Deserve Podcast

Deserve Podcast

Welcome to the Deserve Podcast! Each week your host Brett Saso Sr., Founder of Retirement Architecture & Co-Host Patcharles Iovanella, Managing Editor of Deserve Magazine primarily discuss financial matters that will likely impact your retirement. They then introduce out-of-the-box strategies that just may help you avoid the potential pitfalls they expose. You've worked hard your entire life, you DESERVE an amazing retirement!

Episodes

July 9, 2021 27 min

This week Brett & Patcharles talk about having the confidence to ask your tax preparer questions, and challenge them to have educational conversations. Most people have had the same tax preparer for years, don't you think it would be a good idea to get a second opinion by having someone else take a look at your taxes? Is there something you could be doing to help you save more money in retirement? 

If you are heading into o...

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Brett & Patcharles are joined by special guest Stephen Way of Paragon Tax Planners. Stephen talks about what his company does to educate people across the U.S. & how they're working with Retirement Architecture to help save baby boomers retirements. They talk about why people need to educate themselves about taxes, why they should take a deeper dive into their tax situation, and the importance of establishing a safe buc...

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Brett is joined by Bryan & Josh this week and they discuss how much of your 401(k) you really get to keep. They also discuss how much of that 401(k) goes back to Uncle Sam in the form of taxation.

If you are heading into or currently enjoying retirement, you must listen to this podcast to learn how you can avoid and ride out this potential retirement perfect storm bearing down on us.

Want to learn more? Go to Deservemagazine.c...

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Brett & Patcharles are joined by a very special guest this week, Professor Terrance Odean, Professor of Finance at the Haas School of Business at the University of California, Berkley. They discuss many aspects of human investment behavior, like the “Disposition Effect” which can be disastrous on one’s retirement plans.

If you are heading into or currently enjoying retirement, you must listen to this podcast to learn how you can...
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Brett shares an old story of how his investment behavior made him ride the 2000 crash ALL THE WAY to the bottom! He explains why people think this way and why you should start thinking about things differently when you start to near retirement.

If you are heading into or currently enjoying retirement, you must listen to this podcast to learn how you can avoid and ride out this potential retirement perfect storm bearing down on us.

Wa...
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April 30, 2021 34 min
Brett is joined by special guests Josh Breitmaier & Joe Violetta and they share some stories of their earlier days when they worked together. They also discuss Roth Conversions, the concepts behind them and why it's important to make sure you do your research when looking into these strategies. If the information is free, why not take all you can get?

If you are heading into or currently enjoying retirement, then you must li...
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April 23, 2021 39 min
Brett, Pat, & Anthony talk about Deserve Magazine. They also talk about why Deserve Magazine was started, and how important it is to know what your "why" is in retirement. You work hard your entire life for these years, YOU DESERVE AN AMAZING RETIREMENT!


If you are heading into or currently enjoying retirement, then you must listen to this podcast and learn how you can avoid and ride out this potential retirement perfect...
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Brett & Patcharles have a conversation with Matt Repass who is the Director of Advanced Planning at Key Financial Services in Maryland. They talk about what a fiduciary is and why these people are so important when planning for your retirement.

If you are heading into or currently enjoying retirement, then you must listen to this podcast and learn how you can avoid and ride out this potential retirement perfect storm bearing dow...
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Brett, Patcharles, & Special Guest Bryan Nicolaysen get technical this week and talk about the living benefits of life insurance. They also discuss our amazing network of Safe Money Experts at Retirement Architecture and how people should have an open mind when setting up their retirement Plan. Having an open mind will get you a dream retirement and so much more!

If you are heading into or currently enjoying retirement, then you...
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Brett & Patcharles have a conversation with Ed Guanill, who is the Founder & President of Guanill Wealth Management. They talk about Ed's book "Navigating the Tides of Retirement". They also discuss one of the most important pages in the Blueprint, The "Dream Board", and why it's critical to know what activities you plan on doing in retirement. In the end, You DESERVE an Amazing Retirement!

If you are...
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March 17, 2021 20 min
Brett and Patcharles talk about the "Why". Why have thousands of Americans facing retirement have reached out to us to get a blueprint? What do these Blueprints really do? What are these pre-retirees/retirees looking for?

We summed it up in one word...Visibility.

If you are heading into or currently enjoying retirement, then you must listen to this podcast and learn how you can avoid and ride out this potential retirement per...
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March 6, 2021 33 min
Brett & Patcharles have a conversation with special guest Gary Sickles, who is Founder and CEO of Safe Harbor Retirement Group, LLC and Safe Harbor Wealth Management, LLC,. Gary is just one of the 700 amazing advisors that work with Retirement Architecture.

If you are heading into or currently enjoying retirement, then you must listen to this podcast and learn how you can avoid and ride out this potential retirement perfect sto...
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Arguably, the stock market will always be somewhat of a “game of chance”, but when it comes to retirement planning, the sure bet we all should be trying to avoid is higher taxation.

By 2030, the interest-only payment on the national debt will be more than $900,000,000,000… yes, that’s $900 Billion! On average, the federal income tax collected from taxpayers in 2018 was a little more than $15,000. By the year 2030, it will take 60,00...
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February 20, 2021 38 min
Listen to CEO of Retirement Architecture, Brett Saso recap and answer questions from the webinar titled, “Why Do People Hate Life Insurance?"

Most people have a negative reaction when they hear the words - "Life Insurance", a little like biting into a lemon. When asked why they have such harsh feelings, a typical response starts with a puzzled-pause, and ends with - "I know someone who said it was the worst investme...
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February 6, 2021 35 min
This week, Brett & Patcharles why people hate annuities, and why they should be a little more open minded when it comes to out of the box strategies for their retirement.

Several of today's most popular financial experts have a long history of bashing Annuities. Their rants have actually caused people, who could truly benefit from an annuity, to cringe at the mention of the word. Are these heavily opinionated public personal...
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January 30, 2021 37 min
Listen to CEO of Retirement Architecture, Brett Saso recap and answer questions from the webinar titled, “The Widow Trap.”

Does Your Retirement Plan Guard Against the "Widow Trap"?
Losing a partner is difficult enough without having to worry about your finances. Don’t leave your spouse vulnerable.

If you are heading into or currently enjoying retirement, then you must listen to this podcast and learn how you can avoid and ri...
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January 19, 2021 32 min
Listen to the Brett and team recap and answer questions from his webinar titled “The Retirement Perfect Storm.”

If you are heading into or currently enjoying retirement, then you absolutely must listen to this podcast and find out how you can avoid and ride out this potential retirement perfect storm bearing down on us.
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December 23, 2020 28 min
Welcome to the Deserve Podcast!

Your host Brett Saso, Sr & Patcharles Iovanella review the questions and comments from Brett's latest Live Webinar "All that Glitters is Not Gold"
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April 24, 2020 42 min
The team at Retirement Architecture discusses the 1920-1929 depression era with the 2020-???? Post-COVD-19 era. What can we learn from the past that may save the retirement future for the baby-boomer generation? Do you recognize the opening song and the crooner signing it? Brother, can you spare a dime?
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April 17, 2020 30 min
In this week's podcast, the team finally gets a chance to sit down and discuss what they have been working on with clients for the past month and half. As the United States Economy is brought to its knees, stock market investors around the world are trying to figure out what is next. Is this a temporary self inflicted downturn, or is the COVID-19 disease just the pin that popped the bubble? Will it be used as a scapegoat for a ...
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