The Savvy Investor Podcast

Mike Canet and Ryan Herbert explain the importance of planning in advance for your Required Minimum Distributions. See omnystudio.com/listener for privacy information.

Ryan Herbert explains why projections for the stock market in the future are inconsistent. Currently, the outlook for the market in 2021 looks great, but could something go wrong? Do you have a plan for a rainy day?See omnystudio.com/listener for privacy information.

If you are planning to shut down the email, turn off the computer and flip the sign to closed, Mike Canet has the steps to help make sure you are ready and fully prepared to retire. See omnystudio.com/listener for privacy information.

According to a recent survey, 60% of Americans fear that no matter who is sworn into office in January, it will hurt their personal finances and tax rates will go up. Plus, who has the tougher retirement? You or your parents? Ryan Herbert has the answers on this week's Savvy Investor Podcast.See omnystudio.com/listener for privacy information.

Mike Canet and Ryan Herbert discuss the various ways they are helping people plan for 2021 and beyond with their retirement savings. There's also new legislation proposed that will affect how your retirement savings are taxed. How will it affect your personal situation?See omnystudio.com/listener for privacy information.

Mike Canet and Ryan Herbert both join the show this week to discuss the importance of long-term tax planning for the future and the number one fear for most retirees - Running out of money.See omnystudio.com/listener for privacy information.

Ryan Herbert shares some of important information about how to effectively plan for the future taxes to save as much money as possible. Plus, what lessons can we learn from Black Monday?See omnystudio.com/listener for privacy information.

Mike Canet and Ryan Herbert discuss how important it is to make sure you have a plan for the future of your retirement savings before the election in November. Whether the volatility of the market makes you nervous, or the potential of higher taxes makes you cringe, Mike and Ryan can help develop a custom solution for you to be as tax efficient as possible!See omnystudio.com/listener for privacy information.

Mike Canet and Ryan Herbert discuss a new proposed tax law in New Jersey. It's aimed at Wall Street, but Mike and Ryan tell us why those of us on Main Street will be the ones who feel the pinch.See omnystudio.com/listener for privacy information.

Ryan Herbert talks tax planning and how the Savvy Investor team helps their clients reach peak tax efficiency for their retirement savings. We also hear from best selling author, Patrick Kelly, and learn how we can apply a classic winning football strategy to our portfolios!See omnystudio.com/listener for privacy information.

2020 has been a unique challenge for us all, but what is different this year for those who are retiring? Many people have been forced into an early retirement. Mike Canet and Ryan Herbert describe how they have continued to assist people with retirement plans that include risk management and tax efficiency. Plus, a special update about Mike's new book, Nothing is Certain but Death and Taxes... Until Now!See omnystudio.com/listener for privacy information.

The boys are back in town! Mike Canet and Ryan Herbert return to the show this week to discuss Mike's new book, Nothing is Certain but Death and Taxes... Until Now! Mike and Ryan also discuss a radical new proposed tax law in California, and how they help their clients develop complete retirement plans that include an income quote for their retirement years.See omnystudio.com/listener for privacy information.

Mike Canet and Ryan Herbert are both back in the studio to discuss one of the craziest tax stories in a long time. California has announced plans to tax residents who leave the state for up to ten years after they leave. Could this be coming to your state? Mike and Ryan discuss the implications of this decision and how you can become more tax efficient in your own finances by starting now. Mike also talks about his brand new book, Nothing is Certain but Death and Taxes... Until Now, on this week's Savvy Investor Podcast!See omnystudio.com/listener for privacy information.

Ryan Herbert talks about the recent confusing activity in the market. Our retirement accounts continue to recover from the March losses, but many American businesses are continuing to struggle. Ryan describes how he uses the Portfolio X-Ray to help his clients understand their level of risk and develop strategies to minimize their risk while still capturing some of the upside of the market.See omnystudio.com/listener for privacy information.

Mike Canet returns to the Savvy Investor Podcast to talk about his new book, Nothing is Certain but Death and Taxes... Until Now, and offer solutions to help people become as tax efficient as possible before retiring. Find out how you can minimize your tax burden and maximize your savings on this week's Savvy Investor Podcast!See omnystudio.com/listener for privacy information.

