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The Get Ready For The Future Show

The Get Ready For The Future Show

637 episodes — Page 11 of 13

Retirement: Stop Winging It!

You might be able to get away with a lot of spontaneity  in life, but retirement is not one of those places! The GenWealth team takes a hard look at the importance of planning for your retirement and we're visited once again by Ryan Detrick, Senior Market Strategist at LPL, for our monthly update! Originally aired 8/24/2019 We don't want to wing it with these disclosures: All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Economic forecasts set forth may not develop as predicted.

Aug 26, 201952 min

The Decumulation Generation

The game changes when you reach retirement age and the GenWealth team looks at what you need to know as you move from accumulation to decumulation. Originally aired 8/17/2019 Disclosure: All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

Aug 19, 201953 min

The SECURE Facts

Is the SECURE Act really all it's cracked up to be? The GenWealth team takes a look and is joined by special guest James Lange, CPA, attorney, and author of "Retirement Plan Owner's Guide to Beating the New Death Tax." Originally aired 8/10/2019 Let's secure some disclosures: All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.

Aug 12, 201952 min

The Big Retirement Threat

There are three big risks to your retirement. But what's the biggest risk? The GenWealth team takes a look at longevity and how to mitigate that risk in retirement. Originally aired 8/3/2019

Aug 5, 201952 min

Beat the Heat

In the dog days of summer, the GenWealth team is joined this week by Senior Market Strategist at LPL Ryan Detrick to talk about ways you can beat the heat in your retirement. Originally aired 7/27/2019 We need to beat the heat of compliance with these disclosures: All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Stock investing involves risk including loss of principal. Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price. The economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

Jul 29, 201952 min

Your Retirement Should be More: More Confident

Where will your retirement paycheck come from? If you don't know the answer, the GenWealth team has some great information on how you can increase your confidence in retirement. Originally aired 7/20/2019 And we confidently need to disclose this information: All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. The economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

Jul 22, 201953 min

Retirement Planning: It Ain’t What it Used to Be

From baby boomers to millennials, retirement looks very different. The GenWealth team is here to look at your needs no matter what generation you're from and help with your stage of life. Originally aired 7/13/219 Disclosure All performance referenced is historical and is no guarantee of future results. 

Jul 15, 201953 min

Social Security: Boom or Bust

Stephanie Smith, our Social Security veteran, joins the show this week as the GenWealth team takes on the big questions surrounding the future of Social Security. Originally aired 7/6/2019

Jul 8, 201953 min

Achieving Balance in Retirement

With Independence Day around the corner, the GenWealth team takes a look at that Holy Grail of financial independence and the path to freedom in retirement. Originally aired 6/29/2019 Some balanced disclosures: All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Fixed and Variable annuities are suitable for long-term investing, such as retirement investing.  Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Withdrawals made prior to age 59 ½ are subject to a 10% IRS penalty tax and surrender charges may apply.  Variable annuities are subject to market risk and may lose value.

Jul 1, 201953 min

Five Traits of Successful Wealth Builders

What is the secret formula to building wealth? The GenWealth team looks at traits you can develop to reach your own financial success. Senior Market Strategist with LPL, Ryan Detrick, also makes his monthly appearance! Originally aired 6/22/2019

Jun 24, 201953 min

Six Financial Personality Types

Do you enjoy risk or abhor it? Do you love spending money on others? Do you incessantly check your bank balance? The GenWealth team takes a look at a variety of personality types and doles out some advice based on the one with which you identify. Originally aired 6/15/2019 Disclosure: All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

Jun 17, 201953 min

Making Your Retirement Assets Last

Retirement is essentially an income problem. So what can you do to make sure your assets last? Or navigate many of life's "what-ifs?" The GenWealth team dives into these and other golden retirement nuggets in today's show. Originally aired 6/8/2019 Don't "what-if" these disclosures: All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Asset allocation does not ensure a profit or protect against a loss. Dollar cost averaging involves continuous investment in securities regardless of fluctuation in price levels of such securities. An investor should consider their ability to continue purchasing through fluctuating price levels. Such a plan does not assure a profit and does not protect against loss in declining markets. Fixed and Variable annuities are suitable for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Withdrawals made prior to age 59 ½ are subject to a 10% IRS penalty tax and surrender charges may apply. Variable annuities are subject to market risk and may lose value.

Jun 10, 201953 min

Seven Deadly Sins of Retirement Planning

The seven deadly sins: lust, gluttony, greed, sloth, wrath, envy, pride. But what about seven deadly sins of retirement planning? The GenWealth team takes a look and brings enlightenment on ways to save your financial soul. Originally aired 6/1/2019 Disclosures in order to not commit compliance sins: All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. The economic forecasts set forth may not develop as predicted. Stock investing involves risk including loss of principal.

