Not a Guru: Real Financial Education with Mark Byelich, CFP®

The 4% Rule vs a TRUE Retirement Plan

Mon, 15 Jun 2026 22:13:00 -0000

Last week, we compared the traditional 4% rule of thumb against our 3 Pillars of Investment Management framework with eye-opening results. This week, we are taking the strategy a step further by integrating advanced, tax-efficient planning tools like strategic Roth conversions and cash value life insurance to create a TRUE Retirement Plan. Wharton Budget Model: https://budgetmodel.wharton.upenn.edu/p/2026-06-02-when-does-federal-debt-reach-unsustainable-levels/ Trustees Report: https://www.cms.gov/data-research/statistics-trends-and-reports/trustees-report-trust-funds Top 3 Regrets Older Retirees Have: https://youtu.be/dbQl7aaMsqk 3 Pillars of Investment Management: https://youtu.be/QfcWuR2HWug Visit our website: https://www.attleborowealth.com Listen to the 'Not a Guru' Podcast on Spotify (or any other Podcast platform): https://open.spotify.com/show/2dTsIcyjJyR5NsZfgiL0Dc?si=c2ddc0bab77e4789 The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Attleboro Wealth Management, LLC is a Registered Investment Adviser. This program is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Attleboro Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Attleboro Wealth Management, LLC unless a client service agreement is in place.

An Alternative to the 4% Rule

Mon, 08 Jun 2026 07:56:00 -0000

The 4% Rule is a well known rule of thumb. We’ve talked before about some of the issues and limitations of this rule, but what is an alternative? In this video, I’ll discuss our income and distribution strategy and how it compares to the 4% Rule. 3 Pillars of Investment Management: https://youtu.be/mgSBeGzVqgg Visit our website: https://www.attleborowealth.com Listen to the 'Not a Guru' Podcast on Spotify (or any other Podcast platform): https://open.spotify.com/show/2dTsIcyjJyR5NsZfgiL0Dc?si=c2ddc0bab77e4789 The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Attleboro Wealth Management, LLC is a Registered Investment Adviser. This program is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Attleboro Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Attleboro Wealth Management, LLC unless a client service agreement is in place.

Three Pillars of Investment Management

Fri, 05 Jun 2026 20:23:00 -0000

Visit our website: https://www.attleborowealth.com Schedule a meeting with Mark at: https://go.oncehub.com/webinarfollowupconsult The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.

The Retirement Cost Few Are Talking About (New 2026 Data)

Mon, 25 May 2026 17:34:00 -0000

Think your retirement fund is safe? Think again. A new index featured in the New York Times reveals the average 65-year-old needs $135,000 today just to cover future long-term care—and that number can jump past $665,000 depending on your health and sex. In this video, we expose the "LTC Problem" and give you some ideas to help protect your savings. Last week's Financial Focus: https://youtu.be/gubuI9cNizk CareScout: https://www.carescout.com/cost-of-care Visit our website:https://www.attleborowealth.com Listen to the 'Not a Guru' Podcast on Spotify (or any other Podcast platform): https://open.spotify.com/show/2dTsIcyjJyR5NsZfgiL0Dc?si=c2ddc0bab77e4789 The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Attleboro Wealth Management, LLC is a Registered Investment Adviser. This program is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Attleboro Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Attleboro Wealth Management, LLC unless a client service agreement is in place. --- 0:00 - Introduction 03:31 - Slott Report 20:00 - Market Update 28:43 - AWM Updates 30:00 - Financial Focus: The Retirement Cost Few Are Talking About

The New Must-Have Member of Your Retirement Team

Tue, 19 May 2026 22:08:00 -0000

Is your retirement team complete? Probably not. We’re sharing an important update on why we are adding Healthcare Advisors to our inner circle and how it can potentially change the game for your long-term security. Are you prepared for another "hidden tax" of retirement? Most financial plans fail to account for the skyrocketing complexity of healthcare. In this session, we’re revealing an important update to our advisory model: the integration of a dedicated Healthcare Advisor. In this video, you’ll discover: Why your Financial Advisor needs a Healthcare partner. The 2026 outlook on medical inflation and your nest egg. How a Healthcare Advisor could save you money on premiums and long-term care. Steps to "re-tool" your team for a potentially more secure future. Visit our website: https://www.attleborowealth.com Listen to the 'Not a Guru' Podcast on Spotify (or any other Podcast platform): https://open.spotify.com/show/2dTsIcyjJyR5NsZfgiL0Dc?si=c2ddc0bab77e4789 The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Attleboro Wealth Management, LLC is a Registered Investment Adviser. This program is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Attleboro Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Attleboro Wealth Management, LLC unless a client service agreement is in place. --- 0:00 - Introduction & Upcoming 02:52 - Slott Report 18:22 - Market Update 30:53 - Financial Focus: The New Must-Have Member of Your Retirement Team

Is Your Financial Advisor Still Right for You?

Tue, 21 Apr 2026 05:08:00 -0000

Many people ask themselves this question. The advisor or team who helped you accumulate wealth might not be the best equipped to guide your transition from saving to spending in retirement. Retirement brings a new set of financial complexities, and the nuances of tax planning, income strategies, and risk management often fall outside the core expertise of a growth-focused advisor. Join me in this episode as I discuss key considerations and essential questions you should ask. Visit our website: https://www.attleborowealth.com Listen to the 'Not a Guru' Podcast on Spotify (or any other Podcast platform): https://open.spotify.com/show/2dTsIcyjJyR5NsZfgiL0Dc?si=c2ddc0bab77e4789 The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Attleboro Wealth Management, LLC is a Registered Investment Adviser. This program is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Attleboro Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Attleboro Wealth Management, LLC unless a client service agreement is in place. --- 0:00 - Introduction & Upcoming 01:46 - Slott Report 11:31 - Market Update 19:49 - The Financial Focus: Is Your Financial Advisor Still Right for You?

