Johnathan Rankin public
[search 0]
Download the App!
show episodes
 
Artwork
 
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 wi ...
  continue reading
 
Loading …
show series
 
Welcome to Retirement Intel. A weekly show where we discuss the latest topics in the world of retirement planning. [START PLANNING TODAY] https://www.theoremwm.com/start-hereThis 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 …
  continue reading
 
Welcome to Retirement Intel. A weekly show where we discuss the latest topics in the world of retirement planning. [START PLANNING TODAY] https://www.theoremwm.com/start-hereWelcome to our first-ever live broadcast of "Retirement Intel" with your host, Johnathan Rankin! This weekly show airs every Tuesday at 4 p.m. Central Time, where we dive into …
  continue reading
 
Welcome back to another episode of The Retire One Show! Your hosts, Johnathan and Melissa Rankin, the mental challenges that come with retirement. Most people think that planning for retirement is all about the financial aspects that come with retirement. Whether that is how much should you save for retirement, how much you should spend in retireme…
  continue reading
 
Welcome back to another episode of The Retire One Show! Your hosts, Johnathan and Melissa Rankin discuss a recent article from Morningstar that covers 20 IRA mistakes that investors make. We also discuss a recent article in Advisor Perspectives that talks about 7 of the biggest challenges facing individual retirement plans today. If you are plannin…
  continue reading
 
Welcome back to another episode of The Retire One Show! Your hosts, Johnathan and Melissa Rankin discuss a big change that might be coming to 401(k) plans. Starting January 1st, there may be a new rule that removes a tax benefit for retirement savers over 50 years old. We're talking about catch-up contributions and some upcoming changes that may im…
  continue reading
 
9 Things Every Retiree Needs To Plan For Sign Up for Our Weekly Retirement Newsletter: https://mailchi.mp/theoremwm.com/weeklyretirementWelcome back to another episode of The Retire One Show! On this episode, we discuss a recent study by Charles Schwab that uncovers a very interesting wealth paradox. We discuss what it takes to feel wealthy in Amer…
  continue reading
 
Retirement Success Comes Down To This? Sign Up for Our Weekly Retirement Newsletter: https://mailchi.mp/theoremwm.com/weeklyretirement Welcome back to another episode of The Retire One Show! Your hosts, Johnathan and Melissa Rankin discuss a recent article that explains how the only thing that determines a person's standard of living in retirement …
  continue reading
 
Is This Really The Worst Retirement Investment? Sign Up for Our Weekly Retirement Newsletter: https://mailchi.mp/theoremwm.com/weeklyretirementWelcome back to another episode of The Retire One Show! Your hosts, Johnathan and Melissa Rankin discuss whether or not annuities are a bad investment. With June being National Annuity Awareness Month, we di…
  continue reading
 
Welcome back to another episode of The Retire One Show! Your hosts, Johnathan and Melissa Rankin discuss whether or not you should be maxing out your 401(k). A recent article “Is It a Good Idea to Max Out 401(k)” discussed several reasons why a retirement saver should not max out their 401(k). In this episode, we discuss how much you should contrib…
  continue reading
 
Sign Up for Our Weekly Retirement Newsletter: https://mailchi.mp/theoremwm.com/weeklyretirementWelcome back to another episode of The Retire One Show! Your hosts, Johnathan and Melissa Rankin, bring you insights from real clients about their retirement journeys. In this episode, we discuss common retirement regrets. We also talk about the book by B…
  continue reading
 
Sign Up for Our Weekly Retirement Newsletter: https://mailchi.mp/theoremwm.com/weeklyretirement Welcome back to another episode of The Retire One Show! Your hosts, Johnathan and Melissa Rankin, bring you insights from real clients about their retirement journeys. In this episode, we discuss the top things our clients wish they knew before they reti…
  continue reading
 
Sign Up for Our Weekly Retirement Newsletter: https://mailchi.mp/theoremwm.com/weeklyretirement In this episode of The Retire One show, host Johnathan and Melissa Rankin delve deep into the subject of generational wealth transfer and the importance of talking to your children about money and inheritance. They shed light on an ongoing study, reveali…
  continue reading
 
