King, discuss critical retirement planning topics including sequence of returns risk, required minimum distributions, and debunk common Social Security myths. The Money Pros provide actionable strategies to help listeners secure their financial future.  If you have any questions for Matt and Bryson, contact the Money Pros by calling 877...

In this episode, the Money Pros, Matt Scuderi and Bryson King, discuss essential retirement planning strategies, including healthcare costs, longevity, inflation, and estate planning, to help listeners secure their financial future. Key points for the Money Pros this week : Planning for healthcare costs and long-term care, Living longer and managing increased expenses, and Inflation...

In this episode, the Money Pros, Matt Scuderi and Bryson King, discuss the realities of retirement planning, including the pitfalls of relying on a single retirement number, the importance of account consolidation, and how to effectively plan for income and expenses in retirement.  If you have any questions for Matt and Bryson, contact the Money Pros by calling 877-359-1989 or you can click h...

This episode of The Money Pros explores the critical aspects of retirement planning, focusing on longevity risk, healthcare costs, debt management, and creating a comprehensive income plan to ensure a secure future. Join Matt Scuderi and Bryson King as they discuss these topics and more. If you have any questions for Matt and Bryson, contact the Money Pros by calling 877-359-1989 or you can click...

In this episode financial professionals Matt Scuderi and Bryson King discuss the complexities of working in retirement, pension options, long-term care planning, and the importance of strategic financial planning for a secure future. Stay tuned The Money Pros start right now!  If you have any questions for Matt and Bryson, contact the Money Pros by calling 877-359-1989 or you can  click...

Navigating retirement can be overwhelming, especially when it comes to understanding Social Security and its impact on your income. Today we will explore critical decisions surrounding Social Security claiming strategies, the implications of Medicare surcharges, and market considerations that could affect your retirement plans. With insights from Matt Scuderi and Bryson King, you'll gain a better...

In this episode, Bryson King discusses critical financial planning topics including 401k loans, moving in retirement, and strategies of the quietly wealthy. Learn how to optimize your retirement plan and avoid common pitfalls.  If you have any questions for our Money Pros, contact us by calling 877-359-1989 or you can click here to visit our website. Retiring, Retirement, Saving, Save, Plan,...

In this episode, The Money Pros, Matt Scuderi and Bryson King discuss recent changes in retirement planning, including Roth catch-up rules, investment strategies, and healthcare costs. Learn how to optimize your retirement savings and spend with confidence.  If you have any questions for Matt and Bryson, contact the Money Pros by calling 877-359-1989 or you can click here to visit our website...

In this episode, hosts of the Money Pros, Matt Scuderi and Bryson King discuss crucial retirement planning topics. They cover the importance of strategic rollovers, managing fees, debt reduction, and milestones to ensure a secure retirement.  If you have any questions for Matt and Bryson, contact the Money Pros by calling 877-359-1989 or you can  click here to visit our website. Retiring...

In this episode, host Matt Scuderi discusses the evolving landscape of retirement planning, emphasizing the importance of strategic preparation for unexpected events, home equity, and survivor scenarios. Learn how to create a comprehensive plan that adapts to life's uncertainties and secures your financial future.  If you have any questions for Matt and Bryson, contact the Money Pros by calli...

This episode features the Money Pros, Matt Scuderi and Bryson King, discussing essential retirement planning topics including guaranteed income, annuities, longevity risk, and fraud prevention. Learn how to secure your financial future with strategies tailored for long-term stability and peace of mind. If you have any questions for Matt and Bryson, contact the Money Pros by calling 877-359-1989 or...

In this episode, fiduciaries Matt Scuderi and Bryson King discuss essential retirement planning topics including inflation, Social Security, tax strategies, and common myths about annuities. They provide actionable advice to help listeners prepare for a secure and confident retirement.  If you have any questions for Matt and Bryson, contact the Money Pros by calling 877-359-1989 or you can cl...

This week on the Money Pros: Matt Scuderi and Bryson King talk through all the social media noise. Social media has flipped the script on how we view success. Instead of comparing ourselves to neighbors, we’re now looking at influencers and celebrities living seemingly perfect lives. But here’s the kicker: those who are truly wealthy often lead modest lives, focused on saving and inves...

In this episode, the Money Pros discuss common retirement mistakes, strategies to avoid them, and how to plan effectively for a secure retirement. They cover topics like investment safety, withdrawal strategies, healthcare costs, and the importance of professional guidance.  If you have any questions for Matt and Bryson, contact the Money Pros by calling 877-359-1989 or you can click here to...

This episode of The Money Pros features insights on retirement planning, focusing on converting savings into sustainable income, managing RMDs, and ensuring your income keeps pace with inflation. Hosts Matt Scuderi and Bryson king discuss strategies to build confidence and security for a successful retirement.  If you have any questions for Matt and Bryson, contact the Money Pros by calling 8...