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Retirement Planning - Redefined

Business & Economics Podcasts

Financial and retirement planning guidance from Certified Financial Planner John Teixeira and Nick McDevitt of PFG Private Wealth Management in the Tampa Bay, FL area. On this show, you'll learn about how the financial and retirement world has evolved over the past several decades, how to properly plan for your own future, and some of the important pitfalls to avoid.

Financial and retirement planning guidance from Certified Financial Planner John Teixeira and Nick McDevitt of PFG Private Wealth Management in the Tampa Bay, FL area. On this show, you'll learn about how the financial and retirement world has evolved over the past several decades, how to properly plan for your own future, and some of the important pitfalls to avoid.

Location:

United States

Description:

Financial and retirement planning guidance from Certified Financial Planner John Teixeira and Nick McDevitt of PFG Private Wealth Management in the Tampa Bay, FL area. On this show, you'll learn about how the financial and retirement world has evolved over the past several decades, how to properly plan for your own future, and some of the important pitfalls to avoid.

Language:

English


Episodes

Ep 13: Secure Act Changes - Stretch IRA

2/6/2020
We continue our conversation about the SECURE Act. Another big piece to this new law is the removal of the stretch IRA. Nick walks us through the things we need to know about this big change. Helpful Information: PFG Website: https://www.pfgprivatewealth.com/ Contact: 813-286-7776 Email: info@pfgprivatewealth.com For a transcript of today's show, visit the blog related to this episode at https://www.pfgprivatewealth.com/podcast/ Transcript of Today's Show: ----more---- Mark: Hey,...

Duration:00:15:19

Ep 12: Secure Act Changes - RMD

1/16/2020
After it simmered in Congress for a year, the SECURE Act is now law. If you have a retirement account of any kind, or will one day inherit a retirement account, this will affect you. Today Nick will discuss the details around the new age specifications. Helpful Information: PFG Website: https://www.pfgprivatewealth.com/ Contact: 813-286-7776 Email: info@pfgprivatewealth.com Transcript of Today's Show: ----more---- Speaker 1: Hey everybody, welcome into another edition of Retirement...

Duration:00:12:36

Ep 11: Social Security, Part 5

12/19/2019
Today is part 5 of our social security series and we will focus on the survivor benefit option. We will talk about a few situations that can arise and share a couple of client stories that have revolved around this topic. Helpful Information: PFG Website: https://www.pfgprivatewealth.com/ Contact: 813-286-7776 Email: info@pfgprivatewealth.com Transcript of Today's Show: ----more---- Speaker 1: Back here with us for another edition of Retirement Planning Redefined, the podcast with...

Duration:00:13:31

Ep 10: Social Security, Part 4

12/5/2019
Today's show is part 4 of our social security discussion. Our topic today is spousal benefit options. John and Nick will walk us through the ins and outs of this facet of social security and offer their advice. Helpful Information: PFG Website: https://www.pfgprivatewealth.com/ Contact: 813-286-7776 Email: info@pfgprivatewealth.com Transcript of Today's Show: ----more---- Mark: Hey everybody, welcome into another edition of Retirement Planning Redefined. Thanks as always for checking...

Duration:00:17:05

Ep 9: Social Security, Part 3

11/21/2019
This is part 3 of our social security conversation. This week we talk about what aspects you should consider before you decide to start taking social security. Everybody's situation is different, but this may help you get a better idea on when you should start reaping your benefits. Helpful Information: PFG Website: https://www.pfgprivatewealth.com/ Contact: 813-286-7776 Email: info@pfgprivatewealth.com Transcript of Today's Show: ----more---- Speaker 1: Thanks for tuning in to a...

Duration:00:16:20

Ep 8: Social Security, Part 2

10/17/2019
We continue our discussion on social security this week. Today's show will focus on how you can integrate social security in your retirement plan and some variables you may need to look out for when doing so. Helpful Information: PFG Website: https://www.pfgprivatewealth.com/ Contact: 813-286-7776 Email: info@pfgprivatewealth.com ----more---- Transcript of today's show: Speaker 1: Thanks for coming back in with us. As we talk here on retirement planning redefined, we always appreciate...

