Money Moves with Josh and Jared

In this episode of Money Moves, Josh McEachin and Jared Garfield explore Warren Buffett's simple yet powerful retirement investing principles, estate planning essentials, and strategies to protect your wealth in a volatile world. Learn practical tips to secure your financial future and leave a lasting legacy. 

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On this edition of Money Moves with Josh and Jared-

Retirement is often viewed as a financial milestone, but it is equally a significant lifestyle change. As more Americans reach retirement age, understanding the implications of this transition becomes crucial. In this post, we will explore the key challenges retirees face and how proactive planning can turn potential losses into opportunities.

If you have questions about your own ...

This episode of Money Moves explores the often overlooked emotional risks of retirement, focusing on loneliness, social support, and mental health, alongside financial planning strategies. Hosts Jared Garfield and Josh McEachin discuss how to integrate emotional well-being into retirement planning to ensure a holistic approach.

If you have questions about your own retirement call Josh & Jared with Seven Figure Solution at 800-8...

The conversation explores the evolving landscape of retirement, emphasizing the need for proactive planning in light of increased longevity, healthcare costs, and tax implications. The hosts, Josh McEachin and Jared Garfield, discuss the importance of adapting retirement strategies to reflect modern realities, including the potential benefits of Roth conversions and the impact of new healthcare policies. They also address real-life...

In this episode of Money Moves, hosts Josh and Jared delve into the often unspoken fears surrounding retirement. They explore the psychological shift from saving to spending, the emotional challenges retirees face, and the importance of having a structured income plan. The conversation highlights how clarity and confidence can alleviate fears, allowing retirees to enjoy their hard-earned savings. Through various scenarios, they pro...

Money Moves with Josh McEachin and Jared Garfield,

This conversation explores the evolving landscape of retirement, emphasizing the shift from traditional views to a more dynamic and engaged approach. It highlights the importance of planning for a longer retirement, the impact of technology, inflation, and emotional factors on retirement planning, and the implications of the Tax Cuts and Jobs Act. The discussion also delves into li...

In this episode of Money Moves, hosts Josh McEachin and Jared Garfield discuss the key financial habits and strategies that distinguish the wealthy from the average person. They emphasize the importance of starting early with investments, maximizing tax advantages, and the necessity of owning appreciating assets. The conversation also covers the significance of diversification, hiring professionals for financial guidance, and the e...

In this episode of Money Moves, the hosts, Josh McEachin and Jared Garfield explore the intersection of artificial intelligence and retirement planning. They discuss how AI is currently being utilized in financial services, its advantages and limitations, and the importance of maintaining a human touch in financial advising. The conversation also addresses common retirement myths, the transition from accumulation to decumulation, a...

In this episode of Money Moves, hosts Josh McEachin and Jared Garfield discuss the implications of the Tax Cuts and Jobs Act, which was initially set to expire in 2026 but has now been extended. They emphasize the importance of proactive tax planning for pre-retirees, highlighting strategies such as Roth conversions and tax diversification to minimize future tax liabilities. The conversation also covers the potential tax surprises ...

In this episode of Money Moves, Josh and Jared discuss various investment strategies for wealth preservation and growth in a volatile market. They explore high-yield savings accounts, fixed annuities, and US Treasury securities as safe investment options. The conversation shifts to bear market strategies, emphasizing tax loss harvesting and buying opportunities. They also discuss signs that may indicate readiness for early retireme...

In this episode of Money Moves, Josh and Jared discuss the financial challenges faced by Baby Boomers as they approach retirement. They explore common mistakes such as overestimating Social Security benefits, delaying retirement contributions, underestimating healthcare costs, and neglecting estate planning. The conversation also covers the importance of having a solid income plan, especially during the first year of retirement, an...

In this episode of Money Moves, Josh and Jared delve into the concept of financial independence, emphasizing that it is not merely about wealth accumulation but about achieving the freedom to live life on one's own terms. They discuss the importance of passive income, financial literacy, and overcoming common misconceptions about wealth. The conversation also highlights insights from Vanguard's How America Saves report, focusing on...

In this episode of Money Moves, Josh and Jared explore the concept of retirement as a new rhythm rather than a slowdown, drawing inspiration from the lyrics of Jimmy Buffett and the wisdom of Warren Buffett. They discuss the importance of balancing enjoyment in the present with financial planning for the future, emphasizing the need for a comprehensive retirement strategy that includes saving, investment choices, tax strategies, an...

On this episode of Money Moves with Josh and Jared the conversation explores the evolving concept of retirement, emphasizing the importance of planning for a longer, more active life post-retirement. The hosts discuss the significance of relationships, purpose, and financial strategies to ensure a fulfilling retirement. They highlight the risks associated with longevity and the emotional challenges retirees face, particularly the '...

In this episode of Money Moves, Josh and Jared discuss the critical aspects of retirement planning, emphasizing the importance of starting early, avoiding common pitfalls, and preparing for unexpected financial challenges. They explore the impact of inflation, the necessity of emergency funds, and the role of insurance in safeguarding retirement savings. The conversation also delves into the complexities of managing inheritances an...

In this episode of Money Moves, hosts Josh and Jared explore the concept of 'stealth wealth'—the idea that true wealth often goes unnoticed and is characterized by modest living and financial prudence. They discuss the psychology behind wealth, the influence of social pressure on spending habits, and the importance of having a solid retirement plan. The conversation also touches on the impact of impulse buying, emotional spen...

On this edition of Money Moves the conversation explores effective year-end financial strategies for retirees and pre-retirees, focusing on tax planning methods that can enhance retirement savings and reduce tax liabilities. Hosts Josh McEachin and Jared Garfield discuss other key topics including required minimum distributions (RMDs), gifting strategies, and overlooked deductions that can significantly impact financial well-being.

In this episode of Money Moves, Josh McEachin and Jared Garfield discuss the evolving challenges retirees face today, including inflation, rising healthcare costs, and the emotional aspects of retirement. They emphasize the importance of proactive financial planning, addressing common concerns such as running out of money and the need for estate planning. The hosts provide insights into effective strategies for managing retirement ...

In this episode of Money Moves, Josh McEachin and Jared Garfield discuss the critical importance of having a structured retirement plan to alleviate financial stress. They explore outdated retirement strategies, the significance of maximizing 401(k) contributions, and provide real-life scenarios to illustrate effective retirement planning. The conversation emphasizes the need for personalized financial strategies and the value of p...