Wealth Roadmap with Jeff & Steve
Discover the proven strategies employed by affluent individuals for wealth accumulation and preservation. Join Jeff and Steve as they engage with industry experts on topics such as investment strategies, financial planning, asset protection, tax optimization, and estate planning. Beyond the numbers, Jeff & Steve maintain an approachable, laid-back demeanor as they explore financial topics, weighing the pros and cons of various concepts and strategies.
Episodes
15 episodes
Ep.15: Demystifying Tax Rates: Understanding Marginal & Effective Taxes
In this episode of Wealth Roadmap Podcast, Jeff and Steve break down the essentials of tax rates to help you better understand how taxes impact your financial future. They explain the difference between marginal tax brackets and effective tax r...
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Episode 15
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26:30
Ep. 14 - Understanding Tax Loss Harvesting to Help Maximize Your Gains
By the end of this episode, we hope you will have a comprehensive understanding of tax loss harvesting and how to leverage it effectively to enhance their investment returns while minimizing tax burdens. Whether you're a DIY investor or work wi...
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Episode 14
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19:23
Ep. 13 - Decoding Phantom Gains in Mutual Funds
Description:In this episode of "Wealth Roadmap with Jeff & Steve," we delve into the intricate world of mutual funds, shining a light on a lesser-known but significant phenomenon: phantom gains. Join us as we dissect real-life examples ...
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Episode 13
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24:08
Ep. 12 - Understanding Beneficiary Basics
In this episode of "Wealth Roadmap with Jeff & Steve," we embark on a foundational exploration of beneficiaries and the crucial role they play in estate planning. Join us as we unravel the intricacies of primary and contingent beneficiaries...
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Episode 12
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16:44
Ep. 11- 13 Steps to Creating Wealth
Podcast Description:Welcome to Wealth Roadmap with Jeff and Steve, your guide to mastering personal finance and building lasting wealth. In this episode, we unveil the 13 essential steps to creating financial security and abundance in your ...
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41:26
Ep. 10 – Safe Money Strategies: A Deeper Dive Into Understanding Your Options
In this insightful episode of Wealth Roadmap, hosts Jeff and Stephen explore the landscape of secure investments, guiding listeners through the strategies for achieving guaranteed financial returns. They provide an in-depth analysis of the most...
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Episode 10
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30:10
Ep. 9 - The 4% Rule: Cracking the Code for a Secure Retirement
In this enlightening episode, hosts Jeff Costello and Stephen Bene dive deep into the intricacies of the 4% rule, a strategy that has long been a cornerstone of retirement planning. With pensions becoming a relic of the past and the reliance on...
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Episode 9
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31:26
Ep.8 - 401(k) Rollover: 6.5 Compelling Reasons to transfer your old 401(k) into an IRA (Individual Retirement Account)
Description: Join Jeff and Steve on Wealth Roadmap as we uncover the transformative benefits of optimizing your retirement assets, whether through consolidating into an Individual Retirement Account (IRA) or keeping them in your 401(k). In this...
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Episode 8
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41:13
Ep. 7 - Unlocking the Mystery of RMDs: Your Essential Guide to Required Minimum Distributions
Description:Join Jeff and Steve on the Wealth Roadmap Podcast as we unravel the mysteries of Required Minimum Distributions (RMDs) in plain language. In this episode, we cover everything you need to know about RMDs:- Which retirement accoun...
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Episode 7
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35:09
Ep6. -Beyond the S&P: Lessons from the Lost Decade
Join Jeff and Steve on this episode of "Wealth Roadmap" as they delve into the rollercoaster ride that was the S&P 500 during the Lost Decade from 2000 to 2010. While recent years have seen impressive gains, it's crucial to remember the cha...
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Episode 6
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22:15
Ep. 5 - Medicare : Understand the Basics of the ABCD’s
Welcome to "Wealth Roadmap with Jeff and Steve," where we demystify the complexities of retirement planning. In this episode, we tackle a crucial aspect of post-retirement life: Medicare. Join us as we provide essential tips and answer common q...
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Episode 5
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45:09
Ep. 4 - The Bucket Plan: A Simple Way To Grow and Protect Your Assets for a Worry-free Retirement
Welcome to this week's episode of “Wealth Roadmap with Jeff and Steve” as they dive deep into the concept of the Bucket Plan. Join them as they dissect the three-bucket strategy designed to provide retirees with a worry-free retirement. From un...
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Episode 4
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31:48
Ep.3 - Tackling Sequence of Return Risk
Ep.3 - Tackling Sequence of Return RiskPodcast Description:Embark on a journey of financial enlightenment with Jeff and Steve on the Wealth Roadmap podcast. In this episode, our hosts demystify the crucial concept of sequenc...
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Episode 3
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35:52
Ep. 2 - Taxes: Its Not About What You Make- It's About What You Keep
In this episode of "Wealth Roadmap with Jeff and Steve," we delve into the complex world of taxes and unveil essential strategies to maximize your wealth. Join us as we explore the three buckets of assets—Pre Tax, Post Tax, and Tax-Free—and und...
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Episode 2
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42:17
Ep. 1 - Navigating Financial Success The Power of Planning to Avoid Pitfalls and Anxiety
Navigating Financial Success The Power of Planning to Avoid Pitfalls and AnxietyDescription:Join Jeff and Steve in Episode 1 as they draw on their experiences as financial advisors to explore the critical role of planning in achievi...
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Episode 1
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38:33