The Retirement Cafe: With Dan Reese and Brent Oliver

One of the buzzwords around financial planning and investment management is fiduciary. On today’s show we are going to spend some time talking about what a fiduciary is and if a fiduciary may be appropriate for your needs.

Today we are going to discuss one of the most powerful tools in financial planning. The Roth IRA. They have been around for over 20 years, but many people don’t fully understand what they are and if they should be using them. Hopefully we will be able to clear much of that up today for everyone listening!

One of the more confusing parts of owning a retirement account is required minimum distributions. Today we are going to jump into the topic and try to help you better understand what RMD’s are and how they can affect your retirement planning.

When we think about receiving a large lump sum of money, we tend to look at that as a positive thing. However, if you look at the statistics among NFL players and lottery winners, they end up filing for bankruptcy only a couple years after receiving those big checks. On today’s show, Dan and Brent talk about some proactive steps you should take when receiving a large amount of money and where most people go wrong.

College is one of the most expensive investments you will make in your life. But most people do not shop for college in the same way they would for a house, or car. Instead, they ask their child what university they’re interested in, visit the campus, and worry about the cost later. Dan and Brent talk to us about a tool that will help compare prices between different universities and help shop smarter for college.

Today’s episode is all about keeping tabs on where you have been, where you are currently, and where you are heading. Dan and Brent consider this one of the biggest keys to long-term success. It also can be one of the most challenging tasks when dealing with money.

On today’s episode we are going to discuss the importance of understanding your tax return and how it can contribute to building more wealth. We all know that taxes are a reality and that they can be confusing! Hopefully we can help improve your understanding on the subject and provide a great tool to help you understand your specific return better.

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