Retirement Explained Show
Retirement Explained Show
RasmussenAdvisors.com
This is NOT your average financial podcast. We give you honest and unfiltered real talk about important financial topics. It’s like eavesdropping on a conversation where you’re finally getting the truth about financial planning. The Retirement Explained Show is a personal finance podcast brought to you by practicing financial advisor Brian Rasmussen and is dedicated to helping you navigate financial planning and covering topics such as retirement planning, estate planning, education savings, saving money on taxes, preparing for the unexpected and much more. Find out more at www.rasmussenadvisors.com.
Things You Need to Know About Medicare
On the 63rd episode of the Retirement Explained show, we're discussing Medicare and some of the important pieces of an often confusing and intricate government program that's really important to most people's retirement plans.
Aug 27, 2021
23 min
Chase the Vision, Not the Money
On the 62nd episode of the Retirement Explained show, we’re discussing the second step of creating a financial plan for retirement: where do you want to be? Whenever we work with clients, we have to answer three questions: Where are you today? Where Do you want to be? How can you get there? Unfortunately it’s common for financial planners to not an established process for helping their clients identify where they want to be in the future. It’s expected that clients know where they want to go in the future so that we (financial advisors) can crunch the numbers. A couple of years ago I created the Retirement Vision Guide and began using it with clients and on today’s episode I’m discussing it as well as five questions I want you to be able to answer as you think about your life and what the future holds. Vision Guide: www.rasmussenadvisors.com/freeresources Four Pillars of a Meaningful Life: https://www.kqed.org/mindshift/52620/four-pillars-of-a-meaningful-life-that-could-be-part-of-every-learning-community
Aug 20, 2021
40 min
The Backdoor Roth Loophole, Explained
On the 61st episode of the Retirement Explained show, we’re discussing a little known financial planning strategy called the backdoor roth! If you’re single and your income is larger than $140,000 or if you’re married and your combined income is larger than $207,000, then pull up a char, this is going to be the best episode ever!
Aug 13, 2021
21 min
Asset Allocation Explained: How To Position Your Portfolio
Asset allocation is simpler than it sounds; it’s basically just how you divide your investments up. Imagine you’ve got a pie divided into 8 pieces but they’re not all from the same pie: two pieces are Grandma Rasmussen’s world famous Dutch Apple, three pieces are Pumpkin Pie, two Pecan slices, and one Blueberry slice. It’s similar with how you’re IRA (or other investment account) is divided up!
Jul 30, 2021
38 min
How to Retire Early with Sector Rotation Strategies
On the 59th episode of the Retirement Explained show, we’re discussing asset allocation strategies and how you can take advantage of the predictable business cycle to increase your returns!
Jul 23, 2021
30 min
Retirement Planning with Dividend Stocks
On the 58th episode of the Retirement Explained show, we’re discussing what dividend stocks are and why they’re important. Dividend stocks have a place in most investment strategies and retirement portfolios and today’s episode will showcase why they’re such a great and important investment vehicle.
Jun 15, 2021
46 min
Withdrawal Strategies That Will Make Your Money Last
Want long-term financial security? Don't tap into your retirement savings without a plan.
Jun 3, 2021
24 min
Life Insurance Explained
On the 56th episode of the Retirement Explained show, I’m discussing an Life Insurance. Life Insurance get’s a bad rap and is often associated with dishonest sales people, however it can be an important part of a well-crafted financial plan and can have a place both in the accumulation stage of life as well as the distribution stage of life.
May 26, 2021
30 min
Long Term Care Explained
On the 55th episode of the Retirement Explained show, I’m discussing an investment vehicle called Long Term Care. It’s an insurance product that helps you to deal with costs associated with needing care when you reach the point in life where you might have difficulty clothing yourself, feeding yourself, bathing yourself, etc. Approx. half of people will need some care of some kind during their lifetimes and addressing this topic is an important part of constructing and executing a well-designed financial plan, so you’ll love this episode whether you’re a do-it-yourselfer or you work with a financial advisor like me.
May 5, 2021
39 min
Exchange Traded Funds Explained
On the 54th episode of the Retirement Explained show, I’m discussing Exchange Traded Funds, what they are, why they’re important, and all of the in’s and out’s of this very popular investment vehicle. If you’re like most people, you probably have mutual funds somewhere; whether in your 401(k) or in an IRA so you’ll love this episode whether you’re a do-it-yourselfer or you work with a financial advisor like me.
Apr 28, 2021
15 min
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