Best Mo Buckets Podcast Podcasts (2024)

1
Tax Mastery in Retirement: Strategies for Successful Planning 21:43

2M ago21:43

21:43

Imagine a retirement filled with beach strolls and golfcourse mornings. But lurking in the backdrop is an often underestimated challenge: Taxes! This uninvited guest can cast a shadow over your financial dreams, but you're not alone. On today's episode of "Financial Breakaway," we're turning tax confusion into tax mastery. We'll skip the dry number…

1
The Presidential Election and Its Effects on Your Money and Retirement Plan 15:04

4M ago15:04

15:04

We currently find ourselves amid a presidential election year (whether we like it or not), and political headlines already dominate the news, sparking questions and concerns about how election outcomes might impact retirement and investment plans. As a Financial Planner, I often get clients coming to me and asking how the elections may affect their…

1
Navigating the Markets: A Discussion with Economist Bryce Gill 31:51

6M ago31:51

31:51

In this episode, I talk with Economist Bryce Gill of First Trust Portfolios on pivotal market trends of 2023 and look ahead to what 2024 holds for investors. Tune in for a rich discussion on the stock and bond markets, recession risks, and the intricate relationship between the markets and the economy.Topics discussed: Insights into 2023's stock ma…

1
Social Security Essentials: 3 Must-Know Topics for Effective Retirement Planning 17:33

7M ago17:33

17:33

Join me on this episode of the Financial Breakaway Podcast as we dive deep into "Social Security Essentials: 3 Must-Know Topics for Effective Retirement Planning." As you near retirement, it's crucial to understand the intricacies of Social Security and how it fits into your overall financial plan. I'll guide you through the complexities and strate…

1
Structuring Your Retirement Portfolio with the Bucket Approach 17:33

8M ago17:33

17:33

Join me as I help unlock the secrets of the "Bucket Approach" to retirement planning. After decades of diligent savings, are you prepared to transition from the accumulation phase of your life to the distribution phase? This episode sheds light on the challenges retirees face and offers a structured solution to ensure your investments serve you eff…

1
Cracking the Retirement Code: How Much Do You Need to Retire? 7:37

8M ago7:37

7:37

Join me in this episode as I unravel the mystery behind retirement planning by addressing the fundamental question: "How much do I need to retire?" I dive into the complexities of retirement income planning and offer a unique perspective on determining your retirement needs.By examining the three distinct stages of retirement—Go-Go, Slow-Go, and No…

1
Exciting News! Relaunch of the Financial Breakaway Podcast Coming Soon 5:10

9M ago5:10

5:10

In today's special pre-launch episode, I have some thrilling news! "The Financial Breakaway Podcast" is relaunching with a fresh focus: "Your Clear Path to Retirement." Since its humble beginnings in 2019, this podcast has grown immensely, achieving 30 episodes and garnering thousands of downloads.Your valuable feedback, combined with my passion fo…

1
3 Lessons Learned in 2022 So Far | You’re Near or In Retirement 21:45

1+ y ago21:45

21:45

00:45 - Intro 01:45 - Observation 1: Inflation hurts retirees more 2:20 – Sidetrack: What is Inflation?05:30 - What can we learn: Find your own “Personal Inflation Rate” 08:31 - Observation 2: Social Security COLA adjustment isn’t as advertised 10:45 - What can we learn: How to figure out what your NET Social Security COLA really is 13:52 - Observa…

1
3 Lessons Learned In 2022 So Far | You’re Mid-Career 13:07

2y ago13:07

13:07

2022 has been a tough year all around. So in this episode, I'm breaking down three observations I've seen so far in 2022 for mid-career individuals and what we can learn from those observations. I try to explore these observations and lessons learned through a financial planning lens for the everyday person. 01:00 - Intro 02:20 - Observation 1: Tra…

1
3 Lessons Learned in 2022 So Far | Investing 14:27

2y ago14:27

14:27

2022 has been a tough year all around for people. Headwinds such as the lingering effects of COVID-19, rising interest rates, rising inflation, rising commodity prices, the Russia/Ukraine War, falling stock and bond market, and then an economy that seems to be having a hangover in general. It has been a lot.With all this going on, it has been hard …