What Are You Really Paying Your Financial Advisor?

Sun, 12 Apr 2026 18:59:00 -0000

There’s a dirty little secret in the financial services industry. Many times the fees you are charged are more than you think they are, often much more. Third party asset managers charge additional fees that are usually passed on to the client and most people aren’t aware of these added costs.

In this episode I’ll share the details about these added fees with you. I’m going to tell you what questions you should ask to help you find those added costs so you can know the whole story about what you are paying your advisor.

Visit our website: https://www.attleborowealth.com

Listen to the 'Not a Guru' Podcast on Spotify (or any other Podcast platform): https://open.spotify.com/show/2dTsIcyjJyR5NsZfgiL0Dc?si=c2ddc0bab77e4789

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.

Attleboro Wealth Management, LLC is a Registered Investment Adviser. This program is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Attleboro Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Attleboro Wealth Management, LLC unless a client service agreement is in place.

0:00 - Introduction & Upcoming 01:11 - Slott Report 08:19 - Market Update 18:56 - The Financial Focus: What are you really paying your Financial Advisor?

Why Financial Advisors Don’t Recommend Roth Conversions

Sun, 15 Mar 2026 06:43:00 -0000

Schedule a meeting with Mark at: https://www.attleborowealth.com/discovery Sometimes when I am talking to people about using Roth conversions for tax planning, they tell me that their Financial Advisor doesn't recommend Roth conversions. They may even go on to tell me that they’ve asked about Roth conversions just to be told that it isn’t a good idea. Why might this be? I’ll explore the potential reasons in this video. 3 Pillars of Investment Management: https://youtu.be/mgSBeGzVqgg Visit our website: https://www.attleborowealth.com Listen to the 'Not a Guru' Podcast on Spotify (or any other Podcast platform): https://open.spotify.com/show/2dTsIcyjJyR5NsZfgiL0Dc?si=c2ddc0bab77e4789 The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Attleboro Wealth Management, LLC is a Registered Investment Adviser. This program is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Attleboro Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Attleboro Wealth Management, LLC unless a client service agreement is in place. --- 0:00 - Introduction & Upcoming 03:33 - Slott Report & Market Update 27:45 - The Financial Focus: Why Financial Advisors Don’t Recommend Roth Conversions

How to Pay for Healthcare in Early Retirement (Bridging the Gap to Medicare)

Tue, 10 Mar 2026 01:54:00 -0000

Schedule a meeting with Mark at: https://www.attleborowealth.com/discovery

Thinking about retiring before age 65? It’s a dream for many, but it comes with a massive financial hurdle: how do you pay for healthcare before you become eligible for Medicare? Join me and Jesse D'Elia, CFP® as we break down the concerns, ideas, and actionable strategies for bridging the healthcare gap in early retirement. If you are planning to leave the workforce in your 50s or early 60s, this is a conversation you cannot afford to miss. 3 Pillars of Investment Management: https://youtu.be/mgSBeGzVqgg Visit our website: https://www.attleborowealth.com Listen to the 'Not a Guru' Podcast on Spotify (or any other Podcast platform): https://open.spotify.com/show/2dTsIcyjJyR5NsZfgiL0Dc?si=c2ddc0bab77e4789 The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Attleboro Wealth Management, LLC is a Registered Investment Adviser. This program is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Attleboro Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Attleboro Wealth Management, LLC unless a client service agreement is in place.

Estate Planning: Do This Before It's Too Late

Tue, 10 Mar 2026 01:53:00 -0000

Schedule a meeting with Mark at: https://www.attleborowealth.com/discovery

We very recently received the terrible news that one of our dear clients passed away suddenly. Unfortunately, we’ve been through this too many times. Estate planning is complicated, it’s difficult, and it’s vitally important. In this episode I’ll share some of the key things I’ve learned over the years to try to help you avoid common estate planning mistakes. 3 Pillars of Investment Management: https://youtu.be/mgSBeGzVqgg Visit our website: https://www.attleborowealth.com Listen to the 'Not a Guru' Podcast on Spotify (or any other Podcast platform): https://open.spotify.com/show/2dTsIcyjJyR5NsZfgiL0Dc?si=c2ddc0bab77e4789 The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Attleboro Wealth Management, LLC is a Registered Investment Adviser. This program is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Attleboro Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Attleboro Wealth Management, LLC unless a client service agreement is in place. --- 0:00 - Introduction 04:12 - Slott Report 13:24 - Market Update 32:13 - Financial Focus: Estate Planning - Do This Before It's Too Late

My Conversation with A.I. About Retirement Income Planning

Sun, 15 Feb 2026 05:00:00 -0000

Schedule a meeting with Mark at: https://www.attleborowealth.com/discovery

On a snowy Sunday morning I had an interesting conversation with my A.I. tool about Retirement Income Planning. My exploration went in a different direction than I thought it would. I was surprised by the results and you may be too. Join me as I share the details. 3 Pillars of Investment Management: https://youtu.be/mgSBeGzVqgg Go-Go, Slow-Go, No-Go: https://youtu.be/k3sxxQ4PlII Visit our website: https://www.attleborowealth.com Listen to the 'Not a Guru' Podcast on Spotify (or any other Podcast platform): https://open.spotify.com/show/2dTsIcyjJyR5NsZfgiL0Dc?si=c2ddc0bab77e4789 The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Attleboro Wealth Management, LLC is a Registered Investment Adviser. This program is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Attleboro Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Attleboro Wealth Management, LLC unless a client service agreement is in place.

