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Social Security NOT Your Retirement Plan

December 5, 2019 by Richard E. Reyes, CFP®

If Social Security is YOUR retirement plan… your retirement will SUCK! [Read more…]

Filed Under: Financial Planning, Financial QB TV Videos, Home Featured, Retirement Income Tagged With: claiming social security, financial planner orlando, financial qb, financial quarterback, josh jalinski, retirement income orlando, social security, tom hegna, wealth qb, wealth quarterback, wealth quarterback llc

Tax Free IRA Distributions

November 7, 2019 by Richard E. Reyes, CFP®

Charitable RMD’s are a great legal method to take tax-free distributions from your IRA. [Read more…]

Filed Under: Financial Planning, Financial QB TV Videos, Home Featured, Income Tax Planning, Retirement Income Tagged With: financial planner orlando, financial qb, financial quarterback, josh jalinski, retierment income planning orlando, retirement income, tax free rmd, tom hegna, wealth quarterback

Impeachment & Markets

October 2, 2019 by Richard E. Reyes, CFP®

Is there any correlation that an impeachment leads to down markets? [Read more…]

Filed Under: Financial QB TV Videos, Home Featured, Investor Behavior, The Stock Market Tagged With: donald trump, financial planner orlando, financial qb, financial quarterback, impeachment, investing in the stock market, josh jalinski, retirement income planning florida, wealth quarterback

Waiting for the Big “R”

August 21, 2019 by Richard E. Reyes, CFP®

Are you ready for the Big “R” (Recession)? Yes, it’s coming. I’ll tell you exactly when and what you should do. [Read more…]

Filed Under: Financial QB TV Videos, Retirement Income, The Stock Market Tagged With: financial planner orlando, financial qb, financial quarterback, josh jalinski, recession, retirement income planning orlando, stock market, wealth quarterback

The Washington Zombie

July 11, 2019 by Richard E. Reyes, CFP®

The Washington Tax zombie is coming for your retirement income. Take advantage of our current low rates and get to a ZERO tax retirement. [Read more…]

Filed Under: Financial QB TV Videos, Income Planning, Income Tax Planning, Retirement Income, The Stock Market Tagged With: financial planner orlando, financial qb, financial quarterback, josh jalinski, retirement income machine, retirement income planning orlando, tax free retirement income, wealth quarterback

Your 40 Year Retirement

June 19, 2019 by Richard E. Reyes, CFP®

Are you ready for a 40 year retirement? [Read more…]

Filed Under: Financial QB TV Videos, Retirement Income Tagged With: financial planner orlando, financial qb, financial quarterback, josh jalinski, living a long retirement, longevity, retirement income planning orlando, tom hegna, wealth quarterback

Evolution of A Plan

May 23, 2019 by Richard E. Reyes, CFP®

The evolution of a financial plan will change over time, however, the process will always remain constant. [Read more…]

Filed Under: Financial Planning, Financial QB TV Videos, Retirement Tagged With: financial planner orlando, Financial Planning, financial qb, financial quarterback, josh jalinski, retirement income planning in florida, retirement planning florida, tom hegna, wealth quarterback, wealth quarterback llc, what is financial planning

Long Term Care Problems

April 18, 2019 by Richard E. Reyes, CFP®

Long Term Care was easier to solve a few years ago. Longevity and demand have made it harder and more expensive to maintain. [Read more…]

Filed Under: Financial Planning, Financial QB TV Videos, Retirement Tagged With: aging graciously, financial qb, financial quarterback, getting old, josh jalinski, long term care, LTC, retirement income planning florida, tom hegna, wealth quarterback

Planning the Worst Retirement

March 21, 2019 by Richard E. Reyes, CFP®

Let me show you how to have a really BAAAAADDDDDDDD retirement. [Read more…]

Filed Under: Financial Planning, Financial QB TV Videos, Retirement Tagged With: financial planner florida, financial planner in orlando, financial qb, financial quarterback, investing in the market, josh jalinski, retirement income planning in florida, stock market, tom hegna, wealth quarterback

50/50 Chance of Death

March 7, 2019 by Richard E. Reyes, CFP®

Why would you hire a doctor who was going to kill you 50% of the time? Why would you fly an airline whose planes crash 50% of the time? Why are you hiring a financial advisor who will give you a plan that will fail 50% of the time? [Read more…]

Filed Under: Financial Planning, Financial QB TV Videos, Retirement Income Tagged With: financial planner orlando, financial qb, financial quarterback, Income for Life, josh jalinski, perpetual retirement income, prim, retirement income planner orlando, tom hegna

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  • Social Security NOT Your Retirement Plan
  • Tax Free IRA Distributions
  • Impeachment & Markets
  • Waiting for the Big “R”
  • The Washington Zombie

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Richard E. Reyes, CFP®
The Financial Quarterback™
Wealth & Business Planning Group, LLC
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Maitland, FL 32751

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Copyright The Financial Quarterback™ • CFP ® CERTIFIED FINANCIAL PLANNER ® and the CFP symbol are marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP™ Boards initial and ongoing certification requirements. Investment advisory services offered through Wealth and Business Planning Group, LLC., A Registered Investment Advisor. Wealth and Business Planning Group, LLC [The Financial Quarterback™] is a Registered Investment Advisor in the State of Florida which offers Fee Planning and Asset Management. Annuity and Insurance services offered through Wealth and Business Planning Group, LLC [The Financial Quarterback™]. Depending on your state of residence, Wealth and Business Planning Group, LLC [The Financial Quarterback™] may not be able to immediately provide services. Use or viewing of this site acknowledges that you have read, understand and will abide by our terms of use, legal notices, and disclaimers. • [FinancialAdvisorsWebsites.com]

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