Retirement You TV: Episode 14

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SUNDAY

MONDAY

FRIDAY

WPGH Fox @ 10:30 pm

WPGH Fox @ 9:00 pm

WPGH Fox @ 9:00 pm

KDKA @ 12:00 pm (April – August Football Aff Season Only)

SUNDAY

WPGH Fox @ 10:30 pm

KDKA @ 12:00 pm (April – August Football Aff Season Only)

MONDAY

WPGH Fox @ 9:00 pm

FRIDAY

WPGH Fox @ 9:00 pm

To see a full schedule of our TV airtimes, please click here.

Video Transcript

Cynthia De Fazio – 00:23

Hello, my name is Cynthia de Fazio. I’m sitting with Brian Quaranta, founder and CEO of secure money advisors. Brian, how are you? I’m doing great. How are you? Hi, I’m doing stuttered a little bit there for a second. But I’m doing right now. You know, the Brian, Brian Q. Everybody knows your radio. It works just as well. Absolutely. So I have a quick question for you today. Brian, if you don’t mind, what is the difference between an investment plan and a retirement plan?

Brian Quaranta – 00:49

Great question, because they are two different animals. I mean, an investment plan is what you do when you’re working in yours, right? Our goal is to put as much money away as we can, we’re taking as much risk with that money as we possibly can. And the goal is to have the biggest pile of money when you go to retire. But once you retire, the game changes Shall we shift into retirement planning? and retirement planning is all about how to maximize your Social Security, how to generate income from your from your retirement accounts, because most people don’t have a pension. What do I do at death? Right? How do I protect my spouse at death? What’s the loss of income going to be at death? How do I protect my family by having the right legal documents? What happens if I go into a nursing home, but this is why at secure money advisors we offer a complimentary review and when you come in, we really help make this process so easy to understand. And there’s so many variables that we really help you kind of map it all out. So for the next 10 callers if you call 1-888-382-1298. Again, that’s 1-888-382-1298 you’re going to get a complimentary no cost review. We truly look forward to seeing you at our office.

*A Roth conversion may not be suitable for your situation. The primary goal in converting retirement assets into a Roth IRA is to reduce the future tax liability on the distributions you take in retirement, or on the distributions of your beneficiaries. The information provided is to help you determine whether or not a Roth IRA conversion may be appropriate for your particular circumstances. Please review your retirement savings, tax, and legacy planning strategies with your legal/tax advisor to be sure a Roth IRA conversion fits into your planning strategies. All rights reserved.

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