Billede af showet Retire Once Show

Retire Once Show

Podcast af Johnathan Rankin

engelsk

Videnskab & teknologi

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Læs mere Retire Once Show

The Retire Once Show is a retirement podcast designed to help simplify retirement so that you can retire with confidence. Running out of money in retirement is one of the biggest fears that retirees have. That is why our goal is to help you not just get to retirement, but most importantly, stay retired. Join your hosts, Johnathan R. Rankin CRPC® CEPA®, founder and CEO of Theorem Wealth Management, and Melissa Rankin, Wealth Management Advisor with Theorem Wealth Management Each week, they will cover retirement topics to help you prepare for retirement if you are not retired or help you improve your retirement if you are already retired. They will cover topics such as Social Security, advanced tax planning, IRA's, 401(k)'s, retirement income strategies, investing strategies, stocks and bonds, and ways to help you gain confidence in your retirement plan. Every episode will give you the tools you need to get to retirement and most importantly stay retired. Our goal is to make sure you only have to "retire once" and that work after retirement is optional and not mandatory. Learn more and grab FREE retirement resources by going to www.retireonceshow.com.

Alle episoder

64 episoder

episode These 10 Wealth Principles Are the Key to Financial Freedom! cover

These 10 Wealth Principles Are the Key to Financial Freedom!

Welcome to Retirement Intel. A weekly show where we discuss the latest topics in the world of retirement planning. Register for our special Election 2024 Webinar https://us06web.zoom.us/webinar/register/2317259796632/WN_waTtS70hQKSHdziwHSmQMg See if you’re on track https://www.theoremwm.com/start-here This weekly show airs every Tuesday at 4 p.m. Central Time, where we dive into the latest trends, insights, and strategies for your retirement planning. In today's episode, our host Johnathan Rankin shares 10 Principles for building wealth and creating financial freedom. It is an episode you don’t want to miss! Join us as we navigate through these critical subjects and provide you with the knowledge you need for a secure and prosperous retirement. If you have any questions or topics you'd like us to cover, drop us a note at retire@theoremwm.com or join us live next week! Theorem stands for THE Optimal Retirement and Estate Management, our mission is to help diligent retirement-focused savers achieve their dream retirement while reducing the stress caused by managing wealth. - Johnathan Rankin CRPC® CEPA®, Founder & CEO - Theorem Wealth Management 😁 [REACH OUT ON FACEBOOK] https://www.facebook.com/Theoremwm/ ➡️ [CONNECT WITH ME ON LINKEDIN] https://www.linkedin.com/in/johnathan-rankin-crpc%C2%AE-cepa%C2%AE-4a908b4a/ 🌐[HOMEPAGE] https://www.theoremwm.com/ 1️⃣[RETIRE ONCE] https://www.theoremwm.com/retire-once-show #TheoremWealthManagement #RetireOnce #RetirementPodcast #Podcast Disclaimer: Johnathan Rankin is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Theorem Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.

17. sept. 2024 - 32 min
episode How The End of Trump's Tax Cuts Impact Your Retirement - Retirement Intel cover

How The End of Trump's Tax Cuts Impact Your Retirement - Retirement Intel

Welcome to Retirement Intel. A weekly show where we discuss the latest topics in the world of retirement planning. Register for our special Election 2024 Webinar https://us06web.zoom.us/webinar/register/2317259796632/WN_waTtS70hQKSHdziwHSmQMg See if you’re on track https://www.theoremwm.com/start-here Join us for a special Thursday Edition! This weekly show airs every Tuesday at 4 p.m. Central Time, where we dive into the latest trends, insights, and strategies for your retirement planning. In today's episode, we cover a range of topics including: - Will the 60/40 Portfolio Ruin Your Retirement - How will the end of Trump's tax cuts impact your retirement? Articles Discussed: https://www.wsj.com/finance/investing/60-40-portfolio-retirement-61716c4d https://www.wsj.com/personal-finance/taxes/trump-tax-cuts-expire-2025-486894dc?mod=itp_wsj Join us as we navigate through these critical subjects and provide you with the knowledge you need for a secure and prosperous retirement. If you have any questions or topics you'd like us to cover, drop us a note at retire@theoremwm.com or join us live next week! Theorem stands for THE Optimal Retirement and Estate Management, our mission is to help diligent retirement-focused savers achieve their dream retirement while reducing the stress caused by managing wealth. - Johnathan Rankin CRPC® CEPA®, Founder & CEO - Theorem Wealth Management 😁 [REACH OUT ON FACEBOOK] https://www.facebook.com/Theoremwm/ ➡️ [CONNECT WITH ME ON LINKEDIN] https://www.linkedin.com/in/johnathan-rankin-crpc%C2%AE-cepa%C2%AE-4a908b4a/ 🌐[HOMEPAGE] https://www.theoremwm.com/ 1️⃣[RETIRE ONCE] https://www.theoremwm.com/retire-once-show #TheoremWealthManagement #RetireOnce #RetirementPodcast #Podcast Disclaimer: Johnathan Rankin is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Theorem Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.

17. sept. 2024 - 25 min
episode Why Is Retirement Planning So Hard? cover

Why Is Retirement Planning So Hard?

