Pension Protectors Ep19 DROP accounts

from Pension Protectors · host Matt & Clint

You finally exited DROP, but now what do you do with the money? A lot of times this is the majority of your nest egg. You know you can’t screw this up. Clint and Matt will help guide you so you can remove the anxiety around having this large pot of money. Clinton Kersting and Matthew McManus offer securities through Equitable Advisors, LLC, member S.I.P.C., Equitable Financial Advisors in Michigan and Tennessee, and offer annuities and insurance through Equitable Network, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Financial Professionals may offer products and services and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. This podcast does not constitute financial advice or an offer of any kind. Triplecrown Wealth Management, LLC is not owned or operated by Equitable Advisors or Equitable Network. Clinton Kersting and Matthew McManus offer securities through Equitable Advisors, LLC, member S.I.P.C., Equitable Financial Advisors in Michigan and Tennessee, and offer annuities and insurance through Equitable Network, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Financial Professionals may offer products and services and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. This podcast does not constitute financial advice or an offer of any kind. Triplecrown Wealth Management, LLC is not owned or operated by Equitable Advisors or Equitable Network.

Episode metadata supplied by the publisher feed · Published Nov 28, 2024

Embed this episode

Attribution link and audio player

What this episode covers

Distinct summary based on available episode metadata or transcript content.

Ready to play

Pension Protectors Ep19 DROP accounts

0:00 14:27

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

Everyone deserves a chance Silvius Grant Everyone Deserves A Chance is a Podcast for real estate investors that want to crack the code of the Rich 1% of the 1% learning how to invest in Commercial Real Estate using Self Directed IRA's, savings, pension plans and taking advantage of the HUGE Tax advantages Hyperwave Private Key Publishing Co-hosted by D. Tyler Jenks and Leah WaldD. Tyler Jenks, the President, and CIO of Lucid Investment Strategies LLC developed the proprietary technical system of Hyperwave. After 40 years as an investment manager, he discovered over 300 examples of Hyperwaves within various asset classes; stocks, bonds, commodities, indexes, and cryptocurrencies. Through careful study, he invented and developed the Hyperwave Theory, which is a technical tool to analyze the Hyperwaves and determine price movements. Tyler believes that Bitcoin is currently in a Hyperwave and through these vlogs, he will educate, elucidate and explain the techniques needed to understand this powerful tool. Tyler has managed billions of dollars for Institutional Investors, Pension Funds, Hedge Funds and individual clients. He received his MBA from the University of Hawaii in 1975 and has been involved in the financial markets ever since. His background in technical analysis includes all the major technique Winning Retirement Radio Greg and Kristin Taylor, and Kristen Charles 🎙️ Greg and Kristen Taylor, along with their co-host Kristen Charles, explore down-to-earth tips and strategies to help pre and current retirees better achieve their goals.📊 With discussions about everything from balancing risk, to 401(k) rollovers, Roth conversions, pension decisions, withdrawal strategies, taxes in retirement, income planning, Social Security, and most importantly... your lifestyle!👫 Greg and Kristin's goal is to help you have confidence in your transition into retirement, and for years to come by helping you create a personalized plan for your retirement.Have specific questions? Schedule a 15-minute call with a team member.Greg Taylor is an investment adviser representative of Legacy Advisory Network, LLC, a registered investment advisor with the state of Ohio. The firm only conducts business in states where it is properly registered or is excluded from registration requirements. Legacy Advisory Network, LLC, and this radio station are not affiliated. The invest Minutemen Initiative Dynamic Defense Solutions The American Minutemen were crucial to the defense and preservation of early America and were often times the sole protectors for the communities they belonged to. The early minutemen were coordinated, disciplined, physically fit, well trained, highly mobile, and could deploy within 60 seconds of being alerted. They embodied true personal responsibility and maintained a culture of preparation and readiness understanding that the freedoms they enjoyed were not guaranteed.Today our freedoms, values, and societies are being continually attacked and degraded. We believe that bringing back the culture of the Minutemen may be necessary to stand against this degradation and to prepare for the possible need to defend our families and the communities we live in. Looking back at those who came long before us as an example, we believe it is necessary to adopt and embody that same culture to better preserve our freedoms. We believe in protecting our inalienable human rights as well as our Americ

Frequently Asked Questions

How long is this episode of Pension Protectors?

This episode is 14 minutes long.

When was this Pension Protectors episode published?

This episode was published on November 28, 2024.

Can I download this Pension Protectors episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.

URL copied to clipboard!