Prosper Podcast

Sometimes the easiest way to learn about something is make it really simple. Like some of the first true/false tests you might have taken in school, let’s play a round of fact or fiction to test your financial planning acuity. Important Links: Protective Wealthcare Website: https://www.mcwealth.com/ Schedule A Free Review: https://calendly.com/mcwealth/intro

Let’s talk about some of the areas of your financial life where you might be flirting with disaster and don’t even know it on today's show. Important Links: Protective Wealthcare Website: https://www.mcwealth.com/ Schedule A Free Review: https://calendly.com/mcwealth/intro

We discuss some key moments in life that might be perceived as a crisis point, but might actually be an opportunity in disguise. Important Links: Protective Wealthcare Website: https://www.mcwealth.com/ Schedule A Free Review: https://calendly.com/mcwealth/intro

Are pension plans truly disappearing across the country? Let’s take a look at the status of pension plans in America and how changes in that space impact you when planning for retirement. Important Links: Protective Wealthcare Website: https://www.mcwealth.com/ Schedule A Free Review: https://calendly.com/mcwealth/intro

The “normal” investment world already seems crowded with endless possibilities of companies and ways to invest. Yet there’s a segment of the market classified as alternative investments that many people find intriguing. Could there ever be a place for alternative investments in your portfolio? What are some of the alternative investments you should know about? Important Links: Protective Wealthcare Website: https://www.mcwealth.com/ Schedule A Free Review: https://calendly.com/mcwealth/intro

You probably heard all about GameStop stock and buzzwords like short squeeze, Reddit’s Wall Street Bets, and hedge funds the last week of January. But what really happened that had all of the financial media world stirred up and Alexandria Ocasio-Cortez and Donald Trump Jr. actually agreeing about something? We’ll seek to explain what happened and cover some lessons learned from the events. Important Links: Protective Wealthcare Website: https://www.mcwealth.com/ Schedule A Free Review: https://calendly.com/mcwealth/intro

There are many more risks to guard against in retirement planning than most people realize. Let’s explore some of the planning risks we all face and how to prepare for them Important Links: Protective Wealthcare Website: https://www.mcwealth.com/ Schedule A Free Review: https://calendly.com/mcwealth/intro

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

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

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: https://calendly.com/mcwealth/intro

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

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 Review: https://calendly.com/mcwealth/intro

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

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

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

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

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: https://www.youtube.com/channel/UCoAWRL9a8isWC7wXAG66Fvg?app=desktop Call: 215-699-1050

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: https://www.amazon.com/Expert-Stories-Clint-Arthur-ebook/dp/B07L7GDLYV Call: 215-699-1050

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

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