Welcome to Retirement Intel. A weekly show where we discuss the latest topics in the world of retirement planning.

Register for our special Election 2024 Webinar https://us06web.zoom.us/webinar/register/2317259796632/WN_waTtS70hQKSHdziwHSmQMg

See if you’re on track https://www.theoremwm.com/start-here

This weekly show airs every Tuesday at 4 p.m. Central Time, where we dive into the latest trends, insights, and strategies for your retirement planning. In today's episode, our host Johnathan Rankin shares 10 Principles for building wealth and creating financial freedom. It is an episode you don’t want to miss!

Join us as we navigate through these critical subjects and provide you with the knowledge you need for a secure and prosperous retirement. If you have any questions or topics you'd like us to cover, drop us a note at retire@theoremwm.com or join us live next week!

Theorem stands for THE Optimal Retirement and Estate Management, our mission is to help diligent retirement-focused savers achieve their dream retirement while reducing the stress caused by managing wealth.

- Johnathan Rankin CRPC® CEPA®, Founder & CEO

- Theorem Wealth Management

😁 [REACH OUT ON FACEBOOK] https://www.facebook.com/Theoremwm/

➡️ [CONNECT WITH ME ON LINKEDIN] https://www.linkedin.com/in/johnathan-rankin-crpc%C2%AE-cepa%C2%AE-4a908b4a/

🌐[HOMEPAGE] https://www.theoremwm.com/

1️⃣[RETIRE ONCE] https://www.theoremwm.com/retire-once-show

#TheoremWealthManagement #RetireOnce #RetirementPodcast #Podcast

Disclaimer: Johnathan Rankin is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Theorem Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.

Welcome to Retirement Intel. A weekly show where we discuss the latest topics in the world of retirement planning.

Register for our special Election 2024 Webinar https://us06web.zoom.us/webinar/register/2317259796632/WN_waTtS70hQKSHdziwHSmQMg

See if you’re on track https://www.theoremwm.com/start-here

Join us for a special Thursday Edition!

This weekly show airs every Tuesday at 4 p.m. Central Time, where we dive into the latest trends, insights, and strategies for your retirement planning. In today's episode, we cover a range of topics including:

- Will the 60/40 Portfolio Ruin Your Retirement

- How will the end of Trump's tax cuts impact your retirement?

Articles Discussed:

https://www.wsj.com/finance/investing/60-40-portfolio-retirement-61716c4d

https://www.wsj.com/personal-finance/taxes/trump-tax-cuts-expire-2025-486894dc?mod=itp_wsj

Join us as we navigate through these critical subjects and provide you with the knowledge you need for a secure and prosperous retirement. If you have any questions or topics you'd like us to cover, drop us a note at retire@theoremwm.com or join us live next week!

Theorem stands for THE Optimal Retirement and Estate Management, our mission is to help diligent retirement-focused savers achieve their dream retirement while reducing the stress caused by managing wealth.

- Johnathan Rankin CRPC® CEPA®, Founder & CEO

- Theorem Wealth Management

😁 [REACH OUT ON FACEBOOK] https://www.facebook.com/Theoremwm/

➡️ [CONNECT WITH ME ON LINKEDIN] https://www.linkedin.com/in/johnathan-rankin-crpc%C2%AE-cepa%C2%AE-4a908b4a/

🌐[HOMEPAGE] https://www.theoremwm.com/

1️⃣[RETIRE ONCE] https://www.theoremwm.com/retire-once-show

#TheoremWealthManagement #RetireOnce #RetirementPodcast #Podcast

Disclaimer: Johnathan Rankin is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Theorem Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.

Welcome to Retirement Intel. A weekly show where we discuss the latest topics in the world of retirement planning.

See if you’re on track https://www.theoremwm.com/start-here

This weekly show airs every Tuesday at 4 p.m. Central Time, where we dive into the latest trends, insights, and strategies for your retirement planning. In today's episode, we cover a range of topics including:

- Is there a retirement crisis?

