Канал: Drake & Associates, LLC

Market Notes With Tony Drake, CFP®

Market Notes With Tony Drake, CFP®

Key Steps in Retirement Planning

Key Steps in Retirement Planning

Funding Roth IRAs

Funding Roth IRAs

How to Maximize Donations

How to Maximize Donations

Donor Advised Funds

Donor Advised Funds

Maximizing Tax Benefits

Maximizing Tax Benefits

Employer Match Strategies

Employer Match Strategies

When Is the Right Time to Retire

When Is the Right Time to Retire

Transitioning from Wall Street

Transitioning from Wall Street

RMD Distributions

RMD Distributions

The Market Roller Coaster

The Market Roller Coaster

Embracing Retirement Freedom

Embracing Retirement Freedom

What's a QCD?

What's a QCD?

Fears About Roth IRAs

Fears About Roth IRAs

Planning for Retirement

Planning for Retirement

Roth Accounts Benefits

Roth Accounts Benefits

Do Expenses Increase in Retirement

Do Expenses Increase in Retirement

Market Volatility During an Election

Market Volatility During an Election

How to Budget: Summertime Spending

How to Budget: Summertime Spending

Cash Flow Essentials

Cash Flow Essentials

Best Roth IRA Return

Best Roth IRA Return

How to Protect Assets

How to Protect Assets

Securing Financial Independence

Securing Financial Independence

Retirement for Federal Employees

Retirement for Federal Employees

How to Open a Roth IRA

How to Open a Roth IRA

Tips to Break Free From Living Paycheck to Paycheck

Tips to Break Free From Living Paycheck to Paycheck

The Impact of Saving

The Impact of Saving

Why Are Interest Rates Rising?

Why Are Interest Rates Rising?

Can You Convert an Inherited Ira to a Roth?

Can You Convert an Inherited Ira to a Roth?

Cash Flow Strategies

Cash Flow Strategies

An Election Year Won't Impact a Stable Retirement Plan

An Election Year Won't Impact a Stable Retirement Plan

Qualified Charitable Distributions Can Be Flexible

Qualified Charitable Distributions Can Be Flexible

What Will You Do In Retirement

What Will You Do In Retirement

Don't Focus on a Dollar Amount for Retirement

Don't Focus on a Dollar Amount for Retirement

Accounting For Taxes and Inflation in Retirement

Accounting For Taxes and Inflation in Retirement

You May Need to Spend Less Money In Retirement

You May Need to Spend Less Money In Retirement

Senior Citizen Scams: Warning Signs

Senior Citizen Scams: Warning Signs

Can You Retire on 250k?

Can You Retire on 250k?

Retirement Savings & Strategies

Retirement Savings & Strategies

What is a Roth IRA?

What is a Roth IRA?

Don't Go Into Retirement Without Knowing Your Expenses

Don't Go Into Retirement Without Knowing Your Expenses

There's No Such Thing as a Bad Market

There's No Such Thing as a Bad Market

Should You Turn On Social Security at 62?

Should You Turn On Social Security at 62?

Can You Retire on 500k?

Can You Retire on 500k?

Retirement for Federal Employees

Retirement for Federal Employees

Why Should You Meet With a Fiduciary Financial Advisor?

Why Should You Meet With a Fiduciary Financial Advisor?

Mutual Funds for Beginners: Disadvantages of Mutual Funds

Mutual Funds for Beginners: Disadvantages of Mutual Funds

When is the Best Time to Retire? Retirement Can Be a Gut Feeling

When is the Best Time to Retire? Retirement Can Be a Gut Feeling

How Do I Retire Early?

How Do I Retire Early?

Medicare Basics

Medicare Basics

Social Security Strategies for Married Couples

Social Security Strategies for Married Couples

What is a Monte Carlo Simulation?

What is a Monte Carlo Simulation?

2024 Election: An Election Year Won't Impact a Stable Retirement Plan

2024 Election: An Election Year Won't Impact a Stable Retirement Plan

401k Rollover: What to Do With an Old 401(k)

401k Rollover: What to Do With an Old 401(k)

What is a 529 College Savings Plan?

What is a 529 College Savings Plan?

What is Consumer Price Index (CPI)

What is Consumer Price Index (CPI)

403b vs 401k: What is a 403b Plan?

403b vs 401k: What is a 403b Plan?

