Retiring Soon? This NEW $35,000 Social Security Cap Changes Everything
These 3 Social Security Changes May Cut Your Chances for a Lasting Legacy (Especially for those claiming at 62) Three new Social Security proposals are gaining attention in Washington — and they could have a significant impact on retirement income planning, especially for higher-income earners. The most controversial is referred to as the “six-figure limit”. […]
Retire at 55? Suze Says No – Dave Ramsey Says She’s Wrong! (Case Studies)
Suze Orman Says – Wait to Retire at 70 – Dave Ramsey Says 55 – Who is Right? In this video we go over a case study showing why Suze Orman is wrong about retiring early. We also examine Dave Ramsey’s financial advice, particularly concerning retiring at 55 and 401k withdrawals. We discuss how making […]
Why I Stopped Listening to Suze Orman: A CFP’s Guide to Smart Retirement Planning
When it comes to retirement planning and personal finance, one-size-fits-all advice can do more harm than good. In his latest video, Certified Financial Planner Joe Franklin breaks down Suze Orman’s “5 Rules of Never” and shares practical insights to help you retire early, protect your wealth, and enjoy a healthy retirement. At Franklin Wealth Management, we believe financial decisions should reflect your unique goals, […]
Why I Stopped Listening to Suze Orman: Dangerous “Never” Rules
Retire at 55? Suze Says No — Here’s What She Gets Wrong! #retirementplanningat55 #retireearly #certifiedfinancialplanner In this video we look at Suze Orman’s “5 Rules of Never” episode and rank her advice in the Good, Bad & the Ugly columns, giving detail on why we feel the advice is often flawed. Learn about common money […]
Retiring Before 60? 8 Reasons Rolling a 401k to an IRA is a BIG MISTAKE!
Retiring Before 60? 8 Reasons Rolling a 401k to an IRA is a BIG MISTAKE! #Retireearly #earlyretirement #retirementplanning In this video we get into how conversions of after tax funds can be easily botched, how you may be more easily penalized, and how you may have to take out more RMDs when rolling funds from […]
5 Things You MUST KNOW if You’re Retiring With A Pension
5 Things You MUST KNOW If You’re Retiring With A Pension #pensionplanning #rothconversion #socialsecurityretirement Having a pension changes everything in your retirement planning, and many advisors are not familiar with these unique benefits. Certified Financial Planner, Joe Franklin discusses vital considerations for those with a pension, including hidden dangers and what makes some pensions extremely […]
We Only Have 700 Weeks Left After Retirement. Ignoring These Things is a BIG MISTAKE
7 Ways to Get the Most Out of the Healthy Years of Retirement #retirementplanning #healthyretirement #retirementtips In this video, Joe Franklin explains how most people miss out on the full benefit of their healthy years after retirement. For more faith focused insights on financial / retirement planning, tax planning, and intergenerational transfer strategies visit our […]