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Prosper Podcast

Business & Economics Podcasts

Financial and retirement planning guidance from George McReynolds of Protective Wealthcare, serving the Philly suburbs. We'll teach you about reducing taxes, increasing income, and putting a solid financial plan in place so you can have a successful financial future.

Financial and retirement planning guidance from George McReynolds of Protective Wealthcare, serving the Philly suburbs. We'll teach you about reducing taxes, increasing income, and putting a solid financial plan in place so you can have a successful financial future.

Location:

United States

Description:

Financial and retirement planning guidance from George McReynolds of Protective Wealthcare, serving the Philly suburbs. We'll teach you about reducing taxes, increasing income, and putting a solid financial plan in place so you can have a successful financial future.

Language:

English

Contact:

9193781410


Episodes

Lessons From The Market Crash Hall Of Fame

1/14/2021
Let’s see what lessons can be learned from the most famous market crashes in United States history. Important Links: Protective Wealthcare Website: https://www.mcwealth.com/ Schedule A Free Review: https://calendly.com/mcwealth/intro

Duration:00:17:31

End Of Year Planning Tasks

12/23/2020
Let’s explore some of the things you should be thinking about and checking on as we wrap up 2020 and begin 2021. Important Links: Protective Wealthcare Website: https://www.mcwealth.com/ Schedule A Free Review: https://calendly.com/mcwealth/intro

Duration:00:17:11

What’s Your Retirement Lifestyle?

12/10/2020
Have you thought about what life is going to be like for you in retirement? Is there a particular lifestyle you’re seeking? Not all retirement planning is about the finances. Let’s look at some of the lifestyles that are popular among retirees and discuss some of the financial things to consider if you’re going to try to live out one of these particular living situations. Important Links: Protective Wealthcare Website: https://www.mcwealth.com/ Schedule A Free Review:...

Duration:00:16:33

A 5 Question Retirement Preparedness Quiz

11/24/2020
Want to grade your preparedness for retirement? Here are five key questions you need to ask yourself. Your answers will help determine how ready you are for retirement. Important Links: Protective Wealthcare Website: https://www.mcwealth.com/ Schedule A Free Review: https://calendly.com/mcwealth/intro

Duration:00:15:17

How To Pick The Right Advisor

11/12/2020
A lot of concern goes into trying to pick the proper investments, build a balanced portfolio, and getting the highest return. But how much time have you really put into finding the right advisor to work together with on all these tasks and more? You might be surprised to find out that a lot of people don’t do their due diligence or put in a considerable amount of thought into picking their advisor. Important Links: Protective Wealthcare Website: https://www.mcwealth.com/ Schedule A Free...

Duration:00:12:56

Illinois' Tax Proposal

10/15/2020
The governor of Illinois Jay Robert Pritzker has a tax proposal that would significantly increase the tax rate for higher income earners. One of Illinois' wealthiest residents Ken Griffin donated 20 million to campaign against this proposal. We discuss the problems with this tax proposal as well as answer and email question from Sally. Important Links: Protective Wealthcare Website: https://www.mcwealth.com/ Schedule A Free Review: https://calendly.com/mcwealth/intro

Duration:00:13:44

Obsolete Retirement Planning Ideas

10/1/2020
Just like your iPhone or your computer can become obsolete and need to be replaced, the way that some people think about retirement is obsolete and needs to be replaced. Let’s talk about some outdated ideas that people still cling to. Important Links: Protective Wealthcare Website: https://www.mcwealth.com/ Schedule A Free Review: https://calendly.com/mcwealth/intro

Duration:00:13:49

Financial Stuff You Should Know

9/17/2020
There’s a popular podcast called Stuff You Should Know, where they break down things like how sneezing works. Typically, it doesn’t have anything to do with the financial world. On today’s show, we’ll embrace the concept of “Stuff you should know”, but all based in the financial realm. Important Links: Protective Wealthcare Website: https://www.mcwealth.com/ Schedule A Free Review: https://calendly.com/mcwealth/intro

Duration:00:14:31

Windfall Elimination Provision

9/3/2020
If you’re a First Responder in Pennsylvania and not paying into Social Security as part of your job with the Police, Fire or EMS, you could have your benefits reduced substantially. We spend a few minutes on the WEP and how it might affect you. Important Links: Protective Wealthcare Website: https://www.mcwealth.com/ Schedule A Free Review: https://calendly.com/mcwealth/intro

Duration:00:11:06

Let’s Put Your IRA Under Some Scrutiny

8/13/2020
The IRA is an incredibly popular vehicle to save for retirement. But are you being too passive about how you’re saving and investing inside that account? Let’s put your IRA through some scrutiny to see if you’re truly taking advantage of all it has to offer and understand its pros and cons. Important Links: Protective Wealthcare Website: https://www.mcwealth.com/ Schedule A Free Review: https://calendly.com/mcwealth/intro George's Youtube Channel:...

