News and Commentary

Relatable Finance Podcast Episode 148: From Start Up to Going Public

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Posted on June 10, 2024 by

In today’s episode, “From Start-Up to Going Public,” the relatable finance guys explore the dynamic journey of businesses transforming from small start-ups to major players on the stock exchange. Join in as they delve into the different stages that can help a company grow and achieve this remarkable milestone. While not all paths are identical, […]

Mega Backdoor Roths Can Turbo-Charge Retirement Savings By Sean Deviney, CFP®*

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Posted on June 06, 2024 by Sean Deviney

Individuals looking to boost their retirement savings beyond the traditional limits of workplace 401(k) and 403(b) plans may be able to do so with a mega backdoor Roth. This strategy may provide a workaround to the income and contribution limits of Roth IRAs while allowing high-net-worth individuals to benefit from tax-free distributions in retirement. For […]

Relatable Finance Podcast Episode 147: The Ever-Increasing National Debt

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Posted on May 27, 2024 by

In this episode, relatable finance guys discuss something that affects every American: the United States national debt. Listen as they discuss where the national debt currently stands, explore the factors that have contributed to its rise, and consider the potential impacts on our economy and everyday lives.

Why your Insurance Policies Need Regular Check-Ups By Scott Montgomery

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Posted on May 22, 2024 by Scott Montgomery

Just as annual medical check-ups help you maintain proper health, regular insurance plan reviews can provide invaluable benefits. Evaluating current insurance policies once a year or every two years can help to ensure your policies keep up with your changing circumstances and may even result in re-rated and reduced premiums. Too often, individuals purchase insurance […]

Relatable Finance Podcast Episode 146: Upcoming Federal Reserve Policy Decisions

Posted on May 13, 2024

Dive into the complexities of the Federal Reserve’s delicate balancing act with the South Florida Relatable Finance guys.  Despite expectations of interest rate cuts, the resilient economy and the approaching presidential election add layers of complexity to the Fed’s decisions, as they do not want to be viewed as impacting elections. Join us as we […]

Employer-Sponsored Retirement Plans Face Reporting, Audit Criteria Changes this Year By Olga Ismail

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Posted on May 08, 2024 by Olga Ismail

In 2023, the U.S. Department of Labor, Internal Revenue Service and Pension Benefit Guaranty Corporation issued final changes to how retirement plan sponsors must annually report critical information about their employee benefit plans under the Secure Act that was passed into law in 2021. These updates apply to employers’ annual reporting obligations for the 2023 […]

Relatable Finance Podcast Episode 145: Options to Take Advantage of Unexpected Money

Posted on April 22, 2024

The South Florida Relatable Finance Guys discuss unexpected money and how to make the most of it. From defensive strategies like bolstering your emergency fund and paying off debt, to bold moves like pursuing your dreams or launching your own business. Don’t miss out on valuable insights and practical tips. Listen now!

Relatable Finance Podcast Episode 144: Am I Dreaming or did I Buy a $20 Cheeseburger?

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Posted on April 08, 2024 by

In this episode, join the South Florida relatable finance guys as they tackle the ever-relevant topic of inflation, but with a twist – exploring its impact through the prism of changing lifestyles and the journey of growing up. The discussion delves into the dual perspectives of rising costs and the effect on earnings, providing personal […]

UPDATED Timing Social Security Benefits By Lee F. Hediger

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Posted on March 26, 2024 by Lee Hediger

If you turned 62 this year, congratulations! You may be eligible to begin collecting Social Security benefits. However, the longer you wait to start claiming benefits, the higher the monthly payout you will receive. For example, by waiting until you reach your full retirement age (FRA), as defined by the Social Security Administration (SSA) based […]

Relatable Finance Podcast Episode 143: Alternative Investments and Private Markets

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Posted on March 25, 2024 by

In the latest Relatable Finance podcast episode, the South Florida finance guys delve into the often overlooked realms of alternative investments and private markets. While stocks and bonds dominate financial discussions, we shed light on the potential of alternative avenues. Discover the allure of these investments, offering attractive returns beyond the traditional options. However, be […]

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