#51: Securing Your Future: How to Analyze Your Retirement Needs

The Fiscal Physical Podcast

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22 days ago28:24

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28:24

In our second installment of the Small Business Starter Kit series - we’re tackling a topic that’s sometimes tricky, sometimes confusing, but ever-present: taxes. Hosts Austin and Jannese have an insightful conversation with entrepreneur Isabella Rosal who started 7th Sky Ventures , an exporter and distributor of craft spirits, beer, and wine. Having lived and worked in two different countries and started a company in a heavily-regulated field, Isabella is no stranger to navigating the paperwork-laden and jargon-infused maze of properly understanding taxes for a newly formed small business. Join us as she shares her story and provides valuable insight into how to tackle your business’ taxes - so they don’t tackle you. Learn more about how QuickBooks can help you grow your business: QuickBooks.com See omnystudio.com/listener for privacy information.…

about a year ago 20:04

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Unlock the secrets to a fulfilling retirement with our special guest, Ryan Nelson, founder of Alchemy Wealth Management. Ryan joins us to simplify the complex world of retirement needs analysis. Discover the importance of setting clear, personalized retirement goals and learn how they can shape your financial strategies—from selecting the right accounts to understanding tax implications. Whether you dream of a modest or lavish retirement lifestyle, Ryan's engaging and practical insights promise to make your financial planning journey more approachable and tailored to your unique aspirations.
Our conversation takes a refreshing twist as we explore the necessity of adapting your financial plans to life's unpredictable changes, much like the four distinct seasons of Reno, Nevada. As we discuss the charm and lessons of seasonal transitions, we highlight the importance of regular financial check-ins to accommodate life's ebbs and flows, whether they bring unexpected expenses or fortunate windfalls. With Ryan's expertise, this episode encourages a proactive attitude toward financial well-being, inspiring you to appreciate the rhythm and variety of life's financial journey. Join us for an enlightening discussion that blends financial wisdom with life's natural rhythms.

Find "Your Fiscal Physical" the book on Amazon at: rb.gy/3shpfk

If you have suggestions or feedback, please email us at: Podcast@AlchemyWealth.com
And, as always, STAY THE COURSE!

Bab

1. #51: Securing Your Future: How to Analyze Your Retirement Needs (00:00:00)

2. Retirement Needs Analysis Simplified (00:00:01)

3. Four Seasons of Reno (00:12:14)

66 episod

The Fiscal Physical Podcast

#51: Securing Your Future: How to Analyze Your Retirement Needs

The Fiscal Physical Podcast

published about a year ago

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MP3•Laman utama episod

Send us a text

Find "Your Fiscal Physical" the book on Amazon at: rb.gy/3shpfk

If you have suggestions or feedback, please email us at: Podcast@AlchemyWealth.com
And, as always, STAY THE COURSE!

Bab

1. #51: Securing Your Future: How to Analyze Your Retirement Needs (00:00:00)

2. Retirement Needs Analysis Simplified (00:00:01)

3. Four Seasons of Reno (00:12:14)

66 episod

Semua episod

The Fiscal Physical Podcast

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#65: Listener Spotlight: Navigating AI Tools for Smart Investments 22:35

3 days ago22:35

22:35

Send us a text Find "Your Fiscal Physical" the book on Amazon at: rb.gy/3shpfk If you have suggestions or feedback, please email us at: Podcast@AlchemyWealth.com And, as always, STAY THE COURSE!

The Fiscal Physical Podcast

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#64: Crypto 101: What It Is, How It Began, and Why It Matters 26:05

10 days ago26:05

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Send us a text Find "Your Fiscal Physical" the book on Amazon at: rb.gy/3shpfk If you have suggestions or feedback, please email us at: Podcast@AlchemyWealth.com And, as always, STAY THE COURSE!

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#63: Money Matters: Building Financial Literacy in the Next Generation 20:40

17 days ago20:40

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Send us a text Find "Your Fiscal Physical" the book on Amazon at: rb.gy/3shpfk If you have suggestions or feedback, please email us at: Podcast@AlchemyWealth.com And, as always, STAY THE COURSE!

The Fiscal Physical Podcast

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#62: From Tuition to Repayment: Demystifying the Student Loan Process 19:03

24 days ago19:03

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Send us a text Find "Your Fiscal Physical" the book on Amazon at: rb.gy/3shpfk If you have suggestions or feedback, please email us at: Podcast@AlchemyWealth.com And, as always, STAY THE COURSE!

The Fiscal Physical Podcast

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#61: Decoding Business Taxes: What Every Entrepreneur Should Know 13:17

4 weeks ago13:17

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Send us a text Find "Your Fiscal Physical" the book on Amazon at: rb.gy/3shpfk If you have suggestions or feedback, please email us at: Podcast@AlchemyWealth.com And, as always, STAY THE COURSE!