Minors as Beneficiaries - How to Protect Your Heirs

Sun, 15 Feb 2026 02:00:00 -0000

Schedule a meeting with Mark at: https://www.attleborowealth.com/discovery Are you considering, or have you named, a minor or minors as beneficiary to your IRA? There are many things to consider when naming a minor as a beneficiary. Join Jesse D'Elia, CFP® and me as we discuss the details and some things to pay attention to. 3 Pillars of Investment Management: https://youtu.be/mgSBeGzVqgg Visit our website: https://www.attleborowealth.com Listen to the 'Not a Guru' Podcast on Spotify (or any other Podcast platform): https://open.spotify.com/show/2dTsIcyjJyR5NsZfgiL0Dc?si=c2ddc0bab77e4789 The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Attleboro Wealth Management, LLC is a Registered Investment Adviser. This program is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Attleboro Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Attleboro Wealth Management, LLC unless a client service agreement is in place.

Reflecting on 2025 and Investment Updates for the New Year

Sun, 15 Feb 2026 01:56:00 -0000

Schedule a meeting with Mark at: https://www.attleborowealth.com/discovery Join me and our Chief Investment Officer, Lidia Amodei as we discuss market returns for 2025 and updates and outlook for 2026. 3 Pillars of Investment Management: https://youtu.be/mgSBeGzVqgg Visit our website: https://www.attleborowealth.com Listen to the 'Not a Guru' Podcast on Spotify (or any other Podcast platform): https://open.spotify.com/show/2dTsIcyjJyR5NsZfgiL0Dc?si=c2ddc0bab77e4789 The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Attleboro Wealth Management, LLC is a Registered Investment Adviser. This program is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Attleboro Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Attleboro Wealth Management, LLC unless a client service agreement is in place.

How the Rich Pay Zero Tax on Investment Withdrawals

Tue, 30 Dec 2025 03:16:00 -0000

Schedule a meeting with Mark at: https://www.attleborowealth.com/disco... It is possible to pay no tax on withdrawals from your investments even if you have high income. The idea is simple, but the process and details are not. Learn the details in this video. Trump Accounts: https://www.youtube.com/watch?v=Rdv-twNZMEE 3 Pillars of Investment Management: https://www.youtube.com/watch?v=mgSBeGzVqgg Visit our website: https://www.attleborowealth.com Listen to the 'Not a Guru' Podcast on Spotify (or any other Podcast platform): https://open.spotify.com/show/2dTsIcy... The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Attleboro Wealth Management, LLC is a Registered Investment Adviser. This program is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Attleboro Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Attleboro Wealth Management, LLC unless a client service agreement is in place. ---

0:00 - Introduction 01:46 - Slott Report 18:15 - Market Update 27:52 - Financial Focus: How the Rich Pay Zero Tax on Investment Withdrawals

Year-End is Here: Do This Now!

Tue, 16 Dec 2025 21:05:00 -0000

Schedule a meeting with Mark at: ⁠https://www.attleborowealth.com/disco...

Time is almost up. There are just a few weeks left before the 2025 door closes on some important financial strategies forever. I’ll review the details in this episode. 3 Pillars of Investment Management: Weekly Webinar: 3 Pillars of Investment Ma... Visit our website: https://www.attleborowealth.com Listen to the 'Not a Guru' Podcast on Spotify (or any other Podcast platform): https://open.spotify.com/show/2dTsIcy... The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Attleboro Wealth Management, LLC is a Registered Investment Adviser. This program is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Attleboro Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Attleboro Wealth Management, LLC unless a client service agreement is in place. --- 0:00 - Introduction 02:40 - Slott Report 22:47 - Market Update 32:11 - Financial Focus 54:18 - Announcements

When to Make Changes to Your Retirement Investments

Sun, 23 Nov 2025 23:04:00 -0000

Volatile markets can be scary and can create worry. When should you make changes to your investments? I’ll discuss timing and strategy in this episode. Mark Byelich is a CERTIFIED FINANCIAL PLANNER® practitioner and also holds the Accredited Investment Fiduciary® designations. He is a member of Ed Slott’s Master Elite Advisor Group. This exclusive group is comprised of nearly 400 of the nation's top financial professionals who are dedicated to the ongoing training and mastery of advanced retirement account and tax planning laws and strategies. Mark is committed to education and professional development in the financial services field and has been asked to speak by major news organizations and to his peers around the country about financial planning strategies. Visit our website: https://www.attleborowealth.com The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Attleboro Wealth Management, LLC is a Registered Investment Adviser. This program is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Attleboro Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Attleboro Wealth Management, LLC unless a client service agreement is in place. 02:17 - Slott Report

16:44 - Market Update

27:20 - Financial Focus: When to Make Changes to Your Retirement Investments

Trump Accounts - Who, What, When?

