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Forget everything you think you know about retirement accounts – this episode of “Your Telecom Retirement” is about to turn your world upside down – in the best way possible!

It’s time to dive into the misunderstood world of Roth contribution accounts.

What You’ll Discover:

🤑 00:22 – Roth Accounts Demystified: Understand the power of Roth accounts and how they can potentially boost your retirement savings.

📚 00:44 – The History Behind Roth: A brief yet enlightening journey through the origins of the Roth IRA and its impact on your finances.

🚀 02:24 – The Rise of Roth 401k: Explore the evolution and advantages of Roth 401k, especially for employees of major corporations like AT&T and Verizon.

📉 03:07 – Tax Benefits Uncovered: Learn about the significant tax changes in recent years and how they could affect your retirement planning.

💰 04:27 – Tax-Free Growth: Discover the magic of tax-free growth in your retirement accounts and how it can massively benefit you in the long run.

🌍 06:22 – Controlling Your Taxes: Strategies to potentially lower your tax bracket in retirement by smartly utilizing Roth 401k today.

🛡️ 07:17 – Social Security Insights: An unexpected twist on how Roth accounts can impact your Social Security benefits.

🏡 18:07 – Real-life Financial Roadblocks: Prepare for unexpected financial hurdles in retirement with strategic Roth 401k planning.

If you’re ready, let’s unravel why so many people are missing out and how you can capitalize on this opportunity in order to transform your financial future!

EPISODE LINKS
You can download a free digital copy of Dennis’ book “Retirement Built Right – The Essential Guide for Telephone Employees!” here: https://theverizonguy.pages.ontraport.net/ebookoptin

ABOUT THE SHOW
Tap into Dennis O’Keefe’s 30+ years of experience helping telecom employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!

Featuring actionable, practical how-to advice along with stories of REAL telecom employees Dennis has helped navigate through every benefits situation imaginable, each episode of “Your Telecom Retirement” focuses on how to maximize the money you take out of your time working for telecom.

Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.

Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/

Visit Dennis’ website: https://www.successfulmoney.com/

Please see our disclosures statement here: https://www.successfulmoney.com/website-disclosure

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Welcome to a journey beyond the ordinary.

On this episode of “Your Telecom Retirement,” you’ll be intrigued and informed as we dive into the world of government-issued economic indicators and their hidden complexities.

What You’ll Discover:

📊 1:06 – Understanding Economic Indicators: Uncover the truth behind the data from the Bureau of Labor Statistics and learn why it’s crucial to question what you hear.

📈 3:05 – Decoding the CPI – Short-Term Accuracy vs. Long-Term Flaws: Find out why the Consumer Price Index is a reliable short-term indicator but problematic for long-term analysis.

🚀 11:48 – The Realities of Employment Statistics: Dive into the intricacies of the employment report and understand what the numbers really indicate about the job market.

🔮 10:28 – Predicting Economic Trends with the PPI: Learn how the Producer Price Index can be a crystal ball for future inflation and market shifts.

📝 19:01 – Seasonal Adjustments: Helpful or Misleading?: Examine the impact and necessity of seasonal adjustments in economic data.

Forget the hype; it’s all about real insights and practical knowledge as you get a grasp on how to REALLY read key economic indicators!

EPISODE LINKS
You can download a free digital copy of Dennis’ book “Retirement Built Right – The Essential Guide for Telephone Employees!” here: https://theverizonguy.pages.ontraport.net/ebookoptin

ABOUT THE SHOW
Tap into Dennis O’Keefe’s 30+ years of experience helping telecom employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!

Featuring actionable, practical how-to advice along with stories of REAL telecom employees Dennis has helped navigate through every benefits situation imaginable, each episode of “Your Telecom Retirement” focuses on how to maximize the money you take out of your time working for telecom.

Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.

Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/

Visit Dennis’ website: https://www.successfulmoney.com/

Please see our disclosures statement here: https://www.successfulmoney.com/website-disclosure

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On this episode of Your Telecom Retirement, you’ll discover the hidden intricacies and surprising truths of modern portfolio management.

Forget the conventional wisdom and dive into a thought-provoking exploration that challenges the status quo.

What You’ll Discover:

🍎 00:33 – The Apple Illusion: Unravel why comparing your portfolio to the S&P 500 in this era might be misleading. Discover how what you thought were apples in your investment strategy are actually paperweights!

💹 01:13 – The S&P 500 Deconstructed: Learn about the REAL components that make up the S&P 500 and why it’s essential to look beyond the surface.

📊 03:03 – Market Capitalization Mysteries: Understand the concept of market capitalization and how it affects the valuation of companies like Tesla.

🏢 06:23 – The Big Seven’s Influence: Find out how seven key companies significantly impact the S&P 500 and your investment decisions.

🔄 10:58 – Cyclical Trends in Investment: Gain insight into the cyclical nature of investments and how current trends might not always hold true.

🛠️ 17:15 – Rethinking Portfolio Evaluation: Learn practical ways to evaluate your portfolio’s performance, especially in light of the dominant role of a few companies.

