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Listen to Mark Byelich's Weekly Webinars and his Financial Focus segments anywhere, and get your financial education straight from a Certified Financial Planner (CFP®).
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07/10/24 - 5 Years From Retirement? Do This Now!
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Continuing with our What to Do Now! series, this week we are looking at what you should do when you are 5 years from retirement. What things should you be doing NOW to prepare? Be sure to tune in to learn the important details. Videos mentioned: 2024 IRMAA Surcharge Brackets: https://youtu.be/VdAGPqQt7Io Assembling Your Retirement Team: https://you…
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No one has ever sat across the conference room table, or on the other side of the camera, and said to me “I wish I would have waited a few more years to do this.” It’s always the opposite. Most people say, "I wish I had known about this 10 years ago!" At 55 years old, retirement is about 10 years away for many people. What things should you be doin…
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06/26/24 - When NOT to Convert to a Roth IRA
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I've often said that the Roth conversion is one of the best tools we have for tax-efficient planning. HOWEVER, there are times when it does not make sense to convert your Traditional IRA to a Roth IRA. Be sure to tune in to learn the important details. The opinions expressed in this program are for general informational purposes only and are not in…
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