Wed, 19 Nov 2025 13:05:00 -0000

3 Pillars of Investment Management: https://youtu.be/mgSBeGzVqgg Schedule a meeting with Mark at: https://www.attleborowealth.com/discovery Trump accounts are coming in January 2026 and there are a lot of questions out there about these new savings vehicles. I discuss details and answer some of those questions in this week’s episode. Mark Byelich is a CERTIFIED FINANCIAL PLANNER® practitioner and also holds the Accredited Investment Fiduciary® designations. He is a member of Ed Slott’s Master Elite Advisor Group. This exclusive group is comprised of nearly 400 of the nation's top financial professionals who are dedicated to the ongoing training and mastery of advanced retirement account and tax planning laws and strategies. Mark is committed to education and professional development in the financial services field and has been asked to speak by major news organizations and to his peers around the country about financial planning strategies.

Visit our website: https://www.attleborowealth.com

Tax and Retirement Contribution Updates for 2026

Sun, 19 Oct 2025 05:39:00 -0000

Schedule a meeting with Mark at: https://www.attleborowealth.com/discovery

The tax and retirement plan contribution updates are now available. I’ll discuss how these updates (and other changes) might affect your tax planning for 2026 in this video.

Videos mentioned Backdoor Roth Contributions: https://youtu.be/fXDIuwByg8M Qualified Charitable Distributions: https://youtu.be/Qq3bmd2L_aI Investment Management: https://youtu.be/mgSBeGzVqgg Mark Byelich is a CERTIFIED FINANCIAL PLANNER® practitioner and also holds the Accredited Investment Fiduciary® designations. He is a member of Ed Slott’s Master Elite Advisor Group. This exclusive group is comprised of nearly 400 of the nation's top financial professionals who are dedicated to the ongoing training and mastery of advanced retirement account and tax planning laws and strategies. Mark is committed to education and professional development in the financial services field and has been asked to speak by major news organizations and to his peers around the country about financial planning strategies. Visit our website: https://www.attleborowealth.com

Tax-Free Transfers from IRAs, Retirement Plans, and More

Wed, 15 Oct 2025 00:22:00 -0000

There are ways to transfer your funds from IRAs and Retirement Plans that do not create taxable events. There are also ways to transfer life insurance, annuities, and real estate that are tax-free. The rules can be complex and a mistake can be irreparable. Learn how to take advantage of these strategies and avoid potential mistakes in this episode. Mark Byelich is a CERTIFIED FINANCIAL PLANNER® practitioner and also holds the Accredited Investment Fiduciary® designations. He is a member of Ed Slott’s Master Elite Advisor Group. This exclusive group is comprised of nearly 400 of the nation's top financial professionals who are dedicated to the ongoing training and mastery of advanced retirement account and tax planning laws and strategies. Mark is committed to education and professional development in the financial services field and has been asked to speak by major news organizations and to his peers around the country about financial planning strategies. Visit our website: https://www.attleborowealth.com

Retirement Plan Catch-up Rules are Changing in 2026

Tue, 07 Oct 2025 03:49:00 -0000

Schedule a meeting with Mark at: https://www.attleborowealth.com/discovery Pre-tax retirement plan contributions will be limited for many workers beginning in January 2026. New regulations will limit catch-up contributions into pre-tax retirement plans for high income earners. I’ll explore who this will affect and what you can do in this video. Mark Byelich is a CERTIFIED FINANCIAL PLANNER® practitioner and also holds the Accredited Investment Fiduciary® designations. He is a member of Ed Slott’s Master Elite Advisor Group. This exclusive group is comprised of nearly 400 of the nation's top financial professionals who are dedicated to the ongoing training and mastery of advanced retirement account and tax planning laws and strategies. Mark is committed to education and professional development in the financial services field and has been asked to speak by major news organizations and to his peers around the country about financial planning strategies. Visit our website: https://www.attleborowealth.com

2025 Year-End Planning

Sun, 28 Sep 2025 06:39:00 -0000

Schedule a meeting with Mark at: https://www.attleborowealth.com/discovery It's time to start planning for Year-End 2025! Join me as I discuss important dates and deadlines for your financial planning and tax-efficient strategies. Tune in to hear the details.

The New Cost of Roth Conversions Under the OBBBA

Mon, 22 Sep 2025 03:57:00 -0000

New considerations have been added to the discussion around Roth conversions. The question of whether to convert, and how much, has never been more complicated than it is today. I’ll talk about some of the issues to consider in this episode. Visit our website: https://www.attleborowealth.com

Retirement Planning Changes and Updates w/ David McKnight

Sat, 13 Sep 2025 20:13:00 -0000

In this special guest webinar, Mark and David McKnight discuss some of the important issues facing those planning for retirement or in retirement today. Issues such as:

New 401k changes
The biggest retirement mistakes we see
How to use cash value life insurance in retirement planning
The effects of tariffs on our country's finances
Fiscal trajectory of the country

Be sure to tune in for this important discussion. Mark Byelich is a CERTIFIED FINANCIAL PLANNER® practitioner and also holds the Accredited Investment Fiduciary® designations. He is a member of Ed Slott’s Master Elite Advisor Group. This exclusive group is comprised of nearly 400 of the nation's top financial professionals who are dedicated to the ongoing training and mastery of advanced retirement account and tax planning laws and strategies.

