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The Savvy Investor Podcast

The Savvy Investor Podcast

324 episodes — Page 7 of 7

Oil Prices and Bad 401ks

This week, Mike discusses the recent news about oil prices and the market. He also covers what you should be looking at in your 401k.See omnystudio.com/listener for privacy information.

Sep 23, 201921 min

Protective Retirement

On this week's Savvy Investor, Mike and Ryan discuss the anniversary of the market crash of 2008. Could it happen again? And what options are out there to assist people in protecting their retirement savings?See omnystudio.com/listener for privacy information.

Sep 16, 201924 min

Market Strategies for a Volatile Market

This week, Mike and Ryan cover alternative investment strategies that they are often asked about when big changes happen in the market.See omnystudio.com/listener for privacy information.

Aug 26, 201921 min

Market Volatility is back!

This week, Ryan Herbert discusses the recent volatile market and what it means for retirees and those approaching retirement.See omnystudio.com/listener for privacy information.

Aug 19, 201913 min

Market Volatility Continues

Mike and Ryan discuss the volatility in the market recently, and how investors should be positioned to avoid major losses.See omnystudio.com/listener for privacy information.

Aug 12, 201912 min

How to Make Your 401k Tax Free (part 1)

Learn various strategies about saving money on taxes in your 401k with Mike Canet on this week's episode of The Savvy Investor Podcast.See omnystudio.com/listener for privacy information.

Aug 5, 201917 min

Estate Planning and Tax Savings

A recent study shows that 92% of Americans want to leave a legacy, but only 64% actually have estate plans. Mike and Ryan discuss that disconnect and also cover some excellent ways to save on taxesSee omnystudio.com/listener for privacy information.

Jul 22, 201915 min

Running Out of Money In Retirement - The Top Concern

Hundreds of CPAs were surveyed to find out what their clients are worrying about. The top answer was... running out of money in retirement. In this episode, Ryan Herbert talks about ways to prevent that from happening to you. See omnystudio.com/listener for privacy information.

Jul 15, 201910 min

Estate Planning Myths

As an Estate Planning Attorney, Mike discusses common Estate Planning myths like; MYTH #1: It's only for the rich, MYTH #2: It's only for distributing assets after you die, MYTH #3: A will can distribute your assets, MYTH #4: Once I have a plan in place, I don't need to revisit it. See omnystudio.com/listener for privacy information.

Jul 9, 201912 min

Is Your 401k The Best Place to Save for Retirement?

Most Americans save for retirement in their 401k's, but is it the bast place? Mike Canet discusses the good, the bad, and alternatives to 401k's. See omnystudio.com/listener for privacy information.

Jul 2, 201910 min

Inheritances and Living It Up In Retirement

As an Estate Planning Attorney, distributing wealth in the most tax efficient manner legally possible is Mike's wheelhouse. In this episode, he discusses inheritances and creating a dependable income stream so you can "live it up" in retirement.See omnystudio.com/listener for privacy information.

Jun 18, 201921 min

3rd Quarter Trouble For the Market and Your Money

If you study the history of the stock market, things tend to get a little soft in the summer. It’s a trend that investors fondly refer to as “The June Swoon.” Mike and Ryan discuss this and how you might want to be a little more cautious over these next few months. What is it about the 3rd quarter that troubles the market, and how should the retirement saver react?See omnystudio.com/listener for privacy information.

Jun 11, 201916 min

SECURE Act - Changes to your retirement plans

The U.S. House of Representatives passed a bill that represents the first major change to retirement plans since 2006. Including changes 401Kk) plans, IRA's and Required Minimum Distributions. Mike and Ryan discuss how these changes affect you.See omnystudio.com/listener for privacy information.

Jun 4, 201925 min

Variable Annuities

Should you hate annuities? OR could it be the best tool for your retirement plan? Mike and Ryan break down Annuities and let YOU decide.See omnystudio.com/listener for privacy information.

May 13, 201927 min

Financial Advice and Investment Fees

Mike and Ryan talk about a woman who receives a million dollar settlement and needs advice. And they talk about Investment Fee's that people are paying and how much you should pay.See omnystudio.com/listener for privacy information.

May 6, 201913 min

Forced Retirement

Whether it's a layoff or a health issue, some in their late 50's and 60's may find themselves leaving the workforce long before they planned to. Mike and Ryan discuss this and offer advice if you're forced to retire sooner than expected.See omnystudio.com/listener for privacy information.

Apr 22, 201910 min

Top Risks and Taxes in Retirement

Ryan Herbert discusses the top risks for retirees and tax efficiency planning. See omnystudio.com/listener for privacy information.

Apr 9, 201923 min

What is in a Retirement Plan?

Ryan Herbert discusses what's in a Retirement Plan.See omnystudio.com/listener for privacy information.

Apr 1, 201920 min

Recession Anniversary, Stocks & Taxes

Mike and Ryan talk about the 10 years since the great recession. How are you positioned now and how much better you've been if you didn't take a loss in 2008.See omnystudio.com/listener for privacy information.

Mar 18, 201912 min

Tucker Carlson

Mike talks with Tucker Carlson, host of Tucker Carlson Tonight on Fox News about his new book, about life, his new book, and current events. See omnystudio.com/listener for privacy information.

Mar 11, 20196 min

Tax Planning Tips and Retirement Fears

Mike and Ryan discuss how the 2018 tax changes are affecting returns and retirees top concerns. See omnystudio.com/listener for privacy information.

Mar 4, 201920 min

Mutual Funds

Mike and Ryan discuss the pros and cons of Mutual Funds.See omnystudio.com/listener for privacy information.

Feb 25, 201925 min

i4LIFE – Multigenerational Income Strategy

David Wood is a Vice President with Lincoln Financial. He and Mike discuss the benefits of the i4LIFE Multigeneration Income Strategy and it’s tax benefits.See omnystudio.com/listener for privacy information.

Feb 11, 201912 min

The Power of ROTH & Advanced Tax Planning

On this week's episode, Mike and Ryan discuss the power of the ROTH IRA and advanced tax planning.See omnystudio.com/listener for privacy information.

Jan 28, 20199 min