On The Money with Jerry and Nick Royer Podcast
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Episodes
94 episodes
Episode #17: Are Your IRAs, 401ks, and 403bs Ticking Tax Time Bombs Waiting To Go Off?
In this weeks episode of the On The Money Podcast you'll find out how to tell if you are sitting on a Ticking Tax Time Bomb just waiting to go off! You'll Discover: - Why your 401k, 403b, IRA, or other pre-tax investments cou...
Episode #26: Interview with CNBC & Fox Business Personality Dean Zayed
On this episode we interview CNBC and Fox Business News Contributor Dean Zayed! Dean is one of financial plannings most well known personalities and he runs a firm that manages over $3 billion in Assets. During this podcast ...
Episode #25: Jerry and Nick Answer Your Questions!
On This Episode Your Questions Are Answered...You'll Discover: - How to decide which accounts you should take money from first when you retire. - How to get better rates of return than bank CDs while keeping your money free f...
Episode #24: The Grow and Defend Strategy to Build Your Wealth Smartly!
On This Episode You'll Discover: - A simple strategy that Jerry and Nick have used for their clients that focus's on growing your wealth in calm markets and becoming defensive during extreme market conditions. - The benefits ...
Episode #23: The 3 Levels of Financial Planning Services and Which One Is Right For You!
On This Episode You'll Discover: - How to figure out the type of financial person you are working with and if its the best for you or not. - The 3 levels of financial professionals and which level is right for you. -...
Episode #22: How Smart Technology Could Dramatically Help Your Retirement!
On This Episode You'll Discover: - What Smart Technology is and how it could dramatically help your financial life. - The 3 key systems that we use everyday to help our clients and how you can benefit to. - How to St...
Episode #21: Interview with David Bach on The Future of the Stock Market!
On this episode we interview New York Times Best-Selling Author David Bach! David has been in the financial industry for nearly 3 decades and is the author of nine best-selling books, including The Automatic Millionaire, Smart Women F...
Episode #20: Jerry & Nick's Interview on the Debbie O'Brien Show
In this exclusive interview on the Debbie O'Brien Show Jerry and Nick talk about: - The 4 biggest retirement risks plaguing many of America's retirees. - How to tell how tax-efficient your investments are. - The tax bucket ...
Episode #19: Q&A with Jerry and Nick
On This Episode Your Questions Are Answered...You'll Discover: - What really is Active, Passive and Tactical investing and which one is best for you. - What's the worst financial plan that Jerry and Nick have ever seen and what yo...
Episode #18: Your Financial Dream House...Custom or Cookie Cutter?
On This Episode You'll Discover: - How to tell if you have a unique customized retirement plan or some cookie cutter plan. - How to build your very own Financial Dream House to help you whether any storm. - The 3 parts that...
Episode #16: Our Country's Biggest Expenses and The 4 Future Risks That Could Result
On This Episode You'll Discover: - The biggest expenses that are costing the nation big time. - How these expenses could take over 90 cents of every tax dollar brought in and how it could put a serious damper on your retirement pla...
Episode #15: Financial Lingo That Must Be Part Of Your Financial Dictionary!
On This Episode You'll Discover: - The easy FINANCIAL LINGO to help simplify and clarify retirement. - The 6 key phrases that should be part of your financial dictionary. Resources In Today's Episode: - Schedule Your ...
Episode #14: 4 Tax Buckets
On This Episode You'll Discover: - What You Need To Know About The Trump Tax Law Changes. - The 4 Tax Buckets in Investing That You Must Know About. - How To Become More Tax-Efficient In Retirement. Resources In Tod...
Episode #13: Listener Questions Answered!
On This Episode Your Questions Are Answered...You'll Discover: - Are Annuities Right For You? - What's The Difference Between A Tax-Deferred Account and a Tax-Free Account? - What Should I Be Looking For When Meeting With A Finan...
Episode #12: When To Take Your Pension & 12 Ways To Generate Income In Retirement!
On This Episode You'll Learn: - When To Take Your Pension. - Is the lifetime annuity option a good one to pick? - Should you take social security early? - 12 Simple Ways To Generate Income In Retirement. - And the Fin...
Episode #11: 6 Timeless Investment Strategies & What To Do If You Miss an RMD!
On This Episode You'll Learn: - 6 timeless investment strategies to use in retirement. - 5 Simple Steps to fixing a missed Required Minimum Distribution (RMD). - 8 Key Questions You Should Be Asking Yourself Before You Retire.
Episode #10: When Should You Retire? And How To Set Solid Retirement Goals
On This Episode You'll Learn: - How to know when you should retire. - How to make the right choice for your retirement income. - How to set realistic financial goals and how to identify the unrealistic ones. - The 7...
