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OUR PODCAST2019-09-09T11:30:02-04:00

Welcome To Our Podcast

Unlocking Your Financial Future
Unlocking Your Financial Future
Weekly financial and retirement guidance with Ben Schrock of BA Schrock Financial Group in Wadsworth, Ohio. Also serving the Cleveland and Akron areas. This podcast will help you learn important financial concepts that allow you to retire with confidence.
Ep #3: You’ll Be in a Lower Tax Bracket When You Retire – Busting Financial Myths, Part 3

Now we move to part three of a five-part series about financial myths and this episode focuses on taxes. Once we finish working, it’s easy to assume that our taxes will drop because we’ll move into a lower tax bracket. Well, that’s not the case. Find out why your taxes might increase and what strategies you can use to offset that.

Today's rundown:

1:10 – What’s in store on today’s show and introducing part 3 of the series.

2:12 – Mailbag question: My retirement accounts have done well recently, but I don’t really know what it should be doing. How do I know if my money is doing what I need to do?

3:30 – What’s a good average rate of return to shoot for in a strong market?

4:20 – Returning to our series on ‘Busting the Biggest Financial Myths’

4:51 – Myth: You’ll probably be in a lower tax bracket once you retire.  

5:42 – We can’t assume taxes are going to get any lower.

7:07 – Strategies you can use to take advantage of lower tax rates now.

8:44 – How Social Security impacts your taxes.

9:57 – How we help clients that want to see how taxes impact retirement planning.

To get the full show notes and see additional resources, click here. 

Weekly financial and retirement guidance with Ben Schrock of BA Schrock Financial Group in Wadsworth, Ohio. This podcast will help you learn important financial concepts that allow you to retire with confidence.

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Episode Show Notes

Ep #3: You’ll Be in a Lower Tax Bracket When You Retire – Busting Financial Myths, Part 3

Now we move to part three of a five-part series about financial myths and this episode focuses on taxes. Once we finish working, it’s easy to assume that our taxes will drop because we’ll move into a lower tax bracket. Well, that’s not the case. Find out why your taxes might increase and what strategies you can use to offset that.

September 19th, 2019|Tags: , , , , , |

Ep #2: Will You Need Less Income When You Retire – Busting Financial Myths, Part 2

Today it’s part two of a five-part series about financial myths and this episode focuses on an important one. The common belief in retirement is that you’ll need less income than you did while you were working. While we all hope this is true, basing your plan off this idea can put you in a difficult situation down the road.

September 12th, 2019|Tags: , , , |

Ep #1: Do You Need Life Insurance After Retiring – Busting Financial Myths, Part 1

We kick off our five-part series about financial myths with a product that Ben has worked with in his career: life insurance. Many people feel life insurance isn’t needed after retirement, but that’s not the case. We’ll explain life insurance options, why it can be needed after retiring, and how it can become an income source.

August 31st, 2019|Tags: , , , , |

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Phone: 330-473-1060
Fax: 330-334-0808
Email: info@baschrock-fg.com

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Wadsworth, OH 44281
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8 a.m. – 5 p.m.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and BA Schrock Wealth Management are not affiliated companies.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
The purpose of this website is to provide general information on the subjects discussed, it is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individuals situation. Our firm does not provide tax or legal advice, all individuals are encouraged to seek guidance from qualified professionals regarding their personal situation.
Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
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