HR is no longer just about managing people—it’s about shaping the future of work. Jens Baier, BCG’s HR transformation expert, discusses how AI and shifting employee expectations are forcing companies to rethink talent strategies. From re-recruiting to upskilling employees, HR must adapt to a rapidly changing landscape. Learn More: Jens Baier: https://on.bcg.com/41ca7Gv BCG on People Strategy: https://on.bcg.com/3QtAjro Decoding Global Talent: https://on.bcg.com/4gUC4IT…
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Sisällön tarjoaa Impact Partnership and Mike Canet. Impact Partnership and Mike Canet tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
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The Savvy Investor Podcast
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Sisällön tarjoaa Impact Partnership and Mike Canet. Impact Partnership and Mike Canet tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
The Savvy Investor Podcast is your one-stop shop for investors and retirees who want to level-up their retirement plans. Hosts Mike Canet and Ryan Herbert are independent financial advisors with decades of experience. They tackle the tough financial issues that matter most to you, from saving for retirement to reducing taxes.
Whether you're just starting out or you're a seasoned investor, The Savvy Investor Podcast has something for you. Tune in each week for practical tips and strategies on how to reach your financial goals.
Don't miss an episode! Subscribe or follow today!
Learn more about the team at Prostatis Financial Advisors Group on their website or on social: Facebook, LinkedIn, Twitter and their NEW YouTube channel and video podcast.
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Merkitse kaikki (ei-)toistetut ...
Manage series 3561347
Sisällön tarjoaa Impact Partnership and Mike Canet. Impact Partnership and Mike Canet tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
The Savvy Investor Podcast is your one-stop shop for investors and retirees who want to level-up their retirement plans. Hosts Mike Canet and Ryan Herbert are independent financial advisors with decades of experience. They tackle the tough financial issues that matter most to you, from saving for retirement to reducing taxes.
Whether you're just starting out or you're a seasoned investor, The Savvy Investor Podcast has something for you. Tune in each week for practical tips and strategies on how to reach your financial goals.
Don't miss an episode! Subscribe or follow today!
Learn more about the team at Prostatis Financial Advisors Group on their website or on social: Facebook, LinkedIn, Twitter and their NEW YouTube channel and video podcast.
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Most people think they have a balanced retirement portfolio, but often they are taking on more risk than they realize. Ryan Herbert explains The Magnificent 7 and why it’s crucial to diversify your investments to avoid being overly dependent on a few high-performing stocks. He also highlights risk tolerance and examines tech-heavy mutual funds' underlying assets. Want to begin building your retirement plan? Schedule a call with us here: 📅 https://bit.ly/3Rq2d9i Follow us for more helpful insights: 🖱️ Facebook- https://bit.ly/3PmJcSt 🖱️ LinkedIn- https://bit.ly/44T88a9 🖱️ Twitter- https://bit.ly/3PHxqDJ See omnystudio.com/listener for privacy information.…
Are you aware of these key ages in retirement planning? Katherine Groce & Samantha Nash cover significant retirement ages that retirees should understand when it comes to: 1) Penalty-free withdrawals from your 401k or TSP 2) “Supersized" catch-up contributions 3) Social Security benefits 4) Medicare enrollment 5) Current and new rules for Required Minimum Distributions (RMDs) Want to begin building your retirement plan? Schedule a call with us here: 📅 https://bit.ly/3Rq2d9i Follow us for more helpful insights: 🖱️ Facebook- https://bit.ly/3PmJcSt 🖱️ LinkedIn- https://bit.ly/44T88a9 🖱️ Twitter- https://bit.ly/3PHxqDJ See omnystudio.com/listener for privacy information.…
Are annuities the secret to a secure retirement? Shaquille O'Neal recently shared how annuities have become a vital part of his financial strategy. Ryan Herbert explains that annuities, although often misunderstood, can be an effective tool for generating consistent retirement income when used properly. He also explores various retirement income options, including stocks, preferred stocks, and annuities, explaining their pros and cons. Want to begin building your retirement plan? Schedule a call with us here: 📅 https://bit.ly/3Rq2d9i Follow us for more helpful insights: 🖱️ Facebook- https://bit.ly/3PmJcSt 🖱️ LinkedIn- https://bit.ly/44T88a9 🖱️ Twitter- https://bit.ly/3PHxqDJ See omnystudio.com/listener for privacy information.…
