Safe Money Partners has put together resources that you can utilize when researching debt elimination and retirement options. Being educated about the debt solutions and resources you have available to you, helps you make an informed decision about your budgeting and finances.

These videos can help answer questions you may have about your current finances and help you make informed decisions for your financial future.

If you have any questions, reach out.

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Retirement Resources

Withdrawl Rate

What is the typical recommended withdrawal rate for retirement income?

Safe Money Partners: Why Jeff Travels

Jeff from Safe Money Partners talks about why he enjoys traveling to his clients and meeting them face to face in their home.

Safe Money Partners: Where Do I Put My Money?

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: What is Social Security and How Does It Work?

Social security is typically one of the three pillars of retirement income that include Pensions, Retirement Savings, and Social Security.

Safe Money Partners: What Are The Actual Benefits of a 403(b) Plan?

Jeff from Safe Money Partners explains what a 403(b) plan marketing and what types of “benefits” you aren’t receiving that you could be.

Safe Money Partners: Tax Free Options for Retirement Planning

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: Tax Deferred vs Tax Free Retirement Planning

Bryan from Safe Money Partners talks about where you “should” put your retirement savings. What’s better a 401k or 403(b) or a Roth IRA for my retirement investments?

Safe Money Partners: Tammy’s Story

Do you follow the herd with your retirement benefits? Set and forget? Jeff recently met with a potential client about their retirement planning. At the time, the client was interested but couldn’t commit. Fast forward, the potential client was diagnosed with cancer. They called Jeff and Jeff asked them what their 403b plan, their retirement […]

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

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.

Safe Money Partners: Should I Contribute More To My 401k?

Jeff from Safe Money Partners talks about a conversation he had with a client about putting more money into his 401k plan. Jeff argued that in the future the tax will probably be more than it is now. By putting more into his 401k the government will penalize him for saving more! Jeff explains how […]

Safe Money Partners: Questions About The CARES Act

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

Safe Money Partners: Options for Accessing Retirement Monies in Current Market

When times are tough, there can be a lot of restrictions when it comes to accessing your money that has been set aside for retirement. If you try to access your 401k, there can be taxes assessed and penalties. Bryan from Safe Money Partners has some ideas to help you balance your retirement dollars and […]

Safe Money Partners: Market Corrections On Retirement Income

When building your retirement nest egg, the market may fluctuate up and down. These market corrections typically won’t have a large impact on your retirement as you’re building your nest egg. However, as you begin taking disbursements or retirement income, further market corrections can have a significant impact.

Safe Money Partners: Longevity Risk in Retirement

Just how do you have to stretch your money? Living longer than expected is a risk in retirement. We call it the Longevity Risk.

Safe Money Partners: Legacy Planning – Build or Buy

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: Lazy Money

What is lazy money? What is the value of your money and learn how to make your money work for you.

Safe Money Partners: Inflation Risk

Have you considered the inflation risk in your retirement strategy?

Safe Money Partners: Explanation Of Retirement Taxes

Lean a short history of taxes and learn about the three different types of taxes paid on retirement monies.

Safe Money Partners: Equivalent Portfolio Value

In retirement, there are several approaches to make the most of your money. An EVP can evaluate how much income one approach can generate vs another.

Debt Resources

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

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: The Rule of 72

Bryan from Safe Money Partners explains the Rule of 72 and how interest is calculated.

Safe Money Partners: How Mortgage Interest Is Calculated?

Bryan from Safe Money Partners explains how mortgage interest is calculated and how you might be overpaying on your bill.

Safe Money Partners: Effective Interest Rate – Full Explaination

Bryan from Safe Money Partners talks about calculating your effective interest rate. This is the rate that is earned or paid on an investment or loan. What this really means is when you are making a payment on a debt, what percentage is going to interest vs your principal?

Safe Money Partners: Effective Interest

Bryan from Safe Money Partners talks about how to calculate your effective interest rate. This is the rate that is earned or paid on an investment or loan. What this really means is when you are making a payment on a debt, what percentage is going to interest vs your principal?

Safe Money Partners: Compound Wealth

Bryan from Safe Money Partners talks about mindsets and the truth about finance. There are two different mindsets. The Saver and Debtor. Are you a saver or a debtor? Bryan talks about the advantages and disadvantages of each.

Client Testimonials

[Client Testimonial] Sheri, Save for retirement and college for her kids – Safe Money Partners

Sheri has what she thinks is a typical amount of debt for the average person. Her car and house payments, and some credit card debt. She was making payments but never felt like she was making a dent in her debt. She wanted to set up a college fund for her kids and also a […]

[Client Testimonial] Mona and Kevin get out of debt and save for retirement – Safe Money Partners

Mona and Kevin share their story of how Safe Money Partners helped them not only get out of debt but save even more for retirement. The methods they learned even gave them the ability to purchase an additional investment property after Kevin had already retired. They found out very quickly that Bryan and Jeff from […]

Safe Money Partners Conversations

Safe Money Partners: Your Mortgage Questions Answered

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.