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Welcome to the DAK Financial Podcast! 

Discussing your retirement options can be stressful, time-consuming, and downright confusing. Here at DAK Financial Group, our primary focus is you and your needs. Join me, Dave Kutcher, and my team each week as we navigate the process of determining goals, strategies, and what’s best for you and your family when it comes to your retirement. We specialize in helping you get the most out of your money long-term with safety, growth, and control. So, grab a cup of coffee and take a seat. The Captain is in!

 

Sep 18, 2018

This week, we're discussing various retirement risks like longevity, medical expenses, and the death of a spouse and how they affect you during your retirement.

Other things we talk about in this episode:

  • How to avoid outliving your income
  • Life insurance can make up the difference
  • Differences between using a life...


Sep 4, 2018

Takeaways:

 

  • Be sure your financial advisor is asking the right questions
    • 1. What is your definition of help?
    • 2. Do you have a financial profile in place?
  • You don’t know, what you don’t know
  • What it’s important to have an advisor that is a fiduciary
  • Having estate planning documents in place

 

  1. If you...


Aug 3, 2018

Some things we talk about in this episode:

  • When you take money out on a regular basis and assets decline, negative sequences of returns can cause you to lose money
  • Positioning assets to avoid a negative sequence of returns
  • Black swan events
  • The biggest threat is having all your money in the equity markets
  • Locking down...


Jul 19, 2018

Some things we discuss in this episode:

 

Distribution phase of retirement - The time in your life when you start collecting on the investments and retirement savings accounts you've set up throughout your life. 

  • Accumulation vs distribution phase
  • Being "successful" during this phase of your life can not only provide...


Jul 3, 2018

Some things we discuss in this episode:

Individual retirement account – federal government giving you a tax deduction on your income tax return.

  • Shifting priorities when it comes to IRAs
    • American industry is reliant on stocks and mutual funds which are risky
  • Put your monies in something that protects your money...