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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!

 

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...


Jul 3, 2018

Some things we talk about in this episode: 

  • Financial Planning Checklist that gets you from point A to point B
  • Potential aspects of the checklist:
    • Earning Statements
    • Tax Returns
    • Etc. 

Some questions to ask:

Q: How do I start making my checklist? 

  • Ask your financial advisor

Q: Who can help me plan?

  • Financial...


Jul 3, 2018

David Kutcher is a graduate of Bridgewater State College and spent 15 years as a Ground Combat Infantry Officer in the Marine Corps. He started DAK Financial Group in 1992 and is active in the community as a member of the Meredith Rotary Club. David is an avid outdoorsman and enjoys spending his spare time in the woods...