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Navigating Tax Strategies for Retirement

November 26, 2024

In this episode Steve discusses various financial strategies, focusing on tax implications, retirement planning, market dynamics, and the emotional aspects of financial decision-making. He emphasizes the importance of Roth conversions, the need for income and protection in retirement, and the necessity of addressing Social Security issues. The conversation also touches on market corrections and the importance of a balanced investment strategy.

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Tune in with Steve Aul for “The Aul Financial Hour” every Saturday at 10 a.m. on KMOX News Radio 1120!

November 19, 2024

Steve discusses the current state of the stock market following the recent election results, emphasizing the potential for continued growth due to anticipated tax cuts and deregulation. He highlights the importance of being prepared for market corrections and the role of financial advisors in helping clients navigate emotional decisions regarding investments. The conversation also covers new opportunities for catch-up contributions to retirement accounts, the implications of the Secure Act on estate planning, and the critical need for strategic tax planning to optimize retirement income and Social Security benefits.

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Tune in with Steve Aul for “The Aul Financial Hour” every Saturday at 10 a.m. on KMOX News Radio 1120!

October 22, 2024

In this episode, Steve discusses the impact of the upcoming election on financial planning, emphasizing the importance of staying focused on long-term investment strategies despite market volatility. He also delves into retirement withdrawal strategies, the significance of Social Security optimization, and addresses common misconceptions about annuities, providing listeners with actionable insights for their financial futures.

Click Here to Listen Now!

Tune in with Steve Aul for “The Aul Financial Hour” every Saturday at 10 a.m. on KMOX News Radio 1120!

October 8, 2024

In this episode, Steve discusses the impact of inflation on retirement planning, strategies to safeguard retirement income, and the importance of understanding Medicare options. He emphasizes the need for comprehensive retirement planning, including analyzing income streams, managing debt, and preparing for healthcare costs. The conversation also highlights the significance of setting clear retirement goals and the role of financial advisors in guiding individuals through the complexities of retirement planning.

Click Here to Listen Now!

Tune in with Steve Aul for “The Aul Financial Hour” every Saturday at 10 a.m. on KMOX News Radio 1120!

September 18, 2024

In this episode, Steve emphasizes the importance of coaching, community support, and mental preparation in overcoming obstacles. The conversation transitions into discussing the fears surrounding retirement, the misconceptions people have, and the essential steps to ensure a successful retirement. Steve provides insights into the retirement planning process, addressing common concerns and the significance of having a comprehensive plan in place.

Click Here to Listen Now!

Tune in with Steve Aul for “The Aul Financial Hour” every Saturday at 10 a.m. on KMOX News Radio 1120!

September 10, 2024

This episode discusses the importance of analyzing income sources and expenses in retirement, the potential impact of interest rate cuts on the stock market, the need for a diversified investment strategy, and the considerations for claiming Social Security benefits. The conversation also highlights the role of insurance products in protecting assets and providing income in retirement. 

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Tune in with Steve Aul for “The Aul Financial Hour” every Saturday at 10 a.m. on KMOX News Radio 1120!

August 27, 2024

In today’s episode, Steve discusses the importance of having a financial advisor to help with retirement planning and managing finances. He also provides insights on how to prepare for a recession and offers advice on building cash reserves, paying off high-interest debt, and rebalancing investments. Steve emphasizes the need for a comprehensive retirement plan that includes considerations for income, taxes, Social Security, estate planning, and investment risk. Steve also discusses different strategies for replacing a paycheck in retirement and provides options for managing 401(k) accounts. Overall, the conversation highlights the importance of financial planning and making informed decisions to secure a comfortable retirement.

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Tune in with Steve Aul for “The Aul Financial Hour” every Saturday at 10 a.m. on KMOX News Radio 1120!

August 6, 2024

Steve talks about the future of Social Security and the need to make decisions to protect retirement income regardless of political changes. He also discusses the possibility of a stock market pullback before the election and the importance of using a methodical and non-emotional approach to investment decisions. Steve advises on Roth conversions and the potential benefits of tax planning for those with large IRA or 401k assets.

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Tune in with Steve Aul for “The Aul Financial Hour” every Saturday at 10 a.m. on KMOX News Radio 1120!

July 30, 2024

This episode covers various topics related to retirement planning and financial management. The main themes include the importance of a comprehensive retirement plan, the impact of taxes on retirement income, strategies for managing investments and overcoming the fear of running out of money in retirement. The conversation also touches on the complexity of the tax system and the need for tax planning. Overall, the conversation emphasizes the need for a holistic approach to retirement planning that considers income, investments, taxes, and estate planning. 

Click Here to Listen Now!

Tune in with Steve Aul for “The Aul Financial Hour” every Saturday at 10 a.m. on KMOX News Radio 1120!

July 23, 2024

Takeaways from this episode:

  • Higher interest rates can have long-term effects on the economy and may lead to a recession.
  • Market timing is difficult and it’s better to have a solid investment plan.
  • Annuities can provide guaranteed income and protected growth in retirement.
  • Tax planning is crucial in retirement to reduce income taxes and avoid potential tax time bombs.
  • Having a good financial advisor can help navigate these complex topics and make informed decisions.

Click Here to Listen Now!

Tune in with Steve Aul for “The Aul Financial Hour” every Saturday at 10 a.m. on KMOX News Radio 1120!

Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Aul Financial Group, LLC is stated or implied. The Aul Financial Hour is a paid placement.