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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.

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Episode Show Notes

Ep 15: Roth IRA 101

On This Episode Last week we covered the basics of the traditional IRA and today we will shift our focus to the Roth IRA. John and Nick will once again explain the basics to this investment vehicle. We will also compare and contrast the Roth I...

Ep 14: Traditional IRA 101

On This Episode We cover the basics on the traditional IRA. John and Nick will break down what this investment vehicle is for and how it may be able to benefit you. Subscribe On Your Favorite App Apple Podcasts Spotify Google Podc...

Ep 13: Secure Act Changes – Stretch IRA

On This Episode We continue our conversation about the SECURE Act. Another big piece to this new law is the removal of the stretch IRA. Nick walks us through the things we need to know about this big change. Subscribe On Your Favorite App ...

Ep 12: Secure Act Changes – RMD

On This Episode After it simmered in Congress for a year, the SECURE Act is now law. If you have a retirement account of any kind, or will one day inherit a retirement account, this will affect you. Today Nick will discuss the details around t...

Ep 11: Social Security, Part 5

On This Episode Today is part 5 of our social security series and we will focus on the survivor benefit option. We will talk about a few situations that can arise and share a couple of client stories that have revolved around this topic. ...

Ep 10: Social Security, Part 4

On This Episode Today's show is part 4 of our social security discussion. Our topic today is spousal benefit options. John and Nick will walk us through the ins and outs of this facet of social security and offer their advice.   Sub...

Ep 9: Social Security, Part 3

On This Episode This is part 3 of our social security conversation. This week we talk about what aspects you should consider before you decide to start taking social security. Everybody's situation is different, but this may help you get a bet...

Ep 8: Social Security, Part 2

On This Episode We continue our discussion on social security this week. Today's show will focus on how you can integrate social security in your retirement plan and some variables you may need to look out for when doing so. Subsc...

Ep 7: Social Security, Part 1

On This Episode Today is the start of a multiple part series on social security. We'll be discussing topics such as the state of the fund and reforms that are aimed to help the program and more, so tune in and catch up on social security. ...

Ep 6: The Challenges Of No More Paychecks, Part 3

On This Episode It's time for part 3 of our discussion about one of the most challenging parts of transitioning into retirement, dealing with the fact that you're no longer receiving a paycheck from work. Today, we'll discuss specifically how ...

Ep 5: The Challenges Of No More Paychecks, Part 2

On This Episode It's time for part 2 of our discussion about one of the most challenging parts of transitioning into retirement, dealing with the fact that you're no longer receiving a paycheck from work. Today, we'll discuss specifically ways...

Ep 4: The Challenges Of No More Paychecks, Part 1

On This Episode One of the most challenging parts of transitioning into retirement is dealing with the fact that you're no longer receiving a paycheck from work. So today we'll discuss how to make that process as smooth as possible, as well as...