Welcome to Retirement Intel. A weekly show where we discuss the latest topics in the world of retirement planning.
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Welcome to our first-ever live broadcast of "Retirement Intel" with your host, Johnathan Rankin! This weekly show airs every Tuesday at 4 p.m. Central Time, where we dive into the latest trends, insights, and strategies for your retirement planning. In today's episode, we cover a range of topics including:- Market volatility and its impact on big tech stocks.- An interesting chart by Richard Bernstein Advisors on stock performance.- A breakdown of a recent article discussing the misconceptions around Social Security and its future.- Updates on the IRS's Secure 2.0 Act and new rules for 401k and IRA withdrawals.- Common mistakes in rolling over 401k to IRA and how to avoid them.- Six essential things to consider purchasing before retirement, according to a Forbes article.- The latest list of the best and worst states to retire in, and what factors are considered.Join us as we navigate through these critical subjects and provide you with the knowledge you need for a secure and prosperous retirement. If you have any questions or topics you'd like us to cover, drop us a note at retire@theoremwm.com or join us live next week!
Articles discussed -https://www.barrons.com/articles/social-security-run-out-benefit-cuts-490e769ahttps://www.wsj.com/personal-finance/retirement/using-your-retirement-account-as-an-emergency-atm-just-got-easier-2ab939bahttps://www.wsj.com/personal-finance/retirement/the-401-k-rollover-mistake-that-costs-retirement-savers-billions-c7a19dfahttps://www.forbes.com/sites/nancyanderson/2024/07/24/6-things-to-pay-for-when-you-are-nearing-retirement/https://www.newsweek.com/best-worst-states-retirement-delaware-bankrate-1928830
Our mission here at Theorem Wealth is to help diligent retirement-focused savers achieve their dream retirement while reducing the stress caused by managing wealth.
- Johnathan Rankin CRPC® CEPA®, Founder & CEO
- Theorem Wealth Management
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Disclaimer: Johnathan Rankin is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Theorem Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.