Don't Make Assumptions About Retirement

Don't Make Assumptions About Retirement

Credit Score & Retirement

Credit Score & Retirement

Teacher Pensions: Wisconsin Vs. Illinois

Teacher Pensions: Wisconsin Vs. Illinois

Tax ID Theft

Tax ID Theft

Employer Sponsored Retirement Plan: Can You Retire Without 401k?

Employer Sponsored Retirement Plan: Can You Retire Without 401k?

Market Notes: Stocks Bouncing Back from Last Week's Sell-Off

Market Notes: Stocks Bouncing Back from Last Week's Sell-Off

The Average American 401k Contribution

The Average American 401k Contribution

401k and Market Volatility: Storytime with Randy

401k and Market Volatility: Storytime with Randy

What to Ask Your Advisor for Retirement

What to Ask Your Advisor for Retirement

Why Do I Need a Financial Advisor?

Why Do I Need a Financial Advisor?

Wealth Management: A Means to an End

Wealth Management: A Means to an End

Financial Literacy Month

Financial Literacy Month

Investment Options: Where to Invest Before Retirement

Investment Options: Where to Invest Before Retirement

Fed Refuses to Cut Interest Rates

Fed Refuses to Cut Interest Rates

Do Roth Conversions When the Market Is Down

Do Roth Conversions When the Market Is Down

Portfolio Management: What Should You Be Doing in This Market?

Portfolio Management: What Should You Be Doing in This Market?

Do I Need Multiple Streams of Income in Retirement?

Do I Need Multiple Streams of Income in Retirement?

Retirement Toolkit - Pay Less Taxes!

Retirement Toolkit - Pay Less Taxes!

Tax Preparation Vs. Tax Planning

Tax Preparation Vs. Tax Planning

Build a Plan to Pick Appropriate Investments

Build a Plan to Pick Appropriate Investments

Are My Retirement Balances High Enough?

Are My Retirement Balances High Enough?

Spring Clean Your Finances

Spring Clean Your Finances

Inflation, Disinflation and Deflation: What Do They All Mean?

Inflation, Disinflation and Deflation: What Do They All Mean?

Protecting Your Retirement from Market Volatility

Protecting Your Retirement from Market Volatility

Last Minute Tax Tips

Last Minute Tax Tips

Assess Your Risk Tolerance Annually

Assess Your Risk Tolerance Annually

Interest Rates: Leasing Vs. Buying a Car

Interest Rates: Leasing Vs. Buying a Car

Benefits of Retirement

Benefits of Retirement

Women and Finances

Women and Finances

The Retirement Ready Roadmap

The Retirement Ready Roadmap

Tax Prep vs Tax Planning

Tax Prep vs Tax Planning

Should You Do Roth Conversions in a Bull or Bear Market?

Should You Do Roth Conversions in a Bull or Bear Market?

Should You Wait to Take Social Security?

Should You Wait to Take Social Security?

Dividend Growth Strategy: Is Dividend Investing a Good Strategy?

Dividend Growth Strategy: Is Dividend Investing a Good Strategy?

Risk Then (2008) Vs Now (2024)

Risk Then (2008) Vs Now (2024)

Could Your Retirement Be At Risk?

Could Your Retirement Be At Risk?

Using a Trust to Structure Inheritance

Using a Trust to Structure Inheritance

How to Approach the Stock Market

How to Approach the Stock Market

Market Fluctuations: Should You Be Worried About Market Volatility?

Market Fluctuations: Should You Be Worried About Market Volatility?

How Do I Choose a Financial Advisor?

How Do I Choose a Financial Advisor?

Special Needs Trust (SNT): What It Is and How It Works

Special Needs Trust (SNT): What It Is and How It Works

How to Save for Retirement

How to Save for Retirement

Retirement Income Sources

Retirement Income Sources

Is Your Retirement Plan On Track?

Is Your Retirement Plan On Track?

Where Should You Store Your Cash?

Where Should You Store Your Cash?

How Do Interest Rates Affect Your Retirement?

How Do Interest Rates Affect Your Retirement?

The Benefits of Roth Conversions

The Benefits of Roth Conversions

Evaluating Your Investments in Retirement

Evaluating Your Investments in Retirement

What's The Difference Between a Will and a Trust?

What's The Difference Between a Will and a Trust?

Do You Need Multiple Income Streams in Retirement?

Do You Need Multiple Income Streams in Retirement?

What Type of Account Should You Invest Aggressively?

What Type of Account Should You Invest Aggressively?

Navigating Capital Gains On Land Sales

Navigating Capital Gains On Land Sales

Filing Taxes Early

Filing Taxes Early

2024 Presidential Election & the Economic Future

2024 Presidential Election & the Economic Future

Do You Have Enough For Retirement?

