Episodes
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....
How to Disarm Your Retirement Tax Bomb: Tax-Saving Tips for Your Golden Years
Dwight and Mitchell share the quote of the week and discuss the importance of taking action with regards to your financial future. Then, they explain how to defuse the retirement tax bomb inside your portfolio and detail how to convert money into tax-free accounts. In...
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...
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...
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...
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...
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!...
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...
The Most Important Change to Make to Your Retirement Plan in 2023
Dwight and Mitchell take a look back at 2022 and discuss how to move forward from the inflation and market volatility that affected pre-retirees and retirees over the last twelve months. In 2023, we want you to be prepared, not scared! Schedule a Free Consultation...
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...
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...
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....
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...
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...