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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Figuring out your monthly spend in retirement
10/02/2020 Duration: 10minPick a number…or pick a percentage. Is that the way to figure out how much you can spend each month in retirement?
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Are you Uncle Sam’s Tax Mule?
03/02/2020 Duration: 08minThose close to retirement, and IN retirement and paying the bulk of taxes in this country. That may come as a surprise for those about to go on a fixed income.
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Finding the lost money in retirement
27/01/2020 Duration: 09minIs there money to be “found” in your portfolio? Bruce talks about how with smarter tax, fee and risk management, there may be money for your retirement that you never knew you had.
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Are we in for a market “melt up"?
20/01/2020 Duration: 09minWhat is a stock market melt up and what might be the danger to the retirement saver?
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Do you see yourself as wealthy?
13/01/2020 Duration: 04minAs your 401k balance got bigger in 2019 it probably didn’t change anything about you. But there is someone who views you in a whole different light.
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They’ve changed the rules for retirement planning
06/01/2020 Duration: 16minAt the end of 2019 Congress passed “The Secure Act.” There are some big changes that you need to know about if you have an IRA or 401k.
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There’s a new magic number!
30/12/2019 Duration: 09minIt’s common for people to ask, “How much do I need for retirement?” The internet is full of ideas, and those ideas are constantly changing.
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Wacky Wall Street Advice
23/12/2019 Duration: 05minYou need to sift through the advice you hear on the financial networks to see if it’s right for you. The question is: Is this advice good for anyone getting ready for retirement?
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Why women are unhappy with financial services
16/12/2019 Duration: 10minThere’s a new study that says of all the services women use, they are most unsatisfied with financial services. Why is that?
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The Folly of Predictions
09/12/2019 Duration: 09minI your financial advisor looks at you and says, “You’re gonna be fine,” don’t believe him.
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Are you in the Sweet Spot for a rollover?
25/11/2019 Duration: 10minConverting some of your taxable money to tax free money sounds good, but are you a good candidate for this strategy?
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Losses vs Low Returns
18/11/2019 Duration: 11minWhat do you think is more dangerous to your retirement: Losses or lower returns?
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Dow 650 thousand, are you kidding me?
11/11/2019 Duration: 10minBruce weighs in on one of the more outlandish predictions we’ve heard lately, plus the results of your politics influencing your investing.
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Pulling the financial blinders off
04/11/2019 Duration: 13minFidelity reports a record number of people pulling out of the market and going into CDs. Is this smart, overly cautious, or misguided? Bruce discusses the alternatives with better risk management.
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Financial lessons from Judge Judy
28/10/2019 Duration: 12minYou may not know it but Judge Judy is one of the highest paid women on TV, and we can learn something from her “No BS” approach.
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Put a dent in your biggest retirement expense
21/10/2019 Duration: 13minWhat do you think your biggest retirement expense will be? Will it be food, housing, fun or something else? You might be surprised.
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Is your pension a part of the next headline?
14/10/2019 Duration: 09minGE announced it is freezing pensions for 20 thousand employees and offering buy out for 100 thousand others. If you are looking forward to a pension check, what do you need to know?
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I don’t have time for financial planners
07/10/2019 Duration: 16minThere is always an excuse to avoid talking about your money and planning for the future. Bruce talks to those of you who say: “I don’t have time,” “I don’t understand it,” “I hate it,” “I do it myself,” and “I don’t have enough money to justify a financial advisor.”
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