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At Monolith Financial Group, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a...
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At Monolith Financial Group, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, designed to help you address your financial needs and concerns. Monolith Financial Group is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Monolith Financial Group are not affiliated companies. CA Ins. Lic. #0N14019 1817782-8/21
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Episodi & Post
Episodi
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12 LUG 2025 · A recent study shows a number of American over age 50 have little to no retirement savings. Jeff and Camille discuss some ways this is being addressed across the board, and also some ways people can catch up. They also revisit how retirement dreams sometimes clash with the reality of it, and also offer some timeless advice.
5 LUG 2025 · Jeff and Camille go over some of the major regrets people have when it comes to retirement planning, including not starting to save early enough and more. They also look at ways to take control of your retirement planning, as well as answering some listener questions.
28 GIU 2025 · Social Security may have problems with funding down the road, but it won't go bankrupt. That is what most experts believe, and Jeff and Camille take a look at what may happen with this essential program and what to do to make the most of your benefits. They also revisit the crucial subject of estate and legacy planning and how to take care of it now to be sure things transition smoothly after you are gone.
21 GIU 2025 · Camille goes solo today and talks about how important it is to make sure your degree of risk matches what you are comfortable with in retirement, and how having a proper plan can make sure that risk lines up with what you want. She also looks at retirement risks, as well as answering listener questions.
14 GIU 2025 · The Tax Cuts and Jobs Act, passed in 2017, is set to expire at the end of this year, and rates will go up if nothing is done between now and then. Jeff and Camille discuss the importance of tax planning to help lower your tax bill in retirement.
7 GIU 2025 · Jeff and Camille revisit various money challenges during retirement, especially longevity risk, inflation and the fear of running out of money. They also look at possible signs you could need a different advisor for the stage of life you are in now, as well as answering questions from the mailbag.
31 MAG 2025 · A recent poll discovered many younger workers feel they are not in as good as financial shape when it comes to retirement as their parents were. Jeff and Camille go over these results and discuss ways people can help themselves get into a better position for retirement. They also revisit the topic of balancing your retirement portfolio as well as answering mailbag questions.
24 MAG 2025 · Jeff and Camille first address ways to help maximize your retirement income, then ways to help protect it.
17 MAG 2025 · Jeff and Camille look at some of the major mistakes that wealthier individuals may be making with their portfolio choices as they get close to or into retirement. They also revisit four major questions about retirement planning that affect almost everyone.
10 MAG 2025 · Larger retirement accounts are a blessing - at least until it comes to turning those savings into income and other vehicles needed specifically for retirement. Jeff and Camille take a look at the strategies used to provide reliable lifetime income, as well as how to plan for taxes so Uncle Sam doesn't eat up a huge hunk of those savings.
At Monolith Financial Group, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a...
mostra di più
At Monolith Financial Group, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, designed to help you address your financial needs and concerns. Monolith Financial Group is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Monolith Financial Group are not affiliated companies. CA Ins. Lic. #0N14019 1817782-8/21
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Informazioni
| Autore | Eric Pedersen |
| Organizzazione | AE Media |
| Categorie | Economia |
| Sito | www.spreaker.com |
| camille@monolithfinancial.com |
Copyright 2026 - Spreaker Inc. an iHeartMedia Company
