Best Frankie Guida Podcasts (2024)

1
Balancing Your Portfolio During Market Volatility 12:24

3d ago12:24

12:24

Frank and Frankie discuss the recent market pullbacks and how to protect oneself during these times. They emphasize the importance of understanding historical market trends and using a strategy that balances risk and safety. They also share a case study of a couple who were able to retire earlier and increase their income by adjusting their portfol…

1
Working Because You Want To Vs. Needing To 10:28

20d ago10:28

10:28

Frank and Noah discuss the many factors that determine when someone should retire and emphasize the importance of working because you want to, and not because you need to. They also highlight managing risk in investments and reducing fees to optimize income in retirement. Connect with the team at A Better Way Financial to get a second opinion on yo…

1
Managing Risk: Assessing And Diversifying Your Portfolio 12:10

24d ago12:10

12:10

Frankie and Noah highlight the impact of the upcoming election on financial planning and retirement strategies. They emphasize the importance of not letting political uncertainty dictate investment decisions and instead focus on long-term goals. Frankie and Noah also highlight the need for risk assessment and portfolio diversification to protect ag…

1
Strategies For Maximizing Tax-Free Growth 11:28

1M ago11:28

11:28

Frank and Frankie discuss the complexities of Roth 401(k) contributions and the potential tax implications for employees. They emphasize the importance of tax planning and explore strategies such as maxing out Roth contributions, converting traditional 401(k) funds to Roth IRAs, and repositioning portfolios to minimize taxes. Connect with the team …

1
Aligning Retirement Goals And Mindset 13:13

1M ago13:13

13:13

Frank and Frankie talk about having a retirement mindset and the importance of aligning financial goals. They address the desire to become a millionaire in retirement and the challenges associated with unnecessary financial risks. Frank and Frankie also highlight the need for social security planning and tax planning and how they optimize retiremen…

1
Reducing Risk In Retirement 11:26

2M ago11:26

11:26

Frank and Frankie discuss overplanning for retirement, reducing taxes and risk, and how to incorporate charitable giving into financial planning. They emphasize the importance of tax planning and explain how it can potentially help save significant amounts of money through someone’s retirement years. Connect with the team at A Better Way Financial …

1
Decluttering Your Portfolio In Retirement 11:49

2M ago11:49

11:49

Frank and Frankie highlight how certain investments can clutter a retirement plan and explain why fees and risk tolerance need to be analyzed. They emphasize why having a strategy for retirement income is crucial when developing a plan. Connect with the team at A Better Way Financial to get a second opinion on your portfolio today! Read our book! A…

1
Managing Fees For Financial Planning 10:43

2M ago10:43

10:43

Frankie discusses fees within a financial plan and explains the need to uncover, reduce and understand them. He highlights the impact that fees can have on retirement savings. Connect with the team at A Better Way Financial to see how fees are impacting your retirement plan today! Read our book! Amazon Best Seller, “The Book on Retirement: A Better…

1
The Impact Of Taxes On Retirement Planning 13:19

3M ago13:19

13:19

Frank and Frankie discuss taxes and various income options when planning for retirement. They emphasize the importance of effective tax planning and explain how Roth conversions could lead to tax savings to increase income. Connect with the team at A Better Way Financial to see how taxes are impacting your retirement plan today! Read our book! Amaz…

1
Optimizing Your Financial Future Through Tax Planning 11:23

3M ago11:23

11:23

Frank and Frankie discuss the complexities of taxes and the importance of tax planning for retirement. They highlight the challenges of navigating the thousands of pages of the tax code and the additional IRS regulations. Also, Frank and Frankie touch on the benefits of Roth conversions and using non-qualified funds before tapping into Roth account…

1
Exposing The Unwanted Fees In Your Retirement Plan 13:42

3M ago13:42

13:42

Hidden fees in your portfolio can eat away at your investments more than you think. In this conversation, Frank and Frankie discuss why it’s important to expose the fees in your retirement plan to maximize income. Connect with the team at A Better Way Financial to start developing your income plan in retirement today! CLICK HERE to register for one…

1
Using a 401k As a Bridge To Social Security 11:40

3M ago11:40

11:40

In this episode, Frank and Frankie discuss the complexities of Social Security and the role of 401k in retirement planning. It explores the decision of when to claim Social Security benefits and the potential strategy of using a 401k as a bridge. Also, hear about the importance of understanding the rules and options of Social Security and the need …

1
Creating A Comprehensive Retirement Plan 14:11

3M ago14:11

14:11

Preparing for your financial future requires careful planning and consideration of various factors, such as income planning. Annuities can be a valuable tool for income, but it’s important to understand the different types and how they work. In this episode, Frank and Frankie discuss the misconceptions surrounding annuities and highlight the variou…

