x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

PODCAST

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial Planning

Drew Blackston, Certified Retirement Counselor® Registered Financial Consultant®

Welcome to the Your Financial EKG™ Podcast, your go-to source for expert financial planning insights, retirement strategies, and wealth-building tips. Whether you"re approaching retirement, already retired, or looking to maximize your investments, this podcast delivers actionable advice on retirement income planning, tax-efficient strategies, Social Security optimization, estate planning, and long-term wealth management. **Schedule your virtual consultation, click here:

business investing

All Episodes

00:07:51

You Will NEVER Retire.

Your Financial EKG™ | Retirement Planning |... ·

2022/02/23

In this podcast I want to go over some sobering retirement statistics on why you may NEVER retire and 3 steps you can take today to get you back on the path of retirement. I believe that EVERYONE has the opportunity for financial freedom and retirement, it just takes hard work and commitment. I believe if you take these three important retirement steps, you can recognize your retirement dream! 3 Important Steps For to Achieve Financial Freedom & Retirement: 1. Invest 15-20% of your Income into

en

00:07:00

Are Roth IRA Distributions Taxed? How To Avoid...

Your Financial EKG™ | Retirement Planning |... ·

2022/02/16

Are Roth IRA Distributions Taxed? How To Avoid Penalties and Taxes on Roth IRA Distributions Can your Roth IRA become taxable? Are distributions from your Roth IRA taxed? If you don't follow two very specific rules, you could incur taxes and penalties on your Roth IRA distribution. That is what we are going to discuss in this weeks, Your Financial EKG™ blog. Roth IRA's are supposed to be completely tax free. "SUPPOSED TO BE" is the key statement in that sentence. Roth IRA's can become taxable and

en

00:06:05

3 Benefits of a Roth IRA Conversion

Your Financial EKG™ | Retirement Planning |... ·

2022/02/09

Should I Convert My IRA to A Roth IRA (Part 3) Benefits of a Roth IRA Conversion Over the last few weeks we have looked at who should convert their IRA to a Roth IRA and we have discussed how to convert your IRA to a Roth IRA. Today, we are going to dive into at the benefits of converting your IRA to a Roth IRA. Most investors and individuals planning for retirement understand that Roth IRA's are tax free and that having a Roth IRA is a benefit to ones Retirement planning, but what REALLY are the

en

00:06:05

How Do I Convert My IRA to a Roth IRA

Your Financial EKG™ | Retirement Planning |... ·

2022/02/02

How Do I Convert My IRA to a Roth IRA How Do I Convert My IRA to a Roth IRA? That is the question of this week's video blog. In Part 1 (https://youtu.be/Zw1PuU3a4xU) we discussed, Who Should Convert their IRA to a Roth IRA. Click the link above if you missed that video. This week we are going to dive into the subject of HOW do I actually convert my IRA to a Roth IRA. Ready? Let's go! **Free Retirement Download: The Roadmap to Retirement:** https://yourfinancialekg.com/#download **To schedule your

en

00:05:59

Should I Convert My IRA to a Roth IRA?

Your Financial EKG™ | Retirement Planning |... ·

2022/01/26

Should I Convert My IRA to A Roth IRA (Part 1) Who Should Convert IRA to Roth IRA In this 3 part video blog I want to begin by discussing: Who should convert their IRA to a Roth IRA. I am asked quite often, "Should I Convert my IRA to a Roth IRA," and to be honest the answer is, "It depends." Everyone's retirement and financial picture is different. Whether you should convert your IRA to a Roth IRA is not the same as your neighbor. So, let's dive into 3 individuals that I believe should convert

en

00:07:31

What is the MAXIMUM Social Security Check You Could...

