Synopsis
Bruce Smith is the president and founder of the Wealthkare Investment Center serving central Pennsylvania. Bruce has spent more than 30 years identifying and using strategies that wealthy individuals use and making them available to the everyday retirement saver. The Get More Retirement podcast asks the question, How can you GET MORE from your retirement?
Episodes
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![Are we facing “The Perfect Storm” for retirement planning?]()
Are we facing “The Perfect Storm” for retirement planning?
05/07/2021 Duration: 07minWhy is this the most challenging era ever to plan for retirement?
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![Congress is working on higher taxes for retirees]()
Congress is working on higher taxes for retirees
28/06/2021 Duration: 19minCould the money you send down to your heirs be taxed at 83 percent? That’s a new proposal in Congress!
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![Will the new rules on Capital Gains affect you?]()
Will the new rules on Capital Gains affect you?
14/06/2021 Duration: 15minThere is a proposal to bring the capital gains tax up to your income tax bracket. What would that do to you in retirement?
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![Put your retirement plan on the treadmill]()
Put your retirement plan on the treadmill
07/06/2021 Duration: 12minWhen your doctor puts you through a stress test, they are looking for failure points. You can do the same with your retirement plan.
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![Can you order off the retirement menu?]()
Can you order off the retirement menu?
31/05/2021 Duration: 07minMany advisors have a set menu of tools you can use for retirement planning. What if you could order off the menu?
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![Why are there so many tax proposals right now?]()
Why are there so many tax proposals right now?
10/05/2021 Duration: 06minThe market is up, and so are the number of new ideas for taxes. Coincidence?
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![Should you haggle about your retirement?]()
Should you haggle about your retirement?
03/05/2021 Duration: 05minAre you a bargain shopper? Are you always looking for a discount? There are savings to be had in retirement planning, if you know where to look.
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![How much steam is left in this market?]()
How much steam is left in this market?
19/04/2021 Duration: 07minThere is an incredible amount of new money pouring into stocks. Should that concern us?
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![What can we learn from the ultra-wealthy?]()
What can we learn from the ultra-wealthy?
12/04/2021 Duration: 13minA study was done about what the Super Wealthy view as important regarding their money. It might surprise you.
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![What you don’t know can hurt you]()
What you don’t know can hurt you
29/03/2021 Duration: 06minOne survey says Americans lose 307 billion dollars a year because of things they don’t know. Are you missing something in your retirement planning?
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![401(k) vs IRA – Which is better?]()
401(k) vs IRA – Which is better?
22/03/2021 Duration: 10minThe 401(k) and the IRA each have their advantages and disadvantages. Let’s put them head to head.
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![The market is up, why is my account not up?]()
The market is up, why is my account not up?
15/03/2021 Duration: 12minIs your retirement account and its success connected to the market? Is there a need for some diversification?
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![Will your financial plan keep working in 10 or 20 years?]()
Will your financial plan keep working in 10 or 20 years?
08/03/2021 Duration: 11minIs your financial plan built to stand the test of time? Bruce Smith has evaluated many plans at many stages of life. What did he find?
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![Don’t get caught in this frothy market]()
Don’t get caught in this frothy market
01/03/2021 Duration: 13minHow do you know what time to pull money off the table without being a market timer?
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![Are you terrified of loss?]()
Are you terrified of loss?
22/02/2021 Duration: 15minAre you so afraid of losing money that it’s hurting your chances of retirement success? Is there a middle road between too conservative and too risky?
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![50% of retirees are seeing their Social Security check get taxed!]()
50% of retirees are seeing their Social Security check get taxed!
15/02/2021 Duration: 10minThey’ve already taxed your paycheck for Social Security. Can they tax you again? The answer is YES!
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![Do you want to live to 100?]()
Do you want to live to 100?
08/02/2021 Duration: 10minPeople were asked about living to 100. Those who said they didn’t want to, had a very interesting reason.
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![How do you choose the right financial advisor?]()
How do you choose the right financial advisor?
01/02/2021 Duration: 05minThere are so many different titles of people to help you with your money. How do you know which one is right for you?
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![10 reasons you need a tax plan in your retirement plan]()
10 reasons you need a tax plan in your retirement plan
25/01/2021 Duration: 25minBruce’s new book “The Power of Tax Freedom Planning and Management” will be available soon. Here we discuss the 10 benefits he outlines in the book.
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![Will you be proactive or reactive with taxes in retirement?]()
Will you be proactive or reactive with taxes in retirement?
18/01/2021 Duration: 09minBruce is an Ed Slott 'Master Elite Financial Advisor'. What does that mean and why does Ed say you can choose how you want to pay taxes?
