Rogue Retirement Lounge with Matt Franklin: Shark Tank Entrepreneur, Investor, Real Estate Enthusiast

By: Matt Franklin - Shark Tank entrepreneur consultant indy video producer
  • Summary

  • If you're self-employed and you want to learn about retirement planning and investing, this podcast is for you. **THIS IS NOT YOUR AVERAGE, BORING RETIREMENT PODCAST** The Rogue Retirement Lounge covers investing basics, real estate, self-directed IRAs, retiring abroad, and much more. We talk about how to find cash-flowing assets that can beat stock market returns with less risk. We also cover tax-reduction strategies, asset protection, macroeconomics and other financial goodness, along with other info you need to know as you approach retirement, including social security, medicare, travel, health, longevity and more.Learn more at https://rogueretirementlounge.com

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    Copyright 2021 - Matt Franklin
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Episodes
  • HSA Deep Dive. Health Savings Accounts Explained - Your Retirement Planning Triple-Tax-Advantaged Secret Weapon!
    Jul 6 2021

    If you don't have an HSA yet, please give this episode a listen. If you do have an HSA, you still might learn a thing or two. For instance, did you know you can roll over money from your IRA into your HSA?

    Here's the RBC Wealth Management "Taking Control of Health Care in Retirement" report.

    Here's a list of 7 HSA custodians that offer investment options.

    Here's the Investopedia article about IRA-to-HSA transfers.

    Here's a link to the Marriott Bonvoy Rewards card that'll give you excellent travel rewards, (and up to 3 free nights just for joining) while giving me, your loving host, some bonus points.

    Email me at matt@rogueretirementlounge.com if you have any questions.

    And check out my retirement planning podcast website at rogueretirementlounge.com.




    Hosted on Acast. See acast.com/privacy for more information.

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    17 mins
  • Retirement News For Friday July 2, 2021: Thanks America, Patronizing Women, Crypto, Pandemic Affects Retirement
    Jul 3 2021

    Happy Independence Day weekend (to my friends here in the States).

    Today we're gonna briefly talk about financial and retirement-related education for women, and a terrible article I read in Kiplinger's.

    I mention the Bigger Pockets Money Podcast, which you can find here: https://podcasts.apple.com/us/podcast/biggerpockets-money-podcast/id1330225136

    Here's a link to the blockchain demo I discuss. You're gonna LOVE this: https://www.youtube.com/watch?v=_160oMzblY8

    Modern Finance, a podcast we all should be listening to: https://podcasts.apple.com/us/podcast/modern-finance/id1338620184

    The pandemic retirement savings survey: https://www.magnifymoney.com/blog/news/pandemic-impact-on-retirement-survey/

    And last but not least, if you want to support this podcast, it's as simple as signing up for a Marriott Bonvoy Rewards credit card through the links on the Rogue Retirement Blog. If you sign up for the card using one of the links on that page, we'll both get great bonuses!

    For more retirement planning podcast episodes, check out the Rogue Retirement Lounge website.

    And as always, feel free to email me at matt@rogueretirementlounge.com if you have any questions.




    Hosted on Acast. See acast.com/privacy for more information.

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    15 mins
  • Inside the JP Morgan Guide to Retirement. Data They Provide Their Financial Planners To Counsel YOU.
    Jun 29 2021

    Today I'm going through some of the highlights of the 2021 version of the Guide to Retirement, from JP Morgan Asset Management. According to the nice folks at JP Morgan,"Updated annually, the Guide to Retirement provides an effective framework for supporting advisor retirement planning conversations with clients. It includes charts and graphs to help explain complex topics in a clear and concise manner."

    According to Katherine Roy, Chief Retirement Strategist, J.P. Morgan Asset Management, “Our 2021 Guide to Retirement considers a number of timely themes impacting those planning for retirement, such as managing lower expected returns for those closer to retirement, the importance of diversified investing, and tax management strategies.”

    It's a 50+ slide PowerPoint deck and if you're not a complete retirement nerd, it's a big pile of eye-crossing charts and graphs. But there is some good information. And today I go through some of the highlights and how some of the data might affect you and your retirement plan. So join me, won't you?

    And if you want to download a copy for yourself, here's a link:

    https://am.jpmorgan.com/us/en/asset-management/adv/insights/retirement-insights/guide-to-retirement/

    Do you have retirement planning questions? Stop by the Rogue Retirement Lounge website.

    Or send me an email at matt@rogueretirementlounge.com

    Wanna support this podcast? Sign up for the Marriott Bonvoy Rewards Visa card! You'll earn kickass hotel points for your next vacation, and I, your host, will receive a fat stack of bonus Marriott points. Talk about a WIN-WIN!! Click here to make my whole week!


    Hosted on Acast. See acast.com/privacy for more information.

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    20 mins

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