1
Can You Still Retire With $1 Million? 9:25

4M ago9:25

9:25

Schwab says that people need $1.8 Million in savings in order to retire. But is it still possible to retire with less than that and even less than $1 Million? In this episode, Frank and Frankie discuss the different factors retirees need to consider rather than just looking at what they've saved for retirement. Connect with the team at A Better Way…

1
Maximizing Tax Savings With Roth Conversions 11:34

4M ago11:34

11:34

401(k)s and IRAs are popular retirement savings tools. But it's important to understand their rules and implications, such as how required minimum distributions (RMDs) play a factor into your overall retirement plan. In this episode, Frank and Frankie discuss how Roth conversions can be a beneficial strategy to minimize taxes in retirement, and how…

1
Protecting Retirement Savings During Market Downturns 13:56

4M ago13:56

13:56

Don't try to time the market. Instead, focus on long-term investing strategies. Frank and Frankie discuss the parallels between trying to win the lottery and predicting market behaviors. Also on this episode, hear why creating a financial plan can ease the transition into retirement and why tax planning is an essential part in maximizing income. Co…

1
Don’t Have An Identity Crisis In Retirement 14:04

5M ago14:04

14:04

The word “retirement” can get people emotional and concerned when thinking about money and their future. Money blogger J.L Collins emphasizes that a better way to think about retirement is achieving financial independence, which gives people more options to live how they want to after their working years. On this episode, Frank and Frankie discuss …

1
Ron Swanson And Taxes In Your Retirement Plan 13:13

5M ago13:13

13:13

Just because you retire, doesn’t mean you pay less taxes. Ron Swanson from “Parks and Recreation” explains to a young girl how taxes work by eating most of her lunch. But how much of your “lunch” is eaten by Uncle Sam when you enter retirement? On this episode, Frank and Frankie discuss Roth conversion strategies to create a tax-friendly retirement…

1
Helping Your Adult Children Without Harming Your Retirement 12:07

6M ago12:07

12:07

It’s estimated that more than half of parents with adult children have given them financial help in the past year. For a third of those parents, it ended up hurting their own finances, including their retirement savings. On this episode, Frank and Frankie Guida (Father-son team of financial advisors) discuss the delicate balance between helping fam…

1
Retirement Options For Small Business Owners 11:53

6M ago11:53

11:53

With nearly 11,000 baby boomers retiring daily, the landscape for small businesses and personal finances is shifting. On this episode, Frankie Guida speaks from personal perspective, as he works with his father at A Better Way Financial with the plan to take over the family business himself one day. However, many Boomers who own businesses are stru…

1
Beat the Tax Man in Retirement: Strategies To Help You Save 12:15

6M ago12:15

12:15

There are 100,000 pages in the tax code, and it’s up to you to figure out the best moves while staying within the law! But tax woes don’t end when you get to retirement. In fact, without a proper tax plan, taxes can be a major drain on your savings. On this episode, Certified Financial Planner Frankie Guida shares strategies you may be able to util…

1
Hidden Fees Could Be Draining Your Retirement 11:56

7M ago11:56

11:56

As the Government works to reduce ‘junk fees’ for college students hidden in their tuition costs, at A Better Way Financial they work daily to uncover the fees often hidden in retirement accounts. On this episode, Frank and Frankie point out the common fees that may be silently eroding your retirement savings and why fee transparency matters. From …

1
Your 401(k) Is Not Free - Tony Robbins' Wake-Up Call On Your Retirement Savings 11:53

7M ago11:53

11:53

How much is your 401(k) costing you? On this episode, Frank and Frankie, father-son duo of financial advisors and retirement planners, dive into the often-overlooked aspect of retirement planning: fees. We hear from financial strategist Tony Robbins who does the math to exemplify the hundreds of thousands many Americans are losing from their accoun…

1
Financial Fitness: Achieving Your Retirement Goals in 2024 14:11

7M ago14:11

14:11

Join Frank and Frankie as they kick off 2024 by discussing New Year's resolutions and, most importantly, how to make your financial goals a reality. Learn the importance of planning for retirement and their belief on why improving your finances is an easier resolution to keep than one that focuses on getting fit and losing weight. A simple phone ca…

1
Unlocking Retirement Income: Understanding Annuities and Tax-Saving Opportunities 11:40

8M ago11:40

11:40

It’s been four years since Congress passed Secure 1.0 which allows companies to offer annuities within 401(k)s. Still, there have been few adopters despite research showing strong interest. Frank and Frankie dive into the often-misunderstood world of annuities and their potential place in your retirement plan. They share insight on how a strategic …

1
The Power of Roth Conversions, Even If You’re Already Retired 12:51

8M ago12:51

12:51

Frank and Frankie dive into the realm of Roth conversions and year-end tax strategies, sharing their personal experiences on how these types of efforts can benefit retirement plans. Discover how converting your pre-tax accounts to after-tax Roth accounts could help transform your financial landscape. Whether you're approaching retirement or already…

