Episodes

Minimizing Fees and Maximizing Your Social Security Benefits

Minimizing Fees and Maximizing Your Social Security Benefits

On this week’s show, Dwight and Mitchell help you navigate one of the most important retirement decisions – when to take Social Security. They also discuss reducing management fees and what to do with your unused 529 funds that you had set aside for college expenses....

read more
Holistic Financial Planning for a Happier Retirement

Holistic Financial Planning for a Happier Retirement

On this episode of Retire 360, we share a 2023 economic forecast and explain how we can help people navigate a rising interest rate environment as they prepare for or enter retirement. We also share a list of the top habits of happy retirees. In 2023, we want you to...

read more
Helping You Make Smart Adjustments to Your Retirement Plans

Helping You Make Smart Adjustments to Your Retirement Plans

On this week’s show, we discuss what a retirement income gap is, and how to fill it if you have one. Then, we dive into what a Smart Lifestyle is, and the importance of living within your means. Dwight and team can also help you with estate and legacy planning to help...

read more
Following These Rules Will Make or Break Your Retirement

Following These Rules Will Make or Break Your Retirement

Do you need a “Smart Review” of your financial plan? Chances are the answer is yes. Dwight and Mitchell explain a few rules that are vitally important when it comes to building the right retirement plan for you. Also, in this week’s Inflation Demonstration, we look at...

read more
Secure Act 2.0 and How it Could Impact Your Retirement

Secure Act 2.0 and How it Could Impact Your Retirement

On this week’s show, Dwight and Mitchell share important updates regarding the new Secure Act 2.0 and explain how it could impact your retirement plans moving forward. In 2023, we want you to be prepared, not scared! Schedule a Free Consultation Here Questions? Call...

read more
How to Balance Risk and Safety with Your Retirement Plan

How to Balance Risk and Safety with Your Retirement Plan

On this week’s show, Dwight and Mitchell discuss how they can help people manage risk in retirement. Did you know that working with a financial advisor could actually save you money in fees – what are you waiting for? In 2023, we want you to be prepared, not scared!...

read more
Do You Have a Smart Retirement Plan?

Do You Have a Smart Retirement Plan?

On this week’s show, Dwight and Mitchell explain how you can create a solid foundation for your smart retirement plan. They also discuss tax strategies and cost cutters that could save you six figures during your golden years. In 2023, we want you to be prepared, not...

read more
How to Save Money and Improve Your Retirement in 2023

How to Save Money and Improve Your Retirement in 2023

On this final episode of 2022, Dwight takes a glance back at the last year and shares his thoughts about what pre-retirees and retirees should be doing in 2023 to build a better retirement. Happy New Year from 360 Capital Management! In 2023, we want you to be...

read more
Tax Tips for Building a Better Retirement in 2023

Tax Tips for Building a Better Retirement in 2023

Dwight and Mitchell discuss tax strategies to consider when preparing for and entering retirement. They also reveal the most and least-affordable states for retirees. Happy Holidays from all of us at 360 Capital Management! In 2023, we want you to be prepared, not...

read more
Jump Start Your New Year with This Financial Checklist

Jump Start Your New Year with This Financial Checklist

On this week’s episode of Retire 360, Dwight shares some very important updates and reminders for the end of 2022. We also explain how a Roth Conversion can be the secret weapon in your retirement plan and discuss how inflation has affected the 12 Days of Christmas....

read more
Is Your 401k Disappointing this Year?

Is Your 401k Disappointing this Year?

On this episode, Dwight explains how you can take better control of your retirement savings and stop the bleeding in your accounts. We also go over a list of cost cutters for the holiday season. In 2023, we want you to be prepared, not scared! Schedule a Free...

read more
How to Improve Your Retirement in 2023 and Beyond

How to Improve Your Retirement in 2023 and Beyond

In this debut episode of Retire 360, Dwight shares his passion for helping hard-working people find financial freedom and retire successfully. He also presents a list of financial new year’s resolutions that he can help you keep and highlights a list of fears that...

read more