Retire Once Show Johnathan Rankin

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 retirement or how to invest for retirement. What most retirees find is that there is so much more to retirement than money. Planning for the parts of retirement that can create mental stress is equally as important.  

Have questions about your retirement? Email us at Retire@theoremwm.com‍ or use the link below to schedule some time with a member of our team. 

See if you are on track to retire https://www.theoremwm.com/start-here 

Read the articles discussed. 

https://www.morningstar.com/personal-finance/20-ira-mistakes-avoid 

https://www.advisorperspectives.com/articles/2023/08/07/insurance-stock-allocation-challenges-retirement-swedore 

#Retirement #Investing #FinancialPlanning #RetireOneShow 

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Our mission here at Theorem Wealth Management is to help diligent retirement focused savers achieve their dream retirement while reducing the stress caused by managing wealth.  

- Johnathan Rankin CRPC® CEPA®, Founder & CEO 

-  Melissa Rankin - Wealth Management Advisor 

- Theorem Wealth Management 

🎁 [ULTIMATE RETIREMENT TOOL KIT] https://www.theoremwm.com/retirement-toolkit-download 

👍 [SCHEDULE A CONVERSATION]  https://www.theoremwm.com/start-here 

😁 [REACH OUT ON FACEBOOK] https://www.facebook.com/Theoremwm/ 

➡️ [CONNECT WITH ME ON LINKEDIN] https://www.linkedin.com/in/johnathan-rankin-crpc%C2%AE-cepa%C2%AE-4a908b4a/ 

🌐[HOMEPAGE] https://www.theoremwm.com/ 

1️⃣[RETIRE ONCE] https://www.theoremwm.com/retire-once-show 

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POPULAR RETIREMENT VIDEOS 

How rising interest rates affect retirement plans: https://youtu.be/FH8yU3W4oqo 

All About Roth Accounts - Roth Conversions, Roth IRAs & Roth 401(k)s: https://youtu.be/6WB5id7G7rA 

Retirement During A Recession: Are you Prepared?: https://youtu.be/sR28HxppG6o 

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#TheoremWealthManagement #RetireOnce #RetirementPodcast #Podcast 

Disclaimer: Johnathan Rankin is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Theorem Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC. 

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 planning on retiring soon, you will not want to miss this one.

Have questions about your retirement? Email us at Retire@theoremwm.com or use the link below to schedule some time with a member of our team.

See if you are on track to retire https://www.theoremwm.com/start-here

Read the articles discussed.

https://www.morningstar.com/personal-finance/20-ira-mistakes-avoid

https://www.advisorperspectives.com/articles/2023/08/07/insurance-stock-allocation-challenges-retirement-swedore

#Retirement #Investing #FinancialPlanning #RetireOneShow

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Our mission here at Theorem Wealth Management is to help diligent retirement-focused savers achieve their dream retirement while reducing the stress caused by managing wealth.

- Johnathan Rankin CRPC® CEPA®, Founder & CEO

- Melissa Rankin - Wealth Management Advisor

- Theorem Wealth Management

🎁 [ULTIMATE RETIREMENT TOOL KIT] https://www.theoremwm.com/retirement-toolkit-download

👍 [SCHEDULE A CONVERSATION] https://www.theoremwm.com/start-here

😁 [REACH OUT ON FACEBOOK] https://www.facebook.com/Theoremwm/

➡️ [CONNECT WITH ME ON LINKEDIN] https://www.linkedin.com/in/johnathan-rankin-crpc%C2%AE-cepa%C2%AE-4a908b4a/

🌐[HOMEPAGE] https://www.theoremwm.com/

1️⃣[RETIRE ONCE] https://www.theoremwm.com/retire-once-show

-----------------------

POPULAR RETIREMENT VIDEOS

How rising interest rates affect retirement plans: https://youtu.be/FH8yU3W4oqo

All About Roth Accounts - Roth Conversions, Roth IRAs & Roth 401(k)s: https://youtu.be/6WB5id7G7rA

Retirement During A Recession: Are you Prepared?: https://youtu.be/sR28HxppG6o

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#TheoremWealthManagement #RetireOnce #RetirementPodcast #Podcast

Disclaimer: Johnathan Rankin is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Theorem Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.

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 impact them. We also spend time discussing how much people need to have saved in order to retire comfortably and what it takes to become financially secure.



Have questions about your retirement? Email us at Retire@theoremwm.com or use the link below to schedule some time with a member of our team.



If you have questions or comments for the show email us Retire@theoremwm.com or head to www.Retireonceshow.com



Sign Up for Our Weekly Retirement Newsletter: https://mailchi.mp/theoremwm.com/weeklyretirement



See if you are on track to retire https://www.theoremwm.com/start-here

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Our mission here at Theorem Wealth Management is to help diligent retirement-focused savers achieve their dream retirement while reducing the stress caused by managing wealth.



