Safe Harbor

askjimbyrd.com

Call us at (251) 625-1226 or
Toll Free at (877) 251-1984
Daphne, AL

Listen and learn with our Podcast Library

SHF Radio ShowBiff Hamel and Jim Byrd host our weekly podcast, recorded from the broadcast on WABF Radio 1220 AM.

They have appeared on numerous radio shows and television networks discussing Safe Harbor Financial's unique outlook on the financial services industry and are all well respected financial advisors. Additionally, Jim Byrd is an author and well-known public speaker.

Check out some of their recent podcasts below.

AE Wealth Management has no affiliation with the news agencies represented here and the views expressed do not necessarily reflect the views of AE Wealth Management. AE Wealth Management makes no representations or warranties about the accuracy, reliability, completeness or timeliness of the content and does not recommend or endorse any specific information contained therein.

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Safe Investing Radio Show, Sept 1 2017

 

In this episode:

Safe Harbor Financial now has cutting-edge technology that identifies your acceptable levels of risk and reward with unparalleled accuracy. Using this tool, we ensure that your portfolio aligns with your investment goals and expectations.

We can:

  • Capture your “risk number”
  • Align your portfolio
  • Meet your retirement goals

Together, we can take the guesswork out of your financial future.

Trade in your old life insurance policies and stop paying premiums and long-term care protection.

  • How to create more income using single premium life insurance and strategies that include long-term care protection.
  • Now is the time to come see us. Even if you are young we can at least provide you with guidance and set you on the right path until your retirement. Get started today.

Other topics:

  • Area manufacturers are forcing out and retiring up to 25% of their older employees. Come in for an analysis.
  • The difference between the stock market and insurance industry is you cannot guarantee anything in the stock market, but you can in the insurance market. No one knows when a bear market will happen or how big it will be, but everyone knows one is coming and our clients are ready.
  • Sign up for our retirement seminars on September 12 and September 14.

By

Safe Investing Radio Show with Jim Byrd

Safe Harbor Financial now has cutting-edge technology that identifies your acceptable levels of risk and reward with unparalleled accuracy. Using this tool, we ensure that your portfolio aligns with your investment goals and expectations.

We can:

  • Capture your “risk number”
  • Align your portfolio
  • Meet your retirement goals

Together, we can take the guesswork out of your financial future.

Trade in your old life insurance policies and stop paying premiums and long-term care protection.

  • How to create more income using single premium life insurance and strategies that include long-term care protection.
  • Now is the time to come see us. Even if you are young we can at least provide you with guidance and set you on the right path until your retirement. Get started today.

Other topics:

  • Area manufacturers are forcing out and retiring up to 25% of their older employees. Come in for an analysis.
  • The difference between the stock market and insurance industry is you cannot guarantee anything in the stock market, but you can in the insurance market. No one knows when a bear market will happen or how big it will be, but everyone knows one is coming and our clients are ready.
  • Sign up for our retirement seminars on September 12 and September 14.

By

Safe Investing Radio: Calculating Retirement Needs

In this episode we discuss the staple of retirement planning: the search for your number.

Doing the Math

  • Changing plans: at what age will it run out?
  • Should you increase savings from 10% to 15%?
  • Should you decrease retirement income from 75% to 70%?
  • Should you delay retirement another two years to accomplish your goals?

Fine-Tuning

We can go over your numbers to fine tune and provide you with a clearer picture.

Availability

  • If you are saving for retirement in a 401K (or something like it) you will be limited to the menu options presented. You might be forced to have a taxable account.
  • Did you know that you can hold virtually anything in a IRA except life insurance and certain collectibles?

Tax Magnitude

Did you know that some REITS may be tax inefficient with relatively high dividends that might be fully taxable as ordinary income?

Passive Investments Plagued by Momentum

Pros find value stocks and purchase. They sell the idea to Prime Brokers then researchers report positive things about companies. Investment banks would raise expectations to a “buy.” While all this pumping up of portfolios is happening, the big boys are dumping those cheap stocks on the unsuspecting public.
Everyone wins except the public.

S&P/Dow Jones indices reports 88% of large cap mutual funds trailed their benchmark indexes over the past five years. Have you checked your portfolio, and if not, why not? Have you been called by your advisor, and if not, why not?

Did you know equities are richly valued? There has been a downturn in economic growth despite what the news says.

Political uncertainty. The answer is to reduce exposure

David Stockman, former advisor to Ronald Reagan, believes stocks will crash 30% to 40% this year.

Money Market reports that there are up to 17 different fees in 401ks and other retirement plans.

Sign up for our next retirement seminar July 18th at Jessie’s and July 20th at the Half Shell Oyster House.

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A Real Value Proposition

A Real Value Proposition
Our minds are programmed to ask the question, "what is this going to cost?" which is why we have built our business on delivering exceptional value.

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