Retirement Planning - Redefined

By John Teixeira and Nick McDevitt

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Category: Investing

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Episodes: 94

Description

Financial and retirement planning guidance from Certified Financial Planner John Teixeira and Nick McDevitt of PFG Private Wealth Management in the Tampa Bay, FL area. On this show, you'll learn about how the financial and retirement world has evolved over the past several decades, how to properly plan for your own future, and some of the important pitfalls to avoid. PFG Private Wealth Management, LLC is a registered investment adviser. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investment involve risk and, unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

Episode Date
What Is A Backdoor Roth IRA?
Apr 02, 2026
2026 Money Updates You Can’t Ignore
Feb 26, 2026
Common Retirement Myths And Why They’re Dangerous
Feb 19, 2026
What Is Net Unrealized Appreciation (NUA)?
Feb 04, 2026
2025 Year In Review: What Actually Mattered for Your Money
Dec 30, 2025
Big Beautiful Bill Myths Debunked
Dec 18, 2025
What The “Big Beautiful Bill” Means For Your Retirement Plan
Dec 04, 2025
The 5 Must-Do’s In Year One of Retirement
Oct 09, 2025
IRMAA: The Hidden Medicare Penalty You Might Be Paying
Oct 02, 2025
Understanding Estate Planning: Trust Mistakes And Issues (Part 4)
Aug 27, 2025
Understanding Estate Planning: Trust Types with Bill McQueen (Part 3)
Aug 20, 2025
Understanding Estate Planning: Wills and Probate with Nicole Cleland (Part 2)
Aug 13, 2025
Understanding Estate Planning: The Fundamentals with Nicole Cleland (Part 1)
Aug 06, 2025
The 4 Things You Can Control in Retirement
Jul 03, 2025
Should You Gift Money While You’re Alive or Leave A Legacy?
Jun 26, 2025
Talking To Your Spouse About Market Crash Fears
Apr 24, 2025
What Should You Actually Do When the Market Drops?
Apr 16, 2025
Inside the Advisor’s Office: What People Are Actually Concerned About
Mar 27, 2025
April Fool’s: Beliefs That Fool Retirement Savers The Most
Mar 13, 2025
Social Security Claiming Tips for Diverse Family Situations
Feb 13, 2025
New Year, New Me: How To Change Your Money Attitude In 2025
Jan 23, 2025
For Couples, Retirement Planning Is A Team Sport
Oct 03, 2024
The Magic 8 Ball’s Guide to Retirement Planning
Sep 30, 2024
Combatting Popular Excuses For Poor Financial Decision-Making
Jul 18, 2024
Take the Fork: Yogi’s Wisdom on Making Financial Choices
Jul 11, 2024
Retirement Questions The Baby Boomer Generation Is Asking
Apr 11, 2024
Don't Make These Income Planning Mistakes
Apr 04, 2024
Money Mistakes You'll Regret and How to Avoid Them
Jan 25, 2024
Retirement Planning’s “Hidden” Questions
Jan 18, 2024
Till Debt Do Us Part: Resolving Financial Sources of Tension Between Couples
Oct 19, 2023
Mastering Retirement Cash Flow: Understanding Income
Oct 12, 2023
Mastering Retirement Cash Flow (Part 2): Understanding Changing Expenses
Aug 02, 2023
Mastering Retirement Cash Flow (Part 1): Understanding Changing Expenses
Aug 02, 2023
Ep 60: Top Social Security Myths, Part 2
Apr 24, 2023
Ep 59: Top Social Security Myths, Part 1
Apr 18, 2023
Ep 58: Fore Your Retirement: What Golf Teaches Us About Financial Planning
Mar 06, 2023
Ep 57: Retirement Expenses For Which You Forgot To Plan
Mar 06, 2023
