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The Savvy Investor Podcast

The Savvy Investor Podcast

324 episodes — Page 5 of 7

Should you convert to a Roth after 60

Mike Canet and Ryan Herbert discuss the importance of building a long term tax strategy. They also talk about benefits to converting your money from your 401(k) and how shrinkflation can affect your day-to-day life. See omnystudio.com/listener for privacy information.

Apr 11, 202224 min

What is hurting your portfolio

Mike Canet and Ryan Herbert discuss tax season scams. They also talk about the pro's and con's of having a robo advisor vs. a real person, things that can hurt your portfolio, and creating the ability to know your retirement is secure. See omnystudio.com/listener for privacy information.

Apr 4, 202223 min

What's the most common retirement planning mistake?

Mike Canet and Bruce Elliot from The Morning Drive with Casey & Elliot on 680 WCBM discuss what the most common retirement planning mistake is and where someone should start so they don't make a costly mistakeSee omnystudio.com/listener for privacy information.

Mar 31, 20224 min

What should you do after your taxes

Ryan Herbert discusses games and paying taxes. He also talks about the importance of building a tax plan and how it can benefit you, as well as Tom Brady deciding to come out of retirement. See omnystudio.com/listener for privacy information.

Mar 28, 202222 min

Pro's and Con's to interest rate hikes

Mike Canet and Katherine Groce discuss being forced to go back to work while already in retirement. They also talk about converting to an IRA and preparing yourself to manage your portfolio against inflation. See omnystudio.com/listener for privacy information.

Mar 21, 202220 min

Avoiding Tax Distractions

Ryan Herbert and Katherine Groce discuss having protection against inflation. They also talk about skyrocketing gas prices and the consequences of doing your taxes while distracted. See omnystudio.com/listener for privacy information.

Mar 14, 202221 min

Having a plan for the tax man

Ryan Herbert and Katherine Groce discuss the importance of creating a tax plan today. They also talk about which direction interest rates are heading and what you should be doing with your 401(k). See omnystudio.com/listener for privacy information.

Mar 7, 202222 min

Mike Canet interviews celebrities at the Super Bowl!

Mike Canet had the chance to talk with Jamie Foxx, Cedric the Entertainer, Dave Roberts, and Byron Scott! See omnystudio.com/listener for privacy information.

Feb 28, 20225 min

Tax Planner vs Tax Preparer

Mike Canet and Ryan Herbert discuss the difference between having your taxes done by a big box shop and a local tax planning professional. They also talk about wacky laws when it comes to seeing the future and when will inflation come down? See omnystudio.com/listener for privacy information.

Feb 28, 202222 min

What should be in your financial golf bag

Mike Canet and Ryan Herbert discuss how much money you should be putting into your 401(k) and IRA. They also talk about future tax rates and strange write-off requests. See omnystudio.com/listener for privacy information.

Feb 21, 202219 min

What is the bucket strategy

Ryan Herbert and Katherine Groce discuss the importance of having an income plan. They also discuss why you should be thinking about future tax laws now and common mistakes made in retirement plans. See omnystudio.com/listener for privacy information.

Feb 14, 202220 min

How has the Secure Act changed retirement

Ryan Herbert talks about the importance of creating a tax strategy now. He also discusses the anniversary of income tax, Roth conversions, and maximizing your tax efficiency. See omnystudio.com/listener for privacy information.

Feb 7, 202222 min

When should you begin to prepare your taxes

Ryan Herbert discusses this year's tax season. He also talks about how you can prepare yourself today, if you should convert your 401(k) to a Roth, and how to approach market volatility. See omnystudio.com/listener for privacy information.

Jan 31, 202223 min

Are you leaving tax breaks on the table

Ryan Herbert discusses the advantages of going to a one-stop-shop when it comes to your finances. He also talks about making sure you don't miss out on tax breaks and what one famous TV hosts' plans are in retirement. See omnystudio.com/listener for privacy information.

Jan 24, 202222 min

How can you lower your tax bill today

Mike Canet and Ryan Herbert discuss removing uncertainty from your portfolio. They also talk about if required minimum distributions (RMD's) will become a thing of the past and steps you can take today to reach your retirement goals. See omnystudio.com/listener for privacy information.

Jan 17, 202221 min

Prepare for April 15th today

Ryan Herbert and Kathrine Groce discuss maintaining your purchasing power while inflation is on the rise. They also talk about getting ready for tax season, the benefits of working with a one-stop-shop, and are you buying what's best for you? See omnystudio.com/listener for privacy information.

Dec 20, 202118 min

Is The Current Inflation Temporary

Ryan Herbert discusses how inflation may affect your future. He also talks about losing purchasing power, why you should seek the help of a financial advisor, and how taxes could affect the RMD's in your inheritance plan. See omnystudio.com/listener for privacy information.

