The Marcus Warren Show

On this week's Marcus Warren Show, we look back at what we got right and what we got wrong in our 2023 predictions show. We also make our predictions for what we'll have in store in 2024. We talk cryptocurrency (Bitcoin ETFs anyone?), housing market, inflation, interest rates, recession, stock market (it's an election year), and of course, taxes (did we mention that it's an election year?). Have a question for Marcus? Visit talktoMarcus.com to schedule a 15-minute phone call or send us a message with your question and it could be featured on the show! Does your retirement need a rescue? Visit www.WarrenWealth.net to request your copy of Marcus's best-selling book, The Retirement Playbook.

For the first time in 46 years, your taxes in retirement will likely be higher than when you were working. Why is that? Americans have accumulated over $32 trillion dollars in retirement accounts that have never been taxed (IRAs, 401(k)s, and other company retirement plans). And the U.S. government has accumulated a lot of debt, with no plans to curb the spending. Withdrawals from these tax deferred accounts are subject to whatever tax rates are when you make withdrawals. This means you are likely sitting on a ticking tax time bomb. On this week's Marcus Warren Show, we discuss what you can do to plan for higher taxes in retirement. We also answer your questions about IRMAA, stock market volatility, Social Security taxation, and more. Have a question for Marcus? Visit www.WarrenWealth.net to schedule a 15-minute phone call or click the "Ask Marcus" button to send us a message with your question and it could be featured on the show! Does your retirement need a rescue? Visit www.WarrenWealth.net to request your copy of Marcus's best-selling book, The Retirement Playbook.

There is a lot of information out there, but not all of it makes sense. If you listen to the "financial gurus" on TV, you'll likely hear opposing ideas. Figuring out what works best for your retirement isn't always so easy. On this week's Marcus Warren Show, we discuss the top financial mistakes people make when they near retirement. Things like, underestimating how much money you will need, making bad investing decisions, and ignoring inflation. Don't make these mistakes! Have a question for Marcus? Visit www.WarrenWealth.net to schedule a 15-minute phone call or click the "Ask Marcus" button to send us a message with your question and it could be featured on the show! How safe is it to retire in a recession? Does your retirement need a rescue? Visit www.WarrenWealth.net to request your copy of Marcus's best-selling book, The Retirement Playbook.

When it comes to investing in retirement, there are many risks you can face. On this week's Marcus Warren show, we discuss ways to mitigate or avoid the risks that come with investing, especially when you're in retirement. We also answer your questions, like whether your credit score is important in retirement, if a Roth IRA is the best investment for younger investors, and whether Roth conversions make sense now. Have a question for Marcus? Visit www.WarrenWealth.net to schedule a 15-minute phone call or click the "Ask Marcus" button to send us a message with your question and it could be featured on the show! How safe is it to retire in a recession? Does your retirement need a rescue? Visit www.WarrenWealth.net to request your FREE Retirement Rescue Game Plan!

Predicting what will happen next is... impossible. In 2022, many predicted that the U.S. would go into a recession "soon", but we have not seen that happen. In fact, unemployment is low, inflation is slowing down, and the stock market is up for the year (at least, so far). No one really knows what will happen next. On this week's Marcus Warren show, we discuss why it's impossible to predict the stock market, and we talk about a better way to invest for the long-term. We also answer your questions about Roth Conversions, drawing down your 401(k) before RMD age, investment funds in your 401(k), and more. Have a question for Marcus? Visit www.WarrenWealth.net to schedule a 15-minute phone call or click the "Ask Marcus" button to send us a message with your question and it could be featured on the show! How safe is it to retire in a recession? Does your retirement need a rescue? Visit www.WarrenWealth.net to request your FREE Retirement Rescue Game Plan!

On this week's Marcus Warren show, Marcus breaks down why taxes have to go up and how retirees lose important tax deductions in retirement. That old myth that your taxes will be lower in retirement because you'll have less income, is no longer true. Retirees need just as much, if not more income to keep up with the cost of inflation (have you seen the price of food lately?). And many retirees lose important tax deductions after they stop working. Plus, let's not forget the U.S. government debt and unfunded liabilities that will have to be paid out (especially as more and more baby boomers retire each day). Learn what you need to do to protect your retirement savings from Uncle Sam! Have a question for Marcus? Visit www.WarrenWealth.net to schedule a 15-minute phone call or click the "Ask Marcus" button to send us a message with your question and it could be featured on the show! How safe is it to retire in a recession? Does your retirement need a rescue? Visit www.WarrenWealth.net to request your FREE Retirement Rescue Game Plan!

