Make Retirement Work
Financial and retirement planning guidance for residents of Nebraska and beyond! You’ll learn about risk, investments, 401(k)s, IRAs, rollover strategies, how to find the right advisor, Social Security and many more topics. Your host is Marc Werkmeister, a Certified Financial Planner (CFP) with Professional Financial Advisors. They have offices in North Platte, Scottsbluff, Kearney, Lincoln, and Grand Island. Visit MakeRetirementWork.com for more episodes and information about how Marc can help you plan for retirement. You can also call 855-202-WORK (9675).
Episodes
We’ve received some great questions from clients recently. For instance, if you got a raise at work, but your household now makes too much money to contribute t...
Today we’re tackling two meaty topics – the debt ceiling and playing the long game in investing. Last show, we talked a lot about the debt ceiling, so we wanted...
Today we're talking about the U.S. debt ceiling. You might be wondering, what is that? It’s basically a limit on the total amount of money our government is authorized to borrow. U.S. Treasury Secretary, Janet Yellen, says our...
We have a lot to talk about on today’s show because it’s an exciting time of year! Tax season is behind us and we’re looking ahead. Read more
The collapse of Silicon Valley Bank and Signature Bank has been huge news in the financial sector and an event that many people worry could trigger even more fallout across the coun...
Today we’re sharing a great checklist you should follow to begin 2023. This will help you through the year if you’re interested in being better prepared for financial planning and for retirement.
If you’re retiring this year, it’s essential to have some concrete answers to these questions we’re talking about on today’s show. If...
In the New Year, it looks like we may have some changes to the retirement system. It may make things slightly more challenging for PFA and for consumers throughout the nation.
New retirement legislation is on the horizon, and in this episode we will discuss some of the key points you will want to know about the SECURE Act 2.0.
On this episode, we’ll share:
- What to know about the SECURE Act 2.0. (1:20)
- Here you can learn about ...
Today’s show combines our two favorite topics – finances and football. Believe it or not, planning for your financial future has some similarities to the sport of football.
In retirement planning, some people try to be successful without having a coach at all. Others keep the same coach that they’ve had for years, even though things aren’t working out with him.
We’ll explain why you need to design a portfolio that puts you in victo...
Welcome to today’s show! If you haven’t heard of Professional Financial Advisors, LLC, we handle money management and financial planning and have been in business since 2003.
We also help clients with Medicare plans. Within financial planning, we try to be holistic so we can handle all your needs. Find out more about our business and how we can help you.
On this episode, we’ll share:
- Why you shouldn’t count on Social Security ...
(Note: Today's episode sounds a little different as it was originally produced for the NebraskaLand Bank Podcast)
On this episode:
Medicare can be confusing, especially with the various plans and supplements offered through different companies. So we're going to break down Medicare today with two experts on the topic, Whitney Kester, a specialized Medicare insurance agent, and Marc Werkmeister, a Certified Financial Planner.
Unfort...
(Note: Today's episode sounds a little different as it was originally produced for the NebraskaLand Bank Podcast)
On this episode:
With a volatile market, rising interest rates, and high inflation, many people are worried about the state of the economy. On today’s show, two economic experts, Senator & NebraskaLand CEO Mike Jacobson and Certified Financial Planner Marc Werkmeister join us to break down the trends we are seeing in th...
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 o...
In today’s mailbag, we’re answering listener questions about how to retire early, whether to take a pension lump sum and if it makes sense to have two financial advisors.
Read more and get additional financial resources here: https://makeretirementwork.com/make-retirement-work/podcast.html
What we discuss on this episode:
2:11 – Retiring early
6:21 – Pension
8:25 – Two advisors
Today we’re sharing some potential red flags you should be aware of in your finances. How would you answer these questions?
Can you name all of the investments in your portfolio?
It’s not a red flag if you can’t name them all, but you should know generally what you own. If you can name them all, you might not be very well diversified. If you don’t know how your money is invested, maybe you’re not diversified enough or maybe you’re...
Marc is on the hot seat with this financial and retirement quiz. Play along and see how you do as well.
Read more and get additional financial resources here: https://makeretirementwork.com/1399/ep-28-test-your-financial-knowledge/
What we discuss on this episode:
We’re changing it up today with some funny financial planning jokes and what we can learn from the humor.
Read more and get additional financial resources here: https://makeretirementwork.com/podcasts/
What we discuss on this episode:
1:57 – Credit cards
4:52 – Buying bonds
8:02 – Check my balance
11:23 – Long-term investment
13:27 – Stock market crash
17:...
Common sense is actually quite uncommon, especially when it comes to financial planning. Here are some common sense money approaches you need to know.
Read more and get additional financial resources here: https://makeretirementwork.com/1372/ep-26-learning-through-uncommon-sense/
What we discu...
People often have questions about life insurance. It’s not a sexy topic, but it is an important one. We’ll explain why.
Read more and get additional financial resources here: https://makeretirementwork.com/1350/ep-25-do-you-really-need-life-insurance/
What we discuss on this episode:
1:50 – Dirty word
3:33 – Do you need it?
4:48 – How much?
7:50 – Strategic uses
11:54 – Term, whole and universal
On this episode of Make Retirement Work with Marc Werkmeister, we’ll explain how financial planning is like basketball. You might be surprised how much they have in common.
Read more and get additional financial resources here: https://makeretirementwork.com/1331/ep-24-what-basketball-teaches-us-about-retirement/
What we discuss on this episode:
2:54 – Shot clock
6:08 – Double dribble
9:37 – Personal fouls
13:24 – Coaching
Today, we’re answering your most pressing financial questions about 401ks, mutual funds and inflation. Let’s jump into the mailbag.
Read more and get additional financial resources here: https://makeretirementwork.com/1321/ep-23-mailbag-401ks-mutual-funds-and-inflation/
What we discuss on this episode:
2:41 – Can I leave 401k to son?
6:57 – Worry about inflation?
10:30 – Mutual funds
15:13 – Rental property
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