Jun 3, 201953 min

May’s Market Misconceptions

"Sell in May and go away, and come on back on St. Leger's Day." What does that even mean? Find out more with the GenWealth dream team in today's episode! Originally aired 5/25/2019 Don't misconceive these disclosures:  All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. The economic forecasts set forth may not develop as predicted.  Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.  The payment of dividends is not guaranteed. Companies may reduce or eliminate the payment of dividends at any given time.  Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.  There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

May 27, 201952 min

Spring Cleaning Your Finances

If you want to "spark joy" in your retirement, you need to take a good, hard look at your finances and see if there's a mess that needs cleaned up. The GenWealth team is here to help tidy up! Originally aired 5/18/2019

May 20, 201953 min

Maternal Money Wisdom

You might have heard us say, "this ain't ya mama's financial advice." But with Mother's Day coming up, this IS ya mama's financial advice! And we have special guest Rachel Cruze joining us in today's episode! Originally aired 5/11/2019

May 13, 201952 min

May the Fourth be with You: 7 Money Lessons from Star Wars

The Get Ready for the Future Show aired on May 4, a date yearly celebrated by Star Wars fans, dubbed May the Fourth. The GenWealth team takes this opportunity to bring out some Jedi wisdom! Originally aired 5/4/2019

May 6, 201953 min

Undoing the Uncertainties

After all the years of building toward your financial goals, how do you protect what you've gained? The GenWealth team takes a look at some of life's uncertainties and how to combat them with returning special guest and estate planning attorney, Mike Munnerlyn. Originally aired 4/27/2019

Apr 29, 201953 min

Fortifying Your Finances

The GenWealth team is joined by guest Special Agent Ryan Kennedy in talking about the serious issue of identity theft in this week's Get Ready for the Future Show. Originally aired 4/20/2019

Apr 22, 201953 min

A Better Plan for 2019

In continuation of Financial Literacy Month, the GenWealth team dishes out some knowledge on the varieties of employer-sponsored retirement plans, and we get our monthly visit from Senior Market Strategist with LPL, Ryan Detrick. Originally aired 4/13/2019 DISCLOSURE All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful. No strategy assures a profit or protects against a loss. Because of their narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies. 

Apr 15, 201953 min

No More April Fools

April is Financial Literacy Month and the GenWealth team takes a look at a few things you need to know in order not to be an April fool. Originally aired 4/6/2019

Apr 8, 201953 min

March Madness

The madness of March is upon us and the GenWealth team mixes basketball metaphors and gets a monthly updated from Senior Market Strategist for LPL, Ryan Detrick. Originally aired 3/30/2019

Apr 1, 201953 min

7 Action Steps to a Smarter Retirement

With an easy to remember acronym, the GenWealth team lines out seven ways for you to retire smarter! Originally aired 3/23/2019

Mar 25, 201953 min

Retirement Road Trip: Blind Spots

You don't know what you don't know. And what you don’t know CAN hurt you. What are some blind spots in your financial planning? Find out with the GenWealth team! Originally aired 3/16/2019

Mar 18, 201953 min

Retirement Road Trip: Road Hazards

What happens if you hit a pothole in your financial planning? The GenWealth team takes a look at some potential hazards along the road to retirement and ways to try and keep you safe in your journey! Originally aired 3/9/2019

Mar 11, 201953 min

Retirement Road Trip: Map it Out

In the month of March we're preparing for a retirement road trip! The GenWealth team looks at what it takes to map out your retirement. Originally aired 3/2/2019

Mar 4, 201953 min

Rules of Thumb and Financial Planning Myths

Or as John calls them, rules of DUMB. The GenWealth team is breaking down fact from fiction in this episode of the Get Ready for the Future Show. Originally aired 2/23/2019

Feb 25, 201953 min

Financial Lessons from the Farm

What do tractors and cows have to do with finances? We've got some farm wisdom on this Get Ready for the Future Show! Originally aired 2/16/2019

Feb 18, 201953 min

Recession-Proofing Your Retirement

How do you prepare for a recession? The GenWealth team dives into ways to keep your retirement safe and is joined by Ryan Detrick, Senior Market Strategist for LPL, for a monthly update. Originally aired 2/9/2019

Feb 11, 201953 min

What the ”Big Game” Can Teach You About Your Retirement

With the "Big Game" right around the corner, the GenWealth team takes a look at what it takes to be a part of a winning team. Originally aired 2/2/2019

