PODCAST · business
Monolith Money Show
by Jeff Mitchell and Camille Butterfield
At Monolith Financial Group, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, designed to help you address your financial needs and concerns. Monolith Financial Group is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Monolith Financial Group are not affiliated companies. CA Ins. Lic. #0N14019 1817782-8/21
Episodes
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A Savings Crisis - July 12, 2025
A recent study shows a number of American over age 50 have little to no retirement savings. Jeff and Camille discuss some ways this is being addressed across the board, and also some ways people can catch up. They also revisit how retirement dreams sometimes clash with the reality of it, and also...
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Retirement Regrets - July 5, 2025
Jeff and Camille go over some of the major regrets people have when it comes to retirement planning, including not starting to save early enough and more. They also look at ways to take control of your retirement planning, as well as answering some listener questions.
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Social Security Solvency - June 28, 2025
Social Security may have problems with funding down the road, but it won't go bankrupt. That is what most experts believe, and Jeff and Camille take a look at what may happen with this essential program and what to do to make the most of your benefits. They also revisit the crucial subject of...
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Finding Your Risk Tolerance - June 21, 2025
Camille goes solo today and talks about how important it is to make sure your degree of risk matches what you are comfortable with in retirement, and how having a proper plan can make sure that risk lines up with what you want. She also looks at retirement risks, as well as answering listener...
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Will Tax Rates Go Up or Not? - June 14, 2025
The Tax Cuts and Jobs Act, passed in 2017, is set to expire at the end of this year, and rates will go up if nothing is done between now and then. Jeff and Camille discuss the importance of tax planning to help lower your tax bill in retirement.
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More Money Challenges - June 7, 2025
Jeff and Camille revisit various money challenges during retirement, especially longevity risk, inflation and the fear of running out of money. They also look at possible signs you could need a different advisor for the stage of life you are in now, as well as answering questions from the mailbag.
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In A Better Position - May 31, 2025
A recent poll discovered many younger workers feel they are not in as good as financial shape when it comes to retirement as their parents were. Jeff and Camille go over these results and discuss ways people can help themselves get into a better position for retirement. They also revisit the…
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Income Is the Name - May 24, 2025
Jeff and Camille first address ways to help maximize your retirement income, then ways to help protect it.
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Investment Mistakes - May 17, 2025
Jeff and Camille look at some of the major mistakes that wealthier individuals may be making with their portfolio choices as they get close to or into retirement. They also revisit four major questions about retirement planning that affect almost everyone.
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Planning For Large IRAs - May 10, 2025
Larger retirement accounts are a blessing - at least until it comes to turning those savings into income and other vehicles needed specifically for retirement. Jeff and Camille take a look at the strategies used to provide reliable lifetime income, as well as how to plan for taxes so Uncle Sam...
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Protected Income - April 19, 2025
First, Jeff and Camille address planning opportunites for so-called high net worth individuals, then move on to some ways to help protect you receive protected, or guaranteed, income for retirement, including optimizing Social Security benefits and using products such as annuities with income...
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Where Will You Live - April 12, 2025
Where you will live in retirement is a question many boomers are starting to answer as they are about to embark on post-working life. Jeff and Camille look at a study which notes trends that are happening and how planning is essential to determine how you will or can live in retirement. They also...
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Retirement Income Faces Tax Challenges - April 5, 2025
It seems inevitable that tax rates will be going up in the future, perhaps as soon as the end of this year. Camille is solo on this show, and she takes a look at some of the best strategies to use to help keep more money in your pocket instead of giving it to Uncle Sam.
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Retirement Planning for Women - March 22, 2025
Women have their own special needs when it comes to retirement planning. Jeff and Camille take a look at why this is, and what women can do to help themselves become familiar with a plan that may have been done by their spouse or partner, or to set up a plan for themselves.
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401 K and IRA Decisions - March 8, 2025
Much of today's retirement savings is in IRA or 401K accounts, which means it has never been taxed - but it will be taxed as ordinary income when it is withdrawn. Jeff and Camille go over options and strategies you can use so you can pay the lowest amount legally possible to the IRS.
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Three Risks in Retirement - February 15, 2025
Health care, longevity and losing a spouse or partner are some of the risks associated with a long retirement. Jeff and Camille discuss these areas and how to plan to best protect yourself when and if any of these things happen. They also revisit how to optimize your 401K savings, as well as take…
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Tackling the Twin Threats of Taxes and Inflation - February 8, 2025
The Tax Cuts and Jobs Act is set to expire at the end of the year unless Congress passes something to replace it. And inflation is still hanging around as well. These can cut into your nest egg unless you plan for them, and Jeff and Camille discuss some of the strategies that can help you…
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Balance Your Retirement Portfolio - January 25, 2025
Finding the right investment mix for your portfolio can help you reach your goals. Jeff and Camile discuss how rebalancing your investments with the help of a financial professional can go a long way toward reaching the goals for each individual or couple. They also answer questions in their ever...
