income planning – Platinum Retirement Solutions

16 07, 2020

Ep 6: What to Know About Current Mortgage Rates

Walter Storholt2020-07-13T14:56:35+00:00July 16th, 2020|Categories: Podcast|Tags: financial planning, income planning, interest rates, jumbo loans, Mark truttman, mortgage rates, refinance, retirement planning|

Interest rates currently sit at historic lows and it’s forced a lot of people to evaluate their current mortgage or think hard about adding a new one. Chris Jensen of The Jensen Group and CrossCountry Mortgage joins the show to give us the latest on real estate trends, refinancing information, and how long this opportunity might be around.

2 07, 2020

Ep 5: Answering the Most Common IRA Questions

Walter Storholt2020-07-02T13:52:41+00:00July 2nd, 2020|Categories: Podcast|Tags: annuities, financial planning, income planning, IRA, iul, Mark truttman, retirement accounts, retirement planning, returns, Roth ira, rule of 72, stocks, strategies|

The Preview The IRA is one of the most popular savings vehicles investors will use

18 06, 2020

Ep 4: Financial ‘Strategies’ That Just Don’t Work

Walter Storholt2020-06-15T14:37:10+00:00June 18th, 2020|Categories: Podcast|Tags: bonds, financial planning, income planning, Mark truttman, retirement planning, returns, savings, stocks, strategies|

Just like anything else, financial strategies can become outdated. Those rules of thumb that people have relied on for years might not make much sense anymore. Today we’ll look at three strategies that you may be mistakenly basing your retirement plan around.