Welcome! Our podcast offers a streamlined approach to holistic wealth management, combining tax, investment, and advisory services under one roof. We understand that with more wealth comes the need for smarter decisions, not just for now but for the future. Our expertise covers a broad spectrum, including investment management, tax optimization, and retirement planning utilizing The Bucket Plan financial system. Financial planning and investment advisory services offered through Prosperity C ...
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Darrin McComas Podcasts
Welcome to Getting Retirement Right with your hosts Darrin McComas and Shon Peil where we strive to simplify your financial life and provide you freedom from taxes, risk, stress and poor advice. For more resources or if you have any specific financial questions contact us at AbrahamCo.com The Getting Retirement Right podcast and related materials are provided for general information and entertainment purposes only and do not constitute accounting investing legal, tax or professional advice. ...
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Episode 12: The One Big Beautiful Bill & Your Retirement Plan
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Welcome to Episode 12 of the Retirement Planning Podcast with your hosts Darren McComas and Jason Fox. In this episode, we dive into the new 'One Big Beautiful Bill' (O Triple B) act signed by President Trump, which makes the tax cuts from the Tax Cuts and Jobs Act permanent. We discuss how this crucial change provides a generational opportunity fo…
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Episode 11: How to retire "happy" with guest Tom Hegna
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28:10
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Retirement Planning Insights with guest Tom Hegna, CLU, ChFC, CASL: The Myths, Risks, and Solutions and How to Retire "Happy" In this episode of the Retirement Planning Podcast, hosts Darrin McComas and Jason Fox welcome special guest Tom Hegna, a bestselling author and host of CNBC’s “Financial Freedom with Tom Hegna.” Tom discusses common misconc…
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Episode 10: Speed Check: Managing Risk for a Secure Retirement
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27:59
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In episode 10 of the Retirement Planning Podcast, hosts Darrin McComas and Jason Fox delve into the topic of risk in retirement portfolios. They discuss the importance of understanding the amount of risk you're taking on, how much risk you should be taking, and aligning it with the current market environment. The hosts share personal updates and em…
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Episode 9 - Dedicated and Ongoing Service
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Episode 9: The Importance of Dedicated and Ongoing Service in Financial Planning In this episode of the Retirement Planning Podcast, hosts Darrin McComas and Jason Fox discuss the vital role of dedicated and ongoing service in financial planning. They start with personal updates, then outline their comprehensive four-step planning process: Discover…
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Safeguarding Your Retirement: Protecting Your Nest Egg from Unexpected Events In this episode of the Retirement Planning Podcast, hosts Darrin McComas and Jason Fox of Evergreen Wealth Advisors discuss the importance of protecting your nest egg that you took your entire life to accumulate. The series wraps up the three-part series, 'It's Not What Y…
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In this episode of the Retirement Planning Podcast, host Darrin McComas from Evergreen Wealth Advisors discusses the critical aspect of tax planning in retirement, as part of the series 'It's Not What You Make, It's What You Keep'. Darrin emphasizes the importance of having a long-term retirement plan rather than chasing stock market returns. He hi…
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In this episode of the Retirement Planning Podcast, hosts Darrin McComas and Jason Fox discuss the importance of preserving wealth during retirement rather than focusing solely on high returns. The episode is part one of a three-part series titled 'It's Not What You Make, It's What You Keep.' They introduce the Bucket Plan financial process, which …
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In this episode of the Retirement Planning Podcast, hosts Darrin McComas and Jason Fox from Evergreen Wealth Advisors delve into strategies for managing recent market volatility using the Bucket Plan financial process. The episode includes a discussion on mitigating risks in the stock market, insights from a recent mastermind retreat and advanced t…
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In this episode of the Retirement Planning Podcast, hosts Darrin McComas and Jason Fox dive into comprehensive retirement planning. Darrin shares news about his upcoming training in the Bahamas and Jason's recent achievement of passing the Series 65 exam, making him a fiduciary financial advisor. They emphasize the importance of having a well-struc…
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Planning Your Financial Needs - Step 2 Design
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Join our hosts Darrin McComas, BPC and Jason Fox as they continue breaking down The Bucket Plan® financial planning process step by step. This episode covers step two of The Bucket Plan® process, known as the “Design” phase, where we analyze all your assets and how they come together to formulate your holistic plan. Key Topics Discussed: Overview o…
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Join hosts Darrin McComas and Jason Fox, as they continue breaking down The Bucket Plan® financial planning process. This episode covers step three of The Bucket Plan® process, the “Deliver” phase, where we present and deliver the personalized, holistic financial plan we’ve developed for you. Key Topics Discussed: Understanding Your Risk Tolerance:…
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Planning Your Financial Future - Step 1 - Discovery Meeting
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Hosts Darrin McComas and Jason Fox explore the intricacies of the holistic wealth management process through the widely acclaimed financial process, The Bucket Plan®. Their discussion offers a comprehensive look into the first, crucial step of financial planning called the discovery phase. This episode is a must for anyone interested in gaining a d…
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Should You Pay Off Your Mortgage with Retirement Savings?