Visit our website: https://www.attleborowealth.com

The OBBBA: Updates and Reference Material

Sun, 07 Sep 2025 01:13:00 -0000

It’s been nearly two months since the One Big Beautiful Bill Act was passed on July 4th. In this video I’ll review some of the changes you should be aware of and offer some great reference material for you to use as you begin your year-end planning. Tune in to learn the details. Mark Byelich is a CERTIFIED FINANCIAL PLANNER® practitioner and also holds the Accredited Investment Fiduciary® designations. He is a member of Ed Slott’s Master Elite Advisor Group. This exclusive group is comprised of nearly 400 of the nation's top financial professionals who are dedicated to the ongoing training and mastery of advanced retirement account and tax planning laws and strategies. Mark is committed to education and professional development in the financial services field and has been asked to speak by major news organizations and to his peers around the country about financial planning strategies. Visit our website: https://www.attleborowealth.com

Why You Should Fire Your Financial Advisor

Sat, 16 Aug 2025 22:07:00 -0000

There can be many benefits in having a financial advisor as part of your retirement team. However, how can you tell if your advisor is the right one for you? What are some of the things you should pay attention to and questions to ask? I’ll show you how to make the decision that’s best for you in this video.

Visit our website: https://www.attleborowealth.com

When Should You Begin to Collect Your Social Security?

Sat, 09 Aug 2025 17:53:00 -0000

Is there a question that brings more differing opinions than this one? There are many variables and things to consider, but one thing is certain—this is one of the most important decisions you’ll make in your retirement planning. You should not base this decision on what your uncle, brother, sister, friend, or others think. You should make this decision based on facts and projections for you, specifically for you. I’ll show you how to make the decision that’s best for you in this episode.

Visit our website: https://www.attleborowealth.com

Chapters

0:00 Introduction & Upcoming 04:38 Slott Report

15:34 Market Update

25:48 When Should You Begin to Collect Your Social Security?

Why It's Important to Review Your Financial Plan Every Year

Wed, 23 Jul 2025 11:45:00 -0000

Learn how a yearly review and update of your financial plan can help you adjust for life events, tax law changes, market shifts, evolving needs, goals, and issues and to help make sure you have the most up-to-date investment and planning strategies. Tune in to learn the important details.

Visit our website: https://www.attleborowealth.com

Should the One Big Beautiful Bill Act Change your Roth Conversion Strategy?

Sat, 19 Jul 2025 22:26:00 -0000

The One Big Beautiful Bill Act is 940 pages of changes to our tax code and to retirement planning as a whole. What do these changes mean for your retirement plan and your Roth conversion strategy? Join me to learn more in this week's episode.

Visit our website: https://www.attleborowealth.com

Does the Big Beautiful Bill Eliminate or Reduce Tax on Social Security?

Sat, 12 Jul 2025 21:44:00 -0000

The One Big Beautiful Bill was recently passed and signed into law. Does this new law change how Social Security is taxed? Will the new law potentially reduce or eliminate the tax on your Social Security benefits?

I’ll discuss the details and share some expert opinion in this episode.

Visit our website: https://www.attleborowealth.com

Is Your Social Security at Risk? The Future of Social Security & Medicare

Sun, 29 Jun 2025 04:58:00 -0000

The Social Security and Medicare Trustees released their annual reports on the programs’ financing, showing that the future of these vital programs remains at risk. What does this mean for your Social Security and Medicare benefits, and what can you do to help protect yourself? I’ll discuss the details of this approach and if it may be the answer for your retirement spending plan. Schedule time with Mark for a no cost, complimentary consultation here: https://attleborowealth.com/discovery/

Or Email: questions@attleborowealth.com

Can You Live Off of Dividends and Interest in Retirement?

Sat, 21 Jun 2025 17:22:00 -0000

A common approach to retirement income planning by some people is the idea that you can just live off your dividends and income, keeping your “principal” intact. I’ll discuss the details of this approach and if it may be the answer for your retirement spending plan. Join me to learn more in this week's episode.

Phases of Retirement Spending: Go-Go, Slow-Go, No-Go?

Sat, 14 Jun 2025 04:00:00 -0000

Air date: 6/11/2025

Continuing on the Dangerous Retirement Myths to Watch Out For topic, this week I discuss another popular concept for retirement spending, the Go-Go, Slow-Go, No-Go approach. I’ll discuss the details of this approach and if it may be the answer for your retirement spending plan. Join me to learn more in this week's episode.

Schedule time with Mark for a no cost, complimentary consultation here: https://attleborowealth.com/discovery/ or email: questions@attleborowealth.com. Three Pillars of Investment Management: https://youtu.be/qzOhCLWCfDg Assembling Your Retirement Team: https://youtu.be/TTQ8TWrbf4Y Creditor Protection: https://youtu.be/1fI_MX3i0cE

How Much Do You Need to Have Saved to Retire?

Sat, 24 May 2025 23:00:00 -0000

Air date: 05/21/25

How much money do you need to have saved to retire in comfort and with confidence? This is a top 3 question. The answer, of course, is that it's different for everyone. In this episode I’ll give you some tips on how to find your true number, what you should focus on, and what truly matters.

3 Pillars of Investment Management: https://youtu.be/mgSBeGzVqgg?si=wdkqEJajMJUeu7i1

Schedule time with Mark for a no cost, complimentary consultation here: https://attleborowealth.com/discovery/ or email: questions@attleborowealth.com.

Visit our website: https://www.attleborowealth.com

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.

Attleboro Wealth Management, LLC is a Registered Investment Adviser. This program is solely for informational purposes. Advisory services are only offered to clients or prospecti...

Ex-Girlfriend gets $1.15 million from 401(k) in Federal Court Ruling

Sat, 24 May 2025 21:00:00 -0000

Air date: 05/14/25

Beneficiary designations are one of the most important parts of your estate plan. I’ll share a Federal Court decision that highlights the importance of beneficiary designations and updating your plan and your beneficiary designations.

