Your Sweet Retirement with Josh Greenberg

Josh Greenberg

Join the Your Sweet Retirement show with Josh Greenberg of Green Bee Insurance and Green Bee Legacy to learn the information you need to know to effectively reach your financial goals. If you want to make your retirement sweeter than honey, then this is the show for you. Josh serves the Broward County area and beyond with an office in Ft. Lauderdale, Florida. He's passionate about retirees and pre-retirees being well informed and knowledgeable about what it takes to get to, and through, retirement. Visit the website at https://greenbeeinsurance.com/ or call 800-321-3867 for more information. #Retirement #IRA #Money #FinancialAdvisor #Florida #BabyBoomer

Ep 2: Ways to Improve Your Tax Position
Apr 14 2022
Ep 2: Ways to Improve Your Tax Position
As we approach another tax season, we get many of the same questions while people are preparing to send in their documents to the IRS.But tax planning starts well before it’s time to file. On this episode of My Sweet Retirement, we want to share some of the questions that come up this time of the year and then talk about the ways you can position yourself for retirement in the most tax-effective way possible. What’s important to understand is that a financial advisor has a different role to play with your finances than your accountant. Most accountants are historians in the sense that the document the finances over the past year and relay that information to the IRS. The one thing that we’ve noticed many people don’t do is get a gauge of where you stand in December. That’s not the accountant’s job to do, but it’s what an advisor should be assisting you with. For example, there might be some stocks you want to sell off and realize gains or losses to help you get the best outcome once April arrives. On any given year, you might have room to increase your income before the next tax bracket takes effect. This could be an opportunity to withdraw more out of an account without having to worry about how much more it might cost you. The other way that many people are tax planning for retirement rather than taking a short-term approach is by focusing more of their efforts towards a Roth. Whether you’re contributing to a Roth IRA or using a Roth conversion, taking advantage of low tax rates today might pay off exponentially in retirement when you can withdraw that money without having to pay a dime on capital gains. Tax planning is a year-round effort and something a comprehensive financial plan will take into account. By working with an experienced advisor, you can actually save yourself more money over your career and see the fruits of that planning once retirement rolls around.If you have any questions or want to learn more about tax strategies that might benefit you, schedule a meeting and we’ll start that process with you. Listen to the full podcast or use the timestamps below to jump to a specific section.0:36 – Common tax questions1:22 – Tax issues to get ahead of 2:34 – Don’t pay more than you have to 4:18 – Assuming taxes will be lower in retirement 5:51 – Tax planning strategies 7:33 – Client example 8:41 – What our meetings consist ofMore information:Website: 800-321-3867For more, visit us online:
Ep 1: Getting to Know Your Host, Josh Greenberg
Apr 6 2022
Ep 1: Getting to Know Your Host, Josh Greenberg
Welcome to the first episode of Your Sweet Retirement where we will be exploring the information you need to know to effectively reach your financial goals, so your retirement can be sweeter than honey! On this inaugural episode, we’ll be introducing your host Josh Greenberg and getting to know him and his financial philosophy a little bit better.His passion for helping people with their finances started way back in college when he learned about the Rule of 72. Today, Josh is a financial advisor with Green Bee legacy where he’s able to help people reach their goals with a thorough financial plan. While some people have great products, they don’t always have a great plan and Josh is hoping to help those people prepare for the future.For our clients, having a financial plan means you are informed and knowledgeable about how your money is working and what your future will look like. Not only do we want to ensure you’ll make it through retirement, but we also want to make sure both spouses are protected if something were to happen to the other.With the volatility of today’s world, it’s always nice to have a trusted person in your corner and that’s exactly who Josh is for his clients. He’s been doing this a long time and has been able to help a lot of people feel safer and more confident in their retirement planning journey. We want you to have a truly sweet retirement and this podcast will help you gain the knowledge and confidence you'll need for a bright financial future. We will be back next week as we start our financial conversation with you!Listen to the full podcast or use the timestamps below to jump to a specific section.0:36 – Introducing your host! 1:39 – Learning about the rule of 72 2:42 – How we are helping our clients 4:07 – Best part of being an advisor5:07 – Josh has been doing this a long time6:14 – Creating a comprehensive approach 7:09 – What does Josh like to do on the weekends?9:14 – Who does Josh hope to reach?9:54 – Who is his typical client?11:18 – Check out the radio show 12:15 – Check us out on YouTube12:48 – Legacy and estate planning 14:07 – We’re going to cover a lot on this podcastMore information:Website: 800-321-3867For more, visit us online: