Bitcoin For Retirement

Bitcoin For Retirement

Video Transcription Hi everyone. Vince Oldrey. Certified financial planner and I’m here again with another video because I’m getting a lot of questions about whether or not you should have Bitcoin in your retirement. Now, what is Bitcoin? Bitcoin is what...
3 Risk Measures for Retirement

3 Risk Measures for Retirement

Video Transcription   Hi everyone, Vince Oldre, certified financial planner with Assure Retirement Group and I want to talk to you about the three risk measurements for retirement. The one that everyone talks about is your risk tolerance. Now your risk tolerance...
Number One Tip To Save Tons From Taxes

Number One Tip To Save Tons From Taxes

Hi. Vince Oldre, Certified Financial Planner, and I want to talk to you about the number one tip that can help you save tons of money from taxes. And that is a Roth conversion. Now, it might sound counterintuitive, because when you make a Roth conversion, you have to...
How Much Should I Put In My 401k

How Much Should I Put In My 401k

Video Transcription Hi, Vince Oldre, certified financial planner. Thanks for watching another video. I get this question a lot as far as how much should you put in your 401K or your retirement plan through your employer. Just to give you a little bit of a story, one...
Break Even Of Social Security

Break Even Of Social Security

Video Transcription Hi! Vince Oldre, here again with another Social Security video. I want to followup our last video with kind of break even point, as far as how much you’ll receive from Social Security, whether you start at 62, 66, at your full retirement age,...
Should you rollover your 401k?

Should you rollover your 401k?

Should you rollover your 401k? Many Baby Boomers in or near retirement have a 401k, or something similar, like a 403b, 457, or profit sharing plan. You will typically keep that money in the 401k until it is either time to withdraw money or because you want to have...
Financial Advisor Reviews

Financial Advisor Reviews

Do you ever find it odd that financial advisors don’t have a lot of reviews about them or their firm? There are no testimonials on their websites or anywhere you search. The reason is simple, due to regulations by the SEC, the government regulating body that oversees...

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Retirement Guide Includes:

Financial Evaluation
Comprehensive financial assessment form.

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Our checklist lets you know exactly what you need and what steps must be taken before you retire.

Financial Inventory Form
Allows you to keep a detailed record of your assets in an organized manner so that your retirement options are clear.

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Take control of your investments

Help protect your retirement

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