- Johnathan Rankin CRPC® CEPA®, Founder & CEO

- Melissa Rankin - Wealth Management Advisor

- Theorem Wealth Management



🎁 [ULTIMATE RETIREMENT TOOL KIT] https://www.theoremwm.com/retirement-toolkit-download

👍 [SCHEDULE A CONVERSATION] https://www.theoremwm.com/start-here

😁 [REACH OUT ON FACEBOOK] https://www.facebook.com/Theoremwm/

➡️ [CONNECT WITH ME ON LINKEDIN] https://www.linkedin.com/in/johnathan-rankin-crpc%C2%AE-cepa%C2%AE-4a908b4a/

🌐[HOMEPAGE] https://www.theoremwm.com/

1️⃣[RETIRE ONCE] https://www.theoremwm.com/retire-once-show

-----------------------

POPULAR RETIREMENT VIDEOS

How rising interest rates affect retirement plans: https://youtu.be/FH8yU3W4oqo

All About Roth Accounts - Roth Conversions, Roth IRAs & Roth 401(k)s: https://youtu.be/6WB5id7G7rA

Retirement During A Recession: Are you Prepared?: https://youtu.be/sR28HxppG6o

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#TheoremWealthManagement #RetireOnce #RetirementPodcast #Podcast #Retirement #Investing #FinancialPlanning #RetireOneShow

Disclaimer: Johnathan Rankin is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Theorem Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.

9 Things Every Retiree Needs To Plan For Sign Up for Our Weekly Retirement Newsletter: https://mailchi.mp/theoremwm.com/weeklyretirement
Welcome 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 America.
We also break down a recent article “Investing Road Map for Retirees” by Christine Benz of Morningstar. We discuss everything from withdrawal rates to Roth conversions and back-door Roth IRAs. If you are planning for retirement, this is an episode you will not want to miss.

Timestamps
00:00 Intro
3:00 – America’s Wealth Paradox
7:20 – Investing Road Map for Retirees
11:29 – Projecting Your Retirement Expenses
13:46 – Maximizing Your Guaranteed Lifetime Income
15:42 – Creating A Guaranteed Lifetime Retirement Income
22:30 – Working In Retirement
26:11 – Creating a Retirement Safety Net
29:00 – The 4% Rule and Withdrawal Flexibility
30:58 – Taxes In Retirement
32:01 – Roth Conversions
33:07 – Backdoor Roth IRA
36:53 – Investing in Retirement
38:30 – Estate Planning
Read the articles:
https://www.morningstar.com/retirement/an-investing-road-map-retireeshttps://rethinking65.com/2023/07/10/backdoor-roths-are-powerful-if-done-right/

Have questions about your retirement? Email us at Retire@theoremwm.com or use the link below to schedule some time with a member of our team.
#Retirement #Investing #FinancialPlanning #RetireOneShow
If you have questions or comments for the show email us Retire@theoremwm.com or head to www.Retireonceshow.com
Sign Up for Our Weekly Retirement Newsletter: https://mailchi.mp/theoremwm.com/weeklyretirement
See if you are on track to retire https://www.theoremwm.com/start-here
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Our mission here at Theorem Wealth Management is to help diligent retirement focused savers achieve their dream retirement while reducing the stress caused by managing wealth.
- Johnathan Rankin CRPC® CEPA®, Founder & CEO
- Melissa Rankin - Wealth Management Advisor
- Theorem Wealth Management
🎁 [ULTIMATE RETIREMENT TOOL KIT] https://www.theoremwm.com/retirement-toolkit-download
👍 [SCHEDULE A CONVERSATION] https://www.theoremwm.com/start-here
😁 [REACH OUT ON FACEBOOK] https://www.facebook.com/Theoremwm/
➡️ [CONNECT WITH ME ON LINKEDIN] https://www.linkedin.com/in/johnathan-rankin-crpc%C2%AE-cepa%C2%AE-4a908b4a/
🌐[HOMEPAGE] https://www.theoremwm.com/
1️⃣[RETIRE ONCE] https://www.theoremwm.com/retire-once-show
-----------------------
POPULAR RETIREMENT VIDEOS
How rising interest rates affect retirement plans: https://youtu.be/FH8yU3W4oqo
All About Roth Accounts - Roth Conversions, Roth IRAs & Roth 401(k)s: https://youtu.be/6WB5id7G7rA
Retirement During A Recession: Are you Prepared?: https://youtu.be/sR28HxppG6o
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#TheoremWealthManagement #RetireOnce #RetirementPodcast #Podcast
Disclaimer: Johnathan Rankin is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Theorem Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.

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 is the performance of the stock and bond markets. Is that really the case?

We also discuss a recent article in the Wall Street Journal, where a newly retired couple shares their thoughts on maintaining separate spaces in their home. Studies have shown that couples who spend all of their time together in retirement are not as fulfilled as those who don’t.



