Episodes

  • End of Year Rate Cuts, Annuities and Safe Withdrawal Rates - December 21, 2024

    End of Year Rate Cuts, Annuities and Safe Withdrawal Rates - December 21, 2024
    Dec 21 2024
    Victor, Steve and Amy discuss end of year rate cuts, looking ahead to 2025, Christmas shopping, Trump-phoria, withdrawal rates, annuities and more!

    For more information about Victor McClure, Steve Ringo and the McClure Capital team, visit https://mcclurecapital.com/
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    42 mins
  • Retirement Savings Plans and the Retirement Naughty or Nice List - December 14, 2024

    Retirement Savings Plans and the Retirement Naughty or Nice List - December 14, 2024
    Dec 14 2024
    Could our country be facing a “Retirement Savings Crisis"? A recent AARP study showed that 20% of adults at least 50 years old had no retirement savings.

    Also, stepping into the boots of Retirement Santa: What retirement scenarios could fall under Naughty or Nice?

    For more information about Victor McClure, Steve Ringo and the McClure Capital team, visit https://mcclurecapital.com/
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    42 mins
  • Bitcoin, Victor's Ideal Retirement & Questions About Annuities - December 7, 2024

    Bitcoin, Victor's Ideal Retirement & Questions About Annuities - December 7, 2024
    Dec 7 2024
    The value of bitcoin is on the rise – and it might have some retirees wondering if there’s still time to get in – and if it’s in alignment with your retirement goals. Plus, Victor goes over his ideal retirement plan, and some questions about annuities for Victor and Steve.

    For more information about Victor McClure, Steve Ringo and the McClure Capital team, visit https://mcclurecapital.com/
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    42 mins
  • 11-16-24 The Large Cost of the 'American Dream' and Retirement

    11-16-24 The Large Cost of the 'American Dream' and Retirement
    Nov 21 2024
    The financial media site Investopedia has done the math and calculated that key “American Dream” milestones now costs a staggering $4.4 million—over $1 million more than most Americans will make in their lifetime. In 2024, just how attainable is it with retirement and taxes?
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    42 mins
  • 11-23-24 Post-Election Impact and the Common Sense Investing Love Letter & Book

    11-23-24 Post-Election Impact and the Common Sense Investing Love Letter & Book
    Nov 21 2024
    More on the impact of the 2024 presidential election decision and how it could impact retirement income. The love letter and it's importance in leaving things to anyone when you pass on, and the Common Sense Investing Guide to Retirement book!
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    42 mins
  • 11-9-24 Election Results Impact on Retirement

    11-9-24 Election Results Impact on Retirement
    Nov 9 2024
    The 2024 election is over and Donald Trump is president. How the election decision and results impact your retirement and what could be affected based on possible policy decisions vs. things you need to worry about regardless. Plus, mailbag financial and retirement questions.
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    42 mins
  • 11-2-24 IRA Mistakes, Growing Government Debt and Retirement

    11-2-24 IRA Mistakes, Growing Government Debt and Retirement
    Nov 2 2024
    Looking at IRA rollovers completed in 2015, Vanguard found that 28% of savers still had their funds in cash seven years later. Vanguard estimates that this error costs investors at least $170 billion a year in lost retirement wealth. How to avoid mistakes with IRAs, the growing debt from the Government and how it could have an impact on taxes and retirement.
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    42 mins
  • 10-26-24 Balancing Your Retirement Portfolio, Mailbag Questions and is it Tougher to Retire Now?

    10-26-24 Balancing Your Retirement Portfolio, Mailbag Questions and is it Tougher to Retire Now?
    Oct 26 2024
    82% of American workers say achieving a comfortable retirement is much harder or somewhat harder than it was for their parents’ generation, according to CNBC’s August 2024 Your Money retirement survey. People already find retirement planning overwhelming—and just when they feel like they’ve finally got everything in place and their plan is on track, their financial advisor steps in and says it’s time to rebalance. Suddenly, they’re again faced with having to make decisions they were uncomfortable making in the first place. Plus mailbag questions about finances and retirement planning.
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    42 mins