Creating a Clear Retirement Roadmap

Countdown to Retirement with Gregg MacInnis

https://gmacfamilyfinancial.com/

22:49

Jonathan Jones is an NFL cornerback for the Washington Commanders who rose from the undrafted ranks to become two-time Super Bowl champion with the New England Patriots, a businessman, philanthropist, and licensed pilot. In 2019, Jonathan founded the Jonathan Jones Next Step Foundation in 2019, a platform dedicated to empowering youth through education, professional development, and mentorship. The foundation works to alleviate food insecurity, promote women in stem and sports, and to promote professional development in the communities where he lives. Jay and Jonathan talk about investing in the communities they live in, acknowledging the people who helped you become the person you are, and paying that same investment forward to the next generation. Episode Chapters 0:00 intro 1:24 Building local connections 4:25 Jonathan’s mentors and mentees 10:54 Jonathan’s pride in his mentees’ successes 13:04 how Jonathan chooses his causes 14:08 Jonathan’s support for girls and young women 17:19: Jonathan’s passion for flying 19:40 The Next Step Foundation 20:29 Goodbye For video episodes, watch on www.youtube.com/@therudermanfamilyfoundation Stay in touch: X: @JayRuderman | @RudermanFdn LinkedIn: Jay Ruderman | Ruderman Family Foundation Instagram: All About Change Podcast | Ruderman Family Foundation To learn more about the podcast, visit https://allaboutchangepodcast.com/ Looking for more insights into the world of activism? Be sure to check out Jay’s brand new book, Find Your Fight , in which Jay teaches the next generation of activists and advocates how to step up and bring about lasting change. You can find Find Your Fight wherever you buy your books, and you can learn more about it at www.jayruderman.com .…

hace un año 8:14

MP3•Episodio en casa

Creating a Clear Retirement Roadmap

Do you get irritated when another driver doesn’t use their turn signal? The same can be true in your retirement planning. In this case, your turn signal begins with a retirement vision with many details to follow. In this episode of Countdown to Retirement, Gregg MacInnis brings up four important points to reach that goal.

For more information on GMac Family Financial, or to schedule a consultation with Gregg MacInnis call, 972-475-2461 or visit gmacfamilyfinancial.com

See omnystudio.com/listener for privacy information.

52 episodios

#Trading #Business #Podcasting Education #Impact Partnership #Gregg MacInnis

Creating a Clear Retirement Roadmap

Countdown to Retirement with Gregg MacInnis

published hace un año

MP3•Episodio en casa

Creating a Clear Retirement Roadmap

For more information on GMac Family Financial, or to schedule a consultation with Gregg MacInnis call, 972-475-2461 or visit gmacfamilyfinancial.com

https://gmacfamilyfinancial.com/

See omnystudio.com/listener for privacy information.

52 episodios

#Trading #Business #Podcasting Education #Impact Partnership #Gregg MacInnis

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Countdown to Retirement with Gregg MacInnis

1
Legacy Planning Take Aways from the Deaths of Gene Hackman and His Caregiver Wife 10:28

hace 1 day10:28

10:28

Legacy Planning Take Aways from the Deaths of Gene Hackman and His Caregiver Wife We all were saddened by the shocking deaths of actor Gene Hackman and his caregiver wife Betsy. In this episode of Countdown to Retirement, Gregg MacInnis talks about the legacy planning strategies we can learn from the tragedy. Caregivers who look after loved ones can also suffer when it comes to their own retirement planning. And Gregg talks about the importance of wills to keep things out of probate. For more information on GMac Family Financial, or to schedule a consultation with Gregg MacInnis call, 972-475-2461 or visit gmacfamilyfinancial.com https://gmacfamilyfinancial.com/ See omnystudio.com/listener for privacy information.…

Countdown to Retirement with Gregg MacInnis

1
Listen to This Before You Attend a Steakhouse Retirement Seminar 7:58

hace 16 días7:58

7:58

Listen to This Before You Attend a Steakhouse Retirement Seminar Those who reach retirement age are often flooded with invites to retirement seminars at a restaurant. But not all seminars are created equal. In this episode of Countdown to Retirement, Gregg MacInnis tells us what warning signs to watch out for and how his seminars are intended to educate, not sell any investment products. For more information on GMac Family Financial, or to schedule a consultation with Gregg MacInnis call, 972-475-2461 or visit gmacfamilyfinancial.com https://gmacfamilyfinancial.com/ See omnystudio.com/listener for privacy information.…

