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...
by Vincent Oldre | Jul 10, 2017 | Retirement |
How can you make sure your financial advisor can’t run off with your money? I read an article today about how an investment advisor in Mound, Minnesota has basically run away with $1,000,000 in a matter of two years with as many as a handful of victims. They promised...
by Vincent Oldre | Jun 30, 2017 | Retirement |
How might the Department of Labor ruling impact you as an investor? Many investors do not know that there was a recent Department of Labor ruling that will make all financial advisors fiduciaries. You may think to yourself, shouldn’t all financial advisors already be...
by Vincent Oldre | Jun 27, 2017 | Retirement |
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...
by Vincent Oldre | May 29, 2017 | Retirement |
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...
by Vincent Oldre | May 22, 2017 | Retirement |
How to protect yourself from the next stock market crash The market is at all time highs, now what? We are all trying to figure out when will we have the next stock market crash and how big it will be. If you are a Babyboomer and you are in or near retirement, you may...
by Vincent Oldre | May 22, 2017 | Retirement |
Video Script Hi. Vince Oldre. Thanks for watching another video. I wanna talk to you about what some of you might be searching for. That is a checklist to make sure that you are ready for retirement. Think about this. When you bring your car in and you get the oil...
by Vincent Oldre | May 15, 2017 | Retirement |
Do I Still Need Life Insurance? You are in or near retirement, all your debts are paid, do you really need that life insurance policy anymore? You could be just flushing money down the toilet, or at least to the insurance carrier or someone else that you don’t care to...
by Vincent Oldre | May 8, 2017 | Retirement |
Watch Out For When Hiring a Financial Advisor I am fortunate to have parents that instilled good values in me. To this day, I still remember leaving a souvenir shop in Arizona with about five toy wooden snakes in my pocket and hopping in the car without paying for...
by Vincent Oldre | May 2, 2017 | Retirement |
Do You Need A Financial Advisor Or Retirement Planner? Investing and retirement planning is rather simple. Right? It is almost as simple as building a house. You start with the foundation, build the walls, and then add a roof. When it comes to investing, you just need...
by Vincent Oldre | Apr 19, 2017 | Retirement |
When Can I Retire? Whenever you want to! The real question is: Do you have enough money saved to retire and maintain your lifestyle? It can be difficult to know when you should retire especially if you do not know where the income is going to come from when you decide...
by Vincent Oldre | Apr 14, 2017 | Retirement |
What is an Independent Financial Advisor? You may have heard that you should work with an Independent Financial Advisor, but what does that even mean? Trying to find one can be even trickier because there are multiple definitions of an Independent Financial Advisor....
by Vincent Oldre | Apr 12, 2017 | Retirement |
What is 26(f) and should I invest in it as a Retiree or Pre-Retiree? There have been a lot of questions coming through about what is a 26(f) and whether or not you should invest in it, especially if you are near or in retirement. If you don’t know what a 26(f) is,...
by Vincent Oldre | Apr 4, 2017 | Retirement |
Can I Afford To Retire? Can I Afford To Retire? There was a recent Wall Street Journal article that talked ‘illusion of poverty’ and the ‘illusion of wealth.’ It asked whether you would rather have $1 Million or $5,000 of monthly income in retirement. The article made...
