
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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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

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.

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.

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.

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

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.

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.