Dustin Mundorf on The Gabe Molina Podcast
Dustin Mundorf was invited to join The Gabe Molina Podcast yesterday to talk about some of the challenges and opportunities around #Retirement Income Planning.
3 Retirement Risks that Could Cause You to Run out of Money
You want your retirement to be a fitting reward to a lifetime of hard work. But it's hard to know exactly how much money you'll need to achieve your unique retirement goals, without sacrificing your quality of life. In this video, Dustin and Erin break down the three biggest risks to your retirement nest egg.
Should You Pay off Your Mortgage Before You Retire?
A lot of us want to go into #retirement debt free. But before you pay down that #debt, you should first consider HOW to pay it down while maintaining control of your current and financial future. Here, Dustin discusses The Safe Way, The Optional Way, and The Fast Way.
Long Term Care Insurance: 3 Things to Consider Before Buying a Policy
More than 70% of adults who live to 65 will need Long Term Care of some kind! Not only is LTC very expensive, but most costs aren't covered by Medicare nor other health insurance plans. As I explain to Erin Kennedy, without proper planning this can wipe out your retirement savings. But before you buy a policy, first, crunch the numbers to answer these important questions...
Silicon Vally Bank and The Markets
The Fed has been working quickly to stem a US banking crisis following the rapid collapse of Silicon Valley Bank, the 16th largest bank in the country. We are working closely with our team of investment experts at Brookstone Capital Management, specifically with CIO, Mark DiOrio who wants to remind clients that "client accounts are held in a segregated account and are safe."
3 #RMD Changes for #2023
It's a bit tough to keep up with all the rule changes made to Required Minimum Distributions, or RMDs, since the original SECURE Act was passed in 2019. However, there are 3 significant changes that went into effect January 1st of 2023. Dustin Mundorf, with Mundorf Wealth Management, and Erin Kennedy lay out and explain each change.