Do You Have Enough For Retirement?

What to Bring to Your Meeting with a CFP® Professional

What to Bring to Your Meeting with a CFP® Professional

Protect Your Retirement: Understanding Sequence of Return Risk

Protect Your Retirement: Understanding Sequence of Return Risk

Should I Wait to Take Social Security? 62 vs. 67 vs. 70

Should I Wait to Take Social Security? 62 vs. 67 vs. 70

Should I Turn On Social Security As Soon As I Retire?

Should I Turn On Social Security As Soon As I Retire?

Do I Need a Retirement Budget?

Do I Need a Retirement Budget?

Understanding US Tax Brackets

Understanding US Tax Brackets

Smart Ways to Use Your Tax Refund

Smart Ways to Use Your Tax Refund

Setting Retirement Goals

Setting Retirement Goals

Financial Mistakes to Avoid In Relationships

Financial Mistakes to Avoid In Relationships

Assessing the Strong Market Performance

Assessing the Strong Market Performance

What the Latest CPI Numbers Tell Us About the Economy

What the Latest CPI Numbers Tell Us About the Economy

Unveiling the National Debt: Should You Be Concerned?

Unveiling the National Debt: Should You Be Concerned?

Financial Planning: Keeping Both Spouses Informed

Financial Planning: Keeping Both Spouses Informed

Healthcare: Problems With Long-Term Care

Healthcare: Problems With Long-Term Care

How Much Pre-retirement Income Will You Need? Debunking the "80% Rule".

How Much Pre-retirement Income Will You Need? Debunking the "80% Rule".

Estate Planning for Childless Couples: Do I Need a Will?

Estate Planning for Childless Couples: Do I Need a Will?

Using Roth Conversions to Lower Future Tax Burdens

Using Roth Conversions to Lower Future Tax Burdens

Can I Count On Social Security?

Can I Count On Social Security?

Facts About Social Security

Facts About Social Security

Frugal February

Frugal February

Plan for What Social Security Is Today

Plan for What Social Security Is Today

Tips for Creating a Budget & Making It Stick

Tips for Creating a Budget & Making It Stick

Getting a Second Opinion On Your Finances

Getting a Second Opinion On Your Finances

How Much Do I Need in My Emergency Fund for Retirement?

How Much Do I Need in My Emergency Fund for Retirement?

Tax Day: Understanding What Changes Could Affect Your Filings

Tax Day: Understanding What Changes Could Affect Your Filings

Navigating Long Term Health Care Costs

Navigating Long Term Health Care Costs

Concerned about Social Security or Medicare? Schedule a Complimentary Consultation.

Concerned about Social Security or Medicare? Schedule a Complimentary Consultation.

How Often Should I Check My Retirement Accounts?

How Often Should I Check My Retirement Accounts?

Budgeting for the Different Retirement Stages

Budgeting for the Different Retirement Stages

Risk Management: Wealth Accumulation vs. Wealth Preservation

Risk Management: Wealth Accumulation vs. Wealth Preservation

Retirement Withdrawal: Should You Rely On the 4% Rule?

Retirement Withdrawal: Should You Rely On the 4% Rule?

How Do You Know What You Have in Social Security?

How Do You Know What You Have in Social Security?

Have You Won the Retirement Income Game?

Have You Won the Retirement Income Game?

Hedge Against Inflation (Part 2): Building a Balanced Portfolio

Hedge Against Inflation (Part 2): Building a Balanced Portfolio

Hedge Against Inflation (Part 1)

Hedge Against Inflation (Part 1)

Roth Conversion and Tax Brackets (Part 2)

Roth Conversion and Tax Brackets (Part 2)

Roth Conversion and Tax Brackets (Part 1)

Roth Conversion and Tax Brackets (Part 1)

When Should You Take Social Security?

When Should You Take Social Security?

How Does Inflation Affect Your Retirement Planning?

How Does Inflation Affect Your Retirement Planning?