Welcome to Retirement Intel. A weekly show where we discuss the latest topics in the world of retirement planning. See if you’re on track https://www.theoremwm.com/start-here This weekly show airs every Tuesday at 4 p.m. Central Time, where we dive into the latest trends, insights, and strategies for your retirement planning. In today's episode, we cover a range of topics including: - Is there a retirement crisis? - Why is retirement planning hard? - Gambling vs Investing Articles Discussed: https://www.barrons.com/articles/investments-beat-cash-rates-75c3d0e8 https://crr.bc.edu/do-we-have-a-retirement-crisis/ https://www.investmentnews.com/retirement/news/401k-auto-features-dont-help-savings-as-much-as-thought-researchers-find-256562 https://awealthofcommonsense.com/2024/08/why-people-dont-save-enough-for-retirement/ https://www.cnbc.com/2024/08/21/the-explosion-of-online-sports-betting-is-taking-a-toll-on-how-people-invest.html Join us as we navigate through these critical subjects and provide you with the knowledge you need for a secure and prosperous retirement. If you have any questions or topics you'd like us to cover, drop us a note at retire@theoremwm.com or join us live next week! Theorem stands for THE Optimal Retirement and Estate Management, our mission is to help diligent retirement-focused savers achieve their dream retirement while reducing the stress caused by managing wealth. - Johnathan Rankin CRPC® CEPA®, Founder & CEO - Theorem Wealth Management 😁 [REACH OUT ON FACEBOOK] https://www.facebook.com/Theoremwm/ ➡️ [CONNECT WITH ME ON LINKEDIN] https://www.linkedin.com/in/johnathan-rankin-crpc%C2%AE-cepa%C2%AE-4a908b4a/ 🌐[HOMEPAGE] https://www.theoremwm.com/ 1️⃣[RETIRE ONCE] https://www.theoremwm.com/retire-once-show #TheoremWealthManagement #RetireOnce #RetirementPodcast #Podcast Disclaimer: Johnathan Rankin is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Theorem Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.

17. sept. 2024 - 36 min
episode Retirement Intel: Retiree Healthcare Costs Higher Than Expected cover

Retirement Intel: Retiree Healthcare Costs Higher Than Expected

Welcome to Retirement Intel. A weekly show where we discuss the latest topics in the world of retirement planning. See if you’re on track https://www.theoremwm.com/start-here This weekly show airs every Tuesday at 4 p.m. Central Time, where we dive into the latest trends, insights, and strategies for your retirement planning. In today's episode, we cover a range of topics including: - Retirees will pay twice as much as they think for healthcare - The most luxurious retirement? - What is going on with the housing market? Join us as we navigate through these critical subjects and provide you with the knowledge you need for a secure and prosperous retirement. If you have any questions or topics you'd like us to cover, drop us a note at retire@theoremwm.com or join us live next week! Theorem stands for THE Optimal Retirement and Estate Management, our mission is to help diligent retirement-focused savers achieve their dream retirement while reducing the stress caused by managing wealth. - Johnathan Rankin CRPC® CEPA®, Founder & CEO - Theorem Wealth Management 😁 [REACH OUT ON FACEBOOK] https://www.facebook.com/Theoremwm/ ➡️ [CONNECT WITH ME ON LINKEDIN] https://www.linkedin.com/in/johnathan-rankin-crpc%C2%AE-cepa%C2%AE-4a908b4a/ 🌐[HOMEPAGE] https://www.theoremwm.com/ 1️⃣[RETIRE ONCE] https://www.theoremwm.com/retire-once-show #TheoremWealthManagement #RetireOnce #RetirementPodcast #Podcast Disclaimer: Johnathan Rankin is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Theorem Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.

21. aug. 2024 - 30 min
episode Retirement Intel: Should Retirees Be Selling? cover

Retirement Intel: Should Retirees Be Selling?

Welcome to Retirement Intel. A weekly show where we discuss the latest topics in the world of retirement planning. See if you’re on track https://www.theoremwm.com/start-here This weekly show airs every Tuesday at 4 p.m. Central Time, where we dive into the latest trends, insights, and strategies for your retirement planning. In today's episode, we cover a range of topics including: - Latest News - Should You Be Selling? - Retirement Myths - What Is a Fiduciary? Join us as we navigate through these critical subjects and provide you with the knowledge you need for a secure and prosperous retirement. If you have any questions or topics you'd like us to cover, drop us a note at retire@theoremwm.com or join us live next week! Articles Discussed https://www.morningstar.com/portfolios/why-preretirees-retirees-should-derisk-today https://www.morningstar.com/personal-finance/6-retirement-financial-myths-avoid https://www.wsj.com/personal-finance/retirement/the-insurance-industry-is-winning-a-fight-to-kill-new-protections-for-retirement-savers-54030e41 https://lifehacker.com/money/why-are-tiktok-influencers-pushing-life-insurance-over-401ks Theorem stands for THE Optimal Retirement and Estate Management, our mission is to help diligent retirement-focused savers achieve their dream retirement while reducing the stress caused by managing wealth. - Johnathan Rankin CRPC® CEPA®, Founder & CEO - Theorem Wealth Management 😁 [REACH OUT ON FACEBOOK] https://www.facebook.com/Theoremwm/ ➡️ [CONNECT WITH ME ON LINKEDIN] https://www.linkedin.com/in/johnathan-rankin-crpc%C2%AE-cepa%C2%AE-4a908b4a/ 🌐[HOMEPAGE] https://www.theoremwm.com/ 1️⃣[RETIRE ONCE] https://www.theoremwm.com/retire-once-show #TheoremWealthManagement #RetireOnce #RetirementPodcast #Podcast Disclaimer: Johnathan Rankin is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Theorem Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.

21. aug. 2024 - 48 min
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