Real Wealth Radio

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Check Out Our Latest Episode

SAVING WITH LOW INCOME

  • What the SECURE Act is and why it applies to you.
  • Multiple law changes that can make saving easier, as well as when they go into effect.
  • Ideas on steps you can take to benefit from these changes.

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PLANNING YOUR RETIREMENT

  • Do you worry about not having enough income to support yourself in retirement? Do you not think about retirement at all? On either side of the spectrum, this episode is for you. Van Mueller, a Financial Professional of 50 years, shares his experiences helping people strategize for and transition into retirement to show how he believes you can strategize too.

STRATEGIES TO LOWER YOUR TAXES

  • The tools and resources that may help you lower your taxes.
  • What you can do for your finances if you’re taking care of a child with disabilities.
  • What may help you avoid paying probate or other fees.

GLOBAL MARKET IMPACTS

  • How the economy is largely discussed in the news.
  • How countries across the world impact the U.S. economy.
  • The impact of upcoming tax law changes and how to get ahead of them.

WHAT WOULD HAPPEN TO YOUR BUSINESS?

  • An insurance that may allow your business to continue even if you become disabled.
  • How to offer your employees job security.
  • How to help avoid the devaluation of your business.

WOULD YOU SURVIVE WITHOUT AN INCOME?

  • One simple way you may help protect your family.
  • What people should be looking for when choosing insurance coverage.
  • How to get disability insurance.

MARKET MISTAKES TO AVOID

  • A recap of the 2023 market, including data from Russell Investments.
  • The 3 most common mistakes people make regarding the market.
  • What potential opportunities to be on the lookout for in 2024.

CHECKLIST FOR ENTPRENEURS

  • The differences between IRAs.
  • What a Solo 401(k) is and its benefits for entrepreneurs.
  • Ideas on how create the best tax plan for a Solo 401(k).

RETIRING YOUR WAY

  • What unique paths to retirement exist.
  • Trends in retirement and the workplace post-pandemic.
  • How the changing retirement landscape affects women in particular.

THE PYRAMID OF RISK

  • What the pyramid of risk is.
  • How key things like risk, volatility, and inflation can impact your investments.
  • The importance of having a plan and regularly meeting with your financial or investment professional.

AVOID THESE RETIREMENT MISTAKES

  • What many retirees want.
  • Common mistakes many retirees make and how it may negatively affect their retirement.
  • Best practices when planning for your retirement.

TOP 10 STEPS FOR THE NEW YEAR

  • Pitfalls people may fall into financially when the New Year arrives.
  • Actionable steps to financially prepare for the next year.
  • Where to find resources for implementing these ideas.

FROM PANIC TO PREPARED

  • How to get your financial documentation emergency-ready.
  • The importance of including digital assets in documentation.
  • What tools may help you assess and organize your finances.