Scott Sierens, CFP® | The Max Retirement Show - Invidious

Scott Sierens, CFP® | The Max Retirement Show

A retirement planning & investment channel dedicated to helping you: Reduce Taxes | Make Work Optional | Maximize Retirement Income | Invest Confidently | Optimize Stock Compensation | Support Future Generations

The goal is to take complex financial subjects and