Duration:00:14:17

Here Are Some Easy Ways To Ruin Your Retirement

7/30/2020
Everyone has read blogs, watched shows, and listened to people talk about all the key ways to improve or succeed in retirement. But what about how you can mess it all up? Let’s tackle five easy ways to ruin your retirement (then just do the opposite of these things and you’ll be fine). Important Links: Protective Wealthcare Website: https://www.mcwealth.com/ Schedule A Free Review: https://calendly.com/mcwealth/intro Check Out Expert Stories:...

Duration:00:14:00

Investing Like A Genius

6/18/2020
People are always studying geniuses and highly intelligent people, trying to get an understanding of what makes them tick. Let’s look at some of the common characteristics of highly intelligent people that you should apply to your financial life. Important Links: Protective Wealthcare Website: https://www.mcwealth.com/ Schedule A Free Review: https://calendly.com/mcwealth/intro Call: 215-699-1050

Duration:00:13:47

Traditional IRA vs. Roth IRA

6/4/2020
It seems that most people don’t have a clear picture of whether they should contribute to a traditional IRA or a Roth. Let’s discuss how to determine what’s best for you. Important Links: Protective Wealthcare Website: https://www.mcwealth.com/ Schedule A Free Review: https://calendly.com/mcwealth/intro Call: 215-699-1050

Duration:00:12:32

How To Avoid Critical Retirement Planning Mistakes

5/21/2020
Let’s talk about some of the common mistakes that we see being made time and time again by retirees and pre-retirees. Important Links: Protective Wealthcare Website: https://www.mcwealth.com/ Schedule A Free Review: https://calendly.com/mcwealth/intro Call: 215-699-1050

Duration:00:14:08

Should You Be Wary Of Some Of Dave Ramsey’s Advice?

5/7/2020
Dave Ramsey has earned a lot of respect among savers and investors over the years as evidenced by his enormously popular radio show, books and sold out performance venues when he speaks. But is all of his advice worth following? Is it possible that some of the things he professes will actually hurt you financially? Let’s take a look at some of Dave’s most popular advice and see if and when it makes sense for retirees and pre-retirees to disagree. We also discuss a recent Marketwatch...

Duration:00:12:03

April Coronavirus Update

4/16/2020
This week we talk with George about the state of things for himself, his clients and the nation as a whole. We'll also look into some key points from the government stimulus package that just might be a silver lining for your portfolio. Important Links: McReynolds Wealth Management Website: https://www.mcwealth.com/ Schedule A Free Review: https://calendly.com/mcwealth/intro Call: 215-699-1050

Duration:00:12:30

Stages Of Retirement

4/2/2020
How far out from retirement are you? 15 years? 10? 5? Is it on the doorstep? No matter which stage you’re in, there are some really important things you should be thinking about as you inch closer to that day you call it quits at work. On this episode, we’ll walk through these different stages to see exactly the kinds of things you should be doing from a planning perspective and how your focus changes as you get closer to the big day. Important Links: McReynolds Wealth Management Website:...

Duration:00:18:51

Coronavirus Update

3/19/2020
The Coronavirus (COVID-19) is having a dramatic impact on our daily lives and many people are taking a huge financial hit from lost wages, a volatile stock market, and general economic uncertainty. George will give his thoughts on what has been happening and his opinion on what may come from this situation. Important Links: McReynolds Wealth Management Website: https://www.mcwealth.com/ Schedule A Free Review: https://calendly.com/mcwealth/intro Call: 215-699-1050

Duration:00:14:38

Everything You Need To Know About Roth Conversions

3/5/2020
The idea of a Roth conversion is intriguing to a lot of people, and for some people it can be a great strategy to enact. Let’s explore the concept... Important Links: McReynolds Wealth Management Website: https://www.mcwealth.com/ Schedule A Free Review: https://calendly.com/mcwealth/intro Call: 215-699-1050

Duration:00:11:08

How To Account For Emotions In Your Financial Plan

2/20/2020
Most people like to think that they always make decisions based on logic and facts, but the truth is that emotions usually play a role for all of us in the decision-making process... Important Links: McReynolds Wealth Management Website: https://www.mcwealth.com/ Schedule A Free Review: https://calendly.com/mcwealth/intro Call: 215-699-1050

Duration:00:10:40