Video version: https://www.youtube.com/watch?v=ROFGJRLGOEA

05:24 - Headlines
11:00 - Slott Report
17:01 - Market Update
26:47 - Financial Focus: Ex-Girlfriend gets $1.15 million from 401(k)

How a Major Market Drop Can Change Your Retirement

Sat, 03 May 2025 21:00:00 -0000

Air date: 4/30/25

Investment markets can be very volatile. You’ve probably heard that a significant market drop can have long-lasting, or even permanent negative effects on your retirement savings and therefore the quality of your retirement. I’ll discuss why this is and how to potentially protect yourself in this week’s episode.

Video version: https://www.youtube.com/watch?v=B8AN2L7zDxk

0:00 - Introduction & Upcoming
05:13 - Headlines & Slott Report
15:45 - Market Update
24:20 - The Financial Focus: How a Major Market Drop Can Change Your Retirement

New Super Catch-Up Rule (Who It Applies To and Who It Doesn’t)

Sun, 27 Apr 2025 20:00:00 -0000

The SECURE Act and SECURE 2.0 introduced significant changes to retirement and tax planning, with various effective dates. One major change in 2025 affects catch-up contributions, allowing for larger contributions in some cases. However, these "Super Catch-Up Contributions" are subject to limitations based on the individual's age and the type of retirement account or plan used.

3 Pillars of Investment Management: https://www.youtube.com/watch?v=mgSBeGzVqgg

Video version: https://www.youtube.com/watch?v=Igu1kYeNxNs

Tax Planning in 2025, with Special Guest David McKnight

Mon, 14 Apr 2025 03:00:00 -0000

2025 is a year of change for our tax laws. In this episode, Mark and Dave will discuss the status of tax law changes, some thoughts about proposed changes, and what it may mean for your financial plan and investment strategies.

Be sure to tune in to learn the important details.

Video version: https://youtu.be/GwovySeeVxk?si=UQKMzn-nhbXQy0HC

Gifting Strategies You Should Know

Sat, 05 Apr 2025 18:00:00 -0000

It can be exciting when you realize your needs are taken care of and you can start planning for gifting to your loved ones, charities, or other people and organizations you want to help. But just like any other financial planning strategy, you should be careful to understand the benefits, drawbacks, and limitations of the gifting strategy you choose. I’ll review some popular gifting strategies and help you identify the critical items to pay attention to in this episode. Be sure to tune in to learn the important details.

Watch the video version: https://www.youtube.com/watch?v=i1SR_jVpVkg

0:00 - Introduction & Upcoming

07:09 - Slott Report

17:20 - Market Update

28:37 - The Financial Focus: Gifting Strategies You Should Know

Spouse as IRA Beneficiary - This Attorney Got It Wrong!

Sat, 29 Mar 2025 21:00:00 -0000

During my travels last week, I met a very nice woman who told me of her husband’s passing. She’s now dealing with the loss of a loved one and managing their investments. I was shocked to learn the bad advice her financial advisor, who is also a CPA and attorney, gave her. I’ll share the details in this episode.

3 Pillars of Investment Management: https://www.youtube.com/watch?v=mgSBeGzVqgg

Should you have a Mortgage or No Mortgage in Retirement?

Wed, 26 Mar 2025 01:00:00 -0000

A common goal people have is to have their mortgage paid off by the time they retire. But is not having a mortgage in your retirement the right answer? I’ll explore pros and cons in this episode.

Trusts as IRA Beneficiaries w/ Andy Ives, CFP®, AIF®

Wed, 05 Feb 2025 00:00:00 -0000

Naming a trust or estate as beneficiary of an IRA introduces a number of post-death issues and potential hurdles. Before a trustee or executor touches any IRA funds, some foundational and oftentimes confusing details must be considered. Be sure to tune in to learn the important details.

Andy Ives, CFP®, AIF®, brings 25 years of diverse experience in the financial services industry, ranging from managing client relationships to delivering expert-level IRA guidance. His depth of knowledge and engaging presentation style make him a highly sought-after speaker, particularly on the intricacies of IRA distribution planning. Andy is a core part of Ed Slott’s Elite IRA Advisor GroupSM presentations both on stage and behind the scenes, where he provides in-depth education on advanced IRA strategies. He also regularly presents at Ed Slott’s 2-Day IRA Workshop, Instant IRA Success and contributes to Ed Slott and Company’s IRA Success, powered by The American College of Financial Services.

Should You Borrow From Your Retirement to Pay Off Debt?

Wed, 05 Feb 2025 00:00:00 -0000

A common question I hear is “Should I withdrawal money from my retirement accounts to pay off debt?” This is an important question that many of us have asked ourselves in the past. I’ll explore some key points to try to answer this question in this episode.

Important Updates for 2025

Tue, 21 Jan 2025 14:00:00 -0000

There are important updates for 2025 that can affect your financial plan and investment strategies. Be sure to tune in to learn the important details.

Recent Changes to RMD Rules w/ Special Guest Sarah Brenner, JD

Sat, 21 Dec 2024 19:00:00 -0000

There have been many changes recently to the rules about Required Minimum Distributions. Join Mark and Sarah as they explore and discuss some of these changes and how they might affect you or those you care about. Be sure to tune in to learn the important details.

Sarah Brenner, JD, is a leading authority on IRA distribution planning with over twenty years of experience helping clients and financial professionals navigate complex technical IRA questions. Known for her engaging presentation style, Sarah skillfully uses clever pop culture anecdotes to make advanced IRA education both memorable and accessible. Her ability to demystify complicated retirement laws has made her a sought-after speaker at financial industry events and private trainings for professionals, including advisors, CPAs, and attorneys.