Dec 6, 202120 min

Inflation Strategies and Tax Planning

Ryan Herbert talks about how Prostatis helps clients build income plans for retirement that account for the recent rise in inflation. Plus, why planning for higher taxes in the future is more important than ever.See omnystudio.com/listener for privacy information.

Nov 22, 202120 min

Exclusive interview with Andrea Bocelli

Mike Canet sits down with Italian Opera star Andrea Bocelli. They discuss how he keeps his children grounded, his favorite performance, who he wishes he could have performed with, and much more!See omnystudio.com/listener for privacy information.

Nov 8, 20216 min

Keeping up with inflation in retirement

Mike Canet and Ryan Herbert talk about creating a plan to accommodate inflationary pressures. They also discuss knowing how your money is going to be taxed in retirement as well as which tax bracket you will be living in.See omnystudio.com/listener for privacy information.

Nov 1, 202121 min

Are Roth IRA Conversions Going Away

Ryan Herbert and Katherine Groce talk about the risks involved in investing in cryptocurrency. They also talk about why we have less purchasing power now. See omnystudio.com/listener for privacy information.

Oct 25, 202120 min

The top financial fears of retirees

Ryan Herbert addresses a recent survey that reported the top five fears of retirees and how Prostatis helps their clients avoid those fears. Plus, David Lee Roth is calling it a career. What can we learn from the Van Halen frontman about retirement?See omnystudio.com/listener for privacy information.

Oct 18, 202121 min

The popularity of the Roth IRA

Mike Canet and special guest Katherine Groce discuss the benefits of the Roth IRA and why some investors haven't taken advantage of these kinds of retirement accounts. Plus, questions to ask yourself as you approach retirement and find out which celebrity is celebrating his 90th year on Earth by going to outer space!See omnystudio.com/listener for privacy information.

Oct 11, 202124 min

Maintaining your lifestyle in retirement

Ryan Herbert describes how Prostatis Financial Group helps their clients develop plans for retirement so they can maintain their lifestyle when they decide to call it a career. Plus, some of the potential tax changes that President Biden is calling for.See omnystudio.com/listener for privacy information.

Oct 4, 202134 min

Preparing for higher tax rates in the future

On the 100th episode of the Savvy Investor Podcast, Mike Canet and Ryan Herbert discuss the possibility of tax increases in the future, and they address a tax that catches many people off guard - a tax on your Social Security benefits. Plus, Bill Murray's favorite piece of financial advice!See omnystudio.com/listener for privacy information.

Sep 27, 202132 min

99 for 99 - An Interview with Warren Sapp

For his 99th podcast episode, Mike Canet sat down one-on-one with NFL legend Warren Sapp to discuss his career and what he's been doing since retiring. See omnystudio.com/listener for privacy information.

Sep 6, 20214 min

The best time of the year to retire

Mike Canet and Ryan Herbert discuss the timing of an individual's retirement decision. What time of year is best to retire? Plus, former NFL running back Fred Taylor shares a cautionary tale about choosing the right financial professional.See omnystudio.com/listener for privacy information.

Aug 9, 202119 min

Middle Class Millionaires

Mike Canet and Ryan Herbert discuss how middle class millionaires can maintain their standard of living through their retirement years by advance planning. Plus, what to do "dead money" in your portfolio.See omnystudio.com/listener for privacy information.

Aug 2, 202132 min

Travel on a fixed income

Ryan Herbert addresses the concerns about inflation while living on a fixed income. Ryan shares some of his experiences helping clients develop tax plans that allow for you to create an income stream that will allow you to achieve your goals in retirement.See omnystudio.com/listener for privacy information.

Jul 26, 202131 min

Inflation on the rise

Ryan Herbert discusses why inflation is the current hot topic in finance news and what you can do to prepare for higher prices. Plus, things couples should consider about their financial approach.See omnystudio.com/listener for privacy information.

Jul 19, 202133 min

A Midterm Financial Checkup

As we reach the halfway point through 2021, Mike Canet and Ryan Herbert describe what you should look for in a financial checkup. Plus, how to get the most out of your 401(k).See omnystudio.com/listener for privacy information.

Jul 12, 202132 min

Bobby Bonilla Day

Ryan Herbert talks about how to create long lasting income in retirement. Plus, is a 401(k) the best place to keep your money?See omnystudio.com/listener for privacy information.

Jul 5, 202134 min

Retroactive Taxes

Ryan Herbert reacts to the news that Joe Biden is seeking to make the coming tax changes retroactive for 2021. Plus, is there a place for cryptocurrency in a retiree's portfolio?See omnystudio.com/listener for privacy information.

