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Wealth Training Academy with Ed StorerEpisodes
Episodes of Wealth Training Academy
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Ed points out the way to help allay the fear of running out of money in retirement is by implementing good income streams. He talks about assessing your retirement income needs first and then looking at tools such as annuities and how you can
Investments Coach at the Wealth Training Academy Scott Wright joins Ed in the first segment for a conversation on inflation. Where do we stand now with inflation? How are Americans dealing with it? Where are we now with the Fed and interest
Ed discusses the impact of taxes on retirement and steps to counteract that impact. He explains how withdrawals from retirement accounts and pensions can be taxed. He also talks about the calculation of provisional income and how that can mak
Ed highlights mistakes to avoid in retirement planning including not factoring inflation and longevity, overestimating income, and not finding the balance of conservative and aggressive in investing. He then points out different strategies emp
Now that it has passed, Ed reviews some of the key provisions of Secure Act 2.0 including the raising of the RMD age, additional catch-up opportunities, and expanded Roth contributions. He looks at lessons that can be learned from 2022 and how
Ed discusses unique challenges women face in planning for retirement and much of this can be attributed to the longevity of women. He also offers good retirement planning tips for 2023 and strategies to consider in making sure you have enough
Ed defines the retirement income replacement rate and looks at what needs to be considered in building income for your retirement. This includes determining how much income you will need compared to your pre-retirement income, how much you ear
Ed offers great suggestions for how to use your Christmas bonus if you received one this year. They include debt payoff, increasing savings, saving for retirement, and securing your family. He also covers some solid planning tips to help you
Ed covers strategies to implement when in the financial red zone which is five to ten years away from retirement. These include looking at funding your 401(k) to the max, rethinking your 401(k) assignments, and looking at traditional and Roth
Ed stresses the need to make sure you stay on track with your retirement savings in the financial red zone and offers solutions to avoid the obstacles. Those include inflation, stock market volatility, unexpected expenses, and debt. He then o
Ed offers good tax strategies to consider to get a better grip on your tax bill. He talks about connecting taxation with outflow as well as income, spending down traditional IRAs, Social Security claiming strategies, and Roth conversions and c
Ed warns of retirement mistakes to avoid and offers reminders of the changes to legacy planning which came with the original Secure Act.Wealth Training Academy investment coach Scott Wright joins in to talk about proper investment strategies i
Ed looks at strategies to have in place when you first retire. He covers the adjustment period, prioritizing expenses, continuing to save, having a Social Security Strategy, and seeking out professional help. What are the income tax brackets
Ed points to a study that shows Americans are contributing less to their retirement than every before and that more than half of working U.S. adults feel as though they are behind on retirement savings. That’s according to a recent report from
Ed explains the similarities between planning for and running retirement and planning for and running a business. He looks at building a business plan for your retirement which is the approach of the team at The Wealth Training Academy. He al
Ed cites results of a J.D. Power study that revealed some pitfalls of utilizing digital resources in planning your own retirement. He breaks down the advantages and, in his opinion, the necessity of working with a professional to build and mai
Ed goes through various streams of retirement income that may not be subject to taxation and breaks down the strategies to achieve that goal. He also continues to monitor high inflation and its effects on retirement planning and discusses step
Insurance Coach Miriam Thomas on the team at The Wealth Training Academy joins in with information on Medicare just before the upcoming enrollment window. Miriam clears up a lot of confusion with Medicare, the different components, the differe
In the midst of market volatility, what are the major concerns of retirees and pre-retirees? Ed breaks that down in looking at how Americans feel about the future of their retirement, the level of their fear of running out of money, and their
Ed looks at the issue that will present themselves in the future with tax-deferred retirement savings and offers some solutions. Challenges you could potentially face include snowballing required minimum distributions, possible higher Medicare
Ed outlines five risks of retirement including longevity, healthcare costs, poor asset allocation, and inflation. What if you find yourself with excess money in retirement? He covers some strategic ways you can gift money and assets now. Ed
Ed tackles some of the questions frequently asked by those before they enter retirement. Questions answered include concerns over inflation, wondering about retirement income necessary, and how to prepare for out-of-pocket health care costs.
Ed opens dissecting the Inflation Reduction Act, discussing what’s in it and how it could affect retirees. He then moves into strategies to build up your savings when you’re in the financial red zone and uses the game of chess analogies and me
Ed addresses the concerns on the minds of everyone and especially those entering retirement. Those concerns are, of course, inflation, recession, and the overall economic climate. He also talks about the best protection strategies. He examin
Ed looks at the state of our economy and offers information on best protective strategies for retirees and soon to be retirees. He then turns to spousal retirement strategies when there is a significant age gap. Ed closes with tips on stretch
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