Countdown to Retirement with Gregg MacInnis

1
Retirement is Complicated – Why Not Hire a Financial Advisor? 9:00

hace 6 weeks9:00

9:00

Retirement is Complicated – Why Not Hire a Financial Advisor? There are so many complexities about retirement – how to stack your 401(k), when to claim Social Security and what investments to make in the market. It can be overwhelming! In this episode of Countdown to Retirement, Gregg MacInnis explains how choosing the right financial advisor can not only help make things simpler but also take into account options you may not have considered. For more information on GMac Family Financial, or to schedule a consultation with Gregg MacInnis call, 972-475-2461 or visit gmacfamilyfinancial.com https://gmacfamilyfinancial.com/ See omnystudio.com/listener for privacy information.…

Countdown to Retirement with Gregg MacInnis

1
How the Three Stages of Your Financial Life Can Drive Your Retirement 8:22

hace 8 weeks8:22

8:22

How the Three Stages of Your Financial Life Can Drive Your Retirement Did you know there are three stages to your financial life? They are called accumulation, preservation and distribution. The first two – saving and safeguarding money – feed into the third, which funds your retirement. In this episode of Countdown to Retirement, Gregg MacInnis explains how he can help you stay on track throughout all three stages so there’s a better chance you won’t run out of money. For more information on GMac Family Financial, or to schedule a consultation with Gregg MacInnis call, 972-475-2461 or visit gmacfamilyfinancial.com https://gmacfamilyfinancial.com/ See omnystudio.com/listener for privacy information.…

Countdown to Retirement with Gregg MacInnis

1
Don’t Hire the Wrong Financial Advisor 10:46

hace 10 weeks10:46

10:46

Don’t Hire the Wrong Financial Advisor Hiring a financial advisor is one of the most important decisions you will make in the years leading up to retirement. And sometimes the person you find doesn’t work out in the long run. In this episode of Countdown to Retirement, Gregg MacInnis runs down possible red flags that you may have hired the wrong person and what to consider when seeking a second opinion. For more information on GMac Family Financial, or to schedule a consultation with Gregg MacInnis call, 972-475-2461 or visit gmacfamilyfinancial.com https://gmacfamilyfinancial.com/ See omnystudio.com/listener for privacy information.…

Countdown to Retirement with Gregg MacInnis

1
Creating a Clear Retirement Roadmap 8:14

hace 12 weeks8:14

8:14

Creating a Clear Retirement Roadmap Do you get irritated when another driver doesn’t use their turn signal? The same can be true in your retirement planning. In this case, your turn signal begins with a retirement vision with many details to follow. In this episode of Countdown to Retirement, Gregg MacInnis brings up four important points to reach that goal. For more information on GMac Family Financial, or to schedule a consultation with Gregg MacInnis call, 972-475-2461 or visit gmacfamilyfinancial.com https://gmacfamilyfinancial.com/ See omnystudio.com/listener for privacy information.…

Countdown to Retirement with Gregg MacInnis

1
Are You Prepared for Longevity Risk in Retirement? 11:27

hace 14 weeks11:27

11:27

Are You Prepared for Longevity Risk in Retirement? The number one fear in retirement is running out of money. It’s called longevity risk. You could roll the dice and see what happens with your savings. Or you could prepare. In this episode of Countdown to Retirement, Gregg MacInnis explains strategies including when you claim Social Security benefits, taking advantage of annuities and preparing for the cost of long-term care. For more information on GMac Family Financial, or to schedule a consultation with Gregg MacInnis call, 972-475-2461 or visit gmacfamilyfinancial.com https://gmacfamilyfinancial.com/ See omnystudio.com/listener for privacy information.…

Countdown to Retirement with Gregg MacInnis

1
Annuities Mean Retirement Income 8:16

hace 16 weeks8:16

8:16

Annuities Mean Retirement Income Once upon a time, companies took the responsibility of planning their employees’ retirements with pensions. But when those became too troublesome to manage, they pivoted to 401(k) savings plans, leaving retirement strategies to workers. In this episode of Countdown to Retirement, Gregg MacInnis explains how annuities can fill the guaranteed income gap left by the absence of pensions. For more information on GMac Family Financial, or to schedule a consultation with Gregg MacInnis call, 972-475-2461 or visit gmacfamilyfinancial.com https://gmacfamilyfinancial.com/ See omnystudio.com/listener for privacy information.…

