The Exencial Spend Life Wisely Podcast Podcast Por Dave and Sam arte de portada

The Exencial Spend Life Wisely Podcast

The Exencial Spend Life Wisely Podcast

De: Dave and Sam
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The Exencial Wealth Advisors Spend Life Wisely Podcast with Dave and Sam overviews simple finance tips from advisors with industry experience dealing with retirees, retirement planning, and common planning issues that individuals may face on the road to retirement. They discuss various topics and answer questions on different retirement strategies and ways to maximize retirement savings, minimize debt, and best tax reduction strategies. Exencial Wealth focuses on planning strategies based on data, preparing for a successful outcome instead of leaving wealth accumulation and retirement to chance.

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Episodios
  • Penalty Free Withdrawals

    Penalty Free Withdrawals
    Mar 8 2023

    Did you know you may be able to take out money from your 401k/IRA before 59 1/2? Today Dave and Sam discuss some ways to use your retirement accounts as a last resort for funding some of the curve balls life throws at you. 
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    8 m
  • Retirement Planning Checklist

    Retirement Planning Checklist
    Feb 23 2023

    Are you nearing retirement and feeling overwhelmed by all the planning that needs to be done? Tune in to this episode as Dave and Sam dive deep into the crucial period leading up to retirement. Get expert advice on the essential items that should be on your checklist to ensure a smooth transition into retirement. Don't miss out on this insightful discussion that will leave you feeling confident and ready to retire with peace of mind.
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    15 m
  • Catching Up Retirement Savings

    Catching Up Retirement Savings
    Feb 8 2023

    This week Dave and Sam focus on a topic that many folks nearing retirement will face, how to catch up on retirement savings. The good news is that you can start today! The team discusses ways to cut costs and increase income now and in later years to allow for more savings and investing for retirement. 
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    13 m
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