If you invested $1 in the stock market in 1999, you would have... just under $1 in 2009. This is referred to as the Lost Decade of Stocks, when the S&P 500 generated an annualized total return of -0.9% over the period. In general, the stock market goes up. You can invest your money and expect it to grow over the long term. But the problem is that the growth doesn't occur in a straight line. And market drops can be devastating for those nearing retirement. On this week's show, we discuss the importance of having the correct asset allocation as you get closer to retirement. Have a question for Marcus? Visit www.WarrenWealth.net to schedule a 15-minute phone call or click the "Ask Marcus" button to send us a message with your question and it could be featured on the show! How safe is it to retire in a recession? Does your retirement need a rescue? Visit www.WarrenWealth.net to request your FREE Retirement Rescue Game Plan!

What does mountain climbing have to do with retirement? Actually, there are many similarities. Fun fact: historically, most accidents and deaths happen on the way down the mountain, after a climber has reached the summit. The same can be said about retirement. Most of the financial pitfalls that individuals experience occur after they retire. On this week's Marcus Warren show, we discuss how to avoid the major retirement pitfalls. We also discuss the Top 10 taxes you'll pay in retirement and we answer your questions! Have a question for Marcus? Visit www.WarrenWealth.net to schedule a 15-minute phone call or click the "Ask Marcus" button to send us a message with your question and it could be featured on the show! How safe is it to retire in a recession? Does your retirement need a rescue? Visit www.WarrenWealth.net to request your FREE Retirement Rescue Game Plan!

On this week's show we break down the debt ceiling crisis and how it might impact income for many retirees. Why is the U.S. government going to run out of money? What will be prioritized and paid first? What would a default mean to our economy and to the global economy as a whole? Have a question for Marcus? Visit www.WarrenWealth.net to schedule a 15-minute phone call or click the "Ask Marcus" button to send us a message with your question and it could be featured on the show! How safe is it to retire in a recession? Does your retirement need a rescue? Visit www.WarrenWealth.net to request your FREE Retirement Rescue Game Plan!

On this week's Marcus Warren Show, we talk about JP Morgan Chase's recent takeover of First Republic Bank... and JP Morgan Chase's history of saving failing banks. Is the bank takeover a bad sign for our economy? Or is it just an illustration of our system at work? We also answer listener questions about taxes, investment options in your company retirement plans, and long term care costs. Have a question for Marcus? Visit www.WarrenWealth.net to schedule a 15-minute phone call or click the "Ask Marcus" button to send us a message with your question and it could be featured on the show! How safe is it to retire in a recession? Does your retirement need a rescue? Visit www.WarrenWealth.net to request your FREE Retirement Rescue Game Plan!

On this week's Marcus Warren Show, we discuss the Silicon Valley Bank collapse, who is to blame, and whether the US is facing a banking crisis. We also discuss the impact of rising interest rates on the U.S economy, whether the U.S. will be in a recession (we've been waiting for it for months now!) and what investors should do to protect their savings. Have a question for Marcus? Visit www.WarrenWealth.net to schedule a 15-minute phone call or click the "Ask Marcus" button to send us a message with your question and it could be featured on the show! How safe is it to retire in a recession? Does your retirement need a rescue? Visit www.WarrenWealth.net to request your FREE Retirement Rescue Game Plan!

On this week's Marcus Warren show, we talk about the emotions that can drive investor behavior; like fear, greed, overconfidence, and impatience. We discuss why your behavior is more important than what you know. We also answer your questions about taking Social Security benefits, completing a Roth Conversion, and retiring in a recession. Finally we discuss how some of the new Secure Act 2.0 rules could impact you, in Dee's Tax Corner. Have a question for Marcus? Visit www.WarrenWealth.net to schedule a 15-minute phone call or click the "Ask Marcus" button to send us a message with your question and it could be featured on the show! How safe is it to retire in a recession? Does your retirement need a rescue? Visit www.WarrenWealth.net to request your FREE Retirement Rescue Game Plan!

