On The Money with Jerry & Nick Royer Show

RSS Feed

On The Money with Jerry & Nick Royer Show

Episode #70 Mid-Year Resolution Check-Up Part 2

On The Money with Jerry & Nick Royer Show - 8/9/2019 12:00:00 AM

On this weeks podcast, its Part 2 of Jerry and Nick’s podcast on doing that mid-year check up on those financial resolutions you’ve made. We cover the last 9 things you should be checking up on with your money so you can finish well into the end of the year.

FREE GIVE:

#1 On The Money Retirement Toolkit…you’ll see the pic and info for this on our company homepage and the link is below…

https://group10financial.lpages.co/on-the-money-retirement-toolkit/

Enjoy the show!

Resources In Today's Episode:
- Free Resource Download Page
- Schedule Your Complimentary On The Money 5-Step Retirement Review by calling 1.800.245.0546
- Check out our website: Group 10 Financial/
- Follow us on Facebook
- Follow us on Twitter
Disclaimer 

Play Now    (1699)   |  More from On The Money with Jerry & Nick Royer Show

On The Money with Jerry & Nick Royer Show

Episode #69 Mid-Year Resolution Check-Up Part 1

On The Money with Jerry & Nick Royer Show - 7/19/2019 12:00:00 AM

On this weeks podcast, Jerry and Nick revisit the financial resolutions we made in January for Part 1 of this two part Podcast.

On this show we cover the first 7 things you should be checking up on with your money so you can finish well into the end of the year.

FREE GIVE:

#1 On The Money Retirement Toolkit…you’ll see the pic and info for this on our company homepage and the link is below…

https://group10financial.lpages.co/on-the-money-retirement-toolkit/

Enjoy the show!

Resources In Today's Episode:
- Free Resource Download Page
- Schedule Your Complimentary On The Money 5-Step Retirement Review by calling 1.800.245.0546
- Check out our website: Group 10 Financial/
- Follow us on Facebook
- Follow us on Twitter
Disclaimer 

Play Now    (1275)   |  More from On The Money with Jerry & Nick Royer Show

On The Money with Jerry & Nick Royer Show

Episode #68 5 Easy Steps to Avoid Those Nasty 60-Day Rollover Mistakes on Your IRA

On The Money with Jerry & Nick Royer Show - 7/12/2019 12:00:00 AM

Jerry and Nick talk about how to avoid making mistakes when moving your IRAs, 401ks, and 403b accounts. Making a mistake with this can result in potentially thousands of dollars in tax penalties! Not Good!
 
 You’ll learn:
 - What mistakes people commonly make when doing a rollover of their IRAs, 401ks, and 403b accounts.
 - What the 60-day rollover rule is and why it could devastate your retirement savings if you ignore it.
 - The 5 Simple Steps to follow so that you can avoid these 60-Day rollover mistakes.
 
 FREE GIVE:

#1 On The Money Retirement Toolkit…you’ll see the pic and info for this on our company homepage and the link is below…

https://group10financial.lpages.co/on-the-money-retirement-toolkit/

Enjoy the show!

Resources In Today's Episode:
- Free Resource Download Page
- Schedule Your Complimentary On The Money 5-Step Retirement Review by calling 1.800.245.0546
- Check out our website: Group 10 Financial/
- Follow us on Facebook
- Follow us on Twitter
Disclaimer 

Play Now    (887)   |  More from On The Money with Jerry & Nick Royer Show

On The Money with Jerry & Nick Royer Show

Episode #67 The 5 Legs of Planning For A Rock Solid Retirement!

On The Money with Jerry & Nick Royer Show - 6/28/2019 12:00:00 AM

On this weeks podcast, Jerry and Nick talk about when you should start planning for retirement and what the 5 phases are too planning for it.
 
 You’ll learn:
 - Why it’s not too early to start planning in your 50s.
 - Why waiting until the day you retire may not be the best idea.
 - Why retiring too soon could put you in a healthcare and Medicare pickle.
 
 FREE GIVE:
 
 #1 On The Money Retirement Toolkit…you’ll see the pic and info for this on our company homepage and the link is below…
 
 https://group10financial.lpages.co/on-the-money-retirement-toolkit/

Enjoy the show!