- Why is retirement planning hard?

- Gambling vs Investing

Articles Discussed:

https://www.barrons.com/articles/investments-beat-cash-rates-75c3d0e8

https://crr.bc.edu/do-we-have-a-retirement-crisis/

https://www.investmentnews.com/retirement/news/401k-auto-features-dont-help-savings-as-much-as-thought-researchers-find-256562

https://awealthofcommonsense.com/2024/08/why-people-dont-save-enough-for-retirement/

https://www.cnbc.com/2024/08/21/the-explosion-of-online-sports-betting-is-taking-a-toll-on-how-people-invest.html

Join us as we navigate through these critical subjects and provide you with the knowledge you need for a secure and prosperous retirement. If you have any questions or topics you'd like us to cover, drop us a note at retire@theoremwm.com or join us live next week!

Theorem stands for THE Optimal Retirement and Estate Management, our mission is to help diligent retirement-focused savers achieve their dream retirement while reducing the stress caused by managing wealth.

- Johnathan Rankin CRPC® CEPA®, Founder & CEO

- Theorem Wealth Management

😁 [REACH OUT ON FACEBOOK] https://www.facebook.com/Theoremwm/

➡️ [CONNECT WITH ME ON LINKEDIN] https://www.linkedin.com/in/johnathan-rankin-crpc%C2%AE-cepa%C2%AE-4a908b4a/

🌐[HOMEPAGE] https://www.theoremwm.com/

1️⃣[RETIRE ONCE] https://www.theoremwm.com/retire-once-show

#TheoremWealthManagement #RetireOnce #RetirementPodcast #Podcast

Disclaimer: Johnathan Rankin is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Theorem Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.

Welcome to Retirement Intel. A weekly show where we discuss the latest topics in the world of retirement planning.

See if you’re on track https://www.theoremwm.com/start-here

This weekly show airs every Tuesday at 4 p.m. Central Time, where we dive into the latest trends, insights, and strategies for your retirement planning. In today's episode, we cover a range of topics including:

- Retirees will pay twice as much as they think for healthcare

- The most luxurious retirement?

- What is going on with the housing market?

Join us as we navigate through these critical subjects and provide you with the knowledge you need for a secure and prosperous retirement. If you have any questions or topics you'd like us to cover, drop us a note at retire@theoremwm.com or join us live next week!

Theorem stands for THE Optimal Retirement and Estate Management, our mission is to help diligent retirement-focused savers achieve their dream retirement while reducing the stress caused by managing wealth.

- Johnathan Rankin CRPC® CEPA®, Founder & CEO

- Theorem Wealth Management

😁 [REACH OUT ON FACEBOOK] https://www.facebook.com/Theoremwm/

➡️ [CONNECT WITH ME ON LINKEDIN] https://www.linkedin.com/in/johnathan-rankin-crpc%C2%AE-cepa%C2%AE-4a908b4a/

🌐[HOMEPAGE] https://www.theoremwm.com/

1️⃣[RETIRE ONCE] https://www.theoremwm.com/retire-once-show

#TheoremWealthManagement #RetireOnce #RetirementPodcast #Podcast

Disclaimer: Johnathan Rankin is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Theorem Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.

Welcome to Retirement Intel. A weekly show where we discuss the latest topics in the world of retirement planning.

See if you’re on track https://www.theoremwm.com/start-here

This weekly show airs every Tuesday at 4 p.m. Central Time, where we dive into the latest trends, insights, and strategies for your retirement planning. In today's episode, we cover a range of topics including:

- Latest News

- Should You Be Selling?

- Retirement Myths

- What Is a Fiduciary?

Join us as we navigate through these critical subjects and provide you with the knowledge you need for a secure and prosperous retirement. If you have any questions or topics you'd like us to cover, drop us a note at retire@theoremwm.com or join us live next week!

