Is your financial advisor truly planning for your future, or just coasting? In this video, Dustin with Mundorf Wealth Management and Erin Kennedy lay out the four signs that your advisor is delivering genuine financial planning, not just quick fixes. A truly committed advisor will:
Social Security claiming strategies for married couples can be more complex because you need to consider spousal benefits and survivor benefits. In this video, Dustin with Mundorf Wealth Management and Erin Kennedy talk through some key questions, including:
Roth IRAs are one of the best ways to minimize taxes. However, many people earn too much to qualify for a Roth IRA (single filers who make more than $161K and married couples who make more than $240k). In this video, Dustin with Mundorf Wealth Management and Erin Kennedy, talk through an alternative for those high earners known as the "Rich Person's Roth." However, it's not a retirement account, it's a cash value life insurance policy, which also offers tax-free growth and tax-free withdrawals. What's more, this strategy can provide savers incredible liquidity, use, and control of their money.
You've spent decades building your nest egg. Then, when you retire, you need a plan to stop saving and start spending, but not too much that you risk running out of money. As Dustin with Mundorf Wealth Management explains to Erin Kennedy, it's a delicate balance that requires you to consider these 6 variables:
Duke Mundorf is just four years old, but he's already had an outsized influence teaching others what it means to be strong and fearless. In fact, his journey is so inspiring, he was featured on the The Cowboy Channel #Daysof76 Rodeo in Deadwood!
We're revisiting an annual favorite with some new action steps you can take now, to set yourself up for success! In this video, Dustin with Mundorf Wealth Management and Erin Kennedy walk through the top 5 resolutions you should consider in 2024: