20:40
Retirement Half-Truths!
14:23
Stop Planning Your Retirement Backwards! Step by Step Guide for Successful Retirement Planning!
19:37
Optimize Your Surplus Cash: Keep More Growth, Pay Less Tax
14:04
What should I do with my annuity when it matures? (Options, Taxes & Next Steps!)
09:33
Smart Retirement Moves: When to Cut 401k Contributions
01:17:27
Wills & Power of Attorney: Your Legal Must-Haves with Attorney Lauren Jackson
23:47
Should I do Roth Conversions or Claim Social Security When I Retire?
27:10
Age 60 with $2,000,000 β How do we reduce our taxes in retirement? (5 Ways Explained!)
35:34
Do I Need Life Insurance in Retirement?
20:41
Iβm 69 and Single with $1,000,000 in IRAs - Should I do a Roth Conversion?
31:10
Social Security Fact or Fiction
21:39
Biggest Risks in Retirement (And How to Help Avoid Them!)
25:15
Age 65 with $1.5 Million in Retirement Savings. Will My Taxes in Retirement be Higher or Lower?
31:45
Retiree Regrets
18:32
Retirement Income Essentials: 3 Mistakes Retirees Should Avoid!
22:21
Retiring at 62 with $1.8 million, How Much can I Spend in Retirement
37:47
Market Risks, Generational Wealth & Happiness in Retirement
13:56
Inherited Accounts: Will your kids pay taxes? Tax Reduction Strategies Revealed!
27:10
Retiring at 62 with $1.5 Million: When to Claim Social Security Explained!
15:58
Early Retirement Planning Essentials: Tips & Pitfalls (Ages 55-65)
36:08
Market Highs, Elevated Interest Rates & Your Retirement
31:17
Should I do Roth Conversions with $2,000,000 in Retirement Savings at Age 62?
30:31
Retire at 65 with $1,000,000 in Retirement Savings? Plus, 3 things that could wreck it all!
32:42
The Retirement Hazard Zone
12:09
3 BIG Risks to Your Retirement Savings & Strategies to Reduce or Eliminate Them
11:28
Can I take my RMD from just one account instead of separately? β Required Minimum Distributions
33:59
Max out your 401k for Retirement First? Or, Consider Other Investment Options First?
05:46
One thing you should know to be ready to retire!
11:07
How to reduce income taxes in 2024 β 5 Strategies!
28:51
2024 Tax/Retirement Changes & Strategies
13:35
How to Reduce or Eliminate Medicare IRMAA Premium Surcharges
12:17
Roth IRA Withdrawal and 5-Year Rules. Avoid potential penalties and taxes in retirement!
09:37
2 Things Making Your Transition into Retirement More Difficult!
32:07
Tax Loss and Tax Gain Harvesting, Roth 401K Rules, Federal and State Tax Withholdings - Mailbag
09:37
Should You Start Collecting Social Security When You Retire?
25:45
The Good, Bad & Ugly of How Technology Is Changing Retirement Planning
06:35
Often Missed Opportunity to Save on Taxes and Achieve Tax-Free Growth and Income
24:19
Patience Pays: The Power of Delayed Gratification
21:51
Social Security Penalties, Saving on Rollercoaster Income, Keep the Company Stock β Mailbag...
10:43
Is it okay to have a lot of company stock in my 401k?
26:43
The Future of Retirement In America: Is The Glass Half Full or Half Empty?
08:30
3 Retirement Rules of Thumb to Stop Following!
24:39
Overlooked Retirement Planning Topics
09:01
How do I inherit money in an IRA? 3 Options & the Big Mistake to Avoid!
26:49
Financial Tweaks that Matter: Small Steps, Big Retirement Impacts
24:04
Universal Retirement Truths
12:39
5 COSTLY Money Mistakes to Avoid in Retirement Planning and How to Avoid Them
31:08
Use 401k or Alternative, Lump Sum or Stretch Out, Deductions for Charitable Gifts β Tax...
14:14
7 Tax & Financial Strategies To Do Before 2023 Ends!
33:24
IRMAA & Roth Conversions, Filing Separately, Lump Sum Withdrawals, Unexpected Income β Tax...
13:38
What should I know before I retire? Have answers to these 3 questions before you retire!
32:03
Roth IRA vs. Roth 403B, Is HSA a Fit, Reduce Tax on $1million + IRA β Tax Planning Mailbag
05:55
When Should a Married Couple Claim Social Security? 1 Crucial Factor to Consider!
34:44
Year-End Retirement & Tax Planning
10:19
3 Retirement Decisions You Canβt Change
31:19
Pension Selection, Challenges of Age Gaps, The Forgotten Costs β Mailbag Episode
15:35
What is the best tax strategy for retirement?
29:24
Understanding RMDs: A Guide for Retirees & Pre-Retirees
06:49
Can I retire next year? Solve for this 1 thing FIRST to help know if youβre ready to retire!
30:58
Do you pay tax on an inheritance?
X
About
A retirement planning & investment channel dedicated to helping you: Reduce Taxes | Make Work Optional | Maximize Retirement Income | Invest Confidently | Optimize Stock Compensation | Support Future Generations
The goal is to take complex financial subjects and make them simple and easy to understand. Additional topics to include tax savings strategies, IRAs, Roth IRAs, 401(k)s, 403(b)s, retirement income strategies, pensions, social security, and more...
Scott Sierens
Sierens Financial Group, Inc.
All videos are for informational purposes only. None of the content, comments, responses, information or any other item on this channel constitutes financial advice or recommendations. Public comments on videos are not controlled by, reviewed by, or reflect the views of Sierens Financial Group, Inc.
Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Sierens Financial Group, Inc. are not affiliated companies.
Tags