Jun 14, 202135 min

Zero taxes in retirement

Mike Canet discusses how to create a tax plan to pay the government the least amount of taxes legally possible in your retirement years. Plus, the benefits of gifting an inheritance to your children early.See omnystudio.com/listener for privacy information.

Jun 7, 202134 min

An Interview with former NFL player, Eddie George

Mike Canet recently had the opportunity to sit down with former NFL running back and Heisman Trophy winner, Eddie George. Find out about Eddie's early life and what motivated him to achieve his status as a Pro Bowler, his time on Broadway, and what he's up to now on this week's Savvy Investor Podcast.See omnystudio.com/listener for privacy information.

May 24, 20217 min

The Murray Brothers feat Bill Murray

Mike Canet welcomes the Murray Brothers featuring Bill Murray for a hilarious interview covering topics such as cooking bacon naked, raising children and working in the rudest restaurant in America.See omnystudio.com/listener for privacy information.

May 10, 20216 min

Tim Allen and Richard Carn

Mike Canet sits down for an exclusive interview with Home Improvement stars Tim Allen and Richard Carn.See omnystudio.com/listener for privacy information.

Apr 26, 202114 min

Maintaining your standard of living

Ryan Herbert discusses how Prostatis helps clients grow, keep and distribute their wealth in the most tax efficient manner possible. Plus, Ryan shares a personal story about his father's journey in retirement.See omnystudio.com/listener for privacy information.

Apr 12, 202131 min

How to maintain your standard of living in retirement

Mike Canet and Ryan Herbert discuss how to avoid big tax mistakes and how to build an income stream that will replace your paycheck when you retire.See omnystudio.com/listener for privacy information.

Mar 29, 202131 min

What does your net worth mean in retirement?

Ryan Herbert discusses the myth of the "magic number" in retirement and how to generate dependable income with your savings.See omnystudio.com/listener for privacy information.

Mar 15, 202128 min

Will tax changes make you a more conservative investor?

Ryan Herbert reacts to the proposed Financial Transaction Tax, a new tax that would have a drastic impact on retirement accounts. Plus, with tax rates likely to increase in the future, he explains why you might consider a Roth conversion now.See omnystudio.com/listener for privacy information.

Mar 8, 202132 min

Securing Your Financial Future

Ryan Herbert shares some solutions to help you become as tax efficient as possible in retirement. Find out what a Backdoor Roth Conversion is and if it could be a good fit for your situation. Plus, some of the other strategies the staff at Prostatis use to help their clients reduce their tax burden.See omnystudio.com/listener for privacy information.

Mar 1, 202119 min

Preparing for a market correction

Ryan Herbert reacts to an investing strategist who is predicting a 5-10% correction in the coming months. What can you do to avoid taking a loss?See omnystudio.com/listener for privacy information.

Feb 22, 202130 min

How to minimize your tax burden in retirement - Legally!

Ryan Herbert discusses strategies on how you can take advantage of historically low tax rates now before they go up. Avoid overpaying on your taxes in retirement by working with the team at Prostatis Financial. Plus, Ryan covers the importance of both spouses being present for financial decisions.See omnystudio.com/listener for privacy information.

Feb 15, 202132 min

How much can you risk in the market?

Mike Canet and Ryan Herbert discuss the recent volatility in the market. How much do you think you can risk getting involved? Plus, does congress have your retirement in their crosshairs? See omnystudio.com/listener for privacy information.

Feb 8, 202134 min

Predicting the stock market

Ryan Herbert shares his thoughts on a volatile week in the market and cautions listeners against trying to predict what the market will do next. Plus, he discusses having a plan to protect your portfolio from the rollercoaster ride of Wall Street.See omnystudio.com/listener for privacy information.

Feb 1, 202110 min

Protect Your Retirement Accounts

Mike Canet and Ryan Herbert discuss ways to minimize your tax burden by taking advantage of current tax rates. Plus, which birthdays are important milestones for financial responsibilities?See omnystudio.com/listener for privacy information.

Jan 25, 202127 min

The Top Mistakes Made When Planning for Retirement

Ryan Herbert explains how to avoid the most common mistakes made by savers as they near their retirement years. Plus, how to avoid paying more on your taxes than necessary.See omnystudio.com/listener for privacy information.

Jan 18, 202134 min

The Ingredients to a Successful Retirement

Mike Canet explains how building a successful retirement plan is similar to preparing a Five Star Meal.See omnystudio.com/listener for privacy information.

Jan 11, 202112 min

Planning Your Finances for the New Year

Mike Canet and Ryan Herbert discuss the importance of planning for income in retirement. Make building a plan for retirement one of your New Year's resolutions for 2021.See omnystudio.com/listener for privacy information.

Jan 4, 202129 min