Is This Why You’re Not Retirement Ready? Sign Up for Our Weekly Retirement Newsletter: https://mailchi.mp/theoremwm.com/weeklyretirementIn today's episode of The Retire One Show, In today's episode of the Retire Once Show, we dive deep into a recent article that discusses 14 reasons why many Americans are not ready for retirement. Join us as we exp…
  continue reading
 
Is This The Newest Retirement Crisis? Sign Up for Our Weekly Retirement Newsletter: https://mailchi.mp/theoremwm.com/weeklyretirementIn today's episode of The Retire One Show, we delve into the worrying trend of Americans changing their retirement savings habits due to inflation. Numerous studies reveal that a significant number of people in the US…
  continue reading
 
The Average Retirement Age Is? Sign Up for Our Weekly Retirement Newsletter: http://eepurl.com/gGenQr In today's episode of The Retire One Show, we dive into the findings from Gallup that show people are retiring later than ever before. In the past three decades, the average reported retirement age among American workers has increased from 57 to 61…
  continue reading
 
Sign Up for Our Weekly Retirement Newsletter: http://eepurl.com/gGenQr In today's episode of The Retire One Show, we dive into the concerning state of America's retirement readiness, as well as the growing number of people who are unsure about relying on social security benefits. Join hosts Jonathan and Melissa Rankin as they discuss the findings o…
  continue reading
 
Looking to retire soon or already retired and want to make sure you're on the right track financially? On this episode of the Retire Once Show, Johnathan and Melissa discuss popular retirement advice that you should ignore. In this episode, we discuss some of the most important retirement planning questions that are on everyone's mind, such as: Whe…
  continue reading
 
On this episode of the Retire Once Show, Johnathan and Melissa discuss important tax tips that you need to know before you file your taxes. This episode also covers how different income sources are taxed as well as tax tips for retirees. We cover everything from the fastest way to get your refund to how your Social Security Benefits are taxed. Chap…
  continue reading
 
On this episode of the Retire Once Show, Johnathan and Melissa discuss 7 Important Retirement Questions To Ask Yourself. Retirement planning is more than asking “how much do I need to retire?”. If you are thinking about retiring or retiring, it is important that you are always checking in on your retirement success. To maximize your retirement, we …
  continue reading
 
On this episode of the Retire Once Show, Johnathan is joined by Joanna Horton, the COO of mForce Capital. As a financial advisor, Joanna has helped clients work through the passing of a spouse, but when it happened to her, it brought with it a completely different perspective. In this interview, Joanna shares her experience of when her husband Jeff…
  continue reading
 
On this episode of the Retire Once Show, Johnathan and Melissa discuss some of the biggest retirement planning trends. They also discuss the 2023 market outlook as well as their predictions for 2023. With 2022 being one of the worst years in the investment markets, and one of the worst years for the balance 60/40 portfolio, make sure you check out …
  continue reading
 
If you're wondering where to save your money for retirement, this video is for you! We'll discuss the different types of accounts available to you and explain the advantages and disadvantages of each. We also give you a step-by-step guide on what accounts to save in first. In this video, we're going to discuss the differences between Roth and tradi…
  continue reading
 
On this episode of the Retire Once Show, Johnathan and Melissa discuss the new Secure Act 2.0. This law has over 100 different retirement provisions. There are so many changes that this law impacts and on this episode, we cover the top changes that are coming with the new Secure Act 2.0. With everything from new ages for RMD (required minimum distr…
  continue reading
 
On this episode of the Retire Once Show, Johnathan and Melissa discuss an article from gobankingrates.com, 45 Things Every 50-Something Should Know About Retirement. We discuss whether or not some of these items belong on the list such as a “longevity annuity” or a reverse mortgage. 2022 has been challenging for retirement planning. There has been …
  continue reading
 
