Episodes

Dwight and Mitchell provide some Medicare updates for AEP before cautioning listeners about Target Date Funds and their lack of performance due to bond exposure. Do you have a tax and income plan for your retirement – contact us today to get started! Contact us today...

Dwight and Mitchell share a market update before encouraging listeners to think beyond bank cds when it comes to protecting your hard-earned retirement savings. Contact us today to get started. Schedule a Free Consultation Here Questions? Call Dwight Mejan today at...

Dwight and Mitchell share the news about Social Security’s new cost-of-living adjustment (COLA) and discuss strategies for saving money during times like these. Plus, how do structured notes offer downside protection along with significant upside potential? Dwight...

Dwight and Mitchell dive headfirst into the heart-pounding world of stock market crashes. The guys discuss the five essential steps you need to take to not only survive but potentially thrive during a stock market crash. Contact us today to get started. Schedule a...

On this episode, we explain some of the most misunderstood aspects of Social Security, and discuss what will happen to program benefits in the near future. Plus, we talk about how much your emotions can cost you when you pull out of the market and move your...

On this week’s show, Dwight outlines some essential tax strategies to help you win with your money in retirement. Plus, all our listeners are invited to join Dwight for a free class about taxes in retirement – listen to this week’s show for all the details! Contact us...

On this week’s show, Dwight and Mitchell discuss the recent news about Wells Fargo overcharging investment accounts. Plus, banks are pushing certificates of deposit (CDs) on their customers – we present some alternatives for protecting and growing your safe money....

Dwight and Mitchell define and explain two important financial terms – beta and standard deviation. Balancing risk and reward is a fundamental aspect of investing, so on this week’s show we discuss strategies that savvy investors are using to better prepare for their...

Dwight and Mitchell explain why a tactical approach could be a good idea for managing your retirement savings. Plus, what are the biggest costs for retirees today? We explain what they are and how you can be prepared for your golden years. Contact us today to get...

Dwight and Mitchell explain the harsh realities around the retirement future for Generation X and the next steps that need to be taken to ensure a healthy retirement for members of that generation. Plus, the guys break down the 10 strategies to recession proof your...

On this week’s episode of Retire 360, Dwight and Mitchell welcome Mike Mazzoni to the show to explain how Asset Based Long Term Care is an ideal solution for many pre-retirees and retirees. Contact us today to get started. Schedule a Free Consultation Here Questions?...

On this week’s episode of Retire 360, Dwight and Sam share the quote of the week, discuss a unique story about a will found in a couch, and reveal strategies to help you delete fees and win with your money. Contact us today to get started. Schedule a Free Consultation...

On this week’s episode of Retire 360, Dwight and Mitchell discuss the two biggest mistakes people make in retirement, and break down tax-free investment options. Contact us today to get started. Schedule a Free Consultation Here Questions? Call Dwight Mejan today at...

On this week’s episode of Retire 360, Dwight and Mitchell explain how you can be like Warren Buffett and apply a billionaire’s winning strategies to your own life and retirement plan. We share a list of rules that The Oracle of Omaha lives by and discuss how you can...

On this week's show, Dwight and Mitchell answer more questions from listeners and outline some essential strategies they utilize every day to help people retire better. Do you have a plan for your taxes in retirement? Contact us today to get started. Schedule a Free...

Dwight and Mitchell answer questions from listeners on this week’s show. Will social security keep up with inflation? How do you generate income during retirement? Also, what is the best way to make withdrawals from your retirement accounts? Schedule a Free...

Dwight and Mitchell share a quote of the week before discussing how to best manage your decumulation phase during retirement. Do you have a solid plan to receive the income you need during your golden years? In 2023, we want you to be prepared, not scared! Schedule a...

On this week’s show, Dwight and Mitchell help dispel common retirement myths with a new edition of “Right or Wrong?” Plus, if you want your golden years to be free of anxiety – don’t miss our list of strategies for living a stress-free retirement. In 2023, we want you...

On this week’s show, Dwight explains how you can make the most of your 401k savings and take advantage of additional investment options that are outside of your current or former workplace plan. Then, he and Mitchell discuss how you can get more proactive about your...

On this week’s show, Dwight and Mitchell discuss the advantages of aligning your investments with 100% reserve requirement options. Also, are you prepared for your family healthcare expenses in retirement? Mitchell shares some tips for taking care of that major budget...

Dwight and Mitchell go through a list of reasons why now is an important time to consider getting more defensive with your investing strategy. Plus, tax tips to help you win with your money! In 2023, we want you to be prepared, not scared! Schedule a Free Consultation...

On this episode, Dwight shares a quick update on the banking situation before detailing the biggest costs to consider when planning for retirement. Is your retirement plan built to withstand future inflation? In 2023, we want you to be prepared, not scared! Schedule a...

Dwight and Mitchell outline the recent bank failures at Silicon Valley Bank and Signature Bank while explaining what you can do to protect your hard-earned money from a potential crisis. Also, your retirement nest egg may be smaller than you think – Dwight explains...

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....

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...

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...

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...

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...

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...

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!...

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...

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...

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...

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...

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....

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...

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...