Social Media Financial Advice: How to Spot Fact vs. Fiction

Social Media Financial Advice: How to Spot Fact vs. Fiction

Holiday Season Tipping

Holiday Season Tipping

Holiday Shopping: Tips for Last Minute-Shoppers to Stay On Budget

Holiday Shopping: Tips for Last Minute-Shoppers to Stay On Budget

Social Security Inflation Adjustments: Tips to Maximize Your Benefits

Social Security Inflation Adjustments: Tips to Maximize Your Benefits

Drake & Associates Retirement Planning

Drake & Associates Retirement Planning

Turkey Talk: Family Financial Topics for Thanksgiving

Turkey Talk: Family Financial Topics for Thanksgiving

Charitable Giving Strategies

Charitable Giving Strategies

CFP® Tony Talks: Retirement and the Economy

CFP® Tony Talks: Retirement and the Economy

Tips to Save During Your Holiday Travels

Tips to Save During Your Holiday Travels

Prepare Your Finances for the Holidays

Prepare Your Finances for the Holidays

Help Your Kids Become Financially Stable

Help Your Kids Become Financially Stable

Self-Improvement Month: Financial Health

Self-Improvement Month: Financial Health

Tips on Navigating Student Loan Repayment

Tips on Navigating Student Loan Repayment

Summer Spending Recovery

Summer Spending Recovery

Help Your Children Build a Solid Financial Foundation

Help Your Children Build a Solid Financial Foundation

Estate Planning: Avoid Common Estate Planning Missteps

Estate Planning: Avoid Common Estate Planning Missteps

Tony Talks: The Latest On the Market & Economy

Tony Talks: The Latest On the Market & Economy

Christmas In July: Start Preparing Your Finances for the Holidays

Christmas In July: Start Preparing Your Finances for the Holidays

Unretiring & Potential Implications You Need To Be Aware Of

Unretiring & Potential Implications You Need To Be Aware Of

Summer Fun on a Budget: Expert Tips to Keep Your Finances on Track

Summer Fun on a Budget: Expert Tips to Keep Your Finances on Track

Tony Talks: Market, Economy, and The Latest CPI Report @SchwabNetwork

Tony Talks: Market, Economy, and The Latest CPI Report @SchwabNetwork

Financial Adulting: Most Common Money Mistakes for Young Adults & How to Avoid Them

Financial Adulting: Most Common Money Mistakes for Young Adults & How to Avoid Them

Retire Happy and Scam-Free: Professional Advice on Protecting Your Money

Retire Happy and Scam-Free: Professional Advice on Protecting Your Money

2023 Financial Planning: Maximizing Your Wealth Potential

2023 Financial Planning: Maximizing Your Wealth Potential

Retirement Planning for a Happy and Healthy Mind: Taking Care of Your Mental Health

Retirement Planning for a Happy and Healthy Mind: Taking Care of Your Mental Health

Celebrating Father's Day with Financial Peace and Security

Celebrating Father's Day with Financial Peace and Security

Financial Empowerment for Retirement Success

Financial Empowerment for Retirement Success

The Power of Money for Happiness

The Power of Money for Happiness

Retiring Successfully: Professional Financial Advice You Need to Know

Retiring Successfully: Professional Financial Advice You Need to Know

Money-Saving Ideas for a Memorable Summer

Money-Saving Ideas for a Memorable Summer

Securing Seniors: Defending Against Fraud and Scams

Securing Seniors: Defending Against Fraud and Scams

The Perfect Mother's Day Gift: Empowering Mom's Financial Future

The Perfect Mother's Day Gift: Empowering Mom's Financial Future

Exposing Financial Fiction: Spotting Reliable Money Saving Tips on Social Media

Exposing Financial Fiction: Spotting Reliable Money Saving Tips on Social Media

Unlocking Financial Literacy: Essential Tips for Financial Success

Unlocking Financial Literacy: Essential Tips for Financial Success

Planning for a Secure Retirement: Maximizing Social Security Benefits

Planning for a Secure Retirement: Maximizing Social Security Benefits

Tony on Cheddar news

Tony on Cheddar news

Addressing Nervousness for Retirement Funds

Addressing Nervousness for Retirement Funds

Ep. 5: Optimizing Social Security

Ep. 5: Optimizing Social Security

Ep. 4: Income Planning

Ep. 4: Income Planning

Ep 3: RMDs

Ep 3: RMDs

Ep. 2: Inflation

Ep. 2: Inflation

Ep. 1: Tax Planning vs Prep

Ep. 1: Tax Planning vs Prep

Keeping Financial Goals

Keeping Financial Goals

Financial Compatibility with Your Valentine

Financial Compatibility with Your Valentine

Changes to Tax Season

Changes to Tax Season

The Perks of Filing Taxes Early

The Perks of Filing Taxes Early

Sandwich Generation Has Financial Disadvantage

Sandwich Generation Has Financial Disadvantage

Behavioral Finance

Behavioral Finance

Financially Fit

Financially Fit