Here's the RBC Wealth Management "Taking Control of Health Care in Retirement" report.

Here's a list of 7 HSA custodians that offer investment options.

Here's the Investopedia article about IRA-to-HSA transfers.

Here's a link to the Marriott Bonvoy Rewards card that'll give you excellent travel rewards, (and up to 3 free nights just for joining) while giving me, your loving host, some bonus points.

Email me at matt@rogueretirementlounge.com if you have any questions.

And check out my retirement planning podcast website at rogueretirementlounge.com.

Hosted on Acast. See acast.com/privacy for more information.

Today we're gonna briefly talk about financial and retirement-related education for women, and a terrible article I read in Kiplinger's.

I mention the Bigger Pockets Money Podcast, which you can find here: https://podcasts.apple.com/us/podcast/biggerpockets-money-podcast/id1330225136

Here's a link to the blockchain demo I discuss. You're gonna LOVE this: https://www.youtube.com/watch?v=_160oMzblY8

Modern Finance, a podcast we all should be listening to: https://podcasts.apple.com/us/podcast/modern-finance/id1338620184

The pandemic retirement savings survey: https://www.magnifymoney.com/blog/news/pandemic-impact-on-retirement-survey/

And last but not least, if you want to support this podcast, it's as simple as signing up for a Marriott Bonvoy Rewards credit card through the links on the Rogue Retirement Blog. If you sign up for the card using one of the links on that page, we'll both get great bonuses!

For more retirement planning podcast episodes, check out the Rogue Retirement Lounge website.

And as always, feel free to email me at matt@rogueretirementlounge.com if you have any questions.

Hosted on Acast. See acast.com/privacy for more information.

According to Katherine Roy, Chief Retirement Strategist, J.P. Morgan Asset Management, “Our 2021 Guide to Retirement considers a number of timely themes impacting those planning for retirement, such as managing lower expected returns for those closer to retirement, the importance of diversified investing, and tax management strategies.”

It's a 50+ slide PowerPoint deck and if you're not a complete retirement nerd, it's a big pile of eye-crossing charts and graphs. But there is some good information. And today I go through some of the highlights and how some of the data might affect you and your retirement plan. So join me, won't you?

And if you want to download a copy for yourself, here's a link:

https://am.jpmorgan.com/us/en/asset-management/adv/insights/retirement-insights/guide-to-retirement/

Do you have retirement planning questions? Stop by the Rogue Retirement Lounge website.

Or send me an email at matt@rogueretirementlounge.com

Wanna support this podcast? Sign up for the Marriott Bonvoy Rewards Visa card! You'll earn kickass hotel points for your next vacation, and I, your host, will receive a fat stack of bonus Marriott points. Talk about a WIN-WIN!! Click here to make my whole week!

Hosted on Acast. See acast.com/privacy for more information.

Log onto E*Trade and try to buy investment real estate within your IRA. You can't do it. And that's why you need a solo 401(k). Not to mention, the SUPER-HIGH contribution limits.

Jordan Sheppherd has helped hundreds of people set up solo 401(k) plans. He's an expert in this stuff and he's a really cool dude.

Self-direction is an amazing opportunity that I believe all self-employed people should take advantage of. But don't take my word for it; check out this episode and find out for yourself.

Learn more about Jordan's services at www.checkbookira.com.

Disclosure: I hired Jordan to set up my solo 401(k) a few years back, and it was the single most important decision I've made in my retirement planning process.

Hey, do you have a question about retirement planning you'd like me to answer on a future episode? Email me at matt@rogueretirementlounge.com or visit my retirement planning podcast website and click the red "Send Matt a Voicemail" button on the side and ask a question there.

Also, if you can leave me a review for this podcast on whatever platform you use, I'll be your best friend!

Hosted on Acast. See acast.com/privacy for more information.

More inflation as a direct result of labor shortages, which are a direct result of federal unemployment bonus programs.

Will the 1031 exchange go away?

Investing in cryptocurrency within a 401(k)? WTF?

Mortgages for retirees. Here's the Forbes article: https://www.forbes.com/advisor/mortgages/get-a-mortgage-after-retirement/

New retirement study shows the pandemic has altered some folks' retirement plans.

