All Episodes

August 30, 2025 42 mins
This week on the Common Sense Investing Show, Victor McClure and Steve Ringo focused on the importance of year-end financial strategies as we enter the latter half of 2025. The team emphasized stress testing retirement portfolios and urged listeners not to be complacent but to routinely evaluate their plans, particularly looking at asset allocation, tax harvesting, and income strategies ahead of 2026. The discussion highlighted the difference between accumulation and distribution phases, noting that while the stock market excels at growing wealth, retirees need reliable income streams and the right asset mix as they approach retirement.

The show also covered critical end-of-year deadlines, including Medicare’s annual election period, required minimum distributions (RMDs), Roth conversions, and charitable gifting, all of which must be addressed by December 31st. Victor and Steve stressed the importance of understanding healthcare and state tax implications when relocating in retirement, reminding listeners that costs and coverage can vary greatly depending on location. Audience questions covered topics such as evaluating portfolio performance and considering moves between financial advisors or relocating states.


For more information about Victor McClure, Steve Ringo and the McClure Capital team, visit https://mcclurecapital.com/
Mark as Played

Advertise With Us

Popular Podcasts

NFL Daily with Gregg Rosenthal

NFL Daily with Gregg Rosenthal

Gregg Rosenthal and a rotating crew of elite NFL Media co-hosts, including Patrick Claybon, Colleen Wolfe, Steve Wyche, Nick Shook and Jourdan Rodrigue of The Athletic get you caught up daily on all the NFL news and analysis you need to be smarter and funnier than your friends.

On Purpose with Jay Shetty

On Purpose with Jay Shetty

I’m Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and I’m so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood you’re able to deal with relationship struggles, work challenges and life’s ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and athletes so that we can grow our mindset, build better habits and uncover a side of them we’ve never seen before. New episodes every Monday and Friday. Your support means the world to me and I don’t take it for granted — click the follow button and leave a review to help us spread the love with On Purpose. I can’t wait for you to listen to your first or 500th episode!

Dateline NBC

Dateline NBC

Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com

Music, radio and podcasts, all free. Listen online or download the iHeart App.

Connect

© 2025 iHeartMedia, Inc.