1
Decoding Dave Ramsey: Unveiling the Risks of 100% Stock Investment in Retirement 13:07

8M ago13:07

13:07

In this episode, Frank and Frankie address the recent controversial statement made by personal finance guru, Dave Ramsey, recommending that retirees can stay 100% invested in stocks and withdraw 8% annually, with no worries. We address the flaws in this suggestion and urge caution against relying on high average returns without accounting for marke…

1
Unlocking Early Retirement: Strategies Towards Financial Freedom 11:20

9M ago11:20

11:20

Retiring early can be alluring, but it comes with its unique set of challenges. On this episode, Frank and Frankie explore the nuances of early retirement and why it requires meticulous planning and strategic financial decisions. They point out challenges faced by those contemplating early retirement, from choosing the right pension option to makin…

1
Revolutionizing Your Retirement: Rethinking the 60/40 Portfolio 10:45

9M ago10:45

10:45

Recently, The Wall Street Journal echoed what many have been feeling: the 60-40 portfolio mix is failing, not just because of the "riskier" stocks…but because bonds have taken serious hits in the last few years. In this episode, Frank and Frankie challenge traditional financial wisdom and delve into the pitfalls of “old financial rules.” There are …

1
Planning Your Financial “Feast”: Navigating Inflation In Retirement 12:43

9M ago12:43

12:43

New inflation numbers came in lower than expected. October's Consumer Price Index was 3.2%, down from September’s 3.7% and the core CPI (which excludes food and energy prices) dropped one-tenth to 4.0%. Still, the numbers are higher than the Fed’s goal of 2%. And even though it recently passed on raising interest rates again, the Fed vows to contin…

1
Your Financial Future: Lessons from Gen Z and Strategies for a Tax-Efficient Retirement 13:13

9M ago13:13

13:13

On this episode of A Better Way Financial, we discuss the lessons you can learn from Gen Z. Often underestimated, this group of young workers is already excelling in retirement savings, reiterating the importance of longevity planning. Frank and Frankie also discuss other misconceptions around retirement expenses, revealing how taxes usually top th…

1
Maximizing Your Retirement: Options for RMDs and Tax Strategies 11:53

10M ago11:53

11:53

It’s time to start taking your RMDs (Required Minimum Distributions) but you don’t need the money…In this episode, Frank and Frankie Guida explore the strategies you may be able to utilize. Charitable giving through QCDs (Qualified Charitable Distributions), Roth conversions, or using the funds for long term care may all be options within your plan…

1
What Does The War Mean For Retirement Investors 12:23

10M ago12:23

12:23

Recent history has shown that markets have a track record of mostly absorbing geopolitical conflicts. But there could be another impact when it comes to interest rates. In this episode, Frank and Frankie dive into the financial implications of these kinds of events, bond market turbulence, and tax planning for the upcoming year emphasizing the impo…

1
Should You Leave Your Financial Advisor For A Retirement Planner 12:30

10M ago12:30

12:30

You may have a financial advisor whom you love…but are you getting the service you need for retirement? In this episode, Frank and Frankie share their experience in handling the delicate conversations involved with financial and retirement planning, and why you may need a second opinion on your retirement plan. Many individuals work with financial …

1
Nick Saban May Be Eyeing Retirement: Have You Created A Retirement “Game Plan” 10:33

10M ago10:33

10:33

There’s speculation that Alabama’s head football coach, Nick Saban, may be thinking about retiring. But no matter what your occupation, knowing when to retire is a significant, and often challenging, decision. With 38 years of experience in his field, financial advisor and retirement planner, Frank Guida, understands the importance of working becau…

1
Taxes And Volatility Are Here To Stay: Safe-Guarding Your Retirement Savings 11:17

10M ago11:17

11:17

The stock market can be a great place to grow your wealth, but it comes with volatility and a big market crash could wipe out a significant portion of your retirement savings. Meanwhile, the threat of future tax hikes could have a big effect on your tax-deferred IRA and 401(k). In this episode, Frank and Frankie delve into the downsides of relying …

1
Want To Retire Early? Here’s What You Need To Consider 12:19

11M ago12:19

12:19

Americans are retiring earlier than they had expected. On average, they initially thought they’d retire at age 63, but instead have left the workforce at 61 and a half. While it should be a time to relax and enjoy the fruits of your labor, if you're not careful you could run out of money. In this episode, Frank and Frankie share ideas on how to ret…

1
What’s Changed In 401(k)s Over The Last Decade 12:57

11M ago12:57

12:57

Ten years ago, 60 Minutes interviewed financial planner Brooks Hamilton who raised concerns about the quality of mutual funds in 401(k) plans. Recently the clip has seen new life online with many asking, “Have things improved since then?” In this episode, Frank and Frankie break down some key changes in 401(k) plans, including the rise of Roth 401(…