Check out the website for this retirement planning podcast at https://www.rogueretirementlounge.com

And email me your questions: matt@rogueretirementlounge.com

Hosted on Acast. See acast.com/privacy for more information.

A syndication is basically a partnership between a group of investors to purchase some kind of asset. There’s one person or a team of people who act as the sponsor or syndicator, and then there are the investors, who put in money, which is usually used for the down payment, and sometimes partially for improvements to the property, once it’s acquired. Investors in these syndications often receive quarterly distributions, followed by a large payoff once the property eventually sells.

In today's episode, I'm going to run you through my first syndication investment, which I got into in the summer of 2018. My goal is to show you that it's not complicated, and if you get to know the right people, these can be very safe, very lucrative investments.

I believe that real estate can really accelerate the growth of your retirement nest egg, while at the same helping you avoid the volatility of the equities markets.

Check out today's episode and see how easy it is to get real estate into your retirement plan.

For more information and episodes, be sure to visit my retirement planning podcast website at http://www.rogueretirementlounge.com

And if you have any questions you'd like me to answer on the show, feel free to email me at matt@rogueretirementlounge.com

Hosted on Acast. See acast.com/privacy for more information.

Retirement planning is seriously like a part-time job, so I want this podcast to be a one-stop resource for you. Doing a weekly news episode might be part of the plan, so let me know if you get any value out of this.

Meanwhile, this retirement planning podcast does have a website, so pop by and sign up for my mailing list.

And if you have any questions you'd like me to answer on the podcast, email me at matt@rogueretirementlougne.com

Hosted on Acast. See acast.com/privacy for more information.

Today I'm very proud to have Tim Leffel on the show. He's an award-winning travel writer and author of The World’s Cheapest Destinations, Travel Writing 2.0, and the living abroad book A Better Life for Half the Price.

He is also editor of the narrative web publication Perceptive Travel, named “best online travel magazine” by NATJA and “best travel blog” by SATW.

This guy is a true expert on living abroad. Currently he's in Guanajuato, Mexico, living well for less than what his mortgage payment was when he lived in Florida.

Check it out and be sure to visit the website for this retirement planning podcast.

Any questions about retirement planning for the self-employed? Email me at matt@rogueretirementlounge.com

Hosted on Acast. See acast.com/privacy for more information.

People respond to incentives.

Here in Portland, we've incentivized homelessness and lawlessness with our attitudes and legislation essentially encouraging our homeless friends to do drugs and commit whatever crime necessary to support their habit. All while letting people camp pretty much anywhere within the city limits.

I talk about this because much of the problem could have been prevented, but it makes us feel good to make it as easy as possible for people to engage in self-destructive behavior. And it makes us feel bad to incarcerate the less fortunate for committing crimes.

Also, I briefly talk about the concept of a "Geographic Plan B." This is basically the idea that if you can't afford to retire where you are, there are many options out there where you can live for MUCH less. It's worth having a Plan B in place, just in case your retirement plans change down the line.

And on the next episode I'm talking with a true expert in living abroad and all the things that go with it. He's Tim Leffel and I guarantee you're going to get a lot out of it.

Thanks for joining me today and it would mean the world to me if you'd subscribe to this podcast and maybe give me a positive review.

To join my mailing list, pop over to https://www.rogueretirementlounge.com

And if you have any questions you'd like me to answer on the show, email me at matt@rogueretirementlounge.com

Hosted on Acast. See acast.com/privacy for more information.

Here's Jon's bio: https://jondwoskin.com/wp-content/uploads/2020/08/About-Jon.pdf

Here's where you can find videos of Jon, his books, his blog and more: https://jondwoskin.com/resources/

We don't talk too much about retirement planning in this episode, but if you're self-employed, you'll get a ton of value from Jon.

If you have any questions about this interview, entrepreneurship or retirement planning, email me at matt@rogueretirementlounge.com

And for more retirement planning info or to get on my mailing list, check out www.rogueretirementlounge.com

Hosted on Acast. See acast.com/privacy for more information.

One of the best and easiest ways to build wealth is simply by owning your house. But in today's low-interest environment, paying off your mortgage early could be an expensive mistake. So why do Dave Ramsey, David Bach and Suze Orman insist that you should pay off your home as soon as possible? Well, it makes for good sound bites and nobody will actually challenge them on it.

