Financial Breakaway

Real-world conversations about personal financial topics. Inspired by the fact that financial planning, investing, or retirement are all scary topics. 1200 N. Mayfair Rd, Ste. 300, Milwaukee, WI 53226 414-253-4600. Securities and investment advisory services offered through SagePoint Financial, Inc. (SPF), member FINRA (www.finra.org) SIPC (www.sipc.org). SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF. SPF does not provide tax or legal advice. This communication is strictly intended for individuals residing in states of CO, FL, GA, MI, MN, MO, MT, NC, TX, and WI. No offers may be made or accepted from any resident outside the specific state(s) referenced. PLEASE NOTE this information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website.We make no representation as to the completeness or accuracy of information provided at these web sites

Episodes Date

The Mega Backdoor Roth is a special type of 401(k) saving strategy used by people with higher incomes to get nearly triple the amount of funds into their 401(k), while converting a good portion of the...
May 6, 2021
It’s no secret that the Roth IRA is my favorite account for retirement planning.  The ability to have tax-free growth over a long period of time coupled with tax free withdrawals in retirement is a th...
April 18, 2021
The big question this year in 2021, is "should I sell my winners? " 2020 was a crazy year in the markets and some stocks saw some out of this world gains.  Some are up double, triple, or even more tha...
February 23, 2021
This episode was recorded after one of the most bizarre weeks in the investment world I have ever seen.  Unless you were living under a rock, We all just witnessed the meteoric rise of Game Stop stock...
February 2, 2021
In this episode I give you some more info about Financial Breakaway and what that really means to me.  In my process of helping clients I spend extra time with them so they can reach their “breakaway ...
January 8, 2021
Your credit score affects your ability to get a loan, a job, housing, insurance, and more. But not a lot of us know what actually goes into your score and what can help increase it.  In this episode I...
January 8, 2021
The Health Savings Account (HSA) is a very flexible and important tool that can be utilized in one’s financial plan for not only health care expenses, but for taxes and long-term financial planning to...
December 1, 2020
Dividends can be a great piece to an investment portfolio as they can add a layer of diversification.  They can allow an investor to receive income or add more shares through reinvestment.  However, j...
October 21, 2020
The SECURE Act, or “Setting Every Community Up for Retirement Enhancement Act,” offers several major adjustments to how we save, prepare for and enjoy retirement.  Overall, this legislation will have ...
July 28, 2020
In response to the COVID-19 global pandemic, the US Congress passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act, a $2 trillion emergency fiscal stimulus package, in order to help ea...
March 30, 2020

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