Game Plan For Retirement with Rodney Harris

Game Plan For Retirement with Rodney Harris

Rodney Harris is the founder and Chief Investment Strategist for Wealth Management of the Carolinas, a North Carolina based retirement planning firm. On this program, Rodney shares tips, strategies, and secrets for building a solid plan for retirement confidence.

Episodes

September 17, 2022 8 min

Learn with Rodney Harris as they discuss why having a financial advisor is crucial to a solid retirement plan and what their philosophies are when providing advice. We hope you enjoy this week's edition of Game Plan For Retirement and make sure to give Rodney Harris a call at (704)782-7233.

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Tune in as Rodney Harris describes how and why preparing your legacy plan can provide benefits both for your family when you pass away, but also while you live through retirement. Make sure to tune in and listen to another important edition of Your Game Plan For Retirement.

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August 13, 2022 11 min

Tune in this week as Rodney Harris discusses taxes. How they can affect retirement. And casting the opinion of himself and many other advisors on what taxes may be doing in the future. Contact Rodney Harris at (704)782-7233 and visit the website at www.wealthmanagementcarolinas.com.

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Rodney Harris is founder of Wealth Management of the Carolinas. On this edition of Your Game Plan For Retirement, Rodney discusses your investments and the current market and economic environment. What should we be doing with our investments and retirement accounts? Rodney specifically addresses the concerns of those in or nearing retirement, a time where market downturns can be particularly impactful on your lifetime financial out...

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July 16, 2022 8 min

Tune in this week as Rodney Harris discusses one of the most critical topics for everyone: Income. Rodney Harris is a trained Series 65, Investment Advisor Representative ready to answer any questions you have about creating income from your investments. Contact Rodney Harris at (704) 782-7233 to go over any questions you have or to get your plan examined. Wealth Management Of The Carolinas hopes you enjoy another edition of Your G...

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With so much debating in the news media today, how do we sort through it all and find solid financial information and guidance? Rodney Harris is a Series 65 Registered Financial Consultant and discusses questions and confusion in the financial world. Rodney Harris can make sure you have a solid plan for the future. Contact Rodney Harris at (704) 782-7233 to make sure your Game Plan For Retirement has you on the right track.

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Current stock market and economic conditions have savers and investors justifiably concerned about their financial future. Costs are higher, the market is lower, everything is getting more expensive while we are simultaneously losing money. How can we make sure that we are on track and making progress towards financial and retirement success. Rodney Harris discusses these issues and the approach he takes for clients at Wealth Manag...
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Listen and learn with Rodney Harris as he explains the realistic expectations he guides you through to maybe make your retirement a little more comforting.

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Market #volatility continues through the month of May. The #Fed has reversed course and the market generally does not like change. Since 2008, the Fed has been lowering interest rates and simultaneously buying trillions in mostly US Treasuries. They knew they were taking a risk with simulative policies and putting all this cheap liquidity out into the open market. To put it simply, money (liquidity) has been plentiful and cheap to ...

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Today’s “Sandwich Generation” is faced with difficult complications and challenges in our best efforts to care for loved ones. A cold reality is the care and support we can provide is often about money. From a financial perspective, careful planning is the best thing we can do to support our family, and not place undue burden on our loved ones. Listen as Rodney Harris discusses the steps and approach to caring for our loved ones on...

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The current and going problems in our society and how are they going to affect the market is crucial. Listen and learn how Rodney Harris is going to guide you through these endeavors and avoid some of these issues in the future. Contact Rodney Harris at (704)782-7233.

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Changing Retirement Rules (Again)

Just like its predecessor, the "SECURE Act", the new #SECUREAct2.0 which passed through the House on a broadly bipartisan vote, aims to further change the rules, laws, and regulations about your retirement accounts.   The original #SECUREAct of 2019 delayed #RMD requirements for 1.5 years but, also did away with the potential for generational account growth and tax deferral. It requires tha...
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A market is a fantastic tool if used for the right reasons and when we have reasonable expectations. There will be downturns in the market. There have been many over history and there will certainly be more to come. How, when, and to what extent we use the market needs to be an informed decision guided by an informed, educational process. Listen this week as Rodney Harris goes through market volatility and taxes.

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Find Rodney Harris & Wealth Management of the Carolinas online & on social media. www.WealthManagementCarolinas.com Facebook: @wealthmanagementcarolinas - https://www.facebook.com/wealthmanage... Twitter: @WealthCarolinas - https://twitter.com/WealthCarolinas LinkedIn: https://www.linkedin.com/in/rodney-ha... J.W. Rodney Harris and LuAnn Barnes are Investment Advisor Representatives with Investment Advisory Services...

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Find Rodney Harris & Wealth Management of the Carolinas online & on social media. www.WealthManagementCarolinas.com Facebook: @wealthmanagementcarolinas - https://www.facebook.com/wealthmanagementcarolinas Twitter: @WealthCarolinas - https://twitter.com/WealthCarolinas LinkedIn: https://www.linkedin.com/in/rodney-harris-b00096212/ J.W. Rodney Harris and LuAnn Barnes are Investment Advisor Representatives with Invest...

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On the day you retire, you have hopefully built a sizeable amount of assets but, that does not always give us confidence in our ability to spend and enjoy life through retirement. One of the most common mistakes is not having the confidence to spend and it comes from not having a key part of the financial plan in place. Listen as Rodney Harris explains how he helps his clients address this retirement fear.

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How do we know if we are taking too much risk? To have these and many more questions answered just contact Rodney Harris (704) 782 7233.

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We are getting ready to wrap up the year here at Wealth Management Of The Carolinas and on this week's episode we circle back and talk about you and your financial progress. If you ever want to revisit our discussions, submit any questions, or want to talk about steps to take into 2022 or beyond, please do not hesitate to reach out at (704)782-7233 or visit us online at WealthManagmentCarolinas.com. Merry Christmas & wishes...

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December 11, 2021 41 min

"America's Leading IRA Expert" (as named by the Wall St. Journal, CPA Ed Slott joins Rodney Harris on Game Plan For Retirement to discuss the importance of and specific strategies for End of Year Planning. Keep more of your retirement savings!

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Listen as Rodney Harris helps to identify some year-end planning strategies to get you on the best financial path for a confident 2022 and enjoyable retirement!

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