Resources In Today's Episode:
- Free Resource Download Page
- Schedule Your Complimentary On The Money 5-Step Retirement Review by calling 1.800.245.0546
- Check out our website: Group 10 Financial/
- Follow us on Facebook
- Follow us on Twitter
Disclaimer 

Play Now    (1596)   |  More from On The Money with Jerry & Nick Royer Show

On The Money with Jerry & Nick Royer Show

Episode #66 What’s on Your Summer Reading List? We Interview New York Times Best Selling Author David Bach on What Books He Suggests!

On The Money with Jerry & Nick Royer Show - 6/24/2019 12:00:00 AM

On this weeks podcast, Jerry and Nick welcome back New York Times Best-Selling Author David Bach!  David has been in the financial industry for nearly 3 decades and is the author of nine best-selling books, including The Automatic Millionaire, Smart Women Finish Rich and Smart Couples Finish Rich. He’s also been a guest on the Oprah Winfrey show several times and is considered one of America’s most trusted financial experts. 

 
 We talk with David about:
- What books he suggests for your summer reading list.
- What his eye opening “Latte Factor” is and how you can apply it to your life immediately.
- Why you should share the “Latte Factor” and the “Cigarette Factor” with your kids so they can become financially successful!
- What’s Jerry’s money making machine?

FREE GIVE:  On The Money Retirement Toolkit…CLICK HERE

Enjoy the show!

Resources In Today's Episode:
- Free Resource Download Page
- Schedule Your Complimentary On The Money 5-Step Retirement Review by calling 1.800.245.0546
- Check out our website: Group 10 Financial/
- Follow us on Facebook
- Follow us on Twitter
Disclaimer 

Play Now    (1265)   |  More from On The Money with Jerry & Nick Royer Show

On The Money with Jerry & Nick Royer Show

Episode #65 Money Monday Interview on the Pete Paquette Show- Financial Jargon, 5 Phases to Retirement, and Strategies for Retirement Income

On The Money with Jerry & Nick Royer Show - 6/17/2019 12:00:00 AM

Listen to Jerry and Nick's awesome interview on the Pete Paquette Show as they talk about: 

- The 12-Strategies To Generate Income in Retirement
- Demystifying the Financial Jargon out there
- The 5 Phases To Planning For Retirement

FREE GIVE:  On The Money Retirement Toolkit…CLICK HERE

Enjoy the show!

Resources In Today's Episode:
- Free Resource Download Page
- Schedule Your Complimentary On The Money 5-Step Retirement Review by calling 1.800.245.0546
- Check out our website: Group 10 Financial/
- Follow us on Facebook
- Follow us on Twitter
Disclaimer 

Play Now    (4830)   |  More from On The Money with Jerry & Nick Royer Show

On The Money with Jerry & Nick Royer Show

Episode #64 Transitioning From Your Work Life To Your Retired Life

On The Money with Jerry & Nick Royer Show - 6/7/2019 12:00:00 AM

On this weeks podcast, Jerry and Nick talk about how to transition from your work life to your retired life. The fact is that retirement is like 20-30 years of unemployment, are you ready to live through that? Are you sure that you can retire and STAY retired?

 This podcast also covers: 

- The 4-Step Retirement Income Plan

- The 3 options available for creating income in retirement.

FREE GIVE:  On The Money Retirement Toolkit…CLICK HERE

Enjoy the show!


Resources In Today's Episode:
- Free Resource Download Page
- Schedule Your Complimentary On The Money 5-Step Retirement Review by calling 1.800.245.0546
- Check out our website: Group 10 Financial/
- Follow us on Facebook
- Follow us on Twitter
Disclaimer 

Play Now    (1401)   |  More from On The Money with Jerry & Nick Royer Show

On The Money with Jerry & Nick Royer Show

Episode #63: Is That Risk I Smell?

On The Money with Jerry & Nick Royer Show - 5/31/2019 12:00:00 AM

The markets have had a bit of a decline lately and 2019 has had its fair bit of big swings up accompanied by increases in volatility. Jerry and Nick put the current market decline in perspective including what are the 3 downside risks and the 5 positive things happening in the markets right now.

They also talk about how this is a great opportunity to create a financial plan that can weather both good and sour markets. 