Feb 4, 201953 min

How to Get MORE out of 2019

When the GenWealth team says MORE 94 times in a show, you know it's important. Find out some action items on how to get MORE this year in today's show! Originally aired 1/26/2019

Jan 28, 201953 min

8 Money Mistakes Middle-Class People Make

What keeps the middle-class in the middle? The GenWealth team looks at common mistakes and gets a market update from Ryan Detrick, Senior Market Strategist for LPL. Originally aired 1/19/2019

Jan 21, 201953 min

Building Habits That Stick

How do you build good habits? Find out more with the GenWealth Team and a special interview with Dr. Bhrett McCabe, Sports & Performance Psychologist! Originally aired 1/12/2019

Jan 14, 201953 min

6 Questions to Ask if You’re Retiring in 2019

The GenWealth Team kicks off the new year with some important questions if 2019 is the year you decide to retire. Originally aired 1/5/2019

Jan 7, 201953 min

Best of 2018

The GenWealth team brings you an encore presentation of our most-listened to podcast of 2018: Financial Independence! Originally aired 6/30/2018

Dec 31, 201853 min

The Farewell Tour

As we say farewell to our month of rock 'n' roll retirement, the GenWealth team takes a look back at our tour and looks forward at important decisions to make when time at work is drawing to a close. Originally aired 12/22/2018

Dec 24, 201852 min

The Power of a Good Manager

An artist or band might be great, but they're not going to get very far without some management. The same goes for retirement - there's only so far you can get on your own. The GenWealth team drops a beat on managers! Originally aired 12/15/2018

Dec 17, 201853 min

One-Hit-Wonders & Misheard Lyrics

Just like in music, investing can have elements that seem like they're a hit or sound different than they really are. The GenWealth Team dives into these in another episode of Rock 'n' Roll Retirement! Originally aired 12/8/2018

Dec 10, 201853 min

Rock ’n’ Roll Retirement

Everybody's talkin' 'bout the new sound Funny, but it's still rock and roll to me! But what does that have to do with retirement?! Find out more as the GenWealth Team kicks off a month of Rock 'n' Roll retirement. Originally aired 12/1/2018

Dec 3, 201853 min

FAQ: Social Security

Stephanie Smith joins the GenWealth Team this week to look at your questions about Social Security as we conclude our FAQ month! Originally aired 11/24/2018

Nov 26, 201853 min

FAQ: Diamond Teams

If one advisor is good, how much better is a team looking after your plans? Plus an update from Ryan Detrick, Senior Market Strategist for LPL! Originally aired 11/17/2018

Nov 19, 201853 min

FAQ: The IRA and 401(k)

The GenWealth team takes a look at your frequently asked questions regarding IRAs and 401(k)s. Chad joins the show this week to discuss long-term care. Originally aired 11/10/2018 

Nov 12, 201853 min

Financial Planning

What is financial planning? And what does it entail? The GenWealth team kicks off a month of FAQs to help draw back the curtain so that your retirement and planning can be more clear. Originally aired 11/3/2018

Nov 5, 201853 min

Retirement Milestones Pt. 4

Concluding the month of October and retirement milestones, the GenWealth team takes a look at milestones in your 70's, including estate planning with guest Mike Munnerlyn. Originally aired 10/27/2018

Oct 29, 201853 min

Retirement Milestones Pt. 3

On this week's show we continue to look at retirement milestones, this time with Social Security guru Stephanie Smith. And we have our monthly update with Ryan Detrick, Senior Market Strategist for LPL! Originally aired 10/20/2018

Oct 22, 201853 min

Retirement Milestones Pt. 2

Last week we covered some early retirement milestones and now we hit the 50's and 60's! Originally aired 10/13/2018

Oct 15, 201853 min

Retirement Milestones

The GenWealth team starts off October with some retirement milestones you should look to hit in ages 20 through 40. Originally aired 10/6/2018

Oct 8, 201853 min

Your God-Given Financial Purpose

You can make it to retirement, but what's your purpose? The GenWealth team takes a look at the three P's to a purposeful retirement! Originally aired 9/29/2018

Oct 1, 201853 min

Your ”House”

Building your finances is much like building a house. There are important pieces so that it can be structurally sound. The GenWealth team takes a look at how we build a house that will last for generations. Originally aired 9/22/2018

Sep 24, 201853 min

Your Knowledge and Your Coach

The GenWealth team makes a special announcement in this episode and encourages us to strive for MORE. Originally aired 9/15/2018

Sep 17, 201853 min