The Savvy Investor Podcast

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/listener for privacy information.

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.

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 should we be doing? 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 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.

Mike Canet and Bruce Elliot from The Morning Drive with Casey & Elliot on 680 WCBM clarify how you're going to be taxed in retirement and what tactics you can take now. See omnystudio.com/listener for privacy information.

Ryan Herbert discusses the options you have when trying to limit your tax bill. He also talks about ways to find out if you're over exposed in the market and calculating your retirement income gap. See omnystudio.com/listener for privacy information.

Mike Canet and Bruce Elliot from The Morning Drive with Casey & Elliot on 680 WCBM discuss why tax planning is imperative in retirement and how it could affect you. See omnystudio.com/listener for privacy information.

Mike Canet and Ryan Herbert discuss rethinking your retirement and having to go back into the workforce. They also talk about building inflation into your retirement plan and the importance of taking advantage of taxes now. See omnystudio.com/listener for privacy information.

Mike Canet and Bruce Elliot from The Morning Drive with Casey & Elliot on 680 WCBM discuss whether a Roth is the right choice for everyone or why it might not be .See omnystudio.com/listener for privacy information.

How much exposure should you have in the stock market right now? How will new laws change the way you retire? Find out the answers to these questions and much more on this week's podcast with Mike Canet. See omnystudio.com/listener for privacy information.