Retirement Planning - Redefined
Financial and retirement planning guidance from Certified Financial Planner John Teixeira and Nick McDevitt of PFG Private Wealth Management in the Tampa Bay, FL area. On this show, you'll learn about how the financial and retirement world has evolved over the past several decades, how to properly plan for your own future, and some of the important pitfalls to avoid. PFG Private Wealth Management, LLC is a registered investment adviser. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investment involve risk and, unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.
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Episodes
Thursday Apr 09, 2020
Thursday Apr 09, 2020
We talked last time on some of the financial impacts the Coronavirus had caused, but now we will discuss how to plan to get through tough times and market downturns. John and Nick will talk about a few suggestions they have when they see situations like this and how to withstand a volatile market.
Helpful Information:
PFG Website: https://www.pfgprivatewealth.com/
Contact: 813-286-7776
Email: info@pfgprivatewealth.com
For a transcript of today's show, visit the blog related to this episode at https://www.pfgprivatewealth.com/podcast/
Transcript of Today's Show:
Thursday Apr 02, 2020
Thursday Apr 02, 2020
The Coronavirus (COVID-19) is having a dramatic impact on our daily lives and many people are taking a huge financial hit from lost wages, a volatile stock market, and general economic uncertainty. Congress recently passed the CARES Act to try and help alleviate some of the financial impacts. John and Nick will give us the rundown on this new bill.
https://floridadisasterloan.org/
https://www.sba.gov/funding-programs
Helpful Information:
PFG Website: https://www.pfgprivatewealth.com/
Contact: 813-286-7776
Email: info@pfgprivatewealth.com
For a transcript of today's show, visit the blog related to this episode at https://www.pfgprivatewealth.com/podcast/
Transcript of Today's Show:
Thursday Mar 19, 2020
Thursday Mar 19, 2020
Last week we covered the basics of the traditional IRA and today we will shift our focus to the Roth IRA. John and Nick will once again explain the basics to this investment vehicle. We will also compare and contrast the Roth IRA to the traditional IRA.
Helpful Information:
PFG Website: https://www.pfgprivatewealth.com/
Contact: 813-286-7776
Email: info@pfgprivatewealth.com
For a transcript of today's show, visit the blog related to this episode at https://www.pfgprivatewealth.com/podcast/
Transcript of Today's Show:
Thursday Mar 05, 2020
Thursday Mar 05, 2020
We cover the basics on the traditional IRA. John and Nick will break down what this investment vehicle is for and how it may be able to benefit you.
Helpful Information:
PFG Website: https://www.pfgprivatewealth.com/
Contact: 813-286-7776
Email: info@pfgprivatewealth.com
For a transcript of today's show, visit the blog related to this episode at https://www.pfgprivatewealth.com/podcast/
Transcript of Today's Show:
Thursday Feb 06, 2020
Thursday Feb 06, 2020
We continue our conversation about the SECURE Act. Another big piece to this new law is the removal of the stretch IRA. Nick walks us through the things we need to know about this big change.
Helpful Information:
PFG Website: https://www.pfgprivatewealth.com/
Contact: 813-286-7776
Email: info@pfgprivatewealth.com
For a transcript of today's show, visit the blog related to this episode at https://www.pfgprivatewealth.com/podcast/
Transcript of Today's Show:
Thursday Jan 16, 2020
Thursday Jan 16, 2020
After it simmered in Congress for a year, the SECURE Act is now law. If you have a retirement account of any kind, or will one day inherit a retirement account, this will affect you. Today Nick will discuss the details around the new age specifications.
Helpful Information:
PFG Website: https://www.pfgprivatewealth.com/
Contact: 813-286-7776
Email: info@pfgprivatewealth.com
Transcript of Today's Show:
Thursday Dec 19, 2019
Thursday Dec 19, 2019
Today is part 5 of our social security series and we will focus on the survivor benefit option. We will talk about a few situations that can arise and share a couple of client stories that have revolved around this topic.
Helpful Information:
PFG Website: https://www.pfgprivatewealth.com/
Contact: 813-286-7776
Email: info@pfgprivatewealth.com
Transcript of Today's Show:
Thursday Dec 05, 2019
Thursday Dec 05, 2019
Today's show is part 4 of our social security discussion. Our topic today is spousal benefit options. John and Nick will walk us through the ins and outs of this facet of social security and offer their advice.
Helpful Information:
PFG Website: https://www.pfgprivatewealth.com/
Contact: 813-286-7776
Email: info@pfgprivatewealth.com
Transcript of Today's Show:
Thursday Nov 21, 2019
Thursday Nov 21, 2019
This is part 3 of our social security conversation. This week we talk about what aspects you should consider before you decide to start taking social security. Everybody's situation is different, but this may help you get a better idea on when you should start reaping your benefits.
Helpful Information:
PFG Website: https://www.pfgprivatewealth.com/
Contact: 813-286-7776
Email: info@pfgprivatewealth.com
Transcript of Today's Show:
Thursday Oct 17, 2019
Thursday Oct 17, 2019
We continue our discussion on social security this week. Today's show will focus on how you can integrate social security in your retirement plan and some variables you may need to look out for when doing so.
Helpful Information:
PFG Website: https://www.pfgprivatewealth.com/
Contact: 813-286-7776
Email: info@pfgprivatewealth.com