iHeart Radio Talk Radio 1190am - "Ask The Experts"

iHeart Radio Strittmatter Wealth Management Group Financial Education Wealth Management Firm Fort Worth Texas

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Show Notes

Josh Strittmatter is the founder and president of Strittmatter Wealth Management Group, LLC a Registered Investment Advisor located in downtown Fort Worth, TX. Josh is a Certified Financial Planner practicing for 16 years in DFW. His firm specializes in Retirement Planning, Estate Planning and Investment Management. All information discussed in today's program is meant to be educational only. For more information including key disclosures, please visit their website www.strittmatterwealth.com.

Good morning Josh! It is great to talk with you again this morning.

Before we get started this morning, I know you are always teaching classes and having workshops so why don’t you tell our listeners when and where your next one will be....

Good morning Josh! It is great to talk with you again this morning.

Before we get started this morning, I know you are always teaching classes and having workshops so why don’t you tell our listeners when and where your next one will be....

Retirement Planning Workshop

This is an interactive, 1.5 hour workshop where you will learn everything you need to know on how to retire successfully.

Location: Hilton Garden Inn Fort Worth

Dates and Time: 1st and 3rd Thursday of every month at 6:30pm

 

How to Sign Up:

1.    Go to www.strittmatterwealth.com and click on Education

2.    Email us at info@strittmatterwealth.com 3. or call 817-210-3444

1.    Darrick from Dallas asks “I am wondering what is safe withdrawal rate from my portfolio. I don’t want to run out of money. Help!?

2.    Ben in Saginaw asks “What are my biggest risk heading into retirement”?

3.    Don in Hudson Oaks asks “How much money do you need to have saved before you retire?”

4.    Delores in Arlington asks “I am recently a widow and am worried about what to do next. I am a little fearful about sitting down with someone to talk about money because I let my husband handle everything. What should I do Josh”?

5.    Holly in Aledo asks “I am looking forward to traveling in retirement. How much to people usually spend on travel in retirement?”

6.    Rick in Hurst asks “I am getting close to age 70 and have heard I have to take money out of my IRA. What can I do with that money if I don’t need it to live off of?”

7.    Donna in Mansfield asks “I am about to turn age 65 and am not sure if I should take Medicare or Medicare Advantage. What are your thoughts?”

8.    Ben from Pantego asks “We have grandkids that we would like to help out with college savings. What are the best ways to do that?”

9.    John from Frisco asks: “I am looking at a Single Premium Annuity to have an income that pays me until I die. I want to make sure I am making the right decision. What if any are the drawbacks to this?”

10. William in Keller asks: “I am a little uneasy about retiring right now because of the current economy. Should I sell everything and move to Mexico?”

11. Dedra from Fort Worth asks: “I am wondering if you think it would be wise to invest into a Real Estate Investment Trust?”

12. Billy from North Richland Hills ask: “How can I minimize my taxes in retirement?”

13. Luke from White Settlement asks: “I have been told that I make too much money to contribute to an IRA or not? Why would the government not want me to save money for retirement?”

14. Darin from Fort Worth asks: “Do I need long term care insurance?”

Closing Remarks

You have been listening to Josh Strittmatter, owner of Strittmatter Wealth Management Group, located in downtown Fort Worth. Josh is a Certified Financial Planner and specializes in retirement planning, estate planning and investment management. If you would like to ask him questions directly, you can email him at info@strittmatterwealth.com. You can also call him at 817-210-3444.

DISCLOSURE