Dewitt And Dunn Financial Podcast

What are the factors that will make you comfortable about retirement? Cathy, Laura and Steve discuss developing the income and equity strategies to find that confidence.

The search for fixed income instruments with reasonable return can be disappointing. Let Dewitt & Dunn Financial Services help.

Today, Laura Bowers joins the show. She discusses ways to protect your money in the stock market from excessive loss and unnecessary fees.

The February cold, snow and ice took Dallas completely by surprise and did widespread damage across the state. Will the next market downturn do the same thing to your retirement?

The low interest rate environment is hurting those searching for yield in CDs, Money Markets and Bonds. Are there alternatives?

The market news seems very unsettling right now. Are we headed for trouble, and what can you do to protect your retirement?

Ted Benna invented the 401(k) in 1980. He recently said it comes up short in two areas. What are they and what can you do?

We all know interest rates are dismal. Cathy and Steve discuss options to keep your liquidity and get more return for your cash reserves.

Jared Anderson of Brighthouse Financial joins Cathy to discuss some of the newest innovations in developing income for retirees.

In part two of her interview with David Wood, Vice President of Lincoln Financial Distributors, Cathy discusses an alternative and/ or supplement to Pensions and Social Security. It can provide an income for you now while also leaving a legacy for your family, which could include a lifetime income.

In the episode, Cathy discusses setting up a multi-generational income with David Wood, Vice President of Lincoln Financial Distributors. The benefits of providing an income for you now, while also leaving a legacy for your family which could include a lifetime income.

The ROTH is a great way to save on taxes in retirement. In this episode, Cathy and Steve Ringo (V.P. of DeWitt & Dunn) discuss the tax benefits of ROTH and ways to convert to start saving now.

Cathy and Steve Ringo discuss 403b's with Jacob Tippit who is certified in 403b planning. If you are a teacher, public school employee, or have a 403b, this podcast is a must listen. 

Best Selling Retirement Author Patrick Kelly sits down for a candid conversation with Cathy & Steve Ringo to talk about the strategies in his book Stress-Free Retirement. The power of NOT losing Money and still beating inflation on the upside for a successful retirement. 

According to the Fidelity Retiree Health Care Cost Estimate, an average retired couple age 65 in 2019 may need approximately $285,000 saved (after tax) to cover health care expenses in retirement. Cathy talks with Russell Wilhite from Dewitt & Dunn Financial Services about the benefits of having Long Term Care as part of your over-all retirement plan.

Social Security could run out in 2035. How will that affect you current and future benefits? Also, when should you start taking Social Security? Cathy discusses these questions and more on this episdoe.

In this episode, Cathy discusses answers to a common question with many American's - "How much do I need for a comfortable retirement."

Cathy discusses the issues and possible solutions for people over 50 who get laid off before they retire.

Cathy discusses what to do is you are 1 year away from retirement.