Blog

3 Disadvantages of Saving With a 403(b) Plan Ebook

June 29, 2020

Many educators and those in the non-profit world utilize a 403(b) as a part of their retirement benefits. The problem is, most people do not fully understand their 403(b) and its true role in retirement planning.

The Debt Snowball Method Ebook

June 29, 2020

Our step by step guide will show how this debt reduction strategy uses behavior modification to get you to continue paying down your debt.

Safe Money Partners: Your Mortgage Questions Answered

June 15, 2020

Bryan from Safe Money Partners interviews Greg Allen, a Real Estate Lending Officer with Dayton Air Credit Union. Their conversation covers topics like: Buying in this market Selling in this market How to avoid a contingent offer Bridge Loans And more.

Safe Money Partners: Questions About The CARES Act

June 5, 2020

Bryan and Kyle from Safe Money Partners talk about the ways that the CARES act can affect your money.

Safe Money Partners: Who Do You Want To Partner With?

May 29, 2020

Bryan from Safe Money Partners talks about the types of clients that they work with. He describes the financial, retirement, and debt planning services they offer to people in Dayton, Ohio.

Safe Money Partners: Tax Free Options for Retirement Planning

May 13, 2020

Bryan from Safe Money Partners talks about some of the tax-free or tax-aware options when it comes to your retirement planning.

Safe Money Partners: Legacy Planning – Build or Buy

May 13, 2020

Bryan from Safe Money Partners asks, will you build or buy your legacy? Bryan breaks down the differences between the two and helps explain why one might prefer one over the other.

Safe Money Partners: Where Do I Put My Money?

May 5, 2020

Bryan from Safe Money Partners talks about “the box”. The place where you want to put your money. An IRA, 401k, or a coffee can on the counter. He details out the things and ideas you need to think about when setting money aside or contributing to a retirement plan.

Safe Money Partners: Where Do I Put My Money?

May 1, 2020

Bryan from Safe Money Partners talks about “the box”. The place where you want to put your money. An IRA, 401k, or a coffee can on the counter. He details out the things and ideas you need to think about when setting money aside or contributing to a retirement plan.

Safe Money Partners: Stimulus Checks and Your 401k or 403b

April 28, 2020

Kyle from Safe Money Partners talks about the new clause in the CARES act that allows you to withdraw money from your retirement accounts as a loan or cash withdrawal. He details out the qualifications and also talks about having a plan for that money before you make any moves on your retirement accounts.