In Money Matters USA episode 184, Fred discusses various tax proposals and changes, focusing on the implications for different professions, the future of Social Security, and strategies for economic growth. He explores the complexities of tax deductions, capital gains, and the potential impact of the Trump administration's policies on the economy. The discussion also highlights opportunities for investors in the current tax environment and the importance of careful planning for retirement and estate management.

Reach Fred at 800-593-8188.

Money Matters USA

www.moneymattersusa.net

www.wealthensure.com

See omnystudio.com/listener for privacy information.

In Episode 183, Fred Saide discusses effective strategies for generating tax-free retirement income and the importance of tax planning in retirement. He emphasizes that many retirees may not realize their tax situation could worsen and highlights the significance of withdrawal strategies and tax implications on Social Security and Medicare. The conversation also delves into Roth conversions, their benefits, and the necessity of a comprehensive tax strategy to navigate the complexities of the tax code and ensure financial stability in retirement.

Reach Fred Saide at 800-593-8188.

Money Matters USA

www.moneymattersusa.net

www.wealthensure.com

See omnystudio.com/listener for privacy information.

In this episode of Money Matters USA, Fred Saide delves into the concept of behavioral finance and its implications for retirement planning. He explains how psychological factors and cognitive biases influence financial decisions, often leading to irrational choices. The discussion covers various biases such as anchoring, loss aversion, and overconfidence, and emphasizes the importance of understanding these biases to make informed retirement decisions. Fred also provides strategies for managing emotions and staying focused on financial goals, highlighting the need for personalized retirement planning and regular reassessment of financial strategies.

Reach Fred at 800-593-8188.

Money Matters USA

www.moneymattersusa.net

www.wealthensure.com

See omnystudio.com/listener for privacy information.

In episode 181, Fred Saide discusses the essential components of building a secure retirement plan, emphasizing the importance of understanding cash flow, budgeting, debt management, and estate planning. He highlights the need for predictable income sources and the significance of setting clear financial goals. The conversation also touches on the challenges of Social Security and the role of annuities in retirement planning.

Reach Fred at 800-593-8188.

Money Matters USA

www.moneymattersusa.net

www.wealthensure.com

See omnystudio.com/listener for privacy information.

In Episode 180 of Money Matters USA, Fred Saide discusses the importance of planning over panic during market downturns, emphasizing the need for a solid financial plan and behavioral discipline. He outlines the significance of understanding risk, setting clear financial goals, and managing expenses effectively. The conversation also highlights the value of working with a fiduciary advisor to navigate the complexities of retirement planning and ensure a tax-efficient distribution of assets.

Reach Fred at 800-593-8188.

Money Matters USA

www.moneymattersusa.net

www.wealthensure.com

See omnystudio.com/listener for privacy information.

In Episode 179 of Money Matters USA, Fred Saide discusses the five critical concerns retirees will face in 2025 as identified by Goldman Sachs. The conversation covers the concept of the financial vortex, the importance of having a planning mentality, the role of employer resources, and the impact of technology on retirement planning. Fred emphasizes the need for personalized retirement plans and the importance of adapting to changing circumstances. He also provides practical tips for navigating these concerns effectively.

Reach Fred at 800-593-8188.

Money Matters USA

www.moneymattersusa.net

www.wealthensure.com

See omnystudio.com/listener for privacy information.

In Episode 178, Fred Saide discusses the intricacies of Roth IRA conversions, emphasizing their potential benefits for retirement savings and tax planning. He explores the implications of the Secure Act, the importance of understanding tax brackets, and the role of trusts in managing Roth conversions. The conversation highlights the need for careful planning and collaboration with tax professionals to navigate the complexities of Roth conversions effectively.

Reach Fred at 800-593-8188.

Money Matters USA

www.moneymattersusa.net

www.wealthensure.com

See omnystudio.com/listener for privacy information.

Fred explains why financial resolutions are so important to Americans in 2025 and breaks down three of the top resolutions which are saving more, paying down debt, and spending less. He also offers tips on how to stay on track with these resolutions throughout the year.

Reach Fred Saide at 800-593-8188.

Money Matters USA

www.moneymattersusa.net

www.wealthensure.com

See omnystudio.com/listener for privacy information.