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#60 Credit Checks Demystified: What They Mean and How They Affect You (Listener Questions Answered) 22:54

5 weeks ago22:54

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Send us a text Find "Your Fiscal Physical" the book on Amazon at: rb.gy/3shpfk If you have suggestions or feedback, please email us at: Podcast@AlchemyWealth.com And, as always, STAY THE COURSE!

The Fiscal Physical Podcast

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#59 Tax Savings Simplified: Deductions vs. Credits Demystified 16:07

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Send us a text Find "Your Fiscal Physical" the book on Amazon at: rb.gy/3shpfk If you have suggestions or feedback, please email us at: Podcast@AlchemyWealth.com And, as always, STAY THE COURSE!

The Fiscal Physical Podcast

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#58 The Psychology of Money: Why We Spend, Save, and Stress 22:02

7 weeks ago22:02

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Send us a text Find "Your Fiscal Physical" the book on Amazon at: rb.gy/3shpfk If you have suggestions or feedback, please email us at: Podcast@AlchemyWealth.com And, as always, STAY THE COURSE!

The Fiscal Physical Podcast

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#57 Investment Properties and Taxes: What Every Owner Should Know 21:58

8 weeks ago21:58

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Send us a text Find "Your Fiscal Physical" the book on Amazon at: rb.gy/3shpfk If you have suggestions or feedback, please email us at: Podcast@AlchemyWealth.com And, as always, STAY THE COURSE!

The Fiscal Physical Podcast

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#56 Financial Wellness Through Health Coverage: What You Need to Know 18:46

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Send us a text Find "Your Fiscal Physical" the book on Amazon at: rb.gy/3shpfk If you have suggestions or feedback, please email us at: Podcast@AlchemyWealth.com And, as always, STAY THE COURSE!

The Fiscal Physical Podcast

1
#55 Property and Casualty Insurance Explained: Safeguarding What Matters 24:05

10 weeks ago24:05

24:05

Send us a text Discover how to safeguard your financial future with insights from Ryan Nelson, the perceptive founder of Alchemy Wealth Management. More than just discussing insurance, Ryan shares a personal narrative that underscores how minor mishaps can balloon into major financial setbacks. We'll break down the essentials of property and casualty (PNC) insurance, illustrating its vital role in protecting your assets and preserving your financial security. Equip yourself with the knowledge to prevent unforeseen expenses from derailing your retirement plans by understanding how to effectively cover your homes and automobiles against liabilities. Engage with strategic thinking as we navigate the complexities of financial planning through relatable scenarios. With an approach inspired by engineering problem-solving techniques, you'll learn how to assess risks and make informed decisions. Whether it's the small cost of earthquake insurance against the potential devastation of home loss or using a structured method to tackle everyday challenges, this episode offers practical strategies to enhance your financial resilience. Tune in to redefine your understanding of insurance and elevate your long-term financial strategy. Find "Your Fiscal Physical" the book on Amazon at: rb.gy/3shpfk If you have suggestions or feedback, please email us at: Podcast@AlchemyWealth.com And, as always, STAY THE COURSE!…

The Fiscal Physical Podcast

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#54 Navigating Investment Choices: Active vs. Passive Investing 14:23

11 weeks ago14:23

14:23

Send us a text Can active investing outpace its passive counterpart, or is the human touch an unnecessary expense? Get ready to explore these intriguing questions with us, Aaron Hoisington and Ryan Nelson, founder of Alchemy Wealth Management, on the Fiscal Physical Podcast. We pull back the curtain on these investment strategies, breaking down the role of a portfolio manager in active investing and its associated costs. Contrast that with the cost-effective, hands-off approach of passive investing, and you're left with a debate that has investors on both sides of the fence. Ryan sheds light on his role as a financial advisor, clarifying that portfolio management fees don't play a part in his services, leaving listeners with insights to better navigate their investment choices. But it's not all numbers and finance; we shift gears to share our personal encounters with fear and phobias. From the adrenaline rush of skydiving to an unexpected moment of trepidation on the Space Needle's rotating glass floor, we recount experiences that might just resonate with your own brushes with fear. We also dive into the peculiar world of trypophobia, where clusters of holes can send shivers down your spine. As we wrap up, we extend our gratitude to our listeners and dish out a dose of encouragement to stick to those New Year's resolutions. Whether you're here for financial wisdom or a good story, we've got a little something for everyone. Find "Your Fiscal Physical" the book on Amazon at: rb.gy/3shpfk If you have suggestions or feedback, please email us at: Podcast@AlchemyWealth.com And, as always, STAY THE COURSE!…