Duration:00:11:50

Ep 7: Social Security, Part 1

10/3/2019
Today is the start of a multiple part series on social security. We'll be discussing topics such as the state of the fund and reforms that are aimed to help the program and more, so tune in and catch up on social security. Helpful Information: PFG Website: https://www.pfgprivatewealth.com/ Contact: 813-286-7776 Email: info@pfgprivatewealth.com ----more---- Transcript of today's show: Mark: Hey gang, welcome into another edition of retirement planning redefined with the boys from PFG...

Duration:00:17:17

Ep 6: The Challenges Of No More Paychecks, Part 3

9/5/2019
It's time for part 3 of our discussion about one of the most challenging parts of transitioning into retirement, dealing with the fact that you're no longer receiving a paycheck from work. Today, we'll discuss specifically how to turn your nest egg into paychecks with strategies like living off of dividends and using an income floor. Helpful Information: PFG Website: https://www.pfgprivatewealth.com/ Contact: 813-286-7776 Email: info@pfgprivatewealth.com Transcript of today's...

Duration:00:13:36

Ep 5: The Challenges Of No More Paychecks, Part 2

8/22/2019
It's time for part 2 of our discussion about one of the most challenging parts of transitioning into retirement, dealing with the fact that you're no longer receiving a paycheck from work. Today, we'll discuss specifically ways to get more comfortable with the transition from working to retirement. Helpful Information: PFG Website: https://www.pfgprivatewealth.com/ Contact: 813-286-7776 Email: info@pfgprivatewealth.com ----more---- Transcript of today's show: Speaker 1: The rules of...

Duration:00:11:17

Ep 4: The Challenges Of No More Paychecks, Part 1

8/8/2019
One of the most challenging parts of transitioning into retirement is dealing with the fact that you're no longer receiving a paycheck from work. So today we'll discuss how to make that process as smooth as possible, as well as talk about some of the common feelings and missteps that many people face. ----more---- Here is a transcript of today's episode: Marc Killian: Hey everybody. Welcome in to another edition of Retirement Planning Redefined with John and Nick financial advisors at PFG...

Duration:00:12:40

Ep 3: Why The Role Of Your Financial Advisor Isn't What It Used To Be

7/3/2019
As the financial industry has changed, the role of the financial advisor has also changed in order to fit the needs of today's retirees and pre-retirees. So let's talk about some of the crucial elements that your advisor should be providing you with in a retirement plan, as well as how you can spot an advisor that may not have your best interests in mind. ----more---- Here is a transcript of today's episode: Marc Killian: Hey everybody, welcome in to another podcast edition of Retirement...

Duration:00:15:44

Ep 2: How The Financial Industry Has Changed In The Last Decade

6/20/2019
Things are changing in the financial world, and they're changing for the better. This week, we'll look into how advisor fee structures have changed, and we'll talk about why more and more advisors are becoming independent fiduciaries and separating themselves from the larger wirehouses. We'll also explain the difference between the suitability and fiduciary standards, and discuss why holistic planning is becoming so popular. ----more---- Here is a transcript of today's episode: Marc...

Duration:00:15:23

Ep 1: Getting To Know Your Hosts: John Teixeira and Nick McDevitt

6/6/2019
On this inaugural episode of the Retirement Planning Redefined podcast, we'll get to know your hosts a bit better. We'll find out how they got involved in the industry, how their partnership formed, and what experiences have shaped their financial and investment philosophies. ----more---- Here is a transcript of today's episode: Marc Killian: The rules of retirement have changed. No longer can most of us rely on social security, or a single pension to fund our futures. We're living...

Duration:00:17:08

Welcome To Retirement Planning Redefined

5/28/2019
Coming soon: It's a new podcast helping you plan for your financial future and retirement. It's Retirement Planning Redefined with the team at PFG Private Wealth Management. Each week, John Teixeira and Nick McDevitt will bring you common sense planning guidance and advice to help you stay on the right track to get to and through retirement. Listen to this quick preview of what's to come on future episodes. Episode 1 is coming soon. Meanwhile, learn more about PFG here:...

Duration:00:03:13