1
Conversation with Economist Bryce Gill of First Trust | Market & Economy Update | Investing in the ”New Normal” Series 48:47

2y ago48:47

48:47

Conversation between Ryan Hitchcock, Financial Planner at Hight Point Capital Group, and Bryce Gill, Economist at First Trust: 02:45 - Intro on Inflation & Market04:45 - Great Moderation or Globalization Long-term inflation outlook Supply chain War in Europe12:50 - Fed and interest rates14:45 - The Monetary Tailwind is Ebbing M2 Money Supply Stagfl…

1
Opening an in-person gym during a pandemic - Mike Wojciechowski & Jamie Eischen of Brew Fitness Shorewood share their story & industry insights | Investing in the “New Normal” series 33:17

2y ago33:17

33:17

Investing in the New Normal Series -- COVID-related shutdowns distorted the economy vs where it was before COVID and we are still trying to adapt to this world. The question now is; how do we, as investors trying to save for our future, navigate and invest in it? Let's learn from real people living and working in this "new normal" to help provide a…

1
The business of podcasting is exploding – Hear from podcasting expert Richie Burke of GoGeddit Marketing & Media | Investing in the “New Normal” series 29:54

2y ago29:54

29:54

Investing in the New Normal Series -- COVID-related shutdowns distorted the economy vs where it was before COVID and we are still trying to adapt to this world. The question now is; how do we, as investors trying to save for our future, navigate and invest in it? Let's learn from real people living and working in this "new normal" to help provide a…

1
Investing in the New Normal Series | Intro 6:38

2y ago6:38

6:38

In this introductory episode of Investing in the New Normal Series, I talk about what this New Normal is and how we as a world got here. COVID-related shutdowns distorted the economy vs where it was before COVID and we are still trying to adapt to this world. The question now is; how do we, as investors trying to save for our future, navigate and i…

1
The Great Resignation: Quitting a 6 figure job to buy a private hockey rink business - Greg Copeland of the Ponds of Brookfield | Investing in the New Normal Series 32:17

2y ago32:17

32:17

Investing in the New Normal Series -- COVID-related shutdowns distorted the economy vs where it was before COVID and we are still trying to adapt to this world. The question now is; how do we, as investors trying to save for our future, navigate and invest in it? Let's learn from real people living and working in this "new normal" to help provide a…

1
A look inside the BUSINESS OF INNOVATION with experts Mark Schwartz & Nick Cucci - Thematic Investing Series EXTRA CREDIT 1:02:42

2+ y ago1:02:42

1:02:42

In this special Thematic Investing Series episode, we go beyond buzzwords in the media with my guests, Mark Schwartz and Nick Cucci. Mark advises early-stage startups and co-founded PDT, a Chicago-based product development firm. Nick leads business development at PDT and helps clients identify new opportunities for innovation.Mark and Nick were per…

1
JanSan - A look inside the industry with experts Mike Hitchcock & Brett Hitchcock - Thematic Investing Series 52:57

2+ y ago52:57

52:57

Thematic Investing Series -- FINALE!SPECIAL GUESTS my Dad, Mike Hitchcock, & brother, Brett Hitchcock! Mike is President of Montana Broom & Brush Co, and Brett is the Regional Sales Manager for Jon-Don. One might not normally lump the JanSan industry into today’s view of “thematic investing” as it’s usually not first to mind when buzzwords like “in…

1
Real Estate - A look inside the industry with expert Brian Meidam - Thematic Investing Series 56:51

2+ y ago56:51

56:51

Thematic Investing Series -- going beyond the buzzwords of the media with my guest, Brian Meidam, Founder & Owner of Plan B Homebuyers. Plan B Homebuyers buys houses with cash to provide people an option for a fast homebuying process. They also do direct seller marketing and direct lending for real estate investors.Brian has a wealth of knowledge i…

1
eSports & Gaming - A look inside the industry with expert Tommy Ludan - Thematic Investing Series 38:18