Ep 56: Four Ways The SECURE Act 2.0 Might Impact You
Feb 02, 2023
Ep 55: How Bonds Work: What Retirees Need To Know
Jan 27, 2023
Ep 54: Warning Signs: How To Spot Problems In Your Financial Life
Jan 27, 2023
Ep 53: Getting It Right: Irreversible Financial Decisions
Sep 20, 2022
Ep 52: Retirement Planning From A Psychologist’s Point Of View
Sep 06, 2022
Ep 51: Financial Planning Considerations When You’re In Between Jobs
Aug 11, 2022
Ep 50: Can You Get An A+ On Our Retirement Planning Quiz?
Aug 02, 2022
Ep 49: What To Do As You Count Down The Days To Retirement
Jun 14, 2022
Ep 48: Secret To Retirement Success: Get Out Of Your Own Way
Jun 01, 2022
Ep 47: Understanding Financial Jargon: Investment Terms You Should Know
May 10, 2022
Ep 46: The Most Important Birthdays In Retirement Planning
Apr 26, 2022
Ep 45: Planning For Things We Can’t Predict
Mar 21, 2022
Ep 44: Do You Have A Money Bias? And How Much Is It Costing You?
Mar 15, 2022
Ep 43 : Don’t Fumble Your Retirement In The Financial Red Zone
Feb 14, 2022
Ep 42: How “The Great Resignation” Could Impact You Or A Loved One’s Retirement
Feb 14, 2022
Ep 41: Opportunities For Retirement’s Late Bloomers
Dec 29, 2021
Ep 40: Quit Cutting Corners In Your Financial Plan
Dec 29, 2021
Ep 39: Is Your Retirement Plan Out Of Tune?
Nov 11, 2021
Ep 38: Financial Mistakes Couples Make
Nov 02, 2021
Ep 37: Things That Don‘t Matter Till They Do
Sep 09, 2021
Ep 36: 5 Things About Decumulation
Sep 02, 2021
Ep 35: Not Your Father’s Retirement
Jun 24, 2021
Ep 34: Learning Through Uncommon Sense
Jun 17, 2021
Ep 33: Fact Or Fiction
Apr 22, 2021
Ep 32: Are You Flirtin' With Financial Disaster?
Apr 15, 2021
Ep 31: Where Crisis & Opportunity Meet
Mar 18, 2021
Ep 30: This Is Why You Never Assume
Mar 10, 2021
Ep 29: Understanding Annuities - Fixed Index
Feb 16, 2021
Ep 28: Understanding Annuities - Variable and Fixed
Feb 04, 2021
Ep 27: Understanding Annuities - The Basics
Oct 29, 2020
Ep 26: How To Process A Rollover
Sep 16, 2020
Ep 25: Is A Rollover Right For You?
Aug 21, 2020
Ep 24: Importance Of Risk Management & Asset Protection
Jul 09, 2020
Ep 23 : Should You Be Thinking About Refinancing?
Jul 07, 2020
Ep 22: Case Study- Implementing Roth Conversions
Jun 04, 2020
Ep 21 : Roth Conversions
Jun 01, 2020
Ep 20: Peeling Back The Curtain
May 07, 2020
Ep 19: Market Downturns And Recoveries
Apr 23, 2020
Ep 18: Investing In Down Markets
Apr 16, 2020
Ep 17: Planning Through Volatile Markets
Apr 09, 2020
Ep 16: CARES Act
Apr 02, 2020
Ep 15: Roth IRA 101
Mar 19, 2020
Ep 14: Traditional IRA 101
Mar 05, 2020
Ep 13: Secure Act Changes - Stretch IRA
Feb 06, 2020
Ep 12: Secure Act Changes - RMD
Jan 16, 2020
Ep 11: Social Security, Part 5
Dec 19, 2019
Ep 10: Social Security, Part 4
Dec 05, 2019
Ep 9: Social Security, Part 3
Nov 21, 2019
Ep 8: Social Security, Part 2
Oct 17, 2019
Ep 7: Social Security, Part 1
Oct 03, 2019
Ep 6: The Challenges Of No More Paychecks, Part 3
Sep 05, 2019
Ep 5: The Challenges Of No More Paychecks, Part 2
Aug 22, 2019
Ep 4: The Challenges Of No More Paychecks, Part 1
Aug 08, 2019
Ep 3: Why The Role Of Your Financial Advisor Isn't What It Used To Be
Jul 03, 2019
Ep 2: How The Financial Industry Has Changed In The Last Decade
Jun 20, 2019
Ep 1: Getting To Know Your Hosts: John Teixeira and Nick McDevitt
Jun 06, 2019
Welcome To Retirement Planning Redefined
May 28, 2019