Sarah regularly presents to Ed Slott’s Elite IRA Advisor GroupSM, a prestigious study group of top financial professionals, as well as at Ed Slott’s 2-Day IRA Workshop and Ed Slott and Company’s IRA Success, powered by The American College of Financial Services. In these sessions, she provides expert guidance on the complexities of IRA distribution planning, making her a trusted resource in the financial community. As part of her work with the study group, Sarah consults directly with clients of member advisors, gaining firsthand understanding of thousands of Americans’ top IRA questions each year. This unique exposure provides her with key insights and perspective on the pulse of IRA concerns across the country. Sarah is also a featured Expert on The American College’s Knowledge Hub+ platform.

Waiting to Collect Social Security is a SCAM?

Sat, 21 Dec 2024 19:00:00 -0000

As I take a break over the holidays from my weekly webinars, we have put together some of our "Greatest Hits." This was a fun video with a lot of interaction and response that was originally broken down into two parts. We've combined the parts into one so you can enjoy the entire episode easily. I hope you find the information helpful and informative.

There is so much financial advice to be found on the internet and YouTube. Some of it is very good, some is okay, and some is just dangerous and potentially harmful. This week I will explore some details about collecting Social Security and I will review a video from a popular YouTuber who says waiting past age 62 to collect your Social Security is a scam.

RMD and Roth Conversion Rules to Know

Sun, 08 Dec 2024 20:00:00 -0000

Roth conversions can be a powerful tax planning tool. Required Minimum Distributions (RMDs) have complex rules and significant penalties for failing to follow those rules. Converting your Traditional IRA to a Roth IRA when also taking your RMDs can be confusing and cause potential issues if done wrong.

I’ll review the rules you should know about Roth conversions and RMDs in this episode. Be sure to tune in to learn the important details.

Roth Conversions and Annuities

Tue, 26 Nov 2024 19:00:00 -0000

Both Roth conversion and the appropriate use of annuities can be powerful parts of your tax-efficient financial plan. However, there are critical items to pay attention to when you are considering converting your Traditional IRA annuity to a Roth IRA annuity.

Be sure to tune in to learn the important details.

Links Mentioned:
https://www.federalregister.gov/documents/2008/07/29/E8-17271/converting-an-ira-annuity-to-a-roth-ira

5 Crucial questions to ask before you file for Social Security | The Financial Focus: https://youtu.be/WKWvmfVfGSY

The Realities of Aging in America, w/ Bryan Adler, Esq, CELA | The Financial Focus: https://youtu.be/Fn3xiITcFm8

Do you Have a Roth 401(k)? Key Items to Know!

Sun, 10 Nov 2024 23:00:00 -0000

Many people don’t know if they have a Roth 401(k) or other Roth retirement plan.

If you do know that you have a Roth option, you may not be optimizing this powerful tool due to common misunderstandings or misconceptions. It’s important that you understand your options and how to take full advantage of your plan. Be sure to tune in to learn the important details.

How and When to Pay Tax on Your Roth Conversion

Sun, 10 Nov 2024 23:00:00 -0000

Planning or completed your Roth conversion for this year? Do you know when and how to pay the tax owed on that conversion? I’ll discuss the details in this week’s video. Be sure to tune in to learn the important details.

The Realities of Aging in America, w/ Bryan Adler, Esq, CELA

Sun, 10 Nov 2024 23:00:00 -0000

By 2040, over 80 million Americans will be over the age of 65, and most will need some form of long-term care. Are we ready? Bryan and Mark will discuss the challenges and strengths of our long-term care system and how advocates are trying to improve care for America’s seniors.

Be sure to tune in to learn the important details.

Bryan Adler is a Certified Elder Law Attorney (CELA) through National Elder Law Foundation*. He dedicates his practice to advising and counseling clients in the areas of elder law, life care planning, asset protection, veterans’ benefits, estate planning, guardianships and long-term care advocacy.

Contact Bryan at Rothkoff Law Group
215-546-5800
Bryan@rothkofflaw.com
rothkofflaw.com
rothkofflaw.com/resources

5 Crucial Questions to Ask BEFORE You File for Social Security

Sun, 10 Nov 2024 23:00:00 -0000

One of the top three questions I hear is “when should I start collecting my Social Security benefits?” Join me and nationally recognized Social Security planning expert Heather Schreiber, as we explore the questions and information needed to help you answer this important question.

Be sure to tune in to learn the important details.

Heather is a leading expert in navigating the complex issues regarding Social Security and brings her expertise to the team at Attleboro Wealth Management and their clients.

Heather Schreiber, RICP®, NSSA®, has a passion for consumer advocacy that is contagious. She has made it her mission to educate financial, legal, and tax professionals, as well as the consumers they serve, so they can more effectively navigate the waters of retirement with confidence. With over 25 years in the financial services industry, Heather believes that knowledge is the key to a successful and empowered retirement.

Roth Conversion Breakeven Point and Opportunity Cost

Sun, 06 Oct 2024 05:00:00 -0000

Roth conversions are one of the most valuable tools we have in tax-efficient planning. Two questions I receive time and time again are “what is the breakeven point of a Roth conversion?” and "what about the opportunity cost of a Roth conversion?” These are both great questions, and we will explore the answers in this episode.

Investments and The Markets w/ Special Guest Thomas Balis, CFA®

Sat, 28 Sep 2024 20:00:00 -0000

What is the state of the investment markets? What may happen before, and after, the upcoming Presidential Election? What other investment related issues should you be paying attention to? Join Thomas Balis, CFA® and Mark as they discuss these questions, investments and the markets.

