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How I became a CAPitalizer -Season 2: Episode 1
Capitalize

How I became a CAPitalizer -Season 2: Episode 1

July 19, 2021

Why “CAPitalize?” And what does it mean? On today’s podcast, as we kick off Season 2, I want to focus on my personal history for a moment. I’ll give you my “back story,” as they call it in the media biz, and how – and why – my life changed for the better just a few short years ago. To capitalize means to take the advantage when it presents itself. I struggled at an early age trying to figure out what my own personal strengths were. Once they were made clear to me, though, I began to see just how much I could bring to the table – and I learned how to CAPitalize on that.
At What Age Should You Start Taking Your Social Security Benefits?- Season 6: Episode 6
Managing Your Financial Future

At What Age Should You Start Taking Your Social Security Benefits?- Season 6: Episode 6

July 13, 2021

It’s the most common question we get when we’re discussing Social Security: what’s the best age to start taking your benefits? Naturally, everyone’s situation is different, but there are general guidelines to determine if it’s better to take them early, or to wait until later for a larger monthly benefit. But it’s not as simple as just saying, “if you think you’ll live a long time, take them later; if not, take them sooner.” Because in some instances, doing the exact opposite may work out far better for you. Podcast host Johnny Dean and “Professor” Rick Plum, CFP® discuss this all-important topic on today’s episode of Managing Your Financial Future.
Buying Real Estate in Your IRA: Good Idea, or Bad?- Season 6: Episode 5
Managing Your Financial Future

Buying Real Estate in Your IRA: Good Idea, or Bad?- Season 6: Episode 5

July 6, 2021

Maybe you’ve noticed that real estate prices have been soaring over the past year or so. And with the stock market gains we’ve experienced over that same period of time, you may have also seen a similar increase in the balances of your existing IRAs.   This has caused some people to wonder: if I want to buy real estate now, but I’ve only got my IRA funds available to do so, is it a good idea to buy real estate in my IRA, since that’s where my money is? In this week’s episode of Managing Your Financial Future, host Johnny Dean and his guest, “Professor” Rick Plum, CFP® discuss the benefits of owning real estate personally versus in an IRA, and how you may be able to use those funds without the headache and hassle of having your IRA own it.