Your Financial EKG™ | Retirement Planning |... ·

2022/01/19

What is the MAXIMUM Social Security Check You Could Receive? What is the maximum Social Security check that you could receive when you retire? Or what is the biggest check you could receive from social security at 62, 67, or 70? How can you qualify for the maximum amount of Social Security Benefits and how can you INCREASE your Social Security check? That is what we are going to talk about in the podcast today! **Free Retirement Download: The Roadmap to Retirement:**

en

00:12:51

How is Social Security Taxed || How Much of Your...

Your Financial EKG™ | Retirement Planning |... ·

2022/01/12

How is Social Security Taxed || How Much of Your Social Security Income is Taxable How is Social Security Taxed? What part of my social security income is taxable? These are just a few of the questions I have received lately about the taxability of social security. When you think about your social security benefit, oftentimes you don't think, "How Much of my social security income is taxable?" No, normally you're asking questions like, "When should I start social security" or "What is my social

en

00:08:43

IRA Contribution Limits 2022 & ROTH IRA Contribution...

Your Financial EKG™ | Retirement Planning |... ·

2022/01/05

IRA Contribution Limits 2022 & ROTH IRA Contribution Limits 2022 || IRA & Roth IRA Contribution 2022 IRA and Roth IRA contribution limits have been released by the IRS and they look very similar to the IRA & Roth IRA Contribution limits for 2021. Unfortunately, because of how the IRS calculates the contribution increases for IRA's and Roth IRA's, in 2022 there will be NO increase from the 2021 IRA contribution limits. Below is the IRA Contribution limit and the Roth IRA Contribution

en

00:15:48

How To Eliminate or Reduce Taxes on Social Security

Your Financial EKG™ | Retirement Planning |... ·

2021/12/29

How To Eliminate or Reduce Taxes on Social Security In this podcast I want to discuss 4 simple strategies that can help you eliminate or reduce the taxes on your social security benefits. I also want to discuss how the IRS determines how much of your social security is taxed using a formula called provisional income. We are also going to define what is social security taxable income, traditional retirement income and retirement income strategies that will help lower or eliminate the taxes on your

en

00:12:02

401k Contribution Limits for 2022

Your Financial EKG™ | Retirement Planning |... ·

2021/12/22

401k Contribution Limits for 2022 || 5.1% Increase in 401k Contribution Limit In this podcast I want to discuss the new 2022 401k contribution limits. Because of inflation, 401k contributions and other qualified retirement accounts are seeing a 5.1% increase in contribution limits. Below are the tables for 401k contribution limits for 2022 and other qualified retirement plans (These are annual retirement contribution figures): 401k- $20,500 403b-$20,500 457- $20,500 TSP- $20,500 IRA-No change Roth

en

00:16:01

Average Retirement Income by Age & Ways to Increase...

Your Financial EKG™ | Retirement Planning |... ·

2021/12/15

Average Retirement Income by Age & Ways to Increase Your Retirement Income Do you know what the average retirement income is by age? Do you wonder how you can increase your retirement income? How can you increase your retirement income and how do you know where you stand with the average retirement income by age and generation? That is exactly what I want to talk about in this podcast. Watch Video Podcast Here: https://youtu.be/zd_qyc-c2jI **Free Retirement Download: The Roadmap to Retirement:**

en

00:13:07

Numbers YOU Need To Know BEFORE Retirement ||...

Your Financial EKG™ | Retirement Planning |... ·

2021/12/08

Numbers YOU Need To Know BEFORE Retirement || Retirement Income Planning We all want to retire. We can see the retirement destination ahead of us on the calendar. We can taste the sweet drink of retirement as we lay in a beach chair instead of punching the time clock. But what about preparing for that eventual retirement. What are some numbers, especially retirement income numbers, that you need to know BEFORE you retire? Let's dive right in! **Free Retirement Download: The Roadmap to Retirement:**

