Episodes

  • Mal Mason and Che Kyle discuss various financial planning topics, including saving for retirement, market volatility, income planning, and estate planning.
    Jun 28 2024

    It's important for women to take an active role in their financial planning. Caregiving and overspending on children can hinder women's retirement planning. It's crucial for women to prioritize their own financial well-being. In this conversation, Mal Mason and Che Kyle discuss various financial planning topics, including saving for retirement, market volatility, income planning, and estate planning. They also touch on the importance of long-term care insurance and the benefits of dividend-paying stocks. The hosts emphasize the need for personalized financial planning and offer a complimentary financial review to help listeners assess their financial situation and make informed decisions. Visit My Iron Plan to learn more. Call (888) 532-0503.

    See omnystudio.com/listener for privacy information.

    Show more Show less
    53 mins
  • The conversation explores how to combat economic downturns, inflationary pressures, and identify financial planning red flags.
    Jun 21 2024

    The conversation explores how to combat economic downturns, inflationary pressures, and identify financial planning red flags. It emphasizes the importance of understanding the purpose of your money and having a clear plan for retirement. The hosts discuss the need for a fiduciary advisor who acts in the client's best interest, the dangers of feeling pressured to make quick decisions, and the value of transparency and personalized advice. They also debunk the idea that an app can replace the expertise and emotional intelligence of a financial planner. In this conversation, Steve Sedahl and Chae discuss various financial topics related to retirement planning. The hosts emphasize the importance of diversification, understanding tax implications, and seeking professional advice for financial planning. Visit My Iron Plan to learn more. Call (888) 532-0503.

    See omnystudio.com/listener for privacy information.

    Show more Show less
    54 mins
  • The retirement world has undergone significant changes in recent years. The conversation covers the impact of these changes, including the good, the bad, and the ugly.
    Jun 14 2024

    The retirement world has undergone significant changes in recent years. The conversation covers the impact of these changes, including the good, the bad, and the ugly. They discuss topics such as the Secure Act 2.0, which allows for the deferral of required minimum distributions (RMDs), and the reduction of penalties for RMDs. The conversation emphasizes the importance of proactive retirement planning and the need to address the unthinkable, such as medical surrogacy and estate planning. The conversation concludes with a discussion on inflation and the inadequacy of cost of living adjustments. Visit My Iron Plan to learn more. Call (888) 532-0503.

    See omnystudio.com/listener for privacy information.

    Show more Show less
    52 mins
  • The conversation covers the impact of election years on investment strategies, the role of fear and misinformation, the importance of managing money regardless of political party.
    Jun 7 2024

    The conversation covers the impact of election years on investment strategies, the role of fear and misinformation, the importance of managing money regardless of political party, the impact of market predictions, the significance of consistency and discipline in investment strategies, the risks of changing investment strategies, the concept of lost opportunity cost, and the dangers of letting fear control financial decision-making. The hosts provide valuable insights and advice for listeners to consider in their financial planning journey.

    Visit My Iron Plan to learn more. Call (888) 532-0503.

    See omnystudio.com/listener for privacy information.

    Show more Show less
    54 mins
  • Mal Mason and Chae Kyle discuss the confusion and lack of clarity surrounding financial and economic topics.
    May 24 2024

    In this conversation, the hosts discuss the confusion and lack of clarity surrounding financial and economic topics. They critique a clip from Jared Bernstein, the chair of the United States Council of Economic Advisers, who struggles to explain monetary policy. They also debate the 4% rule in retirement planning and investing, with Dave Ramsey advocating for a higher withdrawal rate and Suze Orman cautioning against it. The hosts emphasize the importance of financial literacy and the need for personalized retirement planning. The hosts encourage listeners to schedule a conversation with them to receive a complimentary review of their individual circumstances. Visit My Iron Plan to learn more. Call (888) 532-0503.

    See omnystudio.com/listener for privacy information.

    Show more Show less
    53 mins
  • The conversation covers the retirement crisis, the future of Social Security, and the role of financial planning in divorce.
    May 17 2024

    The conversation covers the retirement crisis, the future of Social Security, and the role of financial planning in divorce. The hosts discuss the increasing retirement crisis in America and the need for individuals to take control of their financial future. They highlight the importance of financial planning and saving for retirement, especially in the face of rising inflation and the potential for longer working years. The conversation then shifts to the role of a Certified Divorce Financial Analyst (CDFA) in helping individuals navigate the financial aspects of divorce. The CDFA helps clients understand their current financial situation, create a budget, and make informed decisions about asset division and financial planning for the future. Overall, the conversation provides insights and guidance for individuals looking to make informed financial decisions.

    Visit My Iron Plan to learn more. Call (888) 532-0503.

    See omnystudio.com/listener for privacy information.

    Show more Show less
    54 mins
  • Mal Mason and Chae Kyle discuss common misconceptions about retirement and provide tips to help listeners avoid making missteps on their way to and through retirement.
    May 10 2024

    In this conversation, Mal Mason and Chae Kyle discuss common misconceptions about retirement and provide tips to help listeners avoid making missteps on their way to and through retirement. They cover topics such as spending in retirement, life expectancy, living expenses, taxes, and social security. The hosts emphasize the importance of creating a comprehensive and customized retirement plan that takes into account individual circumstances and goals. Visit My Iron Plan to learn more. Call (888) 532-0503.

    See omnystudio.com/listener for privacy information.

    Show more Show less
    53 mins
  • The conversation covers topics such as retirement planning, income strategies, market performance, and the importance of having a comprehensive financial plan.
    May 3 2024

    The conversation covers topics such as retirement planning, income strategies, market performance, and the importance of having a comprehensive financial plan. The hosts discuss the benefits of guaranteed income strategies offered by large private banking firms like Goldman Sachs and Nationwide. They emphasize the need for individuals to have a team of professionals to help them navigate retirement and make informed financial decisions. The conversation also touches on the importance of longevity planning and the potential risks of investing in precious metals. Overall, the hosts aim to provide listeners with practical and straightforward financial advice.

    Visit My Iron Plan to learn more. Call (888) 532-0503.

    See omnystudio.com/listener for privacy information.

    Show more Show less
    53 mins