Prosper Podcast

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:...

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...

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iPhone or your computer can become obsolete and need to be replaced, the way that some people think about retirement is obsolete and needs to be replaced. Let’s talk about some outdated ideas that people still cling to.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:...

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:...

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

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

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...

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

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:...

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

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

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