Podcasts by The Marcus Warren Show
The world of retirement has changed. People of your father’s generation worked for one or two companies their entire life and they received a gold watch and a pension when they were done!
Boy, how times have changed! Most people are lucky to receive a pension and, in fact, many have to fund their own retirement. Chances are you have a 401k, IRA, or a 403b, an alphabet soup that puts the risk of investing on you.
Not only must you weather the stock market, but you also have to prepare for the coming Tax Storm! That’s where we come in. We’re here to help offer insightful strategies to help develop your Retirement Game Plan and protect your retirement from the forces that await.
Further podcasts by 960 Digital
Podcast on the topic Wirtschaft
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Inflation and His Evil Twin Brother, Taxation from 2022-02-09T18:47:22
On this week's Marcus Warren show, we discuss how our current high inflation can impact your life, spending, and your future retirement income.
We also talk about the impact that tax deduc...
The Financial Psychologist from 2022-01-31T20:01:40
On this week's Marcus Warren Show, we discuss the recent stock market volatility and what you should and should DEFINITELY NOT do when the market becomes shaky. We also talk about the whether Congr...
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It's Expensive to be Poor from 2022-01-25T16:34:56
On this week's Marcus Warren Show, we discuss what has caused the great retirement crisis. Many Americans have not saved enough for retirement and over 70% rely on Social Security for more than hal...
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Here Comes The Tax Man from 2022-01-16T19:15:48
On this week's Marcus Warren Show, we talk about 6 financial New Year's resolutions that retirees should make in 2022.
We also discuss the reason behind the Great Risk Shift - when compan...
The Crystal Ball Says... from 2022-01-10T16:13:19
On this week's Marcus Warren Show, we broke out our crystal ball to discuss our predictions for 2022!
Will the stock market be volatile? Will inflation remain high? How long will the hot ...
Goodbye, 2021! from 2022-01-03T21:19:11
Happy New Year!
On this week's Marcus Warren Show, we break down the top financial news stories from 2021. We talk about Bitcoin, Elon Musk, Inflation, Supply Chain Shortages, the Great ...
6 Year-End Wealth Building Strategies from 2021-12-21T20:24:31
On this week's Marcus Warren Show, we talk about 6 Year-End wealth building strategies that you can implement to grow and keep more of your wealth.
Have a question for Marcus? Call the "As...
Drowning in a Sea of (Mis)Information from 2021-12-15T23:04:09
NFL star Tom Brady, the NBA's all time 3-pt scorer (and greatest shooter of all time) Stephen Curry , and the most decorated Tennis player ever Serena Williams all have coaches. They understand tha...
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Omicron, Inflation, and Taxes, Oh My! from 2021-12-08T17:08:14
On this week's Marcus Warren Show we discuss hot topics in the news - how the Omicron variant will impact the stock market, how long we'll see the impacts of inflation, and of course we discuss tax...
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Year-End Tax Planning from 2021-11-23T15:40:58
It's tax planning season! On this week's show, we discuss year-end tax planning tips you can implement before December 31st.
Have a question for Marcus? Call the "Ask Marcus" hotline (502)...
You're Not That Good and Neither Is Your Broker from 2021-11-11T18:40:21
On this week's Marcus Warren Show, we talk about the latest cryptocurrency scam and what investors should look out for when trying to invest in crypto. We also answer a listener question about year...
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The Roller Coaster Ride That Is Crypto from 2021-11-03T18:16:06
On this week's Marcus Warren show, we break down the roller coaster ride that is cryptocurrency. What is it? Should you invest? Will you become the next Bitcoin Billionaire (hint: probably not).
Hold On To Your Lug Nuts, It's Time For An Overhaul! from 2021-10-25T20:58:14
We get this question a lot - especially in recent months with many Americans switching jobs or retiring: "What should I do with my old 401k plan?" On this week's Marcus Warren Show, we discuss why ...
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You'll Pay More Taxes in Retirement from 2021-10-19T19:55:20
On this week's Marcus Warren Show, we discuss why your taxes go up in retirement.
Not only do you lose a lot of the deductions that you had when you were working, but you've also deferred...