The Fiscal Physical Podcast

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#53 Risk and Reward: A Guide to Modern Portfolio Theory 20:41

12 weeks ago20:41

20:41

Send us a text Curious about how you can harness the power of modern portfolio theory to enhance your financial fitness? On this special year-end edition of the Fiscal Physical Podcast, we promise to unravel the intricacies of diversification and the efficient frontier to help you build a balanced investment portfolio. I’m joined by Ryan Nelson, founder of Alchemy Wealth Management and author of "Your Fiscal Physical: Seven Keys to Becoming Financially Fit," as we explore these fundamental concepts pioneered by Nobel laureate Harry Markowitz. Together, we dissect how strategic investment combinations, rather than just owning a variety of stocks, can reduce portfolio risk. Our conversation ventures into the realm of futuristic possibilities in technology and transportation. Reflecting on decades of technological leaps—from the Y2K era to the dawn of 2025—we consider what the future holds with innovations like autonomous vehicles, the Hyperloop, and even recreational space travel. Sharing personal anecdotes about self-driving cars in San Francisco, we also ponder the implications of artificial intelligence and advancements in medicine. This engaging discussion offers a glimpse into how these developments might reshape our world in the coming years, sparking both excitement and curiosity. To wrap up, we emphasize the importance of staying informed on your personal finance journey. With a plethora of resources available, including Ryan’s insightful book and the Alchemy Wealth Management website, you have the tools at your disposal to make informed financial decisions. We invite listeners to subscribe, rate, and review our podcast to stay updated on the latest episodes, and encourage you to send in your questions or topic suggestions. Remember, personal finance is unique to each individual, and our insights are meant to inform and entertain rather than serve as specific advice. Find "Your Fiscal Physical" the book on Amazon at: rb.gy/3shpfk If you have suggestions or feedback, please email us at: Podcast@AlchemyWealth.com And, as always, STAY THE COURSE!…

The Fiscal Physical Podcast

1
#52 Unlocking Social Security: Benefits, Timing, and Tips 25:42

13 weeks ago25:42

25:42

Send us a text Unlock the secrets to securing your financial future with insights from Ryan Nelson, founder of Alchemy Wealth Management. As our guest, Ryan sheds light on the often misunderstood world of Social Security. Learn why fears of its depletion may be overblown and how the system is actually funded by today's workforce and the Old Age and Survivor Insurance Trust Fund. Discover the real dynamics behind Social Security and gain a clearer perspective on its sustainability. Ryan also shares practical strategies to maximize your benefits, especially vital as demographic shifts challenge the system's robustness. Beyond Social Security, we take you on a fascinating journey through the history of inventions that have transformed our lives, from the humble wheel to modern water filtration systems. Explore the revolutionary impact of these innovations and how they've paved the way for future advancements, especially the technological boom that has changed the way we live and work. Whether you're planning for retirement or simply curious about the evolution of technology, this episode promises to enhance your financial literacy and appreciation for the incredible innovations shaping our world. Find "Your Fiscal Physical" the book on Amazon at: rb.gy/3shpfk If you have suggestions or feedback, please email us at: Podcast@AlchemyWealth.com And, as always, STAY THE COURSE!…

The Fiscal Physical Podcast

1
#51: Securing Your Future: How to Analyze Your Retirement Needs 20:04

14 weeks ago20:04

20:04

Send us a text Unlock the secrets to a fulfilling retirement with our special guest, Ryan Nelson, founder of Alchemy Wealth Management. Ryan joins us to simplify the complex world of retirement needs analysis. Discover the importance of setting clear, personalized retirement goals and learn how they can shape your financial strategies—from selecting the right accounts to understanding tax implications. Whether you dream of a modest or lavish retirement lifestyle, Ryan's engaging and practical insights promise to make your financial planning journey more approachable and tailored to your unique aspirations. Our conversation takes a refreshing twist as we explore the necessity of adapting your financial plans to life's unpredictable changes, much like the four distinct seasons of Reno, Nevada. As we discuss the charm and lessons of seasonal transitions, we highlight the importance of regular financial check-ins to accommodate life's ebbs and flows, whether they bring unexpected expenses or fortunate windfalls. With Ryan's expertise, this episode encourages a proactive attitude toward financial well-being, inspiring you to appreciate the rhythm and variety of life's financial journey. Join us for an enlightening discussion that blends financial wisdom with life's natural rhythms. Find "Your Fiscal Physical" the book on Amazon at: rb.gy/3shpfk If you have suggestions or feedback, please email us at: Podcast@AlchemyWealth.com And, as always, STAY THE COURSE!…

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