 FREE REPORT:  What To Do In A Down Market Guide…CLICK HERE

Enjoy the show!

Resources In Today's Episode:
- Free Resource Download Page
- Schedule Your Complimentary On The Money 5-Step Retirement Review by calling 1.800.245.0546
- Check out our website: Group 10 Financial/
- Follow us on Facebook
- Follow us on Twitter
Disclaimer 

Play Now    (1097)   |  More from On The Money with Jerry & Nick Royer Show

On The Money with Jerry & Nick Royer Show

Episode #62 Jerry & Nick Interviewed on the Debbie O'Brien Show on The Financial Redzone, Diversification and Getting Rid of Obsolete Financial Thinking!

On The Money with Jerry & Nick Royer Show - 5/24/2019 12:00:00 AM

Jerry & Nick Interviewed on the Debbie O'Brien Show on The Financial Redzone, Diversification and Getting Rid of Obsolete Financial Thinking!

- Jerry and Nick talk about the 3 Key Levels of Diversification that people should use when creating their retirement plan.

- They talk about the Financial Redzone and how to prepare so you don’t fumble at a time when you can’t afford a Financial Turnover.

- Why you should throw old outdated strategies and go Against the Grain with strategies fit for today’s financial world.

FREE GIVE:  On The Money Retirement Toolkit…CLICK HERE

Enjoy the show!

Resources In Today's Episode:
- Free Resource Download Page
- Schedule Your Complimentary On The Money 5-Step Retirement Review by calling 1.800.245.0546
- Check out our website: Group 10 Financial/
- Follow us on Facebook
- Follow us on Twitter
Disclaimer 

Play Now    (4226)   |  More from On The Money with Jerry & Nick Royer Show

On The Money with Jerry & Nick Royer Show

Episode #61 Listener Questions Answered! Junky Interest Rates! What Account Do I Spend First? Am I Diversified?

On The Money with Jerry & Nick Royer Show - 5/16/2019 12:00:00 AM

Jerry and Nick pull some questions from out of the mailbag and tackle the following questions:

- What can you do to stay safe and earn better than the measly 1%-2% that the banks are offering?

- What accounts should you spend first when you retire? Should it be the ROTH? Should it be the 401k or the IRA? What should be spent first? Jerry and Nick give you the 4-Step Process.

- How do I know if I’m really diversified? If I have 8 different accounts am I diversified? Jerry and Nick dive into what is True Diversification and what isn’t.

FREE GIVE:  On The Money Retirement Toolkit…CLICK HERE

Enjoy the show!

Resources In Today's Episode:
- Free Resource Download Page
- Schedule Your Complimentary On The Money 5-Step Retirement Review by calling 1.800.245.0546
- Check out our website: Group 10 Financial/
- Follow us on Facebook
- Follow us on Twitter
Disclaimer

Play Now    (1194)   |  More from On The Money with Jerry & Nick Royer Show

On The Money with Jerry & Nick Royer Show

Episode #60 Can I Move My 401k Before I Even Retire?

On The Money with Jerry & Nick Royer Show - 5/10/2019 12:00:00 AM

Topic: In-Service Distributions: Can I Move My 401k Before I Even Retire?

- Most Americans have been told the lie that they can’t do anything with their 401ks until they leave their job or retire. If you are over 59 1/2, this may not be the truth at all!

- Discover the unique strategy that 64% of Americans with 401ks can use to take control of those accounts and rollover the funds tax-free to another pre-tax account EVEN IF they are still working at their company.

- How you can start creating your own retirement plan now with your 401k and 403b funds and not have to wait until the day you retire to do it. 

FREE GIVE:  On The Money Retirement Toolkit…CLICK HERE



 

 

Play Now    (1196)   |  More from On The Money with Jerry & Nick Royer Show

On The Money with Jerry & Nick Royer Show

Episode #59 Are People Really Retiring On Cruise Ships???

On The Money with Jerry & Nick Royer Show - 5/3/2019 12:00:00 AM

Are People Really Retiring On Cruise Ships???

There’s a growing trend of retirees leaving the workforce, downsizing, and then moving on-board some of the worlds most famous cruise ships. But why are they doing this? Whats this cost? What are the pros and cons of moving on a cruise ship as opposed to staying in your home or moving into an assisted living facility? This new group of trendsetters may surprise you and show you a unique alternative in the world of retirement.