Creating Balance from 2021-10-10T20:27:11
We've all heard we're supposed to "balance our portfolio", but what does that actually mean?
On this week's Marcus Warren Show, we discuss the pros and cons of stocks, bonds, and other inv...
Retirement Puzzle Pieces from 2021-09-27T00:01:34
When it comes to planning for your retirement, there are a lot of pieces of the puzzle to put together. How much money should you take from your savings? When should you begin Social Security benef...
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The Magic Retirement Number from 2021-09-21T14:29:49
How much do you need to save in order to have a comfortable retirement? What number is enough?
Marcus breaks down considerations to think about and what that magic retirement number is. H...
Should you listen to the "gurus"? from 2021-09-14T16:22:20
There are all sorts of rules of thumb that many financial "gurus" tell you that you should do....
Have an emergency fund. Save 15% of your income. Create a budget.
On this week's ...
Get Your Ducks in a Row from 2021-09-08T14:46:40
We all know that in order to take money from your IRA or 401k before age 59 and a half, you'll have to endure a 10% penalty. But what if you want to retire early? Is there a way to access those fun...
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The Perfect Investment from 2021-08-31T23:35:42
Does the Perfect Investment exist? On this week's Marcus Warren show, we discuss what elements would make up the perfect investment and how you can participate.
We also talk about factors...
The 401(k) Was a Mistake from 2021-08-15T21:08:19
The 401(k) was created in the late 1970s as a way for highly compensated executives to defer paying income taxes (things never change, huh?). At the time, it made sense, because tax rates were high...
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How Do You Boil a Frog? from 2021-08-09T20:15:23
You don't boil a frog by dropping it into scalding hot water - it would just jump out. But if you place it in warm water and gradually increase the temperature until it reaches the boiling point, t...
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Like A Cat Stuck In a Tree from 2021-08-02T21:53:56
Retirement planning is like mountain climbing - most of the accidents happen on the way down. Most people view retirement as the end goal, and focus all their effort on saving for retirement, witho...
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You CAN Have Your Cake and Eat it Too from 2021-07-26T20:50:20
On this week's Marcus Warren Show, we discuss emotional investing. The stock market is driven by two emotions: Fear and Greed. And these emotions cause investors to do the wrong thing, at the wrong...
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Shrink-flation from 2021-07-20T20:00:06
On this week's Marcus Warren show, we discuss the three different "tax buckets". Knowing how each bucket of money works will give you the tools necessary to make smart financial decisions and save ...
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A Catch-22 from 2021-07-12T20:56:48
On today's show, we break down the difference between mutual funds and index fund and look at which investment style is better- active or passive management.
If mutual funds don't beat th...
Course Corrections from 2021-07-06T18:59:33
Sometimes life derails even the most carefully laid plans. On this week's Marcus Warren Show, we talk about the course corrections you might need to make when your financial plan needs adjustments ...
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Wealth & Stealth Taxes from 2021-06-28T14:33:03
On this week's Marcus Warren Show, we unpack some of the proposals from Biden's tax plan and discuss the impacts they could have on your retirement income. Plus we talk about wealth and stealth tax...
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Biden Tax Plan from 2021-06-28T14:33:03
On this week's Marcus Warren Show, we unpack some of the proposals from Biden's tax plan and discuss the impacts they could have on your retirement income. Plus we talk about wealth and stealth tax...
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Billionaires Paying Little in Taxes from 2021-06-24T21:25:32
On this week's Marcus Warren Show we discuss the recent report from ProPublica showed that the nation's top billionaires paid very little in taxes over the last several years, especially when compa...
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What Happens When Your Paycheck Stops from 2021-06-07T19:15:31
On this episode of the Marcus Warren Show, we discuss Retirement Prep 101 - the important things that you need to know when preparing for retirement. Retirement planning has changed and workers can...
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"I Should Have Started Earlier" from 2021-05-27T21:51:53
Should you pay off all your debt before you retire? What about your mortgage? Plan for taxes? Do you need a financial advisor? Marcus discusses 8 important retirement rules on this week's Marcus Wa...
