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Financial and retirement planning guidance from George McReynolds of Protective Wealthcare, serving the Philly suburbs. We'll teach you about reducing taxes, increasing income, and putting a solid financial plan in place so you can have a successful financial future.
Episodes
Thursday May 21, 2020
Thursday May 21, 2020
Let’s talk about some of the common mistakes that we see being made time and time again by retirees and pre-retirees.
Important Links:
Protective Wealthcare Website: https://www.mcwealth.com/
Schedule A Free Review: https://calendly.com/mcwealth/intro
Call: 215-699-1050
Thursday May 07, 2020
Thursday May 07, 2020
Dave Ramsey has earned a lot of respect among savers and investors over the years as evidenced by his enormously popular radio show, books and sold out performance venues when he speaks. But is all of his advice worth following? Is it possible that some of the things he professes will actually hurt you financially? Let’s take a look at some of Dave’s most popular advice and see if and when it makes sense for retirees and pre-retirees to disagree. We also discuss a recent Marketwatch article.
If you would like to read the article, follow this link: https://www.marketwatch.com/story/retirement-savers-have-been-following-generic-financial-advice-according-to-fidelity-and-thats-a-good-thing-right-now-2020-04-24
Important Links:
McReynolds Wealth Management Website: https://www.mcwealth.com/
Schedule A Free Review: https://calendly.com/mcwealth/intro
Call: 215-699-1050
Thursday Apr 16, 2020
Thursday Apr 16, 2020
This week we talk with George about the state of things for himself, his clients and the nation as a whole. We'll also look into some key points from the government stimulus package that just might be a silver lining for your portfolio.
Important Links:
McReynolds Wealth Management Website: https://www.mcwealth.com/
Schedule A Free Review: https://calendly.com/mcwealth/intro
Call: 215-699-1050
Thursday Apr 02, 2020
Thursday Apr 02, 2020
How far out from retirement are you? 15 years? 10? 5? Is it on the doorstep? No matter which stage you’re in, there are some really important things you should be thinking about as you inch closer to that day you call it quits at work. On this episode, we’ll walk through these different stages to see exactly the kinds of things you should be doing from a planning perspective and how your focus changes as you get closer to the big day.
Important Links:
McReynolds Wealth Management Website: https://www.mcwealth.com/
Schedule A Free Review: https://calendly.com/mcwealth/intro
Call: 215-699-1050
Thursday Mar 19, 2020
Thursday Mar 19, 2020
The Coronavirus (COVID-19) is having a dramatic impact on our daily lives and many people are taking a huge financial hit from lost wages, a volatile stock market, and general economic uncertainty. George will give his thoughts on what has been happening and his opinion on what may come from this situation.
Important Links:
McReynolds Wealth Management Website: https://www.mcwealth.com/
Schedule A Free Review: https://calendly.com/mcwealth/intro
Call: 215-699-1050
Thursday Mar 05, 2020
Thursday Mar 05, 2020
The idea of a Roth conversion is intriguing to a lot of people, and for some people it can be a great strategy to enact. Let’s explore the concept...
Important Links:
McReynolds Wealth Management Website: https://www.mcwealth.com/
Schedule A Free Review: https://calendly.com/mcwealth/intro
Call: 215-699-1050
Thursday Feb 20, 2020
Thursday Feb 20, 2020
Most people like to think that they always make decisions based on logic and facts, but the truth is that emotions usually play a role for all of us in the decision-making process...
Important Links:
McReynolds Wealth Management Website: https://www.mcwealth.com/
Schedule A Free Review: https://calendly.com/mcwealth/intro
Call: 215-699-1050
Thursday Feb 06, 2020
Thursday Feb 06, 2020
It’s always good to keep yourself up to date with what’s going on in the financial world. But it’s also important to understand that the information you get from the media isn’t completely unbiased. Let’s talk about some of the problems with the financial media.
Important Links:
McReynolds Wealth Management Website: https://www.mcwealth.com/
Schedule A Free Review: https://calendly.com/mcwealth/intro
Call: 215-699-1050
Thursday Jan 16, 2020
Thursday Jan 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.
Important Links:
McReynolds Wealth Management Website: https://www.mcwealth.com/
Schedule A Free Review: https://calendly.com/mcwealth/intro
Call: 215-699-1050
Thursday Nov 21, 2019
Thursday Nov 21, 2019
Simple mistakes can sometimes lead to larger regrets in retirement. On today’s show, we’ll explore some of the things you can do to avoid living with regret in retirement.
Important Links:
McReynolds Wealth Management Website: https://www.mcwealth.com/
Schedule A Free Review: https://calendly.com/mcwealth/intro
Call: 215-699-1050