Retiring from the federal government can be a complex process, with numerous elements to consider, such as pensions, healthcare, and “leave” payouts. Katherine Groce and Samantha Nash discuss Trump’s recent administrative changes which have added another layer of complexity, potentially impacting the optimal retirement timing. Katherine and Samantha dive into why federal employees must weigh their options carefully, considering incentive packages and procedural intricacies like TSP rollovers and Roth conversions. Long-time employees may discover they are effectively "working for free," underscoring the importance of accurate financial planning for a secure retirement. Want to begin building your retirement plan? Schedule a call with us here: 📅 https://bit.ly/3Rq2d9i Follow us for more helpful insights: 🖱️ Facebook- https://bit.ly/3PmJcSt 🖱️ LinkedIn- https://bit.ly/44T88a9 🖱️ Twitter- https://bit.ly/3PHxqDJ See omnystudio.com/listener for privacy information.…
Retiring from the federal government is filled with complexities, but understanding the best timing and navigating the benefits can make a significant difference. Mike Canet discusses why federal employees face unique challenges, such as figuring out the optimal retirement date, maximizing years of service, and making healthcare and benefit decisions. Changes in government policies and the creation of DOGE add another layer of uncertainty and opportunity. Mike sheds light on the intricacies of federal retirement, emphasizing the importance of meticulous planning to ensure a smooth transition. Want to begin building your retirement plan? Schedule a call with us here: 📅 https://bit.ly/3Rq2d9i Follow us for more helpful insights: 🖱️ Facebook- https://bit.ly/3PmJcSt 🖱️ LinkedIn- https://bit.ly/44T88a9 🖱️ Twitter- https://bit.ly/3PHxqDJ See omnystudio.com/listener for privacy information.…
Retirement is approaching faster than you think and knowing if you’re actually prepared comes down to a few key factors. Ryan Herbert addresses the importance of having a detailed retirement plan that includes income streams, tax efficiency, and financial security. He highlights why it’s essential to work with a professional who can guide you through the complexities of retirement planning, ensuring that your savings last throughout your retirement years. Want to begin building your retirement plan? Schedule a call with us here: 📅 https://bit.ly/3Rq2d9i Follow us for more helpful insights: 🖱️ Facebook- https://bit.ly/3PmJcSt 🖱️ LinkedIn- https://bit.ly/44T88a9 🖱️ Twitter- https://bit.ly/3PHxqDJ See omnystudio.com/listener for privacy information.…
Steph Curry believes his retirement is near and shares the mindset he has as his playing career is in its final years. Ryan Herbert addresses Curry’s mindset and how it relates to people nearing their retirement. He emphasizes the need for an income plan and outlines the steps that need to be taken to ensure you don’t outlive your life savings. Ryan also highlights tax efficiency and discusses the transition from the accumulation phase to the distribution phase in retirement. Want to begin building your retirement plan? Schedule a call with us here: 📅 https://bit.ly/3Rq2d9i Follow us for more helpful insights: 🖱️ Facebook- https://bit.ly/3PmJcSt 🖱️ LinkedIn- https://bit.ly/44T88a9 🖱️ Twitter- https://bit.ly/3PHxqDJ See omnystudio.com/listener for privacy information.…
In this episode, Samantha Nash draws parallels between preparing for a snowstorm and preparing for retirement, emphasizing the importance of planning to ensure your lifestyle, healthcare, and legacy are secure. She explains that without proper tax planning and doing nothing, you could lose 20 to 30% of your retirement savings in retirement. Samantha debunks the myth that taxes will automatically be lower in retirement, highlighting that many people may end up in the same or higher tax brackets due to required minimum distributions (RMDs), pensions, and social security. She highlights the value of strategies such as Roth conversions, tax loss harvesting, and income tax minimization to protect your assets from taxes. Want to begin building your retirement plan? Schedule a call with us here: 📅 https://bit.ly/3Rq2d9i Follow us for more helpful insights: 🖱️ Facebook- https://bit.ly/3PmJcSt 🖱️ LinkedIn- https://bit.ly/44T88a9 🖱️ Twitter- https://bit.ly/3PHxqDJ See omnystudio.com/listener for privacy information.…
Trump is set to begin his second term and many questions have been raised regarding the potential impacts of the new Department of Government Efficiency. In this episode, Ryan Herbert explores the anxieties federal employees face amid looming government layoffs and the importance of understanding their benefits. With insights into the complexities of federal pensions, retirement planning, and the potential cuts proposed by Elon Musk and Vivek Ramaswamy, we navigate the turbulent waters of governmental changes. He discusses real-life scenarios of federal employees making crucial decisions about their retirement and highlights the steps they need to take to safeguard their future. Want to begin building your retirement plan? Schedule a call with us here: 📅 https://bit.ly/3Rq2d9i Follow us for more helpful insights: 🖱️ Facebook- https://bit.ly/3PmJcSt 🖱️ LinkedIn- https://bit.ly/44T88a9 🖱️ Twitter- https://bit.ly/3PHxqDJ See omnystudio.com/listener for privacy information.…