On this episode of the Retire Once Show, Johnathan and Melissa discuss what you should do to plan to care for aging parents. There are over 53 million adult caregivers that are unpaid. No parent wants to be a burden to their children, but as longevity increases with advances in healthcare, your parents may need you to help them out as they age. Thi…
  continue reading
 
On this episode of the Retire Once Show, Johnathan and Melissa discuss what you should do before year-end to maximize your wealth. Whether it is year-end retirement planning or year-end tax strategies, there are a number of things you do not want to forget to check off your to-do list. There are some time-sensitive year-end retirement strategies th…
  continue reading
 
On this episode of the Retire Once Show, Johnathan and Melissa discuss 2 popular retirement planning trends that died this year. With inflation at decade highs and the current bear market, retirees are having to rethink their investment strategies. Retirement savers can no longer follow general rules of thumb like the 4% rule or basic investment st…
  continue reading
 
On this episode of the Retire Once Show, Johnathan and Melissa discuss the possible changes that might be coming to retirement plans soon. The Retirement Savings Modernization Act could have one of the biggest impacts on retirement savers. One of the big changes is that 401(k) plans could eventually invest in speculative investments such as hedge f…
  continue reading
 
On this episode of the Retire Once Show, Johnathan and Melissa answer 2 listener questions. Should you delay your retirement because of the market and inflation? What things should you consider when retirement is right around the corner?Also Many people are worried about the current market and don’t know what to do. We help a listener with 4 tips o…
  continue reading
 
On this episode of the Retire Once Show, Johnathan and Melissa discuss the current housing market. We have gotten a lot of questions from clients about whether or not the housing market will crash as it did in 2008. We discuss the current state of the 2022 housing market and the outlook moving forward. We also discuss how falling house prices might…
  continue reading
 
On this episode of the Retire Once Show, Johnathan and Melissa discuss the difference between a successful and unsuccessful retirement. They share 3 habits of successful retirees. They also answer a question from a listener who wants to know what to he should payoff prior to retirement. Does it make sense to pay off your house before you retire? Ch…
  continue reading
 
On this episode of the Retire Once Show, Johnathan and Melissa discuss the upcoming Midterm election and whether or not it will have an impact on your retirement. Covering everything from what’s at stake in this election and how midterm elections have impacted the economy and the stock market in the past, this is an episode you do not want to miss.…
  continue reading
 
On this episode of the Retire Once Show, Johnathan and Melissa discuss the Wallethub rankings for the best and worst cities to retire. Where does your city rank? We also discuss a recent Forbes article – The Hidden Retirement Pitfall: It’s Not The Money and share 3 things retirees should never overlook but often do. The author Carolyn Rosenblatt ca…
  continue reading
 
Download Our Retirement Toolkit: https://www.theoremwm.com/retirement-toolkit-download Schedule Your FREE Retirement Assessment Today https://www.theoremwm.com/start-here On this episode of the Retire Once Show, Johnathan and Melissa discuss the 5 things you should do to make sure you are ready to retire. Many people save for years thinking that re…
  continue reading
 
On this episode of the Retire Once Show, Johnathan and Melissa discuss how the Inflation Reduction Act can impact your retirement. For many retirees, the Inflation Reduction Act can save them money in retirement. They discuss whether or not the market will be impacted by the new law. They also help answer a question from a listener who is going bac…
  continue reading
 
Schedule Your FREE Retirement Assessment Today Download Our Retirement Toolkit: On this episode of the Retire Once Show, Johnathan sits down with Matt Meline CFP®, the Founder and CEO of PrairieFire Wealth Planning and the author of the book Empty Nest Full Pockets – How to emotionally and financially prepare for you and your children’s future. Wit…
  continue reading
 
On this episode of the Retire Once Show, Johnathan and Melissa discuss the top 3 things that are impacting people’s decisions around retirement. With so many headlines in the news about everything from inflation to politics, there is so much noise that makes it hard to focus on individual goals. We share the 3 things that have caused clients to ret…
  continue reading
 
