The Retirement Money Matters Show

Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from The Retirement Money Matters Show, Education, 1825 Dogwood Court, Kokomo, IN.

04/26/2026

Is now the time to roll with a Roth?

Understandably, people prefer to delay their tax payments as long as humanly possible. But with tax rates currently nearing historic lows, now may be the ideal time to act.

04/23/2026

Many people place a portion of their career earnings in a workplace 401(k), with the belief it will take cover their future financial needs.

What some don’t realize is the mounting tax burden that results from these traditional savings plans.

Retirement Savings: How Much to Set Aside

04/21/2026

Retirement is the time to do some of the things you’ve always wanted. But you’ll need a steady source of income to accomplish this.

Here are a few retirement savings strategies to help get you on track.

https://www.investopedia.com/retirement/how-much-you-should-have-saved-age/

Retirement Savings: How Much to Set Aside Learn how early saving, retirement timing, and planning your retirement lifestyle can simplify your savings strategy for a secure and comfortable future.

04/18/2026

Feeling in the dark about the latest economic developments?

Tune into the Retirement Monday Matters Show for illuminating financial discussions between Brian Hayes and host Cynthia DeFazio.

04/12/2026

It’s widely believed you’ll drop to a lower tax bracket in retirement. However, that’s often not the case.

Taking care of your tax obligations now could spare you from much larger payments down the road.

04/09/2026

Millions of people use IRAs to save for and provide an income in retirement.

However, most of them don’t fully understand the plan they’re investing in, and therefore, leave money on the table. Here’s some basic info to help you fill in the blanks, along with ways you can learn more.

https://hayesadvisorygroup.com/wp-content/uploads/2026/03/3-8-2026-Weekly-Article.pdf

hayesadvisorygroup.com

04/07/2026

Don’t let the taxation domino effect be the downfall of your retirement.

Later in life, Uncle Sam comes for his cut on your hard-earned savings. Being mindful about the timing and order of your withdrawals makes a big difference in how much you’re able to keep.

04/04/2026

Your tax return is more than just a stack of forms. It’s a full financial rundown of the year that was.

While it reflects where your money went in the past, the real value is helping us identify where it should go in the future.

Claim ownership or report listing

Want your school to be the top-listed School/college in Kokomo?

Click here to claim your Sponsored Listing.

Location

Kokomo

Telephone

+17654527526

Website

https://hayesadvisorygroup.com/new-home/

Address

1825 Dogwood Court
Kokomo, IN
46902

The Retirement Money Matters Show

Share

Location

Category

Telephone

Website

Address