Countdown to Retirement with Gregg MacInnis

1
Consider a Roth Conversion Whether the Trump Tax Cuts Are Renewed or Not 10:28

hace 19 weeks10:28

10:28

Consider a Roth Conversion Whether the Trump Tax Cuts Are Renewed or Not With Donald Trump winning the election, he’s pledged to extend the tax cuts he helped usher in back in 2017. They are scheduled to sunset at the end of 2025. In this episode of Countdown to Retirement, Gregg MacInnis explains how a Roth Conversion is still the smartest move in your long-term financial plan to generate tax-free income. For more information on GMac Family Financial, or to schedule a consultation with Gregg MacInnis, call 972-475-2461 or visit gmacfamilyfinancial.com https://gmacfamilyfinancial.com/ See omnystudio.com/listener for privacy information.…

Countdown to Retirement with Gregg MacInnis

1
Plan for the Risks in Retirement So You Can Enjoy the Rewards 11:37

hace 21 weeks11:37

11:37

Plan for the Risks in Retirement So You Can Enjoy the Rewards You may think you have a retirement plan, but does it take into account all the risks that could derail it? In this episode of Countdown to Retirement, Gregg MacInnis offers strategies that can mitigate the most common risks in retirement, including inflation, healthcare costs, market and longevity risk, so you are not burdened with the fear of running out of money. For more information on GMac Family Financial, or to schedule a consultation with Gregg MacInnis call, 972-475-2461 or visit gmacfamilyfinancial.com https://gmacfamilyfinancial.com/ See omnystudio.com/listener for privacy information.…

Countdown to Retirement with Gregg MacInnis

1
Make an Appointment Now to Review Your End-of-Year Checklist 9:14

hace 24 weeks9:14

9:14

Make an Appointment Now to Review Your End-of-Year Checklist Fall football and the upcoming holidays serve as reminders that the end of the year is quickly approaching. So, when are you going to have time to review your year-end financial checklist? In this episode of Countdown to Retirement, Gregg MacInnis explains how he makes it easy. But you need to make the first move and make an appointment now before time runs out. For more information on GMac Family Financial, or to schedule a consultation with Gregg MacInnis call, 972-475-2461 or visit gmacfamilyfinancial.com https://gmacfamilyfinancial.com/ See omnystudio.com/listener for privacy information.…

Countdown to Retirement with Gregg MacInnis

1
Retirement Planning Should Include Estate Planning 11:41

hace 25 weeks11:41

11:41

Retirement Planning Should Include Estate Planning Studies indicate that about 60% of older Americans don’t have a will or estate plan. That can often lead to family infighting and a prolonged and expensive probate court battle once someone passes. In this episode of Countdown to Retirement, Gregg MacInnis explains how this can be prevented so that assets go to beneficiaries as intended. For more information on GMac Family Financial, or to schedule a consultation with Gregg MacInnis call, 972-475-2461 or visit gmacfamilyfinancial.com https://gmacfamilyfinancial.com/ See omnystudio.com/listener for privacy information.…

Countdown to Retirement with Gregg MacInnis

1
Fantasy Football and Retirement 8:31

hace 27 weeks8:31

8:31

Fantasy Football & Retirement It’s estimated that 30 million Americans enjoy playing fantasy football each year. But some may not realize that managing a fantasy team draws parallels to retirement saving. In this episode of Countdown to Retirement, Gregg MacInnis explains the similarities, including the importance of a good retirement offense and defense so you won’t run out of money. For more information on GMac Family Financial, or to schedule a consultation with Gregg MacInnis call, 972-475-2461 or visit gmacfamilyfinancial.com https://gmacfamilyfinancial.com/ See omnystudio.com/listener for privacy information.…

Countdown to Retirement with Gregg MacInnis

1
Why Retirement Savers Miss Pensions 12:00

hace 29 weeks12:00

12:00

Why Retirement Savers Miss Pensions The 401(k) was never meant to be a retirement plan. It was intended to be a savings plan for retirement. But when companies reverted to 401(k)s from traditional pensions, they left the concept of guaranteed income behind. In this episode of Countdown to Retirement, Gregg MacInnis explains how he can help restore the guaranteed income component in your retirement future. For more information on GMac Family Financial, or to schedule a consultation with Gregg MacInnis call, 972-475-2461 or visit gmacfamilyfinancial.com https://gmacfamilyfinancial.com/ See omnystudio.com/listener for privacy information.…

Countdown to Retirement with Gregg MacInnis

1
Why Timing of Income is Important When It Comes to Taxes in Retirement 11:05

hace 31 weeks11:05