Blog - RetireWire

Roth IRA’s Rock! An Interview with Johanna Turner, CFP

by Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Jan 3, 2020 | Investing, Planning, Tax Planning | 0 |

In this episode of the Wealth Summit I interviewed Johanna Fox-Turner. She answers several questions such as what is a Roth IRA, what if you can’t fund a Roth IRA, and discusses the value of Roth IRA planning including how to allocate your investments in a Roth IRA.

What is a homestead exemption

by Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Dec 3, 2019 | Planning | 0 |

A homestead exemption can protect some—or all—of the equity in your primary residence in the event you’re sued by creditors AND it may provide you tax advantages.

How do financial advisors get paid?

by Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Dec 1, 2019 | Planning | 0 |

Financial advisors get paid in a wide variety of ways including salary, commissions, fees only, and fee-based (fees plus commissions). It’s critical you understand the financial incentives behind your financial advisors’ advice to you.

How To Find A Financial Advisor You Can Trust in 5 Steps

by Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Nov 19, 2019 | Planning | 0 |

You can find the best financial advisor for your situation in 5 steps. 1. Use widely recognized online tools, 2. Make sure you find a fiduciary financial advisor and get that in writing, 3. Check out their online ratings and reviews, 4. Investigate them thoroughly, and 5. Interview them.

What Does A Financial Advisor Do?

by Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Nov 16, 2019 | Planning | 0 |

What comes to mind when you think of a financial advisor? Stress and anxiety or peace and...

What Happens To HSA When You Die

by Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Nov 16, 2019 | Estate Planning, Medical & Healthcare, Tax Planning | 0 |

I know that your death is not what you want to think about, but take the time to understand how...

How does an HSA work? 2020 HSA Rules

by Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Nov 13, 2019 | Investing, Medical & Healthcare, Planning, Tax Planning | 0 |

Are you looking for extra tax deductions and a way to supercharge your finances? You may want to...

Mark Maurer, CFP®, MBA -What you need to know about long term care insurance for late in life healthcare expenses

by Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Nov 11, 2019 | Insurance, Medical & Healthcare | 0 |

One of the top concerns most retirees have today is suffering late in life healthcare expenses. Long-term care expenses can easily wipe out your life savings (or your spouses when you pass). One solution is to consider purchasing long-term care insurance, and this interview covers everything you’ll need to know!

Can’t Fund An HSA? How About An IRA To HSA Rollover?

by Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Nov 10, 2019 | Insurance, Investing, Medical & Healthcare | 0 |

Trouble funding your HSA (health savings account)? Why not do an IRA to HSA conversion? Remember,...

Dan Solin – Financial Frenemies, 6 Investing Mistakes to Avoid

by Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Nov 9, 2019 | Investing | 0 |

Dan Solin is an expert speaker, author, and investment steward. He has written several highly acclaimed books on investing focused on helping people like you avoid the big investing mistakes so many of us succumb to. In this video interview, Dan explains his to 6 investing mistakes to avoid.