Power of Holistic Retirement Podcast - with Dedrick Adell
By Dedrick Adell
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Holistic Legacy Wealth is not an affiliate or subsidiary of PAS or Guardian.
Power of Holistic Retirement Podcast - with Dedrick Adell Feb 10, 2021
Chapter 26 - Power of Risk Tolerance
Have you wondered how to exactly invest? This episode will give you a breakdown on how to create your own personal risk tolerance for your investment portfolio.
Chapter 25 - Required Minimum Distributions
The IRS has strict rules about required minimum distributions.
Chapter 24 - Power of Roth Conversions
When you transfer funds, getting it right is important.
Chapter 23 - Power of Choosing Your Retirement Team
Just as a coach chooses his players, you should wisely choose those on your Retirement Team.
Chapter 22 - Voluntary Taxation
Taxation voluntary? Listen to learn more.
Chapter 21 - 12-Month Retirement Planning Checklist
Having a 12-month plan is the key to building your financial future.
Chapter 20 - Tax Deduction vs. Tax Credit
Why the difference matters.
Chapter 19 - Bulls and Bears
You hear the term Bulls and Bears, but what do they mean? This episode explains the terms, and what they mean to your financial wealth.
Chapter 18 - The Power of Retirement Options
You hold the power when you know your retirement options.
Chapter 17 - The Power of The Bucket Strategy
You've heard of the Bucket List? Now, hear about the Bucket Strategy.
Chapter 16 - The Power of Life Insurance
It's true. Life insurance can be quite powerful in your life.
Chapter 15 - Retirement in Your 70s and 80s
Planning to delay retirement? Here are the steps to take if retirement will be in your 70s or 80s.
Chapter 14 - Pre Retirement in Your 50s and 60s
You're almost ready to retire. So, how should you be handling your money in your 50s and 60s?
Chapter 13 - The Four Stages of Retirement
Do you know the Four Stages of Retirement? Dedrick addresses the first stage in this episode.
Chapter 12 - The 50 20 30 Budget Rule
Heard of The 50 20 30 Budget Rule? Implementing it in your life could put you on the path to financial freedom and security.
Chapter 11 - Good Debt vs. Bad Debt
What's the difference between good debt vs. bad debt? This podcast lays it out in simple terms.
Chapter 10 - Building An Emergency Savings
A loss of employment or unexpected expenses can cause panic. But, not if you've built emergency savings.
Chapter 9 - Tax Deferral Versus Tax Free
Taxes are tricky. But, not if you listen to this episode.
Chapter 8 - The History of the Roth IRA
- We hear about the Roth IRA a lot. But what is it, and how could you benefit from one?
In this episode, Dedrick reveals tips and the path to follow.
Chapter 7 - The History of the 401K
Did you know that the 401K started out as an almost-unnoticed, small section of a piece of legislation in 1978?
Today, the 401K is how many of us will fund retirement. How did it get started and how can it work for you? Listen to find out.
Chapter 6 - The History of Social Security
How old will you need to be before you collect Social Security? How did Social Security get started?
These important questions and others are answered in this edition of The Power of The Roth Podcast.
Chapter 5 - The Power Over Probate
Sometimes, a simple signed will, will not do.
What is probate? How can you avoid probate, and how can you protect your assets? You'll get answers now from Dedrick Adell.
Chapter 4 - Market Risk
The market holds risks and rewards. How should risks affect your investment choices? In this episode, Dedrick discusses risks and rewards.
Chapter 3 - Inflation
What is inflation? How could it affect your investments? In this edition of The Power of the Roth, Dedrick sheds light on the possibilities.
Chapter 2 - Managing Healthcare Risks
Managing your health and your healthcare risks are doable - with the right assistance.
Chapter 1 - The Power of the Roth
The road to financial security begins with good advice. Learn how The Power of the Roth is an important part of your journey.