en

00:14:10

5 Important Considerations BEFORE You Retire

Your Financial EKG™ | Retirement Planning |... ·

2021/12/01

Your Financial EKG Podcast: Do This BEFORE you retire | 5 Important Considerations before You Retire Click Here For More Retirement Planning Videos: https://bit.ly/3wH3mgb In this podcast I want to discuss 5 factors you need to consider BEFORE retirement. Are you considering retirement or retiring in the next few years? Maybe you are doing retirement planning at 45, retirement planning at 50, retirement planning at 55, or retirement planning at 60, this retirement video is for you! **Free

en

00:08:44

How To Take Early 401k Withdrawal Without Penalty

Your Financial EKG™ | Retirement Planning |... ·

2021/11/17

How To Take Early 401k Withdrawal Without Penalty In this podcast, I want to talk about the Rule of 55 for 401k's and why if you are thinking about retiring early you should NOT rollover your 401k. The Rule of 55 is an IRS guideline that allow individuals in retirement to pull out retirement income from their old 401k without paying the 10% penalty for early withdrawals. This rule applies to 401k's and 403b's. The rule applies whether you are let go from work or you decide to retire. Why does the

en

00:15:49

Average Income in Retirement in 2021 || Retirement...

Your Financial EKG™ | Retirement Planning |... ·

2021/11/10

Average Income in Retirement in 2021 || Retirement Income Strategies & Retirement Income Planning In this podcast I want to talk about the average retirement income in 2021 and retirement income strategies to help you increase your retirement income and give you confidence in your retirement income planning. In 2021 the average retirement income for a retired individual was $1,500 in social security retirement income. The average retirement account balance is $164,000 which in turn equates to

en

00:09:14

How To Calculate 2022 Social Security COLA Increase

Your Financial EKG™ | Retirement Planning |... ·

2021/11/03

In this podcast I want to discuss the impact of the social security cola increase for 2022 and how you can calculate the increase in your social security benefits check. Social Security is now expected to increase 5.9% in 2022 making this social security cola increase the biggest in 40 years. BUT, what about your retirement income? Does this impact when to take social security retirement benefits? What about social security taxes in retirement? How is the social security cola increase going to

en

00:12:43

Should I File For Social Security at 62?

Your Financial EKG™ | Retirement Planning |... ·

2021/10/27

Should I File For Social Security at 62? In this podcast I want to talk about filing for social security at 62 and does that make sense for your retirement income planning. I also want to go through 5 reasons why individuals would file for social security at 62. If you are considering retirement and are working on your retirement planning or retirement income strategies, understanding social security and filing for social security at 62 is paramount in your retirement planning. If you have any

en

00:15:08

Is Social Security Running Out Of Money?

Your Financial EKG™ | Retirement Planning |... ·

2021/10/20

Is Social Security Running out of Money? || Social Security Benefits Explained || Retirement Income In this podcast I want to discuss the new forecast showing Social Security running out of money in 2033. This is an update to last years Social Security forecast that showed Social Security running out in 2034. Here are some quick highlights from the podcast: -Primary Social Security fund for Retired Individuals will run out in 2033. -Social Security is expected to pay out more retirement income to

en

00:15:49

What is the Average Income in Retirement in 2021?

Your Financial EKG™ | Retirement Planning |... ·

2021/10/13

Average Income in Retirement in 2021 || Retirement Income Strategies & Retirement Income Planning In this podcast I want to talk about the average retirement income in 2021 and retirement income strategies to help you increase your retirement income and give you confidence in your retirement income planning. In 2021 the average retirement income for a retired individual was $1,500 in social security retirement income. The average retirement account balance is $164,000 which in turn equates to

en

00:28:45

First Habits Win with special guest Mike Miller

Your Financial EKG™ | Retirement Planning |... ·

2021/10/06

First Habits Win with special guest Mike Miller Have you ever wondered how to teach your children about money? Do you struggle with good money habits yourself? Well, this podcast is specifically for you! Join Drew Blackston with special guest Mike Miller this week on a podcast dedicated to helping you put in place good money habits. About Mike Miller: Mike Miller is an executive leader in the financial services industry and the creator of the First Habits system and author of “First Habits Win.”

en

256 results

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...