Informações:
Synopsis
Herstle Jones - Financially Tuned
Episodes
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Determining Your Risk Tolerance and Asset Allocation
01/05/2022How much risk to you have in your portfolio and retirement accounts? We look at ways to manage risk and the importance of asset allocation.
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Finding a Financial Professional
24/04/2022Do you need a financial planner? In this episode we talk about the importance of working with a financial services professional and how to find the right one.
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401(k) Mistakes & Inflation
17/04/2022In this episode we talk about mistakes to avoid with your 401(k) as well as tips to deal with rising inflation.
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How to increase your Social Security payments
10/04/2022During this episode, we’re going to examine how you may be able to increase your Social Security payment as well as what you should know about 401(k) early withdrawal penalties.
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Charitable trusts and retirement wealth gaps
20/03/2022During today’s episode, we’re going to look at two critical subjects: establishing a charitable trust and retirement wealth gaps.
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Market volatility and the future of Medicare
13/03/2022During this episode, we’re going to discuss how you may be able to better handle economic volatility and Medicare’s long-term future.
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Long-term Care Insurance and Preparing to be an Executor
06/03/2022During this episode we’ll spend time talking about preparing to be an executor of an estate and then we’ll pivot to discussing long-term care insurance.
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Social Security: Myth Versus Reality
27/02/2022During this episode, we’re going to first address some of the most common myths about Social Security before pivoting to a discussion about some of the lesser known services that Social Security provides.
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Are you ready for RMDs?
20/02/2022During this show, we’re going to first look at some of things you need to know about RMDs and then in our final segment we’ll discuss some of the financial mistakes that could put your retirement at risk.
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How to Deal with Inflation
06/02/2022How can you deal with rising inflation? In this episode Nick covers key tips and strategies to help you hedge against inflation.
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Tax strategies and insights for 2022
30/01/2022During this episode, we’re going to look at tax issues to be aware of in 2022 as well as broader tax insights that apply anytime.
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What to do if you lose your job in your 50's
23/01/2022In this episode Nick details what you need to do if you lose or leave your job while in your 50's.
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Top Planning Tips for Your Retirement Strategy
16/01/2022In this episode Nick talks about the most important things to know to successfully plan for your retirement.
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Preparing for taxes in retirement
09/01/2022During this episode, we’re going to examine some of the ways you can prepare yourself – and your financial strategy – for the taxes you may face during your retirement.
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All About 401(k) Rollovers
19/12/2021What happens if you leave a job or are considering rolling your 401(k) over? Today we tackle this question and more regarding your 401(k) or 403(b).
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Is a semi-retired life right for you?
12/12/2021During this episode, we’re going to look at some of the ways the semi-retired — rather than the fully retired — lifestyle may be a step for not only your financial strategy but for your physical and emotional well-being.
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Medicare insights and updates
05/12/2021During this episode, we’re going to share Medicare insights and updates that will be useful for people already enrolled in Medicare and for those approaching their enrollment window.
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A guide to Roth IRAs
28/11/2021Roth IRAs can be a solid part of an overall financial strategy. In this episode will describe Roth IRAs, compare them to traditional IRAs, highlight their tax implications and then look at rollovers.
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Social Security COLA is on the rise
21/11/2021During this episode, we’re going to break down the recent news that Social Security’s Cost of Living Adjustment will go up by 5.9 percent in January 2022. We’ll also look at some Social Security and retirement strategies.
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What You Should Know About Life Insurance
14/11/2021During this episode, we’ll discuss some of the critical things that life insurance beneficiaries should know, including what happens if a policy has lapsed and when you can expect to receive your payout. Additionally, we discuss some of the pros and cons of both permanent and term life insurance.