Tuesday Weekly Webinar

Visit our website: https://attleborowealt.wpengine.com

Schedule a meeting with Mark at: https://go.oncehub.com/webinarfollowupconsult

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.

MJ Byelich & Associates, LLC dba Attleboro Wealth Management is a Registered Investment Adviser. This program is solely for informational purposes. Advisory services are only offered to clients or prospective clients where MJ Byelich & Associates, LLC dba Attleboro Wealth Management and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by MJ Byelich & Associates, LLC dba Attleboro Wealth Management unless a client service agreement is in place.

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0:00 – Intro
1:15 – Upcoming
4:13 – Market update, Slott update, Mail bag
23:15 – Income in Retirement

Visit our website: https://attleborowealt.wpengine.com

Schedule a meeting with Mark at: https://go.oncehub.com/webinarfollowupconsult

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.

MJ Byelich & Associates, LLC dba Attleboro Wealth Management is a Registered Investment Adviser. This program is solely for informational purposes. Advisory services are only offered to clients or prospective clients where MJ Byelich & Associates, LLC dba Attleboro Wealth Management and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by MJ Byelich & Associates, LLC dba Attleboro Wealth Management unless a client service agreement is in place.

Visit our website: https://attleborowealt.wpengine.com

Schedule a meeting with Mark at: https://go.oncehub.com/webinarfollowupconsult

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.

MJ Byelich & Associates, LLC dba Attleboro Wealth Management is a Registered Investment Adviser. This program is solely for informational purposes. Advisory services are only offered to clients or prospective clients where MJ Byelich & Associates, LLC dba Attleboro Wealth Management and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by MJ Byelich & Associates, LLC dba Attleboro Wealth Management unless a client service agreement is in place.

Visit our website: https://attleborowealt.wpengine.com

Schedule a meeting with Mark at: https://go.oncehub.com/webinarfollowupconsult

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.

MJ Byelich & Associates, LLC dba Attleboro Wealth Management is a Registered Investment Adviser. This program is solely for informational purposes. Advisory services are only offered to clients or prospective clients where MJ Byelich & Associates, LLC dba Attleboro Wealth Management and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by MJ Byelich & Associates, LLC dba Attleboro Wealth Management unless a client service agreement is in place.
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0:00 – Slott updates, Market update, and Mail Bag
35:54 – Why is life insurance an important part of financial planning?

Each Tuesday at 10:00 a.m. (except Tuesdays that follow Market Holidays), I hold a Live Webinar where I discuss recent headlines, IRA and retirement issues from the Ed Slott Group, market updates and analyst reports, and a timely Financial Planning strategy or technique.

Please don’t hesitate email us with any questions you have or if you’d like to schedule an appointment with us. You can reach us at questions@attleborowealth.com.

Each webinar is indexed so you can jump to the section that interests you most or watch the entire broadcast.

Mark Byelich is a Certified Financial Planner™ practitioner and also holds the Accredited Investment Fiduciary® designations. He is a member of Ed Slott’s Master Elite Advisor Group. This exclusive group is comprised of nearly 400 of the nation’s top financial professionals who are dedicated to the ongoing training and mastery of advanced retirement account and tax planning laws and strategies.

Mark is committed to education and professional development in the financial services field and has been asked to speak by major news organizations and to his peers around the country about financial planning strategies.

Visit our website: https://attleborowealt.wpengine.com

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.

Attleboro Wealth Management, LLC is a Registered Investment Adviser. This program is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Attleboro Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Attleboro Wealth Management, LLC unless a client service agreement is in place.
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0:00 – Slott Update, Market Update, and Mail Bag
29:30 – Tax Loss Harvesting

Each Tuesday at 10:00 a.m. (except Tuesdays that follow Market Holidays), I hold a Live Webinar where I discuss recent headlines, IRA and retirement issues from the Ed Slott Group, market updates and analyst reports, and a timely Financial Planning strategy or technique.

Please don’t hesitate email us with any questions you have or if you’d like to schedule an appointment with us. You can reach us at questions@attleborowealth.com.

Each webinar is indexed so you can jump to the section that interests you most or watch the entire broadcast.

Mark Byelich is a Certified Financial Planner™ practitioner and also holds the Accredited Investment Fiduciary® designations. He is a member of Ed Slott’s Master Elite Advisor Group. This exclusive group is comprised of nearly 400 of the nation’s top financial professionals who are dedicated to the ongoing training and mastery of advanced retirement account and tax planning laws and strategies.

Mark is committed to education and professional development in the financial services field and has been asked to speak by major news organizations and to his peers around the country about financial planning strategies.

Visit our website: https://attleborowealt.wpengine.com

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.

Attleboro Wealth Management, LLC is a Registered Investment Adviser. This program is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Attleboro Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Attleboro Wealth Management, LLC unless a client service agreement is in place.

Each Tuesday at 10:00 a.m. (except Tuesdays that follow Market Holidays), I hold a Live Webinar where I discuss recent headlines, IRA and retirement issues from the Ed Slott Group, market updates and analyst reports, and a timely Financial Planning strategy or technique.

