Modern Wealth Management

Do you know how to find a 401(k) account from a former employer? ? According to estimates from Capitalize, there are about 29.2 million forgotten 401(k) accounts that amount to $1.65 trillion as of May 2023. We review potential solutions on how to find an old 401(k). ↓ ? https://lnkd.in/gctQueJm ? Capitalize article:?https://lnkd.in/gS_XAfUG ? #401kplan #wealthmanagement #savingsplan

Have you heard of a mega backdoor Roth? It's not an account, but rather a strategy that high income earners might want to consider to get more money into Roth accounts. Corey Hulstein, CPA and Chris Rett, CFP?, AIF? discussed mega backdoor Roths and backdoor Roths, and the potential impact those strategies can make. ↓↓ YouTube: https://lnkd.in/gdpivxbS Apple Podcasts: apple.co/3ZHg3Ir Spotify: spoti.fi/4dmRLH2 #MegaBackdoorRoth #BackdoorRoth #RothIRA #TaxStrategy

With the Fed’s recent rate cuts, our?Director of Investments?Stephen T. tells Jeff Benjamin where opportunities might lie for investors. ? “As we look across the belly of the curve today,?it’s incredibly flat where investors receive a very similar level of yield for 2, 5, or 10-year treasury bonds, but with increasing levels of interest rate risk,”?Tuck said.?“In our view, the front end of the curve is still the better place to be, and to be significantly adding duration to bond portfolios today would be chasing the curve.”? ? Tuck suggests that instead of adding traditional duration, focusing on mortgage-backed securities may still offer investors value. Read more in etf.com ? https://lnkd.in/gwr9ysxn #investing #stocks #securities #wealthmanagement

What habits should you avoid as you’re seeking a comfortable retirement? ? Seeking a comfortable retirement might disrupt habits that you’ve had for many years. We review three common bad habits that could potentially prevent people from retiring so that you can avoid them. ? https://lnkd.in/gsE5s8i4 #retirementplan #financialplanning #budgeting

Balancing the demands of being an advisor and entrepreneur isn't easy. Our managing director Dean Barber knows this journey firsthand.? ? On Alaris Acquisitions’ The Buyer’s Boardroom podcast, Dean shares how selling his firm to Modern Wealth has enhanced the advisor and client experience. By offloading time-consuming tasks, advisors gain the autonomy and control needed to focus on client service. ? “At the end of the day, the value of the business is the relationship with the clients. Who has that relationship? The advisor. The last thing you want to have is any disruption in the way that the advisor and team have been communicating and taking care of that client base,” Dean told Allen Darby.? ? For more on Dean's experience with joining Modern Wealth and tips for preparing to sell your business, listen to the full episode.?? https://lnkd.in/gTEwfPSV #clientexperience #wealthmanagement #entrepreneur

Have you ever committed financial infidelity or suspected your significant other of committing financial infidelity? The potential fallout of financial infidelity can be devastating, especially if it goes on for a long time. On today's show, Chris Rett, CFP?, AIF? and Corey Hulstein, CPA share some alarming statistics about financial infidelity and why it's critical to have open and honest conversations with your partner. ↓↓ YouTube: https://lnkd.in/gn6j7Qtn Spotify: spoti.fi/3TJd9iS Apple Podcasts: apple.co/3TFRvvG #FinancialInfidelity #LyingAboutMoney #WealthManagement

Ready to maximize your Social Security benefits? J. Mark King, CFP? covers some important factors for getting the most out of your Social Security in retirement. Join us tonight at 6PM Central on YouTube. ? https://lnkd.in/gMUNupC8 #SocialSecurity #RetirementPlanning #FinancialPlanning

How much does each generation spend? Visual Capitalist illustrates the global spending power of each generation (Gen Alpha, Gen Z, Millennial, Gen X, Boomers, and Silent Gen) in 2024. How's your spending compare? https://lnkd.in/gB5CkDHq #spendingpower #financetrends #wealthmanagement

What are some retirement myths you might have heard? In a previous episode of America's Wealth Management Show, Logan DeGraeve, CFP?, AIF? and Chris Rett, CFP?, AIF? busted some popular retirement planning myths you should know about. https://lnkd.in/g9Yn3Qti #retirementplanning #wealthmanagement #retirementmyths