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Preserving and Optimizing Your 401K - December 21, 2024
Jeff and Camille go over tips for you to get the most out of your 401K account, including proper diversification, reviewing investment choices and aligning everything with your retirement timeline.
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Growing Government Debt - November 16, 2024
The U.S. government debt now stands at $36 trillion and growing fast. Jeff and Camille look at this issue and how expected rising taxes to pay for it could affect your retirement portfolio, as well as the best ways to plan for taxes and save money now for the future.
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Election Analysis - November 9, 2024
Jeff and Camille take a look at this week's re-election of Donald Trump to the U.S. presidency, and what it could mean going forward, especially as it pertains to retirement planning. Later they revisit four retirement unknowns and how to plan for them, including longevity and taxes.
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Dealing With Falling Interest Rates - November 2, 2024
The Federal Reserve dropped interest rates by a half percent a few weeks ago, and further cuts are expected. Jeff and Camille look at what you can do now with the parts of your portfolio that are affected by these cuts to keep up the growth that is needed.
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Taking Control of Retirement - October 19, 2024
People have experienced unprecedented events in the past few years, including the pandemic, high inflation, huge swings in the stock market, and more. Jeff and Camille look at what could lie ahead and how working with a financial professional can help plan for a number of scenarios to help you...
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Taxes in Retirement - October 12, 2024
Retirement means an entirely different shift in paying taxes, and it could mean you would pay more to Uncle Sam unless you look ahead and plan accordingly. Jeff and Camille look at the tax issue, especially the upcoming scheduled changes in rates at the end of 2025, and how tax planning could…
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Estate and Legacy Planning - September 21, 2024
Estate and legacy planning can be one of the more overlooked pieces of a retirement plan, but its importance shouldn't be overlooked. Jeff and Camille take a look at how to make sure the things you leave behind go to whoever it is supposed to go to, and in the most efficient way possible.
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Record Retirements - August 24, 2024
Over 4.1 million people will turn 65 this year and for several more years to come, and that means record retirements will put a big strain on Social Security. Medicare and more. Jeff and Camille look at these figures and, if you are one of those soon-to-be retirees, how you should approach…
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Volatility Is Back - August 17, 2024
In recent days, market volatility has come back with a vengeance - down 600 to 1000 points on some days, but bouncing right back afterwards. Camille reminds us that these periods do happen, and that financial plans take this into account as best as they can so the effects of volatility can be...
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Four Retirement Unknowns - July 27, 2024
Longevity, taxes, health care costs and market performance. These are areas that no one is completely certain about going into the future, but advisors help retirees plan for these areas as best they can. Jeff and Camille explain how this works and how it can help any given retiree or couple be...
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Decision 2024 - July 6, 2024
Jeff and Camille discuss the upcoming presidential election, reacting to comments from Jeff Bush of the Washington Insider, and talking about how financial questions will play a huge role in the campaign. They also discuss four important retirement questions such as when someone can retire, if…
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Protected Income - June 22, 2024
What people want and need in retirement is guaranteed income to cover their fixed monthly expenses. Jeff and Camille discuss some of the strategies to put your retirement savings to work in providing this type of income and how to best make it work for a particular person's retirement plan.
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Creating A Five Star Retirement Plan - June 1, 2024
Today Jeff and Camille discuss how to create a retirement plan that covers all five main areas of finances in your post-working years, including income, taxes, health care and legacy planning, as well as money for growth to cover future inflation and rising costs.
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Behavioral Finance and You - May 18, 2024
People are emotional about money, and can behave in certain ways that aren't always best for their retirement savings. Today Camille looks at some particular behaviors such as herd behavior that people sometimes follow and how proper planning can help avoid bad decision making for someone's...
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Creating A Lasting Legacy - April 27, 2024
Jeff and Camille discuss legacy planning and how it can benefit your loved ones if proper planning is done ahead of time.
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The Client Experience - April 13, 2024
Camille is solo today as she takes you through what it is like to be a client at Monolith Financial Group, including what happens after you make the first call to the initial meeting all the way through putting a Monolith Money Map together and making sure to update the plan as necessary…
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All About Annuities - March 23, 2024
Are you confused by the subject of annuities? In case you are, Jeff and Camille are here to bring you the facts about this polarizing financial product that can bring you guaranteed lifetime income, as well as other benefits you may now know about.
