Sovereign Wealth Spotlight with Jeff Truchon
At Sovereign Wealth Management, our approach to wealth management is centered around putting our clients’ needs and goals first. We take on the role of a fiduciary, meaning that we are legally bound to act in our clients’ best interests at all times. Our goal is to help our clients build, preserve, and protect their wealth over the long term. We believe in providing a personalized, comprehensive service that takes into account our clients’ unique financial situations, risk tolerance, and goals. We use a range of investment platforms and strategies to tailor our clients’ portfolios to their specific needs, and we work closely with our clients to develop a plan that will help them achieve their financial objectives. We are committed to providing transparent and honest advice and to helping our clients navigate the often intimidating world of investing.
Episodes
Are you prepared for retirement? Great question to be asking if you’re 50 and older. The number 1 fear for retirees is running out of money in retirement. Could an Annuity be a good fit for the portfolio and your plan is a question we will try and answer. Retirement age numbers you can use as a barometer to see if you’re on track.
If you have any questions about retirement planning call Jeff truchon 800-514-4575
or click here to vi...
On this week’s show we get into the latest media cycle and what it means to you. Two big names in retirement planning give their takes on investing for retirement. We will also get into rules to follow for planning as well as exceptions to those rules.
If you have any questions regarding your retirement contact Jeff Truchon
800-514-4575 or click here to visit our website.
Retire, Save, Plan, Taxes, 401K, IRA, Healthcare,
See omnystu...
On this week’s show we dive in on whether or not there is a retirement crisis. If there is a crisis what should you do? We will discuss your options. Should retirees be concerned about the future of Social Security? We discuss the latest rumblings.
If you have any questions contact Jeff Truchon 800-514-4575 or click here to visit our website.
Retirement, Taxes, Planning, 401K, Healthcare, Saving, 403B, IRA
On this edition we tackle common questions that people are asking advisors across the country. Healthcare planning and retirement go hand in hand and you need to be ready for it. Healthcare and Long-term care will be expensive and today we will discuss alternatives to longterm care insurance. We will dive into bad habits that can really hurt you as you plan for retirement.
If you have questions about your own planning call Jeff Tru...
On this week’s program we talk taxes. Specifically, how you could possibly lessen your tax burden. Retirement is a multi step planning process. Saving for retirement is vital, but there are other steps you need to be aware of and include in your planning. The old saying “the only thing that is constant is change” needs to be considered when planning for retirement. We will discuss how to handle the unexpected.
On this week’s show we discuss semi-retirement and what it may mean to your overall retirement plan. Retirement expenses could be going up and on a fixed income you need to plan to handle the possibility in the future. Preparing for retirement is a real thing. We will discuss practicing what will be your retirement.
If you have any questions about your retirement situation
call Jeff Truchon 800-514-4575 or click here to visit our ...
On this week’s show we get into the older ‘Rules of Thumb” when it comes to financial planning. 60/40 Stick bond split, and the magic retirement age 65. The Rule of 72 and the rule of 100 also making the show. Last, but not least is the old 4% rule and is it still valid? We round out the show with staying calm or as calm as possible. Teaching yourself to be proactive instead of reactive.
On this week’s program we dive into the changes in retirement planning from when your parents retired and what you are now facing. Baby Boomers are hitting retirement each day and many are wasting their retirement savings. Ideas on how to stretch that budget. We will also tackle common myths about planning that many follow and shouldn’t.
If you have any questions call Jeff Truchon 800-514-4575 or click here and visit our website.
...
Coming up on this week’s show we talk about dangerous retirement assumptions. Assumptions can disrupt your retirement planning try to avoid them if you can. How long will you work? How long will you live? What will you spend in retirement? These are just a few of the assumptions we discuss today.
If you have any questions call Jeff Truchon 800-514-4575
or click here to visit our website.
Retirement, Saving, Planning, Roth, IRA, 401...
