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Wealth Training Academy with Ed Storer

34 Episodes

51 minutes | a month ago
Episode 29 - Wealth Training Academy with Ed Storer
Most would agree 2020 was anything but a normal year. Now that it’s behind us, Ed Storer helps us focus on some things we learned in the year of COVID that could help us stay on the right track for retirement.  He also breaks down some tax rules and much more. Give Ed a call 800-563-7030.  Wealthtrainingacademy.com.
52 minutes | 2 months ago
Financial Resolutions-Benefits of a Retirement Planner
In this episode Ed Storer lays out some good financial resolutions for 2021.  He also explains the benefits of having a team of retirement specialists behind you and your retirement plan. The Wealth Training Academy
52 minutes | 3 months ago
Retirement Rules-Savings Vehicles-Loosening The Purse Strings
In this episode Ed Storer lays down some good rules to follow so that you can better enjoy your retirement.  He also explains the pros and cons of the different retirement savings vehicles.  Finally, Ed offers some tips that can possibly help you feel more comfortable in loosening those retirement purse strings some. The Wealth Training Academy
51 minutes | 3 months ago
Keeping Money Safe-Considering Retiring?-Proactive Tax Planning
In this episode Ed Storer discusses ideas and strategies to keep your money safe in retirement.  He also gives some good things to consider for the approximately 10,000 baby boomers who are retiring every day.  Finally, Ed talks about year round tax strategies and how to best employ them during retirement. The Wealth Training Academy
51 minutes | 4 months ago
Long Term Retirement-Year-End Tax Deadlines-Fees & Penalities
In this episode Ed Storer discusses the proper strategies for remaining prosperous in a long term retirement.  He also goes over some end of the year deadlines to maximize your tax savings.  Finally, he warns of penalties to avoid and fees to beware of. The Wealth Training Academy
51 minutes | 4 months ago
Trim Expenses-Long Term Retirement-Boost Your Nest Egg
In this episode Ed Storer shows how certain expenses could derail your budget.  He also offers advice on how to set up that necessary long term retirement plan.  Finally, he gives tips on boosting your nest egg when you're in the financial red zone. The Wealth Training Academy  
51 minutes | 4 months ago
Health Care
In this episode Ed Storer is joined by the Health Insurance Coach on his team at The Wealth Training Academy.   Miriam Thomas talks about open enrollment for the Affordable Care Act, other options available, and Medicare open enrollment. The Wealth Training Academy
51 minutes | 4 months ago
Estate Planning
In this episode Ed Storer welcomes Ken Shabel to the studio.  He is an attorney with Kennedy and Brannon, LLC in Spartanburg, SC and the legal coach on the team at The Wealth Training Academy.  Ken discusses wills, powers of attorney, and all of the components of estate planning. The Wealth Training Academy
51 minutes | 4 months ago
Investment In Retirement
Scott Wright, who is one of the team members at the Wealth Training Academy discusses the proper investment strategy in retirement applying the right amount of risk while still being open for growth. The Wealth Training Academy
51 minutes | 5 months ago
Retirement Expenses-Retirement Regrets-Retirement Checklist
In this episode Ed Storer points out some areas in your retirement where spending can go up.  He also offers a heads up on some regrets commonly held by retirees.  Finally, he shares an "are you ready to retire" checklist. The Wealth Training Academy  
50 minutes | 5 months ago
Elections-Avoiding Retirement Mistakes-Retirement Spending
In this episode, Ed Storer looks at the Presidential election and discusses whether or not the outcome of elections would have an effect on your retirement.  He lists mistakes to avoid to make sure you have the best retirement plan.  Finally, he offers some tips on how to loosen the purse strings and still keep your retirement on track. The Wealth Training Academy
51 minutes | 6 months ago
Medicare
Ed Storer welcomes one of his team members into the studio.  Miriam Thomas is the Medicare and Health Insurance Specialist at The Wealth Training Academy.  She offers overall education on medicare including the difference between Medicare Advantage and Medicare supplement and prescription plans.  She also discusses saving money and maximizing benefits. The Wealth Training Academy
52 minutes | 6 months ago
Retirement Paycheck-Retirement Checkup-Retirement Future
In this episode Ed discusses some strategies to build that reliable income in retirement.  He talks about what he looks at with his clients during their one year into retirement checkup.  Ed Storer also compares retirement of the past and retirement of today and the future. The Wealth Training Academy
51 minutes | 6 months ago
Simplifying Your Retirement Planning-Taxes-Helping Grandkids
Ed Storer offers tips on making retirement planning seem less overwhelming and good tax strategies.  He also goes over some ways to make helping your grandchildren more effective and efficient. The Wealth Training Academy  
51 minutes | 7 months ago
Retirees' Greatest Fear-Early Retirement-Long Term Planning
Ed offers potential steps to help allay the fear of running out of money in retirement.  He runs down a checklist to see if you're ready for retirement.  He also offers information on the right strategies for long term retirement planning. The Wealth Training Academy
51 minutes | 7 months ago
Quotes on Retirement-Opportunities-Strategies for your 50s
Ed shares some baseball quotes and ties them in to retirement.  He also looks at some good strategies for now in the middle of the pandemic and offers good tips for those in their 50s to prepare for retirement in their 60s. Wealth Training Academy
52 minutes | 7 months ago
Retirement Myth Debunking-Tips To Retire Early
Ed debunks some common retirement and social security myths. He also offers tips that could help you move up your retirement date. http://www.wealthtrainingacademy.com/
51 minutes | 7 months ago
Ep 4 The Wealth Training Academy with Ed Storer
In this episode Ed outlines five mistakes to avoid when planning your retirement.  He also shares tips to help you in your search for the right financial advisor.  Ed wraps it up with tips to maximize your 401(k) and answers questions submitted to his website:  WealthTrainingAcademy.  Call 800-563-7030  
52 minutes | 8 months ago
The Upside to the Downsides of the Market
The Upside to the Downsides of the Market
52 minutes | 8 months ago
The Current Recession and How to Make the Best of It
The Current Recession and How to Make the Best of It
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