Be sure to tune in to learn the important details.

Three Pillars of Investment Management: https://www.youtube.com/watch?v=mgSBeGzVqgg

Important Year-End Planning Tips

Mon, 23 Sep 2024 00:00:00 -0000

I know that summer is not yet over, but it is time to start working on Year-End Planning. In this episode I’ll share some important tips and practices to help you stay ahead of the game.

The #1 Retirement Planning Mistake

Fri, 13 Sep 2024 18:00:00 -0000

In my 20 plus years of helping people with their retirement planning, I have identified the #1 mistake that most individuals AND financial planners make. Tune in to learn more.

How to Choose the Right Life Insurance Policy for Your Retirement w/ David McKnight

Mon, 02 Sep 2024 05:00:00 -0000

Join me and my Special Guest, Best Selling Author David McKnight, for our discussion about the critical items that must be considered when placing a life insurance policy in your retirement plan.

Be sure to tune in to learn the important details.

Is Life Insurance Right for Your Retirement Plan?

Sat, 24 Aug 2024 11:00:00 -0000

In this episode, we delve into the crucial question: Is life insurance an appropriate tool for retirement planning? Join us as we explore the various types of life insurance, their benefits, and how life insurance may impact your financial security during retirement. Be sure to tune in to learn the important details.

Schedule time with Mark for a no cost, complimentary consultation here: https://attleborowealth.com/discovery or email: questions@attleborowealth.com.

Market Correction? Do This Now!

Tue, 13 Aug 2024 22:00:00 -0000

Continuing with our What to Do Now! series, this week we are looking at what you should do when you are experiencing, or concerned about, a Market Correction. What things should you be doing NOW to prepare?

Be sure to tune in to learn the important details.

In each webinar I discuss recent headlines, IRA and retirement issues from the Ed Slott Group, market updates and analyst reports, and a timely Financial Planning strategy or technique. Please don't hesitate email us with any questions you have or if you'd like to schedule an appointment with us. You can reach us at questions@attleborowealth.com. Each webinar is indexed so you can jump to the section that interests you most or watch the entire broadcast.

Mark Byelich is a Certified Financial Planner™ practitioner and also holds the Accredited Investment Fiduciary® designations. He is a member of Ed Slott’s Master Elite Advisor Group. This exclusive group is comprised of nearly 400 of the nation's top financial professionals who are dedicated to the ongoing training and mastery of advanced retirement account and tax planning laws and strategies.

Mark is committed to education and professional development in the financial services field and has been asked to speak by major news organizations and to his peers around the country about financial planning strategies.

Just 1 Year From Retirement? Do This NOW!

Tue, 06 Aug 2024 07:00:00 -0000

Schedule time with Mark for a no cost, complimentary consultation here: https://attleborowealth.com/discovery/ or email: questions@attleborowealth.com.

Continuing with our What to Do Now! series, this week we are looking at what you should do when you are just 1 year from retirement. What things should you be doing NOW to prepare?

Be sure to tune in to learn the important details.

In each webinar I discuss recent headlines, IRA and retirement issues from the Ed Slott Group, market updates and analyst reports, and a timely Financial Planning strategy or technique. Please don't hesitate email us with any questions you have or if you'd like to schedule an appointment with us. You can reach us at questions@attleborowealth.com. Each webinar is indexed so you can jump to the section that interests you most or watch the entire broadcast.

Mark Byelich is a Certified Financial Planner™ practitioner and also holds the Accredited Investment Fiduciary® designations. He is a member of Ed Slott’s Master Elite Advisor Group. This exclusive group is comprised of nearly 400 of the nation's top financial professionals who are dedicated to the ongoing training and mastery of advanced retirement account and tax planning laws and strategies.

Mark is committed to education and professional development in the financial services field and has been asked to speak by major news organizations and to his peers around the country about financial planning strategies.

2 Years From Retirement? Do This NOW!

Sat, 20 Jul 2024 03:00:00 -0000

Continuing with our What to Do Now! series, this week we are looking at what you should do when you are just 2 years from retirement. What things should you be doing NOW to prepare?

Be sure to tune in to learn the important details.

Videos mentioned:
IRMAA Surcharge Brackets: https://youtu.be/VdAGPqQt7Io
55 Years Old? Do This NOW!: https://youtu.be/5Y-k-lMB_LE
5 Years From Retirement? Do This NOW!: https://youtu.be/EA4AN0mNC4M

07/10/24 - 5 Years From Retirement? Do This Now!

Sat, 13 Jul 2024 06:00:00 -0000

Continuing with our What to Do Now! series, this week we are looking at what you should do when you are 5 years from retirement. What things should you be doing NOW to prepare?

Be sure to tune in to learn the important details.

Videos mentioned:
2024 IRMAA Surcharge Brackets: https://youtu.be/VdAGPqQt7Io
Assembling Your Retirement Team: https://youtu.be/TTQ8TWrbf4Y
Three Pillars of of Investment Management: https://youtu.be/mgSBeGzVqgg
55 Years Old? Do This Now!: https://youtu.be/5Y-k-lMB_LE

06/26/24 - When NOT to Convert to a Roth IRA

Wed, 10 Jul 2024 02:00:00 -0000

I've often said that the Roth conversion is one of the best tools we have for tax-efficient planning. HOWEVER, there are times when it does not make sense to convert your Traditional IRA to a Roth IRA.

Be sure to tune in to learn the important details.