Not a Guru: Real Financial Education with Mark Byelich, CFP®

Is there a question that brings more differing opinions than this one? There are many variables and things to consider, but one thing is certain—this is one of the most important decisions you’ll make in your retirement planning. You should not base this decision on what your uncle, brother, sister, friend, or others think. You should make this decision based on facts and projections for you, specifically for you. I’ll show you how to make the decision that’s best for you in this episode.

Visit our website: https://www.attleborowealth.com

Chapters

0:00 Introduction & Upcoming
04:38 Slott Report

15:34 Market Update

25:48 When Should You Begin to Collect Your Social Security?

Learn how a yearly review and update of your financial plan can help you adjust for life events, tax law changes, market shifts, evolving needs, goals, and issues and to help make sure you have the most up-to-date investment and planning strategies. Tune in to learn the important details.

Visit our website: https://www.attleborowealth.com

The One Big Beautiful Bill Act is 940 pages of changes to our tax code and to retirement planning as a whole. What do these changes mean for your retirement plan and your Roth conversion strategy?

Join me to learn more in this week’s episode.

Visit our website: https://www.attleborowealth.com

The One Big Beautiful Bill was recently passed and signed into law. Does this new law change how Social Security is taxed? Will the new law potentially reduce or eliminate the tax on your Social Security benefits?

I’ll discuss the details and share some expert opinion in this episode.

Visit our website: https://www.attleborowealth.com

The Social Security and Medicare Trustees released their annual reports on the programs’ financing, showing that the future of these vital programs remains at risk. What does this mean for your Social Security and Medicare benefits, and what can you do to help protect yourself?

I’ll discuss the details of this approach and if it may be the answer for your retirement spending plan.

Schedule time with Mark for a no cost, complimentary consultation here: https://attleborowealth.com/discovery/

Or Email: questions@attleborowealth.com

A common approach to retirement income planning by some people is the idea that you can just live off your dividends and income, keeping your “principal” intact.

I’ll discuss the details of this approach and if it may be the answer for your retirement spending plan. Join me to learn more in this week’s episode.

Air date: 6/11/2025

Continuing on the Dangerous Retirement Myths to Watch Out For topic, this week I discuss another popular concept for retirement spending, the Go-Go, Slow-Go, No-Go approach. I’ll discuss the details of this approach and if it may be the answer for your retirement spending plan. Join me to learn more in this week’s episode.

Schedule time with Mark for a no cost, complimentary consultation here: https://attleborowealth.com/discovery/ or email: questions@attleborowealth.com.

Three Pillars of Investment Management: https://youtu.be/qzOhCLWCfDg
Assembling Your Retirement Team: https://youtu.be/TTQ8TWrbf4Y
Creditor Protection: https://youtu.be/1fI_MX3i0cE

I’ve often said that the Roth conversion is one of the best tools we have for tax-efficient planning. HOWEVER, there are times when it does not make sense to convert your Traditional IRA to a Roth IRA.  

Be sure to tune in to learn the important details.

Schedule time with Mark for a no cost, complimentary consultation here: https://attleborowealth.com/discovery/ or email: questions@attleborowealth.com.

Visit our website: https://www.attleborowealth.com

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.

Attleboro Wealth Management, LLC is a Registered Investment Adviser. This program is solely for informational purposes. Advisory services are only offered to clients or prospecti…

Continuing with our What to Do Now! series, this week we are looking at what you should do when you are 5 years from retirement. What things should you be doing NOW to prepare?

Be sure to tune in to learn the important details.

Videos mentioned:
2024 IRMAA Surcharge Brackets: https://youtu.be/VdAGPqQt7Io
Assembling Your Retirement Team: https://youtu.be/TTQ8TWrbf4Y
Three Pillars of of Investment Management: https://youtu.be/mgSBeGzVqgg
55 Years Old? Do This Now!: https://youtu.be/5Y-k-lMB_LE

Schedule time with Mark for a no cost, complimentary consultation here: https://attleborowealth.com/discovery/ or email: questions@attleborowealth.com.

Visit our website: https://www.attleborowealth.com

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.

Attleboro Wealth Management, LLC is a Registered Investment Adviser. This program is solely for informational purposes. Advisory services are only offered to clients or prospecti…

Continuing with our What to Do Now! series, this week we are looking at what you should do when you are just 2 years from retirement. What things should you be doing NOW to prepare? 

Be sure to tune in to learn the important details.

Videos mentioned:
IRMAA Surcharge Brackets: https://youtu.be/VdAGPqQt7Io
55 Years Old? Do This NOW!: https://youtu.be/5Y-k-lMB_LE
5 Years From Retirement? Do This NOW!: https://youtu.be/EA4AN0mNC4M

Schedule time with Mark for a no cost, complimentary consultation here: https://attleborowealth.com/discovery/ or email: questions@attleborowealth.com.

Visit our website: https://www.attleborowealth.com

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.

Attleboro Wealth Management, LLC is a Registered Investment Adviser. This program is solely for informational purposes. Advisory services are only offered to clients or prospecti…