On this week’s show we discuss the cost of living and the impact on retirement. Retiring without regrets would be ideal, but how do you do it? Avoiding big planning mistakes will help. Keeping your retirement dollars in tip top shape will allow you to get to and through your golden years.
If you have any questions about your retirement
call Jeff Truchon 800-514-4575 or click here to visit our website.
Retiring, Planning, Saving, He...
On this week’s show we discuss misunderstandings when it comes to investing once you have retired. Now you’re turning 50, we dive into ramping up your retirement plan. The word annuity causes different reactions from different people we discuss myths about annuities.
If you have any questions about your own retirement call Jeff Truchon 800-514-4575 or click here to visit our website.
Retirement, Plan, Save, 401K, Roth, Taxes, Healt...
Spring cleaning is a normal activity, freshen things up around the house. You can also spring clean when it comes to retirement plans. Financial Planning is a lot like basketball, the parallels are jaw dropping, and we’ll explain.
If you have any questions concerning your retirement call Jeff Truchon 800-514-4575 or click here to visit our website.
Retire, Retiring, Retirement, Plan, Save, 401K, Roth, Pension,
Spring cleaning is a normal activity, freshen things up around the house. You can also spring clean when it comes to retirement plans. Financial Planning is a lot like basketball, the parallels are jaw dropping, and we’ll explain.
If you have any questions concerning your retirement
call Jeff Truchon 800-514-4575 or click here to visit our website.
Retire, Retiring, Retirement, Plan, Save, 401K, Roth, Pension,
On this week’s show we talk about the importance of having a comprehensive retirement plan. What are the ingredients of such a plan? We talk bucket lists, taxes, Social Security, and healthcare all needing to part of your planning process, plus other ingredients that need to be included.
If you have any questions call Jeff Truchon 800-514-4575
or click here to visit our website.
Retirement, Planning, Roth, IRA, TSP, Saving, Taxes
Coming up this week, we will discuss the latest retirement numbers from a recent survey from Allianz. Reaching retirement is your goal and there are many factors to consider. We will look at what is trending in retirement planning and what you should keep your eye on. Are you and your spouse compatible financially? We can help answer that question.
If you have any questions about your own retirement call Jeff Truchon 800-514-4575 o...
On this week’s show we start with aging and the advantages to the age 50 to 65 window for pre-retirees. Very important to revise your retirement plan. It’s like resetting your retirement GPS. Have you ever had questions about the 401K? We discuss what makes the 401K tick.
If you have any questions call Jeff Truchon 800-514-4575 or click here to visit our website.
Retiring, Planning, Saving, 401K, Roth, IRA, TSP, 403B
See omnystudio....
On this week’s show retirement planning and the parallels to the game of football. We discuss the Offense and Defense of Retirement. The importance of planning to win your game of retirement by planning well. Is your playbook ready for retirement? We will discuss key factors that will tell you if you are indeed prepared. Red zone in retirement is vital and mistakes during this time can be costly.
On this week’s show we discuss the ingredients for a modern, holistic, and customized retirement plan. Can you create your own personal pension? Good question and today we will answer it. Retirement planning includes a collection of key milestone ages…today we chat up 59.5 and why it is so important.
If you have any questions concerning your retirement call Jeff Truchon 800-514-4575 or click here to visit the website.
Retirement, R...
Good news, more and more people are putting personal finances in their new year resolutions. We have tips for you to help.
What can you do to boost your retirement for the new year? We discuss building accounts, tax planning, and budget. We often talk goals for retirement and today we get specific, measurable, and realistic.
If you have any questions concerning your retirement call Jeff Truchon 800-514-4575 or click here.
Retireme...
On this week’s show having a written financial plan for retirement is vital. We discuss the ingredients. Retirement is approaching for all of us, how’s your portfolio protected? How will you handle a sudden unplanned retirement? We dive in on what you can do.
If you have any questions about your retirement scenario
call Jeff Truchon 800-514-4575 or click here to visit our website.
Planning, Retirement, Diversification, Taxes, 401K,...
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