Ryan Herbert describes Prostatis Financial's latest offer - an Income Quote. He explains how it can help you understand how much of a paycheck you can expect to generate in retirement. Ryan also outlines the Portfolio X-Ray and the power of Roth conversions on this week's Savvy Investor Podcast!See omnystudio.com/listener for privacy information.

Ryan Herbert talks about how the team at Prostatis help their clients save money on future taxes and the importance of having an income plan that keeps delivering you a paycheck after you retire.See omnystudio.com/listener for privacy information.

The continuing economic struggles have some people concerned about their pensions. Ryan Herbert explains what it all means and what people should consider if they're offered a buyout. Plus, a throwback interview with Mike Canet and the Doobie Brothers on this week's Savvy Investor Podcast!See omnystudio.com/listener for privacy information.

It's hard to believe we're halfway through 2020! Ryan Herbert goes into detail about how the team at Prostatis Financial Advisors Group approaches mid-year reviews and what is included in their Portfolio X-Ray. Find out how to determine and understand your appropriate level of risk on this week's Savvy Investor Podcast!See omnystudio.com/listener for privacy information.

Ryan Herbert hosts the show this week and reviews some of the most common mistakes he sees people make with their retirement savings. He also explains the importance of tax planning for the future and why now, more than ever, could be a great opportunity for developing that plan to reach maximum tax efficiency.See omnystudio.com/listener for privacy information.

Ryan Herbert explains how the team at Prostatis Financial develops lifetime income, so you can never outlive your money. People are living longer than ever now, so there is a real need to plan for 20, 30, maybe even 40 years in retirement! Ryan also discusses some of the commonly held retirement beliefs that are now outdated. Find out how today's retirees should prepare on this week's Savvy Investor Podcast!See omnystudio.com/listener for privacy information.

Mike Canet and Ryan Herbert discuss Mike's best-selling book, Surviving the Perfect Storm. They break down the disconnect between the market and the economy and talk about how they help their clients remove uncertainty from their portfolio's. Find out how you can receive a copy of Surviving the Perfect Storm on this week's Savvy Investor Podcast!See omnystudio.com/listener for privacy information.

Mike Canet and Ryan Herbert explain why Roth conversions are 76% more popular right now than they were this time last year and the benefits of long term tax planning. They also discuss why the market volatility will continue, and how you can prepare for another downturn.See omnystudio.com/listener for privacy information.

Mike Canet and Ryan Herbert talks bout returning to the office and how they're continuing to help develop retirement plans. They also discuss the biggest concern in retirement - making sure you don't run out of money. Find out about the Portfolio X-Ray on this week's Savvy Investor Podcast!See omnystudio.com/listener for privacy information.

This week, Mike Canet talks about how he helps people develop plans for retirement so they can focus on the things that really matter in their golden years. Find out how to keep things simple so you can enjoy more time with your family on this week's Savvy Investor podcast!See omnystudio.com/listener for privacy information.

Ryan Herbert returns to the show this week and shares how he has been helping clients by stress testing their portfolios and exposing weak points before they reach retirement.See omnystudio.com/listener for privacy information.

Mike Canet offers his thoughts on the increasing number of companies offering early retirement buyouts. Is that something you should consider? Plus, Mike talks about why we may never see tax rates this low again.See omnystudio.com/listener for privacy information.

Mike Canet talks about the importance of having an income stream that doesn't rely on the success of the stock market. The last thing anyone wants in retirement is a lifestyle change due to a market correction. Learn how to be prepared on this week's Savvy Investor Podcast!See omnystudio.com/listener for privacy information.

Ryan Herbert joins the show this week to discuss the importance of understanding your current financial position. He also talks about how he and Prostatis Financial have been able to continue to help people develop retirement plans over the last few months.See omnystudio.com/listener for privacy information.

Ryan Herbert returns to bring his thoughts on the two big jobs that you have as you approach retirement - protecting what you've already saved and rebuilding your retirement wealth. Learn how Prostatis Financial is continuing to help their clients reach their goals on this week's Savvy Investor podcast.See omnystudio.com/listener for privacy information.

We are at the mercy of the government as to when we can get back to work at our jobs, but there are steps you can take to get back to work on your retirement plan. Mike Canet talks about some of the ways he is continuing to help design retirement plans during this lockdown. He also gives his thoughts on future tax rates and how to maintain tax efficiency.See omnystudio.com/listener for privacy information.