Please don’t hesitate email us with any questions you have or if you’d like to schedule an appointment with us. You can reach us at questions@attleborowealth.com.

Each webinar is indexed so you can jump to the section that interests you most or watch the entire broadcast.

Mark Byelich is a Certified Financial Planner™ practitioner and also holds the Accredited Investment Fiduciary® designations. He is a member of Ed Slott’s Master Elite Advisor Group. This exclusive group is comprised of nearly 400 of the nation’s top financial professionals who are dedicated to the ongoing training and mastery of advanced retirement account and tax planning laws and strategies.

Mark is committed to education and professional development in the financial services field and has been asked to speak by major news organizations and to his peers around the country about financial planning strategies.

Visit our website: https://attleborowealt.wpengine.com

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.

Attleboro Wealth Management, LLC is a Registered Investment Adviser. This program is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Attleboro Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Attleboro Wealth Management, LLC unless a client service agreement is in place.

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0:00 – Intro
0:30 – Slott Updates, Mail Bag, and Market Update
31:34 – Diversification and Capital Gains
58:46 – Outro

Each Tuesday at 10:00 a.m. (except Tuesdays that follow Market Holidays), I hold a Live Webinar where I discuss recent headlines, IRA and retirement issues from the Ed Slott Group, market updates and analyst reports, and a timely Financial Planning strategy or technique.

Please don’t hesitate email us with any questions you have or if you’d like to schedule an appointment with us. You can reach us at questions@attleborowealth.com.

Each webinar is indexed so you can jump to the section that interests you most or watch the entire broadcast.

Mark Byelich is a Certified Financial Planner™ practitioner and also holds the Accredited Investment Fiduciary® designations. He is a member of Ed Slott’s Master Elite Advisor Group. This exclusive group is comprised of nearly 400 of the nation’s top financial professionals who are dedicated to the ongoing training and mastery of advanced retirement account and tax planning laws and strategies.

Mark is committed to education and professional development in the financial services field and has been asked to speak by major news organizations and to his peers around the country about financial planning strategies.

Visit our website: https://attleborowealt.wpengine.com

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.

Attleboro Wealth Management, LLC is a Registered Investment Adviser. This program is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Attleboro Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Attleboro Wealth Management, LLC unless a client service agreement is in place.

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0:00 – Intro
0:30 – Slott Updates, Market Update, and Mail Bag
24:51 – Qualified Charitable Distributions
48:05 – Outro

Each Tuesday at 10:00 a.m. (except Tuesdays that follow Market Holidays), I hold a Live Webinar where I discuss recent headlines, IRA and retirement issues from the Ed Slott Group, market updates and analyst reports, and a timely Financial Planning strategy or technique.

Please don’t hesitate email us with any questions you have or if you’d like to schedule an appointment with us. You can reach us at questions@attleborowealth.com.

Each webinar is indexed so you can jump to the section that interests you most or watch the entire broadcast.

Mark Byelich is a Certified Financial Planner™ practitioner and also holds the Accredited Investment Fiduciary® designations. He is a member of Ed Slott’s Master Elite Advisor Group. This exclusive group is comprised of nearly 400 of the nation’s top financial professionals who are dedicated to the ongoing training and mastery of advanced retirement account and tax planning laws and strategies.

Mark is committed to education and professional development in the financial services field and has been asked to speak by major news organizations and to his peers around the country about financial planning strategies.

Visit our website: https://attleborowealt.wpengine.com

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.

Attleboro Wealth Management, LLC is a Registered Investment Adviser. This program is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Attleboro Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Attleboro Wealth Management, LLC unless a client service agreement is in place.

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0:30 – Slott Updates, Market Update, and Mail Bag
31:05 – Roth Conversions and IRMAA

Each Tuesday at 10:00 a.m. (except Tuesdays that follow Market Holidays), I hold a Live Webinar where I discuss recent headlines, IRA and retirement issues from the Ed Slott Group, market updates and analyst reports, and a timely Financial Planning strategy or technique.

Please don’t hesitate email us with any questions you have or if you’d like to schedule an appointment with us. You can reach us at questions@attleborowealth.com.

Each webinar is indexed so you can jump to the section that interests you most or watch the entire broadcast.

Mark Byelich is a Certified Financial Planner™ practitioner and also holds the Accredited Investment Fiduciary® designations. He is a member of Ed Slott’s Master Elite Advisor Group. This exclusive group is comprised of nearly 400 of the nation’s top financial professionals who are dedicated to the ongoing training and mastery of advanced retirement account and tax planning laws and strategies.

Mark is committed to education and professional development in the financial services field and has been asked to speak by major news organizations and to his peers around the country about financial planning strategies.

Visit our website: https://attleborowealt.wpengine.com

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.

Attleboro Wealth Management, LLC is a Registered Investment Adviser. This program is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Attleboro Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Attleboro Wealth Management, LLC unless a client service agreement is in place.

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0:00 – Intro
0:30 – Slott Updates, Market Update, and Mail Bag
22:31 – Medicare cost increase and IRMAA
45:28 – Outro