2+ y ago38:18

38:18

Thematic Investing Series -- going beyond the buzzwords of the media with my guest, Tommy Ludan, Founder & Owner of Carcade, Inc. a mobile gaming and entertainment company.In this episode, Tommy helps us understand that the gaming industry is not just for the younger generation playing alone in their homes anymore. Rather it is one of cross generat…

1
Automation & Robotics - A look inside the industry with expert Roy Dietsch - Thematic Investing Series 44:57

2+ y ago44:57

44:57

Thematic Investing Series -- going beyond the buzzwords of the media with my guest, Roy Dietsch. Roy is the Founder and Owner of PartsBadger a local Milwaukee online CNC machine shop that was listed in Inc.’s Magazine as the 525th fastest growing private companies in the country in 2021. In this episode, Roy helps us understand the current state of…

1
CBD - A look inside the industry with expert Josh Delaney - Thematic Investing Series 1:04:19

2+ y ago1:04:19

1:04:19

Thematic Investing Series -- going beyond the buzzwords of the media with my guest, Josh Delaney, Founder of FAB CBD one of the most recognized and leading CBD e-commerce retailers in the world. In this episode, we really dig deep into Josh’s experiences in the very interesting CBD industry. Being a serial entrepreneur, he shares some great insight…

1
Cybersecurity - A look inside the industry with expert Nico Bartolomeo - Thematic Investing Series 1:02:04

2+ y ago1:02:04

1:02:04

Thematic Investing Series -- going beyond the buzzwords of the media with my guest, Nico Bartolomeo, Senior Technical Consultant, Cloud Security for Kalypso (A Rockwell Automation Company). In this episode, Nico helps us understand what's really going on in the Cybersecurity industry from his experiences. He discusses where he sees the industry goi…

1
Thematic Investing - Buzzword Or The Real Deal? 11:08

2+ y ago11:08

11:08

If you hear “Thematic Investing” these days it’s usually followed up by other terms like “innovation, disruption, next-gen, etc, etc”. Is that all Thematic investing is or is there more to the story? Media talks about it all day, some good talking points some bad; but why? Does this concept have a place in investment portfolios or is it just a buzz…

1
The Dow 30 Index Needs To Go 13:45

2+ y ago13:45

13:45

This episode will be a continuation from my previous episode on the S&P 500 Index. Here I’m going to talk about the Dow 30 Index and how I also see a lot of misunderstanding about this index or just plain wrong understanding of it. I'll talk about how it actually works and throw in a little history about it as well. Then I really get into how the D…

1
Your S&P 500 Index Fund Is NOT Diversified 10:59

3y ago10:59

10:59

I am quite passionate about this topic as it starts to get to the root of my overall investment philosophy. When you go about building an investment portfolio there are basically two conflicting concepts of how to do that “indexing vs active management” and I'm here to say that S&P 500 index funds are NOT diversified like most people think because …

1
The Rule of 72 and Other Investment Rules You Should Know 11:50

3y ago11:50

11:50

In this episode I want to take a step back to the basics of investing and remember why we invest. A lot of times I see people get hung up on trying to figure out the best stock, the best ETF, the best mutual fund or the best investment strategy...you name it...which are all important but I see people fail to really grasp what you actually are doing…

1
The MEGA Backdoor Roth - What You Need to Know 10:00

3y ago10:00

10:00

The Mega Backdoor Roth is a special type of 401(k) saving strategy used by people with higher incomes to get nearly triple the amount of funds into their 401(k), while converting a good portion of them to Roth right away. This little-known strategy works under very particular circumstances for people with plenty of extra money they would like to st…

1
Backdoor Roth IRA - Is It Right For You? 12:29

3y ago12:29

12:29

It’s no secret that the Roth IRA is my favorite account for retirement planning. The ability to have tax-free growth over a long period of time coupled with tax free withdrawals in retirement is a thing of beauty. Not to mention the other numerous benefit’s it has. However, for all those benefits of the Roth IRA there is a catch, if you make too mu…

