In episode 25 of All Things Financial, Yelisey and Trey break down the importance of understanding the “retirement red-zone” and go through the 401k checklist that could help you build a better retirement. Nobody cares more about your money than you do. But Yelisey...
As you near your retirement, proper planning is essential to ensure financial stability in retirement. In episode 24 of All Things Financial, Yelisey and Trey break down three important steps to solidify that your money lasts in retirement. Plus, the guys discuss how...
Have you heard from your advisor lately? In episode 23 of All Things Financial, Retirement Planning Specialists Yelisey Kuts and Ryan Moffitt discuss why getting a second opinion on your financial portfolio is a must in 2024, and why re-balancing your portfolio could...
Market volatility combined with an upcoming Presidential Election have made for some interesting predictions regarding the future of the US Economy. In episode 22 of All Things Financial, Trey and Yelisey explain why they feel the US could be heading for a recession...
On episode 21 of All Things Financial, Retirement Planning Specialists Yelisey Kuts and Trey Peterson discuss a variety of topics stemming from downsizing in retirement, the IRS 10-Year Rule, and how the upcoming 2024 election could affect the future of social...
On episode 20 of All Things Financial, Retirement Planning Specialists Yelisey Kuts and Trey Peterson break down the Tax Cuts and Jobs Acts expiring in 2025 and how that may play a role in your future retirement. Plus, the guys answer listener questions, including a...