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In this episode of Getting Retirement Right, Darrin McComas and Shon Peil discuss whether or not to pay off your mortgage using retirement savings. They reveal the advantages and potential pitfalls, leaving listeners with a tantalizing question: Should you risk your retirement security for the dream of a debt-free home, or is there another path to …
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The Importance of Responsibly Transitioning into Retirement
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On this episode of Getting Retirement Right with Darrin McComas and Shon Peil, you will be able to: Gain insights on retirement planning essentials for a seamless transition into your golden years. Understand the benefits of setting a well-structured budget for managing retirement finances. Unravel the connection between active living, health, and …
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Take Control of Your Retirement Plan - Roll Over Your 401(k) Now
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In this episode, you will be able to: Learn groundbreaking strategies to supercharge your retirement savings with a seamless 401(k) rollover. Familiarize yourself with options for tailoring your IRA investments to suit your unique financial goals. Unravel the mystery behind maximizing tax planning benefits through strategic Roth account conversions…
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The Roth IRA: Overview and Benefits for Your Retirement
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Discover the power of the Roth IRA and the misconceptions surrounding it, as hosts Darrin McComas and Shon Peil simplify the differences between a conand contribution and offer insights on maximizing your retirement plan. In this episode, you will be able to: Delve into the powerful benefits of Roth IRAs for long-term financial stability and genera…
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Part 2 - 5 Mistakes to Avoid in Retirement
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In this episode of Getting Retirement Right with Darrin McComas and Shon Peil, you will be able to: Unveil the importance of strategic investment planning and tranche methodologies for lasting prosperity. Understand the perks of collaborating with fiduciary advisors for optimal investment outcomes. Identify the hazards of bypassing company match co…
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Part 1 - 5 Mistakes to Avoid in Retirement
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From shock to passion: How one conversation about retirement risks took an unexpected turn and sparked a mission to help others. But what happens when the unexpected strikes? Keep reading to find out. In this episode of Getting Retirement Right with Darrin McComas and Shon Peil, you will be able to: Grasp the significance of preparing for healthcar…
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Could the Debt Ceiling Crisis Impact Your Retirement?
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Retirees, are you tired of feeling lost during market instability? Have you heard these myths about the Importance of having a proactive financial advisor? Let's debunk them together: Myth #1 - I'm too old to worry about the market, Myth #2 - I can handle my finances on my own, and Myth #3 - I only need an advisor during good times. The truth is, h…
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Understanding Your Risks - Part 3: Inflation and Political Risk (Plus a Mystery Risk You Need to Take Action on Today!)
26:44
26:44
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In Getting Retirement Right, hosts Darren McComas and Sean Peil are talking about the risks that come with retirement. They discuss inflation and political risk, and the newly proposed budget of $4.7 trillion in new taxes, leaving the audience to wonder what will happen if taxes go up dramatically. But one thing is certain, a comprehensive financia…
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Understanding Your Risks - Part 2: Longevity and Liquidity Risks
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In this episode of Getting Retirement Right, hosts Darren McComas and Sean Peele discuss the pressing issue of longevity and liquidity risk and provide insight on how to protect your hard-earned nest eggs for a secure retirement. In this episode, you will be able to: Discover novel approaches to combat longevity risk in retirement planning. Unlock …
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Understanding Your Risks - Part 1: Market Risk and Concentration Risk
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Market risk and concentration risk are two types of risks that investors and businesses face in the financial markets. On this week's episode of Getting Retirement Right, hosts Darrin McComas and Shon Peil dive into these two risks and how to identify and understand them in your investment portfolio. Market risk refers to the risk that an investmen…
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Questions From Our Community: Demystifying Annuities: Fixed, Variable, and Indexed Explained and Other Topics
23:49
23:49
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On this episode of Getting Retirement Right, hosts Darrin McComas and Shon Peil face the 'firing squad' to help listeners navigate the confusing and costly world of taxes, retirement planning, annuities and Social Security, empowering their audience to make informed decisions and secure their financial freedom. In this episode, you will: Uncover th…
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In this episode, you will learn how to maximize your tax savings with effective tax planning strategies. You will learn about tax planning, where the importance of minimizing taxes in retirement. Darrin and Shon highlight that taxes are not going away and must be accounted for in planning for retirement. It was noted that the Obama era tax codes wi…
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Navigating Stock Market Volatility: The Risk Management Rollercoaster
23:58
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In this episode of 'Getting Retirement Right', a risk-averse protagonist is challenged to shift their mindset towards retirement and overcome their fears of volatile markets, as they strive to build a plan that will protect their hard-earned money and ensure a successful future. Hosts Darrin McComas and Shon Peil discuss the importance of having a …
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Maximize Your Social Security: Uncovering the Pros & Cons
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Unlock the secrets to maximizing your Social Security benefits with the right strategies! In this episode of Getting Retirement Right with Darrin McComas and Shon Peil, you will learn how to maximize your Social Security benefits with the right strategies. They discuss the three main options for filing for Social Security: filing early at age 62, f…
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Fundamentals of Creating a Comprehensive Financial Plan
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On this episode, Darrin and Shon highlight the topics and questions you should as when you are starting to create the fundamentals of a comprehensive retirement plan. Below are the topics/questions with the timestamp to know when each topic is being discussed: 2:00 - What does a comprehensive retirement plan look like? 4:46 - How do you know when t…
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Introduction to the Getting Retirement Right Community
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On today's inagural episode, hosts Darrin McComas and Shon Peil share their backgrounds and experience serving others as well as an outline of the topics that will be discussed on the podcast to help simplify your financial life and provide you freedom from taxes, risk, stress and poor advice.By Darrin McComas and Shon Peil
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