1
Should Baby Boomers Wean Off Stocks in Retirement? 12:35

11M ago12:35

12:35

Baby boomers have an enduring love affair with the stock market. While the allure of double-digit returns is undeniable, is it wise to remain heavily invested in stocks as retirement approaches? On this episode of A Better Way Financial, financial advisors and father-son team Frank and Frankie Guida discuss the importance of finding a balance betwe…

1
Improve Your Retirement Planning with a Positive Attitude 10:36

12M ago10:36

10:36

On this episode, financial advisors and retirement planners Frank and Frankie Guida discuss the importance of having the right attitude when it comes to retirement planning. They share the story of a 100-year-old woman who credits her positivity for her long life and explain how a positive attitude can help you overcome challenges and achieve your …

1
Most Seniors Regret Their Retirement Planning Decisions and Want A Do-Over: Avoiding Your Own Regrets 11:27

12M ago11:27

11:27

A recent survey found that more than half of retirees said they’d go back and plan their retirement differently if they could. 63% regretted not including investments that provided a steady income stream, saying they’d like to receive an ‘automatic paycheck.’ On this episode, financial advisors and retirement planners Frank and Frankie Guida share …

1
Financial advisors retire too: The benefits of working with multi-generational financial advisors 12:52

1y ago12:52

12:52

On this episode Frankie Guida shares the strategies they use at A Better Way Financial to help clients add more security into their financial futures. With fall marking a critical time for financial planning, they delve into the challenges of an aging advisor landscape and the need for generational expertise. Learn the importance of having a financ…

1
Wedding disasters only effect that 1 day, retirement disasters can upend your whole life 11:57

1y ago11:57

11:57

Many people dream and plan for the perfect wedding day. Still, disasters can and do happen… as proven by the laundry list of wedding day errors for this one bride. But a wedding is usually just one day in life. Your retirement might also not go as planned. Unexpected events or changes in circumstances can happen, and without a proper plan, cause mu…

1
Frank Guida Interviews Candace Owens 4:05

1y ago4:05

4:05

During his recent trip to Nashville, financial advisor & retirement planner Frank Guida sat down for a great conversation with Candace Owens, American conservative political commentator, author, activist, and television presenter. Connect with the team at A Better Way Financial for a comprehensive retirement and tax plan review. Be sure to read our…

1
3 months after tax season, Americans do NOT like the results 12:47

1y ago12:47

12:47

A recent Gallup poll found that 51% of respondents feel their income taxes were not fair. That’s the highest number in two decades and this survey doesn’t take into account that the Trump Tax Cuts will expire at the end of 2025. Very often, taxes are the biggest expense in someone’s retirement. Without a written tax plan, within your overall retire…

1
A One-On-One Conversation With Country Music’s Jason Aldean 6:29

1y ago6:29

6:29

This week we revisit Frankie’s conversation with Country Music Superstar Jason Aldean about life on the road, staying motivated, and what Jason loves about Country Music. Connect at ABetterWayFinancial.com. See omnystudio.com/listener for privacy information.By Frank and Frankie Guida

1
Why so many Financial Advisors quit the business 11:39

1y ago11:39

11:39

Over 90% of financial advisors last only 3 years in the business. Some common reasons for quitting include a lack of fulfillment, difficulty finding clients, and burnout. But financial advisor and retirement planner Frank Guida has been in the business for almost 4 decades! On this episode, he shares his thoughts on why so many fail as an advisor d…

1
How does your family history factor into your longevity risk 12:05

1y ago12:05

12:05

Your family’s health history is just one factor in your longevity risk, but how can you calculate and plan for it? On this episode, we hear comedian Nate Bargatze’s thoughts on getting his own family health history which reminds us that it’s not so simple. Financial advisors and retirement planners Frank and Frankie Guida have a unique perspective …

1
How much money should you take from your retirement savings each month to meet your spending needs? 11:25

1y ago11:25

11:25

It’s the question most retirees ponder. For a long time, many have subscribed to the “4% Rule” but a columnist in the Wall Street Journal has his own that he calls the “$400 Rule.” He says you’ll spend about $400 each month in retirement above and beyond what you think you’ll spend. On this episode, financial advisor and retirement planner Frankie …

1
Navigating The Varying Views On The Economy To Help Protect Your Savings No Matter What 10:28

1y ago10:28

10:28

The Federal Reserve has paused interest rate hikes for now but hasn’t ruled out another increase down the road if inflation remains stubborn. Still, economist Paul McCully remains optimistic that we won’t see a recession. Financial advisors and retirement planners, Frank and Frankie Guida point out that there will always be people on both sides of …

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Frankie Guida Podcasts

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