100 episodes
Get More Retirement Podcast Bruce Smith
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- Business
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5.0 • 3 Ratings
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Bruce Smith is the president and founder of the Wealthkare Investment Center serving central Pennsylvania. Bruce has spent more than 30 years identifying and using strategies that wealthy individuals use and making them available to the everyday retirement saver. The “Get More Retirement” podcast asks the question, “How can you GET MORE from your retirement?”
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One of the biggest financial advisor mistakes
Its one of the main reasons people leave their financial advisor. What is it?
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Is rebalancing worth it?
What is rebalancing a portfolio and is it necessary?
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The market is roaring. Why talk about protection now?
You need to take advantage of good years in the market to weather the bad years. Why should you pull back your market exposure now?
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Is your advisor really listening to you?
A new study shows some advisors are out of touch with their client needs. How do you make sure you and your advisor are on the same page?
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Calculating your retirement net worth
While the account balance in your 401(k) or IRA looks good, it’s not the real number you will bring to retirement.
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Keeping up with the latest tax changes
So it’s not your thing to keep up with the latest changes in the tax laws? That’s ok, Bruce is, and it could help your retirement planning.
Customer Reviews
Get More Retirement
This guy takes a very difficult topic and explains it that everyone can understand. It just makes sense, why pay higher taxes and fees.