If you could have an extra $85,000 in your retirement nest egg, would it help you?

Check out today's episode and remember to get on my mailing list at www.rogueretirementlounge.com.

Hosted on Acast. See acast.com/privacy for more information.

Log onto E*Trade and try to buy investment real estate within your IRA. You can't do it. And that's why you need to self-direct.

Jordan Sheppherd has helped hundreds of people set up self-directed IRAs and solo 401(k) plans. He's an expert in this stuff and he's a really cool dude.

Self-direction is an amazing opportunity that I believe all self-employed people should take advantage of. But don't take my word for it; check out this episode and find out for yourself.

Learn more about Jordan's services at www.checkbookira.com.

Disclosure: I hired Jordan to set up my solo 401(k) a few years back, and it was the single most important decision I've made in my retirement planning process.

Hey, do you have a question about retirement planning you'd like me to answer on a future episode? Email me at matt@rogueretirementlounge.com or visit my website and click the red "Send Matt a Voicemail" button on the side and ask a question there.

Also, if you can leave me a review for this podcast on whatever platform you use, I'll be your best friend!

Hosted on Acast. See acast.com/privacy for more information.

In today's episode, I cover a couple reasons why this advice is extremely irresponsible. If you follow it, you could be missing out on the easiest money you've ever made.

According to the Federal Reserve Bulletin that came out in late 2020, the median homeowner has about 40 times the household wealth of a renter.

Have a listen and send me an email at matt@rogueretirementlounge.com if you agree or disagree with me.

As always, for the latest in retirement planning for entrepreneurs, come see me at www.rogueretirementlounge.com

Hosted on Acast. See acast.com/privacy for more information.

BUT, I am a semi-legit entrepreneur and I do understand the challenges that we entrepreneurs face when dealing with retirement planning, so this podcast CAN help you as you do your retirement research.

That said, I wanted to introduce myself to you and tell you what led me to this place where I'm podcasting about retirement planning.

Do YOU have retirement planning questions? Email me at matt@rogueretirementlounge.com.

For all the Rogue Retirement Lounge episodes about retirement planning for entrepreneurs, pop by www.rogueretirementlounge.com.

And if you'd be a pal and subscribe to my podcast, I'll love you forever...

Hosted on Acast. See acast.com/privacy for more information.

Andrew is a teacher who has created classes to help simplify investing and to help people becomes smarter investor. See below for links where you can get 50% off of two of his classes.

One topic we cover is risk management, including the “Six Ways to Lose Your Money”

1.    Failed to do their own research

2.    Failed to properly assess and manage risk

3.    Driven by emotion or flawed thinking

4.    Misplaced trust

5.    Failed to monitor their investment

6.    Invested in a start-up company

Is retirement planning important to you? If so, you need to manage risk in all of your investments.

I HIGHLY recommend checking out Andrew’s podcast. Here’s where you can find it:

https://podcasts.apple.com/us/podcast/my-worst-investment-ever-podcast/id1416554991

Here’s the website for his podcast:

https://myworstinvestmentever.com/

Want to take one of Andrew’s classes? You get 50% off by clicking the links below:

Finance Made Ridiculously Simple

The complete, proven, step-by-step online course to guide you from fear of finance to mastery

https://academy.astotz.com/courses/finance-made-ridiculously-simple?coupon=rogue

How to Start Building Your Wealth Investing in the Stock Market

This proven, step-by-step system will transform you from feeling overwhelmed about investing to being in control of your financial future.

https://academy.astotz.com/courses/how-to-start-building-your-wealth-investing-in-the-stock-market?coupon=rogue

Andrew’s book recommendation, “Your Money and Your Brain” by Jason Zweig:

https://www.amazon.com/Your-Money-Brain-Science-Neuroeconomics/dp/0743276698

The Rogue Retirement Lounge podcast is new. I’m still getting started and at this point, reviews really mean a lot, so if you would be willing to subscribe and give me a positive review, I’d really appreciate it.

Do you have retirement questions? Email me at matt@rogueretirementlounge.com

Hosted on Acast. See acast.com/privacy for more information.