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Health is Wealth from 2021-05-19T18:59:54
On this episode of the Marcus Warren Show, we discuss reasons why people may retire early - voluntary or not!
Have a question for Marcus? Visit www.talktoMarcus.com to submit your questio...
CRYPTOCURRENCY: Gold 2.0 from 2021-05-11T18:00:28
On this episode of the Marcus Warren Show, we discuss the crypto craze - should you buy? Or stay away? And is it too late for most Americans to take advantage of the Roth?
Have a question...
The Great Risk Shift from 2021-05-05T16:17
The Revenue Act of 1985 played a major role in how workers saved for retirement in America. Many companies switched from pensions (defined benefit plans) to employee 401ks (defined contribution pla...
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The Rule of 100 from 2021-04-30T15:19:07
On this week's Marcus Warren Show, we talk about the myth that your retirement expenses will be lower than when you were working and how that causes people to underestimate how much they need. We ...
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Tom Brady Still Has a Coach from 2021-04-23T12:47:33
On this week's Marcus Warren Show, we discuss why you need a coach in retirement, even if you've been a "do-it-yourselfer" for your whole life and how diversification keeps you rich.
Have...
Little Orphan Annie from 2021-04-16T17:20:19
On this week's Marcus Warren Show, we discuss why you shouldn't leave your 401k with your old employer after you leave your job and what it means that people are living longer in retirement.
<...
The Stock Market is Rigged from 2021-04-09T15:08:25
On this week's Marcus Warren Show, we discuss behavioral economics and the emotions that drive investor decision making. We also talk about how most financial advisors are not tax experts and the i...
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The Ironman of Kansas from 2021-03-29T19:04:29
On this week's Marcus Warren Show, we discuss the difference between a bull and a bear market and how each causes investors to make emotional decisions. Make sure to stick around until the end of t...
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Help Me Help You from 2021-03-22T18:36:23
On this week's Marcus Warren Show, we discuss whether the roaring 20's are coming back, whether the Biden administration will raise your taxes, and what is the state of the wealth management indust...
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Retirement Killers from 2021-03-18T17:07:22
On this week's Marcus Warren show, we discuss the top 5 ways you can RUIN your retirement, and the implications of Biden's American Rescue Plan.
Have a question for Marcus? Visit www...
State of the Union from 2021-03-12T20:21:54
On this week's Marcus Warren Show, Marcus talks about the state of the financial services industry and what you should be getting from your financial advisor. Plus we answer your emails and discuss...
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To Buy or Not To Buy from 2021-03-01T00:35:01
On this week's Marcus Warren Show, Marcus talks about the inverse relationship between interest rates and bonds and what this means for retirees. We also discuss the pros and cons of buying vs. ren...
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Is The Stock Market Too Volatile Right Now? from 2021-02-23T23:19:57
On this week's Marcus Warren Show, Marcus discusses the power troubles in Texas and the volatile stock market and how much risk you should really be taking in retirement.
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Deranged Ticket to Happiness from 2021-02-14T22:40:39
On this week's Marcus Warren show, we talk about how the government forces you to take money from your retirement accounts and how to plan for that tax hit. And we discuss the importance of changin...
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The Short Squeeze from 2021-02-07T21:10:09
On this week's Marcus Warren show, we discuss the latest GameStop news and what it could mean for the stock market moving forward, and we talk about how new upcoming tax law changes could impact re...
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Don't Take Financial Advice From Facebook from 2021-02-02T22:58:19
On this episode of the Marcus Warren show we discuss Social Security, including common misconceptions and whether it will run out, Medicare and some potential changes with the new administration, a...
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The Biden Administration & Social Security Changes from 2021-01-22T20:43:14
On the first episode of The Marcus Warren Show we discuss how the Biden administration may impact your retirement and potential Social Security changes that may come about in the next several years...
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2020 Year In Review + 2021 Predictions from 2020-12-30T16:22:57
On today's show, we reflect on 2020 and offer predictions for 2021. A year of pandemic fears, stock market volatility, economic shutdown, and government stimulus has left us all fatigued and wonder...
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