Read the articles: https://www.marketwatch.com/story/your-standard-of-living-in-retirement-is-largely-determined-by-this-surprising-thing-ca4a8851



https://www.wsj.com/articles/retirement-advice-spouses-cave-c3254247



Have questions about your retirement? Email us at Retire@theoremwm.com or use the link below to schedule some time with a member of our team.



#Retirement #Investing #FinancialPlanning #RetireOneShow



If you have questions or comments for the show email us Retire@theoremwm.com or head to www.Retireonceshow.com



Sign Up for Our Weekly Retirement Newsletter: https://mailchi.mp/theoremwm.com/weeklyretirement



See if you are on track to retire https://www.theoremwm.com/start-here

- - - - - - - - - - - - - - - - - - -

Our mission here at Theorem Wealth Management is to help diligent retirement focused savers achieve their dream retirement while reducing the stress caused by managing wealth.

- Johnathan Rankin CRPC® CEPA®, Founder & CEO

- Melissa Rankin - Wealth Management Advisor

- Theorem Wealth Management

🎁 [ULTIMATE RETIREMENT TOOL KIT] https://www.theoremwm.com/retirement-toolkit-download

👍 [SCHEDULE A CONVERSATION] https://www.theoremwm.com/start-here

😁 [REACH OUT ON FACEBOOK] https://www.facebook.com/Theoremwm/

➡️ [CONNECT WITH ME ON LINKEDIN] https://www.linkedin.com/in/johnathan-rankin-crpc%C2%AE-cepa%C2%AE-4a908b4a/

🌐[HOMEPAGE] https://www.theoremwm.com/

1️⃣[RETIRE ONCE] https://www.theoremwm.com/retire-once-show

-----------------------

POPULAR RETIREMENT VIDEOS

How rising interest rates affect retirement plans: https://youtu.be/FH8yU3W4oqo

All About Roth Accounts - Roth Conversions, Roth IRAs & Roth 401(k)s: https://youtu.be/6WB5id7G7rA

Retirement During A Recession: Are you Prepared?: https://youtu.be/sR28HxppG6o

-----------------------

#TheoremWealthManagement #RetireOnce #RetirementPodcast #Podcast

Disclaimer: Johnathan Rankin is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Theorem Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.

Is This Really The Worst Retirement Investment?

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 whether or not annuities are a bad investment. With June being National Annuity Awareness Month, we dive into the important aspects of annuities. We discuss the good, the bad, and everything in between so that you can make an informed decision about your retirement. We discuss when annuities make sense and when they don’t. Most importantly, we discuss the things you need to know before your purchase an annuity.
Please know that we are not recommending that anybody watching or listening to this episode go out and buy an annuity. We DO NOT provide investment recommendations online. Our goal is to help you make an informed decision when it comes to your retirement.
Have questions about your retirement? Email us at Retire@theoremwm.com or use the link below to schedule some time with a member of our team.
#Retirement #Investing #FinancialPlanning #RetireOneShow
If you have questions or comments for the show email us Retire@theoremwm.com or head to www.Retireonceshow.com
Sign Up for Our Weekly Retirement Newsletter: https://mailchi.mp/theoremwm.com/weeklyretirement
See if you are on track to retire https://www.theoremwm.com/start-here
- - - - - - - - - - - - - - - - - - -
Our mission here at Theorem Wealth Management is to help diligent retirement focused savers achieve their dream retirement while reducing the stress caused by managing wealth.
- Johnathan Rankin CRPC® CEPA®, Founder & CEO
- Melissa Rankin - Wealth Management Advisor
- Theorem Wealth Management
🎁 [ULTIMATE RETIREMENT TOOL KIT] https://www.theoremwm.com/retirement-toolkit-download
👍 [SCHEDULE A CONVERSATION] https://www.theoremwm.com/start-here
😁 [REACH OUT ON FACEBOOK] https://www.facebook.com/Theoremwm/
➡️ [CONNECT WITH ME ON LINKEDIN] https://www.linkedin.com/in/johnathan-rankin-crpc%C2%AE-cepa%C2%AE-4a908b4a/
🌐[HOMEPAGE] https://www.theoremwm.com/
1️⃣[RETIRE ONCE] https://www.theoremwm.com/retire-once-show
-----------------------
POPULAR RETIREMENT VIDEOS
How rising interest rates affect retirement plans: https://youtu.be/FH8yU3W4oqo
All About Roth Accounts - Roth Conversions, Roth IRAs & Roth 401(k)s: https://youtu.be/6WB5id7G7rA
Retirement During A Recession: Are you Prepared?: https://youtu.be/sR28HxppG6o
-----------------------
#TheoremWealthManagement #RetireOnce #RetirementPodcast #Podcast
Disclaimer: Johnathan Rankin is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Theorem Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.