Back in 2017, as I was making kickass returns in the market, buying shares of Amazon every time I read about another major retailer closing (Remember Macys? JC Pennys?), I knew the bull market was going to have to end. But when?

I knew I wanted to get into real estate and get out of the stock market, but I didn't know where to start. I knew if we had a market crash, renters would still, most likely, have to pay their rents and hell, if an investment property burns down, the insurance company will replace it. A cash-flowing, insurable asset where the tenant pays the debt? Sounds like a win-win!

So I found a lot of turnkey providers, some good, some bad. In today's episode, I run through the process of buying my first turnkey rental investment in the beautiful city of Cincinnati, OH.

If you're an entrepreneur, I'd highly recommend you consider using real estate as part of your retirement plan. It makes sense on so many levels.

Enjoy the episode, and feel free to send me an email if you have any questions: matt@rogueretirementlounge.com

And if you'd like to get on my mailing list, sign up at www.rogueretirementlounge.com

And finally, if you'd be willing to leave me a positive review, I'll love you forever!

Hosted on Acast. See acast.com/privacy for more information.

In today's environment of the lowest interest rates in 5,000 years, the home mortgage has become an asset, NOT a liability. The bank is giving you money for less than the rate of inflation, meaning every year, in REAL terms, your payment is going down.

Today's episode is just about getting you comfortable with the fact that paying off your home (or your investment properties), is a bad idea. That is, if you want to retire...

Stay with me. I speak the truth!!

I want to answer your questions. Go to www.rogueretirementlounge.com and click the red tab on the right side of the page to leave me a voicemail. I'll answer your retirement planning and investing questions on the show.

Or just send me an email at matt@rogueretirementlounge.com

Hosted on Acast. See acast.com/privacy for more information.

Now, could I ask you a GIANT favor? This podcast is new, and it'd really be a huge help if you'd subscribe. I'll love you forever!

Also, be sure to head over to https://www.rogueretirementlounge.com and sign up for my emails. They'll make you smarter and they might make you laugh.

And finally, if you have any questions about retirement planning or investing, send me an email at matt@rogueretirementlounge.com and I'll answer it on air in a future episode.

Hosted on Acast. See acast.com/privacy for more information.

Learn more about Matt Franklin at www.rogueretirementlounge.com

And if you have questions, email me directly at matt@rogueretirementlounge.com

Oh, and if you like what you hear, please subscribe!

Hosted on Acast. See acast.com/privacy for more information.

As always, if you have questions, feel free to email me at matt@rogueretirementlounge.com

Hosted on Acast. See acast.com/privacy for more information.

Let's connect! Email me!

matt@rogueretirementlounge.com

Hosted on Acast. See acast.com/privacy for more information.

I’m Matt Franklin and I’ve been self-employed for 15 years. I’ve had multiple businesses, including one that got me on Shark Tank in season 4. I talk to entrepreneurs all the time, and one thing is nearly universal: We’re shitty when it comes to preparing for retirement.

I’ve spent the last five years researching ways to hurry up my path to retirement, and I was able to shave almost 10 years off of my working life by completely re-constructing my investment strategy from the ground up, and now I want to help you to retire sooner, retire wealthier, and retire happier.

This podcast is unlike any other retirement show out there because pretty much everything we talk about is specifically for self-employed people like you. If you’re in a normal job with a 401K, you’ll still learn a lot here, but my focus is on the unique problems AND OPPORTUNITIES that we entrepreneurs have. I’m not gonna talk down to you and I don’t try to sell you anything. I’m here to give you ACTIONABLE information, not bullshit life insurance pitches and annuity plans.

I release at least one episode a week, but be sure to subscribe, because there’ll be bonus episodes here and there, either when I discover something super cool related to retirement, or when there’s something scary that YOU need to know about.

The length of this podcast will vary, so be ready for some short ones and some very long ones.

Most of the time it’s just going to be me and you on here, but occasionally I’ll interview experts who are way smarter than I am.

This Rogue Retirement Lounge is available on all the major podcasting platforms, but if you want links to your preferred platform, just go to www.rogueretirementlounge.com.

Hosted on Acast. See acast.com/privacy for more information.