56 episodes

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.

The Marcus Warren Show 960 Digital

    • Business
    • 5.0 • 6 Ratings

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.

    2023 Rewind and What Do We Have In Store in 2024?

    2023 Rewind and What Do We Have In Store in 2024?

    On this week's Marcus Warren Show, we look back at what we got right and what we got wrong in our 2023 predictions show.

    We also make our predictions for what we'll have in store in 2024.

    We talk cryptocurrency (Bitcoin ETFs anyone?), housing market, inflation, interest rates, recession, stock market (it's an election year), and of course, taxes (did we mention that it's an election year?).

    Have a question for Marcus? Visit talktoMarcus.com to schedule a 15-minute phone call or send us a message with your question and it could be featured on the show!

    Does your retirement need a rescue? Visit www.WarrenWealth.net to request your copy of Marcus's best-selling book, The Retirement Playbook.

    • 52 min
    Your Taxes Are Going Up!

    Your Taxes Are Going Up!

    For the first time in 46 years, your taxes in retirement will likely be higher than when you were working.

    Why is that?

    Americans have accumulated over $32 trillion dollars in retirement accounts that have never been taxed (IRAs, 401(k)s, and other company retirement plans).

    And the U.S. government has accumulated a lot of debt, with no plans to curb the spending.

    Withdrawals from these tax deferred accounts are subject to whatever tax rates are when you make withdrawals.

    This means you are likely sitting on a ticking tax time bomb.

    On this week's Marcus Warren Show, we discuss what you can do to plan for higher taxes in retirement.

    We also answer your questions about IRMAA, stock market volatility, Social Security taxation, and more.

    Have a question for Marcus? Visit www.WarrenWealth.net to schedule a 15-minute phone call or click the "Ask Marcus" button to send us a message with your question and it could be featured on the show!

    Does your retirement need a rescue? Visit www.WarrenWealth.net to request your copy of Marcus's best-selling book, The Retirement Playbook.

    • 50 min
    Retirees Are Drowning in a Sea of Misinformation

    Retirees Are Drowning in a Sea of Misinformation

    There is a lot of information out there, but not all of it makes sense.

    If you listen to the "financial gurus" on TV, you'll likely hear opposing ideas. Figuring out what works best for your retirement isn't always so easy.

    On this week's Marcus Warren Show, we discuss the top financial mistakes people make when they near retirement. Things like, underestimating how much money you will need, making bad investing decisions, and ignoring inflation.

    Don't make these mistakes!

    Have a question for Marcus? Visit www.WarrenWealth.net to schedule a 15-minute phone call or click the "Ask Marcus" button to send us a message with your question and it could be featured on the show!

    How safe is it to retire in a recession? Does your retirement need a rescue? Visit www.WarrenWealth.net to request your copy of Marcus's best-selling book, The Retirement Playbook.

    • 51 min
    Don't Risk It All: Stock Market Investing in Retirement

    Don't Risk It All: Stock Market Investing in Retirement

    When it comes to investing in retirement, there are many risks you can face. On this week's Marcus Warren show, we discuss ways to mitigate or avoid the risks that come with investing, especially when you're in retirement.

    We also answer your questions, like whether your credit score is important in retirement, if a Roth IRA is the best investment for younger investors, and whether Roth conversions make sense now.

    Have a question for Marcus? Visit www.WarrenWealth.net to schedule a 15-minute phone call or click the "Ask Marcus" button to send us a message with your question and it could be featured on the show!

    How safe is it to retire in a recession? Does your retirement need a rescue? Visit www.WarrenWealth.net to request your FREE Retirement Rescue Game Plan!

    • 51 min
    There is No Nostradamus

    There is No Nostradamus

    Predicting what will happen next is... impossible.

    In 2022, many predicted that the U.S. would go into a recession "soon", but we have not seen that happen. In fact, unemployment is low, inflation is slowing down, and the stock market is up for the year (at least, so far).

    No one really knows what will happen next. On this week's Marcus Warren show, we discuss why it's impossible to predict the stock market, and we talk about a better way to invest for the long-term.

    We also answer your questions about Roth Conversions, drawing down your 401(k) before RMD age, investment funds in your 401(k), and more.

    Have a question for Marcus? Visit www.WarrenWealth.net to schedule a 15-minute phone call or click the "Ask Marcus" button to send us a message with your question and it could be featured on the show!

    How safe is it to retire in a recession? Does your retirement need a rescue? Visit www.WarrenWealth.net to request your FREE Retirement Rescue Game Plan!

    • 50 min
    Tax Rate Risk is Real

    Tax Rate Risk is Real

    On this week's Marcus Warren show, Marcus breaks down why taxes have to go up and how retirees lose important tax deductions in retirement.

    That old myth that your taxes will be lower in retirement because you'll have less income, is no longer true. Retirees need just as much, if not more income to keep up with the cost of inflation (have you seen the price of food lately?). And many retirees lose important tax deductions after they stop working.

    Plus, let's not forget the U.S. government debt and unfunded liabilities that will have to be paid out (especially as more and more baby boomers retire each day).

    Learn what you need to do to protect your retirement savings from Uncle Sam!

    Have a question for Marcus? Visit www.WarrenWealth.net to schedule a 15-minute phone call or click the "Ask Marcus" button to send us a message with your question and it could be featured on the show!

    How safe is it to retire in a recession? Does your retirement need a rescue? Visit www.WarrenWealth.net to request your FREE Retirement Rescue Game Plan!

    • 52 min

Customer Reviews

5.0 out of 5
6 Ratings

6 Ratings

the__kid4 ,

J Hagan Warren

These guys are entertaining and more importantly educational. They give you the truth w/ no B.S. and sales tactics.

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