Articles Discussed

https://www.morningstar.com/portfolios/why-preretirees-retirees-should-derisk-today

https://www.morningstar.com/personal-finance/6-retirement-financial-myths-avoid

https://www.wsj.com/personal-finance/retirement/the-insurance-industry-is-winning-a-fight-to-kill-new-protections-for-retirement-savers-54030e41

https://lifehacker.com/money/why-are-tiktok-influencers-pushing-life-insurance-over-401ks

Theorem stands for THE Optimal Retirement and Estate Management, our mission is to help diligent retirement-focused savers achieve their dream retirement while reducing the stress caused by managing wealth.

- Johnathan Rankin CRPC® CEPA®, Founder & CEO

- Theorem Wealth Management

😁 [REACH OUT ON FACEBOOK] https://www.facebook.com/Theoremwm/

➡️ [CONNECT WITH ME ON LINKEDIN] https://www.linkedin.com/in/johnathan-rankin-crpc%C2%AE-cepa%C2%AE-4a908b4a/

🌐[HOMEPAGE] https://www.theoremwm.com/

1️⃣[RETIRE ONCE] https://www.theoremwm.com/retire-once-show

#TheoremWealthManagement #RetireOnce #RetirementPodcast #Podcast

Disclaimer: Johnathan Rankin is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Theorem Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.

Welcome to Retirement Intel. A weekly show where we discuss the latest topics in the world of retirement planning. [START PLANNING TODAY] https://www.theoremwm.com/start-here This weekly show airs every Tuesday at 4 p.m. Central Time, where we dive into the latest trends, insights, and strategies for your retirement planning. In today's episode, we cover a range of topics including: - The Chart of The Week - Retirement Savings Rule Changes To Know - The U.S. Debt and How It Impacts You - Smartphone Tips to Simplify Your Life Join us as we navigate through these critical subjects and provide you with the knowledge you need for a secure and prosperous retirement. If you have any questions or topics you'd like us to cover, drop us a note at retire@theoremwm.com or join us live next week! Our mission here at Theorem Wealth is to help diligent retirement-focused savers achieve their dream retirement while reducing the stress caused by managing wealth. - Johnathan Rankin CRPC® CEPA®, Founder & CEO - Theorem Wealth Management 😁 [REACH OUT ON FACEBOOK] https://www.facebook.com/Theoremwm/ ➡️ [CONNECT WITH ME ON LINKEDIN] https://www.linkedin.com/in/johnathan-rankin-crpc%C2%AE-cepa%C2%AE-4a908b4a/ 🌐[HOMEPAGE] https://www.theoremwm.com/ 1️⃣[RETIRE ONCE] https://www.theoremwm.com/retire-once-show #TheoremWealthManagement #RetireOnce #RetirementPodcast #Podcast Disclaimer: Johnathan Rankin is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Theorem Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.

