EPISODE #86: Roth Conversions – Limit Your Tax Liability
Featured Episodes

EPISODE #86: Roth Conversions – Limit Your Tax Liability

Longtime financial advisor and founder of www.MyLifeBroker.com Pat Ginefra explains the ins and outs of a Roth Conversion to limit your tax liability. His firm suggests converting and paying the taxes...
EPISODE #85: Pat Ginefra Talks About Taxes and Retirement
Featured Episodes

EPISODE #85: Pat Ginefra Talks About Taxes and Retirement

Delaware financial advisor Pat Ginefra explains that taxes can be a big issue for retirees. His firm preaches getting the “IRS out of your IRA,” which means pay your IRS taxes sooner rather than...
EPISODE #84: The Impact of a 12-Plus Year Bull Market
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EPISODE #84: The Impact of a 12-Plus Year Bull Market

Pat Ginefra, a financial advisor from Delaware, says a long-term bull market means most people are in a better position today than they were 12-plus years ago, but we have rising inflation. He says...
EPISODE #083: How COVID Has Sped Up Retirement Dates for Some
Featured Episodes

EPISODE #083: How COVID Has Sped Up Retirement Dates for Some

Pat Ginefra, Certified Financial Educator and Founder of MyLifeBroker.com, talks about how the Covid-19 virus has impacted retirees. Most notably, it’s creating urgency for people to retire. Many...
EPISODE #082: The Florida Retirement System: Retirement Pitfalls
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EPISODE #082: The Florida Retirement System: Retirement Pitfalls

The Florida Retirement System: Retirement Pitfalls Maria Navas is a retirement specialist in South Florida who knows the ins and outs of the complex Florida Retirement System. She can usually...
EPISODE #081: Exiting the Florida Retirement System
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EPISODE #081: Exiting the Florida Retirement System

Exiting the Florida Retirement System Maria strives to be a significant help to people who are in the Florida Retirement System and are nearing retirement. Unfortunately, there are choices to be...
EPISODE #080: The Florida Retirement System: What are my options?
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EPISODE #080: The Florida Retirement System: What are my options?

The Florida Retirement System: What are my options? A complex system such as the Florida Retirement System(FRS) has many moving parts with many options. In 2011, the FRS rules made a significant...
EPISODE #079: Navigating The Florida Retirement System
Featured Episodes

EPISODE #079: Navigating The Florida Retirement System

Navigating The Florida Retirement System Maria Navas, retirement specialist at Florida Retirement Solutions helps public servants retire from the Florida Retirement System. Many of her clients are...
EPISODE #86: Roth Conversions – Limit Your Tax Liability
EPISODE #86: Roth Conversions – Limit Your Tax Liability
EPISODE #85: Pat Ginefra Talks About Taxes and Retirement
EPISODE #85: Pat Ginefra Talks About Taxes and Retirement
EPISODE #84: The Impact of a 12-Plus Year Bull Market
EPISODE #84: The Impact of a 12-Plus Year Bull Market
EPISODE #083: How COVID Has Sped Up Retirement Dates for Some
EPISODE #083: How COVID Has Sped Up Retirement Dates for Some
EPISODE #082: The Florida Retirement System: Retirement Pitfalls
EPISODE #082: The Florida Retirement System: Retirement Pitfalls
EPISODE #081: Exiting the Florida Retirement System
EPISODE #081: Exiting the Florida Retirement System
EPISODE #080: The Florida Retirement System: What are my options?
EPISODE #080: The Florida Retirement System: What are my options?
EPISODE #079: Navigating The Florida Retirement System
EPISODE #079: Navigating The Florida Retirement System

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