Transitioning into retirement can often bring a set of new financial challenges and opportunities. In this episode, Ryan Herbert highlights the significant role of understanding cost of living, housing, and taxes in retirement planning. As inflation and healthcare costs rise, it becomes imperative to have a robust plan that addresses these expenses. Ryan also explains the misconceptions about spending less in retirement and falling into a lower tax bracket, which can lead to financial pitfalls. He addresses the importance of having a comprehensive tax plan that evolves with your retirement needs and ensuring that you can enjoy your retirement years without financial strain. Want to begin building your retirement plan? Schedule a call with us here: 📅 https://bit.ly/3Rq2d9i Follow us for more helpful insights: 🖱️ Facebook- https://bit.ly/3PmJcSt 🖱️ LinkedIn- https://bit.ly/44T88a9 🖱️ Twitter- https://bit.ly/3PHxqDJ See omnystudio.com/listener for privacy information.…
Recent studies show that if you retire before 65, there’s a 45% chance of running out of money, largely due to the decline of employer pensions. Mike Canet addresses different income streams and what their potential benefits and pitfalls are, such as annuities, dividends, and preferred stocks. He also highlights things that are just as important to prepare for, including tax planning, fees, and long-term care. Want to begin building your retirement plan? Schedule a call with us here: 📅 https://bit.ly/3Rq2d9i Follow us for more helpful insights: 🖱️ Facebook- https://bit.ly/3PmJcSt 🖱️ LinkedIn- https://bit.ly/44T88a9 🖱️ Twitter- https://bit.ly/3PHxqDJ See omnystudio.com/listener for privacy information.…
Ryan Herbert explains the concept of the Santa Claus rally, a phenomenon where stock markets typically see a rise during the end-of-year holiday season. However, he cautions against getting too excited about these short-term gains, especially for those managing significant investments. Ryan discusses the importance of having a solid, long-term financial plan that accounts for market volatility and potential downturns, rather than chasing small percentage gains that might not justify the risk. Using examples from recent market behaviors and economic uncertainties, he emphasizes the need for prudent decision-making and the dangers of impulsive investments. Want to begin building your retirement plan? Schedule a call with us here: 📅 https://bit.ly/3Rq2d9i Follow us for more helpful insights: 🖱️ Facebook- https://bit.ly/3PmJcSt 🖱️ LinkedIn- https://bit.ly/44T88a9 🖱️ Twitter- https://bit.ly/3PHxqDJ See omnystudio.com/listener for privacy information.…
Imagine growing your wealth tax-free and leaving a legacy for your loved ones. In this episode, Mike Canet delves into the benefits of using life insurance policies as a tax-efficient investment tool, contrasting it with traditional 401(k) plans. By investing in life insurance, you can potentially achieve a higher rate of return without the burden of taxes, both when contributing and withdrawing. Mike emphasizes the importance of balancing today's needs with future planning, ensuring financial advantages for both you and your heirs. Additionally, this episode touches on the current political landscape and its impact on federal spending, urging listeners to make informed decisions about their finances. Join the conversation to learn how to navigate the Secure Act 2.0 and optimize your financial strategy. Want to begin building your retirement plan? Schedule a call with us here: 📅 https://bit.ly/3Rq2d9i Follow us for more helpful insights: 🖱️ Facebook- https://bit.ly/3PmJcSt 🖱️ LinkedIn- https://bit.ly/44T88a9 🖱️ Twitter- https://bit.ly/3PHxqDJ See omnystudio.com/listener for privacy information.…
Ever wondered if the 4% rule is truly a reliable strategy for your retirement? In this episode, Mike & Ryan delve into the intricacies of this popular financial guideline and explore its real-world implications. Discover why sticking strictly to the 4% rule could lead to unexpected financial pitfalls, especially when factoring in additional expenses like nursing home care. Mike & Ryan also discuss the importance of a holistic approach to financial planning, where risk management, tax implications, and long-term care are all carefully balanced. Want to begin building your retirement plan? Schedule a call with us here: 📅 https://bit.ly/3Rq2d9i Follow us for more helpful insights: 🖱️ Facebook- https://bit.ly/3PmJcSt 🖱️ LinkedIn- https://bit.ly/44T88a9 🖱️ Twitter- https://bit.ly/3PHxqDJ See omnystudio.com/listener for privacy information.…
Are you ready to dive into the golden era of soft rock? In this episode, Mike and Ryan explore the enduring legacy of Yacht Rock, featuring timeless artists like Michael McDonald and the Doobie Brothers. Journey through anecdotes from backstage interviews and memorable concerts, as these musical legends continue to perform with passion and energy well into their 70s. Discover how the spirit of rock and roll keeps these artists young at heart while they navigate their unique paths in retirement. Want to begin building your retirement plan? Schedule a call with us here: 📅 https://bit.ly/3Rq2d9i Follow us for more helpful insights: 🖱️ Facebook- https://bit.ly/3PmJcSt 🖱️ LinkedIn- https://bit.ly/44T88a9 🖱️ Twitter- https://bit.ly/3PHxqDJ See omnystudio.com/listener for privacy information.…
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