by Vincent Oldre | May 14, 2018 | Retirement |
Retirement should be enjoyed. You worked your entire life, and now it’s time to kick back and relax. Or it’s finally time to go wild! Bloomington, MN is small enough to enjoy your peace and quiet but it’s large enough to have some exciting experiences. Here’s a few...
by Vincent Oldre | Apr 30, 2018 | Retirement |
Hi. Vince Oldre, Certified Financial Planner. If you are in or near retirement, and you have money in the stock market, r money at risk, then you need to stick around and watch this video to help you understand the sequence of returns and sequence of risk, and how...
by Vincent Oldre | Apr 29, 2018 | Retirement |
Do you Understand how Losses and Gains Can Affect Your Retirement? If you have money in the stock market or money at risk and you’re in or near retirement, then you need to stick around and read this blog, because you have to understand that losses can hurt you...
by Vincent Oldre | Apr 28, 2018 | Retirement |
Hi, Vince Oldre, certified financial planner and here to talk to you about whether or not you should make a Roth conversion, and some things you need to consider before you do that. So if you have a retirement account and you want to make that Roth conversion, you...
by Vincent Oldre | Apr 27, 2018 | Retirement |
Hi, Vince Oldre, Certified Financial Planner. If you have a retirement account, like a 401k, IRA, 403(b), then you have to stick around and watch this video. The reason why is because you have what we call an asset that you have to pay taxes on at some point, which we...
by Vincent Oldre | Mar 28, 2018 | Retirement |
Hi, Vince Oldre, certified financial planner. Do I want to talk to you about another question we often get, which is what type of return should you expect during retirement? Now it’s not that easy of a question to be answered because what you have to do is come...
by Vincent Oldre | Mar 26, 2018 | Retirement, Uncategorized |
Hi, Vince Oldre, certified financial planner. I wanna talk to you about a hot topic around taxes, which is a Roth conversion. I know taxes are coming up here but a Roth conversion is actually much different than a Roth contribution. Now, with the Roth contribution,...
by Vincent Oldre | Mar 22, 2018 | Retirement |
Hi. Vince Oldre, certified financial planner. I’m here to talk about a question that we received about social security. The question was whether or not their social security will still grow if they’re deferring their social security, but are no longer...
by Vincent Oldre | Feb 23, 2018 | Retirement |
Hi. Vince Oldre, Certified Financial Planner and we’re getting a lot of questions about whether or not you can retire early. We do a lot of educational classes, and a lot of people are coming in wanting to know can they retire early, meaning before age 65 or...
by Vincent Oldre | Feb 16, 2018 | Retirement |
Hi everyone. Vince Oldre. 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 is called a...
by Vincent Oldre | Feb 14, 2018 | Retirement |
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 is more your emotional...
by Vincent Oldre | Feb 6, 2018 | Retirement |
Video Transcription Hi. Vince Oldre, Certified Financial Planner. I want to talk to you about another issue that we often find and that’s a question around should you have a mutual fund in your retirement or should you have individual stocks. The argument is...
by Vincent Oldre | Jan 24, 2018 | Annuities, Retirement |
4 Things To Think About Before Retiring Hi, Vince Oldre, Certified Financial Planner and I want to talk to you about the four things you need to think about before retiring. These are a lot of things that people have questions about when they’re about to...
by Vincent Oldre | Jan 23, 2018 | Finance, Retirement |
Hi. Vince Oldre with another video on how to help you with retirement and I want to talk to you, how you can help protect yourself from the market at all time highs. Now every single day, we keep checking the market and it keeps going up and up and up and we’re...
by Vincent Oldre | Jan 22, 2018 | Annuities, Finance, Retirement |
Hi, Vince Oldre, a certified financial planner with the Assured Retirement Group and I want to talk to you about the four investments that you need to watch out for in 2018. Cryptocurrency Now the big one that everyone’s talking about lately is the craze, the...
by Vincent Oldre | Jan 17, 2018 | 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...
by Vincent Oldre | Nov 22, 2017 | Finance, Retirement |
Many financial advisors seem to think you only need 70-80% of your current income to survive on in retirement. The reality is, I have yet to meet that person that is spending significantly less in retirement. This rule of thumb that was generated in the 70’s or 80’s...
by Vincent Oldre | Nov 16, 2017 | Finance, Retirement |
Video Transcription Hi, Vince Oldre and welcome to another Social Security video. I want to talk to you about one of the issues that a lot of married couples have when they’re trying to figure out how to take Social Security. But one of the biggest things you...
by Vincent Oldre | Oct 25, 2017 | Finance, Retirement |
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...
by Vincent Oldre | Oct 18, 2017 | Finance, Retirement |
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,...
by Vincent Oldre | Oct 11, 2017 | Finance, Retirement |
Video Transcription Hi. Vince Oldre, here again with another video on social security. This one’s more about why we need to look at it and put it into your overall retirement plan. I’ll show you why. Now, most of you will start social security at some...
by Vincent Oldre | Aug 14, 2017 | Retirement |
Why Mutual Funds Can Be Bad For Retirement For most of you who are in or near retirement, there is one type of investment you own or have owned, and that is a mutual fund. Mutual funds have been great investment vehicles as you have accumulated your money for...
by Vincent Oldre | Aug 10, 2017 | Retirement |
3 common mistakes when rolling over a 401k Rolling over your 401k is a common thing, unfortunately, you could be making some big mistakes when doing so. It isn’t about leaving the 401k, it is about knowing all the advantages when making a rollover. In the long run,...
by Vincent Oldre | Jul 24, 2017 | Retirement |
Financial Advantages & Dis-Advantages To Being Single Being single always has its challenges, but also its advantages. Even more so when you are in retirement. You typically have on income to pay the mortgage, to pay the bills, and to take care of the kids if...
by Vincent Oldre | Jul 19, 2017 | Retirement |
5 Things To Think About Before Electing To Take Social Security That You Probably Haven’t Thought Of. Social Security could be one of your greatest income sources when in retirement. Even if it isn’t, you still want to get as much as you can out of it. Making what...
