12.2K
Downloads
34
Episodes
The Financial Breakaway Podcast is your guide to breaking free from the confusion of the financial world and unlocking your path to a more confident retirement plan. Join me as I look to empower mid-career to retirement-aged individuals, just like you, through engaging conversations about what retirement means to you and then how to build a retirement plan that fits. While crucial topics like investing strategies, tax planning, withdrawal strategies, and social security will be discussed, I believe that your personal goals, desires, and lifestyle are equally vital. In this podcast, I’ll help you bridge the gap between financial strategies and your individual aspirations, merging the two to create your very own ”financial breakaway.” ----------1200 N. Mayfair Rd, Ste. 300, Milwaukee, WI 53226 414-253-4600. Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA (www.finra.org) SIPC (www.sipc.org). Osaic Wealth separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth 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.
Episodes
Wednesday Oct 21, 2020
Wednesday Oct 21, 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, just because a company issues a dividend doesn’t mean that they are a good investment. As I explain in this episode, the simple process of issuing a dividend can & often does affect the stock price. So know what you are investing in and why is always a good idea.
Please visit www.rhitch.com/resources for more information.
Ryan Hitchcock
Financial Planner
Direct: 414-253-4611
rhitchcock@highpointcaptialgroup.com
Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is not guarantee of future results. Securities and investment advisory services offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF.
1200 N. Mayfair Rd., Suite 300, Milwaukee, WI 53226. Phone: 414-253-4600.
Tuesday Jul 28, 2020
Tuesday Jul 28, 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 substantive repercussions for individuals planning for their financial futures.
Please visit www.rhitch.com for more information.
Sources:
https://www.congress.gov/bill/116th-congress/house-bill/1994
https://www.kitces.com/blog/secure-act-2019-stretch-ira-rmd-effective-date-mep-auto-enrollment/
Ryan Hitchcock
Financial Planner
Direct: 414-253-4611
rhitchcock@highpointcaptialgroup.com
Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is not guarantee of future results. Securities and investment advisory services offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF.
1200 N. Mayfair Rd., Suite 300, Milwaukee, WI 53226. Phone: 414-253-4600.
Monday Mar 30, 2020
Monday Mar 30, 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 ease the damaging effects it has had on the economy. The President signed it into law March 27th, 2020.
Here are the five items of the bill I see most important to the everyday person and my clients:
1) Recovery rebates directly to individuals
2) Coronoavirus related distributions from IRA's and retirement plans
3) Required Minimum Distributions waived for 2020
4) Student loans deferred
5) Bumped up Unemployment Compensation
To download a summary PDF of this information visit: https://turowskihitchcock.com/resources
Source: Coronavirus Aid, Relief, and Economic Security Act
https://www.congress.gov/116/bills/s3548/BILLS-116s3548is.pdf
Ryan Hitchcock
Financial Planner
Direct: 414-253-4611
rhitchcock@highpointcaptialgroup.com
Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is not guarantee of future results. Securities and investment advisory services offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF.
1200 N. Mayfair Rd., Suite 300, Milwaukee, WI 53226. Phone: 414-253-4600.
Tuesday Mar 19, 2019
Tuesday Mar 19, 2019
Real-world conversations about personal financial topics. Inspired by the fact that financial planning, investing, insurance, retirement, buying a house, having a child, work benefits, or any other situation that involves your money are all scary topics. This podcast aims to demystify those topics.