This Couple Retired and Did What?? Schedule Your FREE Retirement Assessment Today Download Our Retirement Toolkit: On this episode of the Retire Once Show, Johnathan and Melissa are joined by John and Bev Martin, also known as The Retirement Travelers. John and Bev retired early and decided to downsize their life so they can travel the world. After…
  continue reading
 
Multiple surveys have shown that many Americans are unprepared for retirement. What should you do if you are getting a late start on retirement savings? Join Johnathan and Melissa on this episode of the Retire Once Show. Schedule Your FREE Retirement Assessment Today: Download Our Retirement Toolkit: 2022 Global Benefits Attitudes Survey: Submit qu…
  continue reading
 
Top IRA Mistakes To Avoid: Schedule Your FREE Retirement Assessment Today Download Our Retirement Toolkit: If you are planning for retirement and saving in an IRA, what are some mistakes you should look to avoid so that you can have a successful retirement? In this episode of the Retire Once Show, we discuss mistakes that could end up costing you m…
  continue reading
 
The Most Common Retirement Questions: Schedule Your FREE Retirement Assessment Today Download Our Retirement Toolkit: How much do I need to retire? Should I retire in a bear market? How will I pay for medical expenses? These are a few of the common questions we get from viewers so today we will answer these questions and a few more. Submit question…
  continue reading
 
Most Common Social Security Questions: Schedule Your FREE Retirement Assessment Today Download Our Retirement Toolkit: There are many small nuances to social security; because of this, we get a lot of questions regarding SS. Today we hope to answer some of the more common questions we get, covering topics like spousal benefits, survivor benefits, a…
  continue reading
 
Retirement Planning For Couples. Schedule Your FREE Retirement Assessment Today Make Retirement Planning Easier Subscribe Now: Download Our Retirement Toolkit: Retirement planning for one person can be complicated, but retirement planning for couples adds complexity. In this episode of the Retire Once Show, we discuss tips for making retirement pla…
  continue reading
 
What are the most important Do's & Don'ts of retirement planning? Join hosts Johnathan and Melissa Rankin as they discuss retirement planning topics that you will either want to make sure you are doing or make sure you are avoiding. Retirement planning can be stressful and that is why it is equally important to know the things that you should do an…
  continue reading
 
With stocks down, there are a lot of questions about what you should do in this bear market. It can be scary for investors to lose money, so we want to discuss the strategies that investors can take to get through a bear market. We'll explain how these different investment strategies can be implemented for a bear market, some of their pros and cons…
  continue reading
 
Roth accounts are a powerful investment tool that can benefit some people. Whether it is the Roth IRS, Roth 401k, Back Door Roth, or Roth Conversion, these options should be selected based on everyone's own specific financial situation. With so many different Roth Accounts to choose from and all of them having their own small nuances, join Johnatha…
  continue reading
 
Whether you’ve been investing in a 401(k) for decades or you just made your first contribution, there are 3 things you need to know about your 401(k). For years we have gotten 3 common questions that we are going to answer on this episode of the Retire Once Show. How much should you save in your 401(k)? If your company offers a match, it is importa…
  continue reading
 
What are the things that can make estate planning a lot easier? That's really what we want to cover today. Things are often overlooked and today we're going to talk about the six things that you could do to make a transition easier. If you have aging parents, and you're the one that's going to act as that personal representative. We're going to sha…
  continue reading
 
Inheriting an estate can be a very emotional time for many people. Trying to balance the emotions of losing a loved one with the complications of handling an inheritance can make things even harder. In this episode of the Retire Once Show, we sit down with Bo Patrick of Fidelity Estate Services, a full-service estate management company. Bo helps ou…
  continue reading
 
Email the show retire@theoremwm.com Schedule Your Free Retirement Assessment Download Our Retirement Toolkit How do you know if the retirement goals you set are actually achievable? In this episode, we walk you through the basics to help you determine if the goals you set are achievable in retirement. It is easy to set goals for retirement, but it …
  continue reading
 
Loading …

Quick Reference Guide