Episodios

  • Should the One Big Beautiful Bill Act Change your Roth Conversion Strategy?

    Should the One Big Beautiful Bill Act Change your Roth Conversion Strategy?
    Jul 19 2025
    The One Big Beautiful Bill Act is 940 pages of changes to our tax code and to retirement planning as a whole. What do these changes mean for your retirement plan and your Roth conversion strategy? Join me to learn more in this week's episode. Visit our website: https://www.attleborowealth.com
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    45 m
  • Does the Big Beautiful Bill Eliminate or Reduce Tax on Social Security?

    Does the Big Beautiful Bill Eliminate or Reduce Tax on Social Security?
    Jul 12 2025
    The One Big Beautiful Bill was recently passed and signed into law. Does this new law change how Social Security is taxed? Will the new law potentially reduce or eliminate the tax on your Social Security benefits? I’ll discuss the details and share some expert opinion in this episode. Visit our website: https://www.attleborowealth.com
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    50 m
  • Is Your Social Security at Risk? The Future of Social Security & Medicare

    Is Your Social Security at Risk? The Future of Social Security & Medicare
    Jun 29 2025
    The Social Security and Medicare Trustees released their annual reports on the programs’ financing, showing that the future of these vital programs remains at risk. What does this mean for your Social Security and Medicare benefits, and what can you do to help protect yourself? I’ll discuss the details of this approach and if it may be the answer for your retirement spending plan. Schedule time with Mark for a no cost, complimentary consultation here: https://attleborowealth.com/discovery/ Or Email: questions@attleborowealth.com
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    58 m
  • Can You Live Off of Dividends and Interest in Retirement?

    Can You Live Off of Dividends and Interest in Retirement?
    Jun 21 2025
    A common approach to retirement income planning by some people is the idea that you can just live off your dividends and income, keeping your “principal” intact. I’ll discuss the details of this approach and if it may be the answer for your retirement spending plan. Join me to learn more in this week's episode.
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    50 m
  • Phases of Retirement Spending: Go-Go, Slow-Go, No-Go?

    Phases of Retirement Spending: Go-Go, Slow-Go, No-Go?
    Jun 14 2025
    Air date: 6/11/2025 Continuing on the Dangerous Retirement Myths to Watch Out For topic, this week I discuss another popular concept for retirement spending, the Go-Go, Slow-Go, No-Go approach. I’ll discuss the details of this approach and if it may be the answer for your retirement spending plan. Join me to learn more in this week's episode. Schedule time with Mark for a no cost, complimentary consultation here: https://attleborowealth.com/discovery/ or email: questions@attleborowealth.com. Three Pillars of Investment Management: https://youtu.be/qzOhCLWCfDg Assembling Your Retirement Team: https://youtu.be/TTQ8TWrbf4Y Creditor Protection: https://youtu.be/1fI_MX3i0cE
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    52 m
  • How Much Do You Need to Have Saved to Retire?

    How Much Do You Need to Have Saved to Retire?
    May 24 2025
    Air date: 05/21/25 How much money do you need to have saved to retire in comfort and with confidence? This is a top 3 question. The answer, of course, is that it's different for everyone. In this episode I’ll give you some tips on how to find your true number, what you should focus on, and what truly matters. 3 Pillars of Investment Management: https://youtu.be/mgSBeGzVqgg?si=wdkqEJajMJUeu7i1 Schedule time with Mark for a no cost, complimentary consultation here: https://attleborowealth.com/discovery/ or email: questions@attleborowealth.com.Visit our website: https://www.attleborowealth.com The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.Attleboro Wealth Management, LLC is a Registered Investment Adviser. This program is solely for informational purposes. Advisory services are only offered to clients or prospecti...
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    1 h y 1 m
  • Ex-Girlfriend gets $1.15 million from 401(k) in Federal Court Ruling

    Ex-Girlfriend gets $1.15 million from 401(k) in Federal Court Ruling
    May 24 2025
    Air date: 05/14/25 Beneficiary designations are one of the most important parts of your estate plan. I’ll share a Federal Court decision that highlights the importance of beneficiary designations and updating your plan and your beneficiary designations. Video version: https://www.youtube.com/watch?v=ROFGJRLGOEA 05:24 - Headlines11:00 - Slott Report17:01 - Market Update26:47 - Financial Focus: Ex-Girlfriend gets $1.15 million from 401(k) Schedule time with Mark for a no cost, complimentary consultation here: https://attleborowealth.com/discovery/ or email: questions@attleborowealth.com.Visit our website: https://www.attleborowealth.com The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.Attleboro Wealth Management, LLC is a Registered Investment Adviser. This program is solely for informational purposes. Advisory services are only offered to clients or prospecti...
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    51 m
  • How a Major Market Drop Can Change Your Retirement

    How a Major Market Drop Can Change Your Retirement
    May 3 2025
    Air date: 4/30/25 Investment markets can be very volatile. You’ve probably heard that a significant market drop can have long-lasting, or even permanent negative effects on your retirement savings and therefore the quality of your retirement. I’ll discuss why this is and how to potentially protect yourself in this week’s episode.Video version: https://www.youtube.com/watch?v=B8AN2L7zDxk 0:00 - Introduction & Upcoming05:13 - Headlines & Slott Report15:45 - Market Update24:20 - The Financial Focus: How a Major Market Drop Can Change Your Retirement Schedule time with Mark for a no cost, complimentary consultation here: https://attleborowealth.com/discovery/ or email: questions@attleborowealth.com.Visit our website: https://www.attleborowealth.com The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.Attleboro Wealth Management, LLC is a Registered Investment Adviser. This program is solely for informational purposes. Advisory services are only offered to clients or prospecti...
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    58 m