Enjoy the show!

Resources In Today's Episode:
- Free Resource Download Page
- Schedule Your Complimentary On The Money 5-Step Retirement Review by calling 1.800.245.0546
- Check out our website: Group 10 Financial/
- Follow us on Facebook
- Follow us on Twitter
Disclaimer

Play Now    (1007)   |  More from On The Money with Jerry & Nick Royer Show

On The Money with Jerry & Nick Royer Show

Episode #58 5-Star Retirement

On The Money with Jerry & Nick Royer Show - 4/26/2019 12:00:00 AM

Do You Have A 5-Star Retirement Plan??

 You’ve heard of 5-Star Hotels and 5-Star Restaurants, but can you create a 5-Star Retirement Plan? On this weeks podcast Jerry and Nick talk about the 5 parts to that 5-Star Retirement Plan and how you can score yourself to know if you have a 1-star plan, 3-star plan, or maybe even a 5-star plan. Tune in and then download all of the resources at our Free Resource Download Page.

Enjoy the show!

Resources In Today's Episode:
- Free Resource Download Page
- Schedule Your Complimentary On The Money 5-Step Retirement Review by calling 1.800.245.0546
- Check out our website: Group 10 Financial/
- Follow us on Facebook
- Follow us on Twitter
Disclaimer

Play Now    (1167)   |  More from On The Money with Jerry & Nick Royer Show

On The Money with Jerry & Nick Royer Show

Episode #57 Captive vs Independent…Does It Really Matter???

On The Money with Jerry & Nick Royer Show - 4/19/2019 12:00:00 AM

There’s captive advisors and independent advisors…does it really matter who you end up working with? Jerry shares his story from around 50 years ago where he learned this lesson the hard way. Does it matter? Well in this weeks podcast you’ll find out why it most likely does. You’ll discover why you should seek out an independent advisor versus a captive one and why you should work with someone who is dually licensed and able to do more. Look at it this way…if they are captive, so are you.

Click here to download the Free Report...The Value of An Objective Opinion.

Enjoy the show!

Resources In Today's Episode:
- Free Resource Download Page
- Schedule Your Complimentary On The Money 5-Step Retirement Review by calling 1.800.245.0546
- Check out our website: Group 10 Financial/
- Follow us on Facebook
- Follow us on Twitter
Disclaimer

Play Now    (1016)   |  More from On The Money with Jerry & Nick Royer Show

On The Money with Jerry & Nick Royer Show

Episode #56 There’s No Way In Heck That All Investments Are Created Equal

On The Money with Jerry & Nick Royer Show - 4/12/2019 12:00:00 AM

On this weeks podcast Jerry and Nick tackle the myths about all sorts of investments out there. They touch on the Myth of the Average Return and why the market rarely hits the average return.

They go after the most publicized Buy and Hold strategy and why it's possibly not the best for the future given the fact that we’re 10 years into this rising market. Tune in and then download all of the resources by CLICKING HERE!!!

Enjoy the show!

Resources In Today's Episode:
- Free Resource Download Page
- Schedule Your Complimentary On The Money 5-Step Retirement Review by calling 1.800.245.0546
- Check out our website: Group 10 Financial/
- Follow us on Facebook
- Follow us on Twitter
Disclaimer

Play Now    (1358)   |  More from On The Money with Jerry & Nick Royer Show

On The Money with Jerry & Nick Royer Show

Episode #55 Lessons Learned From Nashville!

On The Money with Jerry & Nick Royer Show - 4/8/2019 12:00:00 AM

In this week's episode, you’ll find out the lessons Jerry and Nick learned during a recent conference they attended in Nashville. They judged the IARFC National Financial Plan Competition and left with several valuable lessons. One of which is why retirees and pre-retirees should have a K.I.S.S. financial plan. Another takeaway is that studies show asking a lot of questions about your situation can result in a plan you feel more certain about during retirement. But what questions should you be asking anyway? Jerry and Nick lay them out for you.

Enjoy the show!