🧐 19:10 – The Importance of a Detailed Checklist: Embrace the importance of meticulous scrutiny in managing your investments, drawing parallels from aviation safety checks.

This isn’t your typical investment talk; it’s a journey through the unexpected twists and turns of the financial world as we close 2023 and step into 2024.

Are you ready?

EPISODE LINKS
You can download a free digital copy of Dennis’ book “Retirement Built Right – The Essential Guide for Telephone Employees!” here: https://theverizonguy.pages.ontraport.net/ebookoptin

ABOUT THE SHOW
Tap into Dennis O’Keefe’s 30+ years of experience helping telecom employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!

Featuring actionable, practical how-to advice along with stories of REAL telecom employees Dennis has helped navigate through every benefits situation imaginable, each episode of “Your Telecom Retirement” focuses on how to maximize the money you take out of your time working for telecom.

Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.

Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/

Visit Dennis’ website: https://www.successfulmoney.com/

Please see our disclosures statement here: https://www.successfulmoney.com/website-disclosure

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Have you ever found yourself frustrated with New Year’s resolutions? Think they’re an absolute disaster?

Well, you’re not alone. In this unconventional and eye-opening episode of “Your Telecom Retirement,” we delve deep into the psychology and practicality of resolutions, especially in the world of finance and personal well-being.

But it’s not all critique and analysis. I’ll share with you easy, actionable steps that can transform your financial health and personal life, without the hype.

You’ll also learn why small, consistent changes trump grand New Year’s resolutions every time.

What You’ll Discover:

🎯 00:54 – Easy Changes for Big Impact: Discover simple, practical changes that can significantly improve your life.

☕ 01:04 – The Dunkin Donuts Principle: Learn the surprising lessons from a daily coffee routine.

📊 08:12 – The Resolution Bust: Understanding why New Year’s resolutions fail and how to make more effective, lasting changes.

🗓️ 11:55 – Single Change Strategy: The power of focusing on one small change at a time to achieve long-term success.

📈 17:16 – Boost Your 401k: Tips on incrementally increasing your 401k contributions for a secure retirement.

💼 18:55 – Quarterly Portfolio Review: How to effectively manage your investments in just minutes.

💰 23:40 – Consolidating Old 401ks: A step-by-step guide to streamline your finances.

This episode is a treasure trove of insights and practical advice, breaking down complex financial concepts into digestible, actionable steps.

Whether you’re struggling with resolutions or looking for ways to enhance your financial wellbeing, this episode is a must-listen!

EPISODE LINKS
You can download a free digital copy of Dennis’ book “Retirement Built Right – The Essential Guide for Telephone Employees!” here: https://theverizonguy.pages.ontraport.net/ebookoptin

ABOUT THE SHOW
Tap into Dennis O’Keefe’s 30+ years of experience helping telecom employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!

Featuring actionable, practical how-to advice along with stories of REAL telecom employees Dennis has helped navigate through every benefits situation imaginable, each episode of “Your Telecom Retirement” focuses on how to maximize the money you take out of your time working for telecom.

Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.

Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/

Visit Dennis’ website: https://www.successfulmoney.com/

Please see our disclosures statement here: https://www.successfulmoney.com/website-disclosure

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Think turkey sandwiches and tax strategies have nothing in common?

Think again.

On this episode of “Your Telecom Retirement,” I’m peeling back the layers of holiday leftovers and diving deep into year-end tax planning.

Join me as we mix the savory with the strategic, ensuring your financial health is as hearty as your holiday plate.

What You’ll Discover:

📈 4:01 – Capital Gains Alerts: Discover how to anticipate and respond to unexpected capital gains from mutual funds.

📊 6:17 – Investment Timing: Learn the best times to invest in mutual funds to avoid unwelcome taxable events.

📉 7:18 – Navigating Losses and Gains: Understand the peculiarities of this financial year and how it impacts your investments.

🏦 8:19 – Stock Valuation: A deep dive into evaluating company stocks like AT&T and Verizon for potential sale.

🔄 11:03 – Roth IRA Insights: Explore the complexities and benefits of Roth vs. regular IRAs and the backdoor Roth contribution strategy.

🔍 14:12 – Tax Estimation Tools: Uncover tools to estimate your tax liability and adjust withholdings accordingly.

Taxes might not be the most thrilling topic, but preparing now could mean extra dollars in your pocket later on.If, after listening to this episode, you have questions about Roth contributions, investment gains, or any other financial concerns, don’t hesitate to reach out!

EPISODE LINKS
You can download a free digital copy of Dennis’ book “Retirement Built Right – The Essential Guide for Telephone Employees!” here: https://theverizonguy.pages.ontraport.net/ebookoptin

ABOUT THE SHOW
Tap into Dennis O’Keefe’s 30+ years of experience helping telecom employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!

Featuring actionable, practical how-to advice along with stories of REAL telecom employees Dennis has helped navigate through every benefits situation imaginable, each episode of “Your Telecom Retirement” focuses on how to maximize the money you take out of your time working for telecom.

Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.

Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/

Visit Dennis’ website: https://www.successfulmoney.com/

Please see our disclosures statement here: https://www.successfulmoney.com/website-disclosure