Tax Deferral Investments
A great way to build wealth is through tax deferral, whether with an IRA, 401(k), or annuity. In this episode of Successful Living, Rob explains the upsides and downsides of various tax-deferred investment options, and he also answers a viewer’s question about the advantages of choosing an annuity within an IRA. Topics Discussed: Traditional 401(k) […]
Word of the Day: Ambitious
In this Word of the Day video, Rob Auclair talks about what it means to be ambitious, the benefits of being ambitious, and how to become more ambitious. Topics Discussed: Why age is not a barrier to being ambitious Benefits of being ambitious How to become more ambitious The opinions voiced in this material […]
End-of-Year Tax Planning
October is the perfect time to start thinking about your 2022 tax filing. Greg Porcaro joins Rob to discuss some end-of-year tax planning opportunities to help you reduce your tax burden for this year. Topics Discussed: Increasing your 401(k) contribution for 2022 Ways for small business owners to lower taxes COVID-19 retirement withdrawal repayment Roth […]
Investment Options for Positive Returns
With the stock market continuing to be unfavorable, people are looking for other places to put their money. In this video, Rob Auclair discusses five investment types that may give more positive returns. He also answers a viewer’s question, “How do you sell a house in a trust?” Topics Discussed: I Bonds CDs Fixed Annuities […]
Word of the Day: Patient
We all know patience is a virtue, but many people struggle with it. In this Word of the Day video, Rob shares what it means to be patient in a fast-paced world, the benefits of being patient, and how to become more patient. Topics Discussed: The meaning of patience in today’s fast-paced world What happens […]
Rhode Island Real Estate Recommendations for First-Time Sellers
In the past two years, we’ve seen a real estate market like no other in history. But things are changing now. Rob talks with Chad Kritzas of Home Smart Real Estate about the current real estate market and what first-time home sellers need to know. Topics Discussed: Rhode Island home sales statistics Marginal shifts in […]
Bear Market Mistakes Investors Should Avoid
We’re still in a bear market, and dramatic swings are making investors very nervous. When investors get nervous, they tend to make mistakes that can cost them significantly over time. In this episode, Rob Auclair discusses three common money mistakes people make in a bear market, how to avoid them, and what to do instead. […]
Word of the Day: Joy
We all know what joy means, but it doesn’t always show up in our lives as often as we would hope. In this Word of the Day video, Rob shares some interesting facts about joy, explains the benefits of having joy in your life, and offers tips on how to experience more joy. Topics Discussed: […]
What Interest Rate Volatility Means for Homebuyers
With recent market volatility, mortgage interest rates have been all over the place. Rob talks with Steve Tetzner from Homestar Mortgage to shed some light on what’s happening now and what recent changes mean for Rhode Island homebuyers. Topics Discussed: Wild swings in 30-year mortgage rates What buyers should know about rate locks Advice for […]
Financial Planning Rules of Thumb
Learning everything you need to know about financial planning can be overwhelming, but understanding a few basic rules of thumb can help you become more confident in managing your money. In this episode, Rob Auclair explains some basic rules you won’t want to skip as well as some helpful calculations you can use to […]