I was recently a guest on NebraskaLand Bank Podcast and spoke with hosts Ty Lucas and Danielle Remus. Today I’m sharing our conversation on my podcast. Here are some of the highlights.
What should people be thinking about with retirement planning?
As far as the end of year, a lot of it centers on capital gains, taxable events by mutual funds, maxing out retirement accounts, etc. All that stuff has to be top of mind before the end of the year.
We also talk to clients about making sure they're saving enough and have the right kind of insurance. You need to have a narrow plan about what you’re trying to accomplish.
How does crypto work in today’s financial world?
The crypto market changes so fast. From three years ago, my thoughts on crypto have done a complete 180. If you look out 20, 30, 40 years, there will still be crypto currencies out there.
They can be a diversifier, but they’re still tied to the overall stock market as far as their correlation. I do think it has a place as an asset class.
Tell us about your connection to Dave Ramsey.
One of the guys in our office is one of Dave Ramsey’s SmartVestors. Dave Ramsey’s team vets and recommends local financial advisors to help his listeners.
Listen to the entire episode or click on the timestamps below to skip ahead to a particular question.
What we discuss in this episode:
3:12 – Professional podcaster
5:52 – PFA
7:47 – Where clients come from
8:24 – Retirement planning
11:28 – Spectrum of services
17:47 – Crypto
19:49 – Taxation with crypto
23:35 – Robinhood
28:47 – Dave Ramsey
30:02 – Railroad retirement
33:11 – Trivia game
For more, visit us online at https://makeretirementwork.com/
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