On this week's Marcus Warren show, we explain the Debt Ceiling (in a Lord of the Flies format) and we discuss the state of the economy. We also answer listener questions like, why is it good to do a Roth conversion in a down market and whether you should fire your financial advisor. Have a question for Marcus? Visit talktoMarcus.com to schedule a 15-minute phone call or send us a message with your question and it could be featured on the show! How safe is it to retire in a recession? Does your retirement need a rescue? Visit www.warrenwealth.net to request your FREE Retirement Rescue Game Plan!

On this week's Marcus Warren Show, we make our predictions for 2023. What will the stock market do? How long will the recovery take? Will we be in a recession this year? What trends will we see in the labor market? Will inflation continue to go up? Listen to the show to hear what we think will happen this year! Have a question for Marcus? Visit talktoMarcus.com to schedule a 15-minute phone call or send us a message with your question and it could be featured on the show! How safe is it to retire in a recession? Does your retirement need a rescue? Visit www.warrenwealth.net to request your FREE Retirement Rescue Game Plan!

On this week's 2022 Rewind Show, we discuss what predictions we got right and what we got wrong in 2022. Last year was a crazy year! We talk the housing market, labor market, stock market, inflation, crypto, and taxes. Have a question for Marcus? Visit talktoMarcus.com to schedule a 15-minute phone call or send us a message with your question and it could be featured on the show! How safe is it to retire in a recession? Does your retirement need a rescue? Visit www.warrenwealth.net to request your FREE Retirement Rescue Game Plan!

On this week's Marcus Warren Show, we discuss the superfecta of bad news in the economy: high inflation, rising interest rates, a bear stock market, and an economic recession. We also talk about the crypto meltdown and discuss the negative side of regressive taxation. Have a question for Marcus? Visit talktoMarcus.com to schedule a 15-minute phone call or send us a message with your question and it could be featured on the show! How safe is it to retire in a recession? Does your retirement need a rescue? Visit www.warrenwealth.net to request your FREE Retirement Rescue Game Plan!

On this week's Marcus Warren Show, we answer YOUR questions about I-Bonds, retirement, finances, investments, and taxes! We take listener questions to talk about I-Bonds, whether you should cash out of the market, and whether you should do a Roth conversion now! Have a question for Marcus? Visit talktoMarcus.com to schedule a 15-minute phone call or send us a message with your question and it could be featured on the show! How safe is it to retire in a recession? Does your retirement need a rescue? Visit www.warrenwealth.net to request your FREE Retirement Rescue Game Plan!

On this week's Marcus Warren Show, we discuss the similarities and differences between the Traditional IRA and the Roth IRA. Which is better for you? When should you contribute to a Traditional vs. Roth? And what are the tax implications of each? Have a question for Marcus? Visit talktoMarcus.com to schedule a 15-minute phone call or send us a message with your question and it could be featured on the show! How safe is it to retire in a recession? Does your retirement need a rescue? Visit www.warrenwealth.net to request your FREE Retirement Rescue Game Plan!

On this week's Marcus Warren show, we discuss the pitfalls that you'll experience during the retirement red zone, which is a 10 year period before and after retirement. This "fragile decade" is important and can have a big impact on how long your retirement savings last and will set the tone for the type of retirement that you will have. Have a question for Marcus? Visit talktoMarcus.com to schedule a 15-minute phone call or send us a message with your question and it could be featured on the show! How safe is it to retire in a recession? Does your retirement need a rescue? Visit www.warrenwealth.net to request your FREE Retirement Rescue Game Plan!

On this week's Marcus Warren Show, we discuss the delicate balancing act that the Federal Reserve is trying to achieve, to reduce inflation, without crashing the entire economy and causing a recession. It's like eating at a fancy restaurant. Listen to find out how! Also, on Dee's Tax Corner, we discuss estate tax planning. Have a question for Marcus? Visit talktoMarcus.com to schedule a 15-minute phone call or send us a message with your question and it could be featured on the show! How safe is it to retire in a recession? Does your retirement need a rescue? Visit www.warrenwealth.net to request your FREE Retirement Rescue Game Plan!