Welcome to Retirement Intel. A weekly show where we discuss the latest topics in the world of retirement planning. [START PLANNING TODAY] https://www.theoremwm.com/start-here Welcome to our first-ever live broadcast of "Retirement Intel" with your host, Johnathan Rankin! This weekly show airs every Tuesday at 4 p.m. Central Time, where we dive into the latest trends, insights, and strategies for your retirement planning. In today's episode, we cover a range of topics including:- Market volatility and its impact on big tech stocks.- An interesting chart by Richard Bernstein Advisors on stock performance.- A breakdown of a recent article discussing the misconceptions around Social Security and its future.- Updates on the IRS's Secure 2.0 Act and new rules for 401k and IRA withdrawals.- Common mistakes in rolling over 401k to IRA and how to avoid them.- Six essential things to consider purchasing before retirement, according to a Forbes article.- The latest list of the best and worst states to retire in, and what factors are considered.Join us as we navigate through these critical subjects and provide you with the knowledge you need for a secure and prosperous retirement. If you have any questions or topics you'd like us to cover, drop us a note at retire@theoremwm.com or join us live next week! Articles discussed -https://www.barrons.com/articles/social-security-run-out-benefit-cuts-490e769ahttps://www.wsj.com/personal-finance/retirement/using-your-retirement-account-as-an-emergency-atm-just-got-easier-2ab939bahttps://www.wsj.com/personal-finance/retirement/the-401-k-rollover-mistake-that-costs-retirement-savers-billions-c7a19dfahttps://www.forbes.com/sites/nancyanderson/2024/07/24/6-things-to-pay-for-when-you-are-nearing-retirement/https://www.newsweek.com/best-worst-states-retirement-delaware-bankrate-1928830 Our mission here at Theorem Wealth is to help diligent retirement-focused savers achieve their dream retirement while reducing the stress caused by managing wealth. - Johnathan Rankin CRPC® CEPA®, Founder & CEO - Theorem Wealth Management 😁 [REACH OUT ON FACEBOOK] https://www.facebook.com/Theoremwm/ ➡️ [CONNECT WITH ME ON LINKEDIN] https://www.linkedin.com/in/johnathan-rankin-crpc%C2%AE-cepa%C2%AE-4a908b4a/ 🌐[HOMEPAGE] https://www.theoremwm.com/ 1️⃣[RETIRE ONCE] https://www.theoremwm.com/retire-once-show #TheoremWealthManagement #RetireOnce #RetirementPodcast #Podcast Disclaimer: Johnathan Rankin is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Theorem Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.

Welcome back to another episode of The Retire One Show! Your hosts, Johnathan and Melissa Rankin, the mental challenges that come with retirement. Most people think that planning for retirement is all about the financial aspects that come with retirement. Whether that is how much should you save for retirement, how much you should spend in retirement or how to invest for retirement. What most retirees find is that there is so much more to retirement than money. Planning for the parts of retirement that can create mental stress is equally as important.  

Have questions about your retirement? Email us at Retire@theoremwm.com‍ or use the link below to schedule some time with a member of our team. 

See if you are on track to retire https://www.theoremwm.com/start-here 

Read the articles discussed. 

https://www.morningstar.com/personal-finance/20-ira-mistakes-avoid 

https://www.advisorperspectives.com/articles/2023/08/07/insurance-stock-allocation-challenges-retirement-swedore 

#Retirement #Investing #FinancialPlanning #RetireOneShow 

- - - - - - - - - - - - - - - - - - - 

Our mission here at Theorem Wealth Management is to help diligent retirement focused savers achieve their dream retirement while reducing the stress caused by managing wealth.  

- Johnathan Rankin CRPC® CEPA®, Founder & CEO 

-  Melissa Rankin - Wealth Management Advisor 

- Theorem Wealth Management 

🎁 [ULTIMATE RETIREMENT TOOL KIT] https://www.theoremwm.com/retirement-toolkit-download 

👍 [SCHEDULE A CONVERSATION]  https://www.theoremwm.com/start-here 

😁 [REACH OUT ON FACEBOOK] https://www.facebook.com/Theoremwm/ 

➡️ [CONNECT WITH ME ON LINKEDIN] https://www.linkedin.com/in/johnathan-rankin-crpc%C2%AE-cepa%C2%AE-4a908b4a/ 

🌐[HOMEPAGE] https://www.theoremwm.com/ 

1️⃣[RETIRE ONCE] https://www.theoremwm.com/retire-once-show 

-----------------------  

POPULAR RETIREMENT VIDEOS 

How rising interest rates affect retirement plans: https://youtu.be/FH8yU3W4oqo 

All About Roth Accounts - Roth Conversions, Roth IRAs & Roth 401(k)s: https://youtu.be/6WB5id7G7rA 

Retirement During A Recession: Are you Prepared?: https://youtu.be/sR28HxppG6o 

-----------------------  

#TheoremWealthManagement #RetireOnce #RetirementPodcast #Podcast 

Disclaimer: Johnathan Rankin is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Theorem Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.