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Four Questions About Retirement - March 16, 2024
When can I retire? Have I saved enough? Will my money last? Will my loved ones be taken care of if something happens to me? These are the top of mind questions people want to know if they are thinking about retiring. Today Jeff and Camille answer these pertinent questions and discuss how proper...
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Retirement Tool Kit - March 2, 2024
Retirement Tool Kit - March 2, 2024 by MonolithMoneyShow
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Top Five Retirement Questions - February 24, 2024
Today Jeff and Camille open the show by taking on five retirement questions many people ask when planning. These include how much should they have saved, whether or not to pay off their mortgage, and three others. Later they look at the five stages of a person's financial life and how retirement...
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Retirement Dreams vs. Reality - February 10, 2024
Sometimes the way retirement happens in real life turns out differently than what was expected beforehand. Jeff and Camille talk about what people should plan for besides financial aspects so that their post-working years play out smoothly in all aspects of their lifestyle.
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Boomers Up To Bat; Gen X On Deck - January 6, 2024
First, Jeff and Camille look at what to expect in financial law changes in the new year, including new IRS rules, Social Security adjustments, and more. Then they take a look at baby boomers being the latest group of retirees but also the first Gen Xers getting into retiring, and what they should...
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New Year's Resolutions - December 31, 2023
Today Jeff and Camille look at various financial resolutions you might make for yourself going into 2024. They also take a look back at some of the unknown factors that can affect retirement planning.
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Money Challenges in Retirement - December 16, 2023
People heading for retirement have numerous concerns when it comes to their money, including inflation, health care costs, and running out of money. Today Jeff and Camille discuss various strategies to help clients plan for the various twists and turns retirement can bring so that their money…
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Four Retirement Unknowns - December 2, 2023
There are several areas that are never exactly certain when retirement approaches - how long you may live, the cost of health care, market performance, taxes. These are several things that still need to be accounted for, and today Jeff and Camille look at some of the ways they can help clients to...
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Year End Checklist - November 4, 2023
Jeff and Camille go over a checklist for you to keep track of regarding financial moves to make before the end of 2023, and especially by the end of November. They also go over a retirement "tool kit" that involves a number of potential strategies for you to use in your plan, depending on your...
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Topics On Your Retirement Planning List - October 21, 203
Three of the most important things to put on a retirement planning list are income, health care costs and taxes. Today Jeff and Camille take a look at these areas and how best to plan so that each is covered.
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Protected Income - October 7, 2023
There is no retirement without income, and a portion of everyone's income needs to be guaranteed to cover typical monthly expenses. Today Jeff and Camille address how to protect the portion of your retirement savings dedicated to income so that it produces exactly what you need, month after…
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Four Questions About Retirement - September 23, 2023
When can I retire? Have I saved enough? Will my money last? Those are three of the four big questions most people have as they approach retirement. Today Jeff and Camille discuss how a financial professional can help answer those questions for any given client, as well as making preparations for...
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Make Your Money Work For You - September 9, 2023
It isn't what you make, it's what you keep that counts. That especially goes for retirement, where you likely are on a more fixed income. Today Jeff and Camille address how to take your retirement savings and turn it into income, to make sure all your expenses are covered and you can focus on…
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Three Risks in Retirement - August 26, 2023
Long term care, losing a spouse and longevity risk are three things which, if not planned for, can sink any retirement plan. Today Jeff and Camille look at each of these issues in detail and how to make sure they are accounted for in your plan.
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Plan For The Worst, Hope For The Best - August 19, 2023
Jeff and Camille revisit how to plan for a worst case scenario in retirement, such as unexpected health care issues and more.
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ABOUT THIS SHOW
At Monolith Financial Group, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, designed to help you address your financial needs and concerns. Monolith Financial Group is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Monolith Financial Group are not affiliated companies. CA Ins. Lic. #0N14019 1817782-8/21
HOSTED BY
Jeff Mitchell and Camille Butterfield
CATEGORIES
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Frequently Asked Questions
How many episodes does Monolith Money Show have?
Monolith Money Show currently has 258 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Monolith Money Show about?
At Monolith Financial Group, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, designed to help you address your financial...
How often does Monolith Money Show release new episodes?
Monolith Money Show publishes regularly with 258 episodes available. Check the episode list for the typical release schedule.
Where can I listen to Monolith Money Show?
You can listen to Monolith Money Show on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Monolith Money Show?
Monolith Money Show is created and hosted by Jeff Mitchell and Camille Butterfield.
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