Resources In Today's Episode:
 - Schedule Your Complimentary On The Money 5-Step Retirement Review by calling 1.800.245.0546
 - Check out our website: Group 10 Financial/
- Follow us on Facebook
- Follow us on Twitter
Disclaimer

Play Now    (1153)   |  More from On The Money with Jerry & Nick Royer Show

On The Money with Jerry & Nick Royer Show

Episode #54 Questions to Ask a Financial Professional

On The Money with Jerry & Nick Royer Show - 3/29/2019 12:00:00 AM

How can you be sure that you are picking the right financial advisor for you?  Do you know what to ask? We do and that's what this podcast is all about. We will arm you with 11 key questions to ask to make sure you have the right partner helping you with your retirement planning.

The truth is that the financial person who gets you to your golden years may not be the right one to get your through them.

We also help clear up the confusion over the difference between Fiduciary advisors and those that aren't.

Enjoy the show!

Resources In Today's Episode:
 - Schedule Your Complimentary On The Money 5-Step Retirement Review by calling 1.800.245.0546
 - Check out our website: Group 10 Financial/
- Follow us on Facebook
- Follow us on Twitter
Disclaimer

Play Now    (766)   |  More from On The Money with Jerry & Nick Royer Show

On The Money with Jerry & Nick Royer Show

Episode #53 Is Your Financial Ideology Valid or Obsolete

On The Money with Jerry & Nick Royer Show - 3/22/2019 12:00:00 AM

There are a few financial ideologies...aka: financial rules...that have been around for years and have been part of the foundation of financial planning. But just like anything, over time even the best rules can be rules no longer. Times change and sometimes rules have to change too. 

- Is your financial ideology the best in today's economy? How often should it change?
- Everyone is unique & different...what is your financial ideology? Is it that same as you spouse or partner?
- Is your current advisor talking to you about the different rules? Should you be concerned?

Enjoy the show!

Resources In Today's Episode:
 - Schedule Your Complimentary On The Money 5-Step Retirement Review by calling 1.800.245.0546
 - Check out our website: Group 10 Financial/
- Follow us on Facebook
- Follow us on Twitter
Disclaimer

Play Now    (858)   |  More from On The Money with Jerry & Nick Royer Show

On The Money with Jerry & Nick Royer Show

Episode #52 On The Money Retirement University - Medicare 101

On The Money with Jerry & Nick Royer Show - 3/15/2019 12:00:00 AM

Welcome to class! That's right...you have entered the doors of the On The Money Retirement University and your professors today are Jerry & Nick Royer...and today's class is Medicare 101. 

This is probably one of the most important classes you could attend because we will be teaching you the basics and the nuts & bolts of Medicare...

- What is Medicare? What does it cover? 
- What steps should you follow to make the right Medicare choice for you?
- How can you get all the quotes you need to help "demystify" the cost of Medicare Supplements and how to pick the right option for you?
- What is AUTOmatic and what is NOT automatic when enrolling for Medicare?

Class is in session!

 Resources In Today's Episode:
 - Schedule Your Complimentary On The Money 5-Step Retirement Review by calling 1.800.245.0546
 - Check out our website: Group 10 Financial/
- Follow us on Facebook
- Follow us on Twitter
Disclaimer

Play Now    (868)   |  More from On The Money with Jerry & Nick Royer Show

On The Money with Jerry & Nick Royer Show

Episode #51 Are You Paying Unnecessary Taxes?

On The Money with Jerry & Nick Royer Show - 3/8/2019 12:00:00 AM

Are you paying unnecessary taxes?

Our 30th President, Calvin Coolidge, once said..."Collecting more taxes than is absolutely necessary is legalized robbery"! We can't change Washington today and we have little control over the future but we can make sure we are not paying more than we should.

This podcast will show you how. We will also be talking about:
- What red flags you should be looking for on your 1040 form to see if you're possibly paying too much in taxes.
- What are the 2 big tax myths that most people falsely believe.

Enjoy the Show!

 Resources In Today's Episode:
 - Schedule Your Complimentary On The Money 5-Step Retirement Review by calling 1.800.245.0546
 - Check out our website: Group 10 Financial/
- Follow us on Facebook
- Follow us on Twitter
Disclaimer

Play Now    (1000)   |  More from On The Money with Jerry & Nick Royer Show

On-Air & Up next

See the Full Program Guide