Episode 371 - Mid-Year Catch-Up to the Fast-Moving Train!

New Retirement Radio with Dennis Prout Podcast

#Business #Trading #Dennis Prout #Shea Petaja #Social Security

22:08

Host Francesca Amiker sits down with directors Joe and Anthony Russo, producer Angela Russo-Otstot, stars Millie Bobby Brown and Chris Pratt, and more to uncover how family was the key to building the emotional core of The Electric State . From the Russos’ own experiences growing up in a large Italian family to the film’s central relationship between Michelle and her robot brother Kid Cosmo, family relationships both on and off of the set were the key to bringing The Electric State to life. Listen to more from Netflix Podcasts . State Secrets: Inside the Making of The Electric State is produced by Netflix and Treefort Media.…

about a year ago 39:44

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What? It’s mid-year already? Just yesterday, as my wife Jill and I walked around Boardman Lake, a gentleman reminded us that the days are getting shorter. (His wife, however, was not happy with that!)

Being that we’re halfway through the year, we think it’s a great time to cover your frequently asked questions about Social Security, especially concerning future benefit cuts occurring after 2034. We’ll also discuss an article from The Wall Street Journal about surging penalties from the IRS that’s costing Americans billions, and what this might mean for you. Fortunately, history can help us here. Last, using historic data from Capital Group, we’ll examine the potential opportunities available to us during the current economy as it continues its resilience and performance on the world stage.

Tune in and take control!

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New Retirement Radio with Dennis Prout Podcast

Episode 371 - Mid-Year Catch-Up to the Fast-Moving Train!

New Retirement Radio with Dennis Prout Podcast

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published about a year ago

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Tune in and take control!

109 एपिसोडस

#Business #Trading #Dennis Prout #Shea Petaja #Social Security

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New Retirement Radio with Dennis Prout Podcast

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New Retirement Radio with Dennis Prout Podcast

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New Retirement Radio with Dennis Prout Podcast

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Episode 400 - Alliance for Senior Housing 43:12

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43:12

On today’s show, we will be joined by Connie Hintsala, Founder and President of Alliance for Senior Housing, LLC. Connie has provided families in the greater Grand Traverse area with senior housing solutions for more than 20 years, and the love and passion for her work has only grown. Her intricate knowledge of State of Michigan standards/requirements, as well as her own experience as a direct caregiver to her own parents, have enabled her and her team to provide guidance and assurance for families to make informed eldercare decisions. Services provided by Alliance for Senior Housing include confidential consultation with a senior housing expert to discuss specific desires and needs as well as manage fears and funding options. Get your questions ready, as we will discuss issues like guilt, financing and the importance of having a plan in place. We’d love to hear from you. Tune in and take control!…

New Retirement Radio with Dennis Prout Podcast

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Episode 398 - Am I Too Rich for a Roth IRA? 41:39

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41:39

The New Year begins, and already there’s so much to consider on the financial front! On this week’s show we’ll discuss whether or not you could be “too rich” for a Roth IRA. Congress has set income limits on Roth contributions, and for those married filing jointly, no contributions are allowed for those with taxable incomes over $246,000 (for single filers, the amount is $165,000). While the income limits can be a source of frustration, there are many ways to circumvent these restrictions for those looking to invest in these accounts … and the ways to do so keep growing! Next, Heidi will discuss catch-up contributions for retirement accounts. While Congress has complicated these, the opportunities have been expanded to save for your retirement more aggressively. While we don’t often promote being aggressive, it could make sense in this case! We’ll have several examples for you of where this could make sense and how you might take advantage. And last, Beth Shier joins us with this week’s stats as well as some surprising information to help you keep your perspective. Tune in and take control!…

New Retirement Radio with Dennis Prout Podcast

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42:23

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New Retirement Radio with Dennis Prout Podcast

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44:49

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New Retirement Radio with Dennis Prout Podcast

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Episode 391 - We're Back LIVE! 26:34

11 weeks ago26:34

26:34

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New Retirement Radio with Dennis Prout Podcast

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Episode 389 - All About Social Security 46:42

14 weeks ago46:42

46:42

Social Security! Just when you thought you could do without it, here comes the check in the mail! (Just kidding, of course.) Last year at this time, we had Bob Simpson, Manager of our local Social Security office, on the show to speak about Social Security and the COLA (cost-of-living adjustment) that was announced. On today's show, Bob will talk about another recent COLA made for those taking benefits starting January of 2025. While this is helpful information, there are several other changes being made to Social Security that we need to discuss, as well as benefit questions we continue to receive from our clients that you should be made aware of. As always, your questions are always welcome as we continue to navigate the complexities of retirement together. Bob is an extremely knowledgeable Social Security representative who should be helpful in answering your questions. Tune in and take control!…

New Retirement Radio with Dennis Prout Podcast

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Episode 386 - Navigating IRS Regulations: Simplifying Complex Rules for Smart Planning 40:19

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40:19

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New Retirement Radio with Dennis Prout Podcast

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38:13

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New Retirement Radio with Dennis Prout Podcast

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Episode 378 - Never Forget 44:46

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44:46

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New Retirement Radio with Dennis Prout Podcast

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Episode 385 - Healthcare Planning for Retirement 34:15

19 weeks ago34:15

34:15

According to the Centers for Medicare and Medicaid services, as of April 2024, approximately 67 million people are enrolled in Medicare, an increase of 2 million people since 2023. Deciding on healthcare is a significant part in planning for your retirement. There are many factors to consider when educating oneself in the complex field of Medicare. Fortunately, there are professionals who specialize in this and can help navigate eligible enrollees through the process … and we know two of them! Laverna Witkop and Dawn McConnell from Ford Insurance Agency will join us LIVE on the show today. They will cover all the basics of Medicare as well as talk about the open enrollment period, known as the Medicare Advantage and Prescription Drug Plan annual election period, or AEP, which is October 15 through December 7. It’s time to review and pay attention to changes. This also might be a good time to jump in! Open enrollment for individual health insurance plans is November 1 to January 15, 2025. Now’s the time to ask the experts, so have your questions ready. Tune in and take control!…

New Retirement Radio with Dennis Prout Podcast

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Episode 381 - Live with Ed Slott 44:32

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44:32

Today, help us welcome Ed Slott as we discuss his unique perspective on the retirement landscape only a CPA with his depth of experience and education can bring. The Wall Street Journa l refers to Ed as “The best source of IRA advice.” That’s one of many reasons we’re having Ed join us as we do periodically. As members of Ed Slott’s Elite IRA Advisor Group, which includes about 500 advisors around the nation, we ask Ed to update you, our listening audience, and share from his perspective. Dennis Prout, Heidi Cartwright and Nathan Prout are all members of this group through Ed Slott and Company. We’ll discuss the most recent updates of the SECURE 2.0 Act, if Roth conversions still make sense and, among other things, discuss the current tax laws and how they might benefit you from an income tax and estate tax planning standpoint. Tune in and take control!…

New Retirement Radio with Dennis Prout Podcast

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Episode 380 - Potential Tax Policy Changes and Their Impact 38:56

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There’s a lot going on for today’s show! First, we’ll look at the potential changes to our estate and individual tax rates and discuss how that could impact us all with the sunset of the current tax law at the end of 2025. So many of us have already adjusted our estate plans and are planning for increased taxes on a variety of fronts. What else can we do and how should we approach it? Second, we’ll discuss what to do if you’re middle aged and behind in your savings. And finally, we'll wrap up the show with some relevant stats for today's economy. Tune in and take control!…

New Retirement Radio with Dennis Prout Podcast

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Episode 382 - What Economic Lessons Can History Teach Us? 38:35

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