Mike Canet talks about his market outlook and how he is continuing to help clients prepare for retirement by helping rebuild and protect their life savings during the COVID-19 crisis. Also, is now really the best time in history for a Roth conversion? Find out if that move could be right for you on this week's The Savvy Investor Podcast.See omnystudio.com/listener for privacy information.

Mike Canet discusses some unique opportunities available to retirees and those approaching retirement during this economic downturn. Is now the time to take advantage of low tax rates? Find out on this week's Savvy Investor Podcast!See omnystudio.com/listener for privacy information.

Are pensions in trouble? What does the $2 Trillion stimulus bill mean for future taxes? Find out on this week's The Savvy Investor podcast.See omnystudio.com/listener for privacy information.

Is the recent volatility the new normal for the market? Mike Canet discusses the huge losses recently and what Prostatis is doing for their clients during this difficult time. From virtual appointments to webinars to finding the silver lining, there's something important for everyone to hear in this week's episode of The Savvy Investor.See omnystudio.com/listener for privacy information.

This week, Mike Canet explains the market downturn and the end of the 11 year Bull Market. Beyond Coronavirus, what are the underlying issues that also led to the big sell-offs this week?See omnystudio.com/listener for privacy information.

This week, Ryan Herbert talks about the busy tax season and the difference between tax preparation and tax planning for retirement. He also discusses the recent market volatility and what savers should be focused on right now.See omnystudio.com/listener for privacy information.

Mike Canet describes the importance of working with a team that understands all the aspects of tax planning for retirement. He also talks about the impact of the recent SECURE Act changes that went into effect at the beginning of 2020.See omnystudio.com/listener for privacy information.

Marketwatch says we are way overdue for a bear market. Mike Canet and Ryan Herbert discuss how to prepare for a market correction. Mike also talks about his recent interview with NFL Hall of Famer, Jonathan Ogden.See omnystudio.com/listener for privacy information.

In this bonus interview, Mike Canet sits down with NFL Legend, Jonathan Ogden. During his career, Ogden was selected for the Pro Bowl eleven times, won Super Bowl XXXV with the 2001 Ravens, and was inducted into the NFL Hall of Fame in 2013.See omnystudio.com/listener for privacy information.

Mike and Ryan talk about the big shift in attitude towards money as people approach their retirement years. The guys also hear from former NFL Quarterback Tim Tebow on how he makes sure his finances are diversified.See omnystudio.com/listener for privacy information.

The SECURE Act is a recent piece of legislation that could mean big things for your retirement plans. Mike Canet talks in depth about what this means and how it could effect those who are in or approaching retirement.See omnystudio.com/listener for privacy information.

Fidelity recently announced that a record number of 401k accounts are now valued at over a million dollars. Ryan Herbert talks about what those account holders need to know to get the most out of their savings.See omnystudio.com/listener for privacy information.

Mike Canet and Ryan Herbert discuss an issue that's often overlooked: Big gains in a bull market can hide big problems in your portfolio. Find out how Mike and the team at Prostatis help clients uncover any hidden issues in their accounts. See omnystudio.com/listener for privacy information.

Mike Canet and Ryan Herbert discuss how the Ravens' recent success relates to retirement planning. Plus, the power of a Roth IRA and the interesting results of a recent study that found that creative personalities tend to spend their money faster in retirement.See omnystudio.com/listener for privacy information.

What is a bigger threat to your retirement savings? Market Loss or Low Returns? Plus, we hear from the world's oldest couple, about to celebrate their 80th anniversary.See omnystudio.com/listener for privacy information.

This week, Mike and Ryan talk about why planning at the end of the year is such a great idea for those of us approaching retirement. they also cover some of the ways that advance planning can save you money on taxes.See omnystudio.com/listener for privacy information.

This week, Mike reviews some of the options people have with their old 401ks that may have been left behind at a former employer.See omnystudio.com/listener for privacy information.

On this week's episode, Mike talks about end of year planning and how it can impact your taxes in the future. Mike also outlines what's involved in developing a complete financial plan.See omnystudio.com/listener for privacy information.

This week is the 33rd anniversary of the Tax Reform Act of 1986. Mike discusses the current tax code and the opportunities retirees have to take advantage of our current low tax rates.See omnystudio.com/listener for privacy information.