1
Should I Sell My Winners? 3 Rules of Thumb 10:30

3+ y ago10:30

10:30

The big question this year in 2021, is "should I sell my winners? " 2020 was a crazy year in the markets and some stocks saw some out of this world gains. Some are up double, triple, or even more than that. Therefore, if you have some of these winners I don’t have to tell you that thoughts start to creep into your mind like, "can it keep going up?"…

1
Game Stop and the Mechanics of a Short Squeeze 15:57

3+ y ago15:57

15:57

This episode was recorded after one of the most bizarre weeks in the investment world I have ever seen. Unless you were living under a rock, We all just witnessed the meteoric rise of Game Stop stock and a few others such as AMC, Black Berry, Nokia, and even a local company in Milwaukee here where I live, named Koss Corp…This rise was different in …

1
What is a Financial Breakaway 3:19

3+ y ago3:19

3:19

In this episode I give you some more info about Financial Breakaway and what that really means to me. In my process of helping clients I spend extra time with them so they can reach their “breakaway moment.” In ice hockey there is a moment in which a player with the puck has no defending players, except for the goaltender, between themselves and th…

1
3 Tips to Increase Your Credit Score 12:21

3+ y ago12:21

12:21

Your credit score affects your ability to get a loan, a job, housing, insurance, and more. But not a lot of us know what actually goes into your score and what can help increase it. In this episode I talk about the factors that affect your credit score and some tricks that can help you boost it. Please visit www.rhitch.com/resources for more inform…

1
3 Must Know Benefits of the HSA - the Retirement Secret Weapon 13:59

3+ y ago13:59

13:59

The Health Savings Account (HSA) is a very flexible and important tool that can be utilized in one’s financial plan for not only health care expenses, but for taxes and long-term financial planning too. Please visit www.rhitch.com/resources for more information on HSA's. Ryan HitchcockFinancial Planner Direct: 414-253-4611rhitchcock@highpointcaptia…

1
Did You Know Dividends Make Their Stock Price Go Down 10:43

3+ y ago10:43

10:43

Dividends can be a great piece to an investment portfolio as they can add a layer of diversification. They can allow an investor to receive income or add more shares through reinvestment. However, just because a company issues a dividend doesn’t mean that they are a good investment. As I explain in this episode, the simple process of issuing a divi…

1
SECURE Act - 4 Items Everyone Should Know 10:01

4y ago10:01

10:01

The SECURE Act, or “Setting Every Community Up for Retirement Enhancement Act,” offers several major adjustments to how we save, prepare for and enjoy retirement. Overall, this legislation will have substantive repercussions for individuals planning for their financial futures. Please visit www.rhitch.com for more information. Sources:https://www.c…

1
CARES Act - 5 Key Items Everyone Should Know 10:25

4+ y ago10:25

10:25

In response to the COVID-19 global pandemic, the US Congress passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act, a $2 trillion emergency fiscal stimulus package, in order to help ease the damaging effects it has had on the economy. The President signed it into law March 27th, 2020.Here are the five items of the bill I see most im…

1
S2E18 - Offseason Special 1:23:29

5y ago1:23:29

1:23:29

The squad is back for a summer special, and what an offseason it has been! With blockbuster trades and league-altering signings, the squad goes through the madness and breaks it all down. Can Kawhi and PG lift the Clippers out of the Lakers’ shadow? What are Toronto’s chances next year? Will Mike Conley bring the Jazz to new heights? And can the dy…

1
S2E17 - We The Champs 1:29:25

5y ago1:29:25

1:29:25

The Toronto Raptors are the 2019 NBA champions!! What a time to be alive. Big shots. Key defensive plays. Unfortunate injuries. Huge wins. This series had it all. The guys recap an epic series filled with some of the highest highs and the lowest lows. Beyond the game, we share our experiences as fans in Toronto, riding the hype and energy in the ci…

1
Intro - What To Expect From This Podcast 3:12

5+ y ago3:12

3:12

Real-world conversations about personal financial topics. Inspired by the fact that financial planning, investing, insurance, retirement, buying a house, having a child, work benefits, or any other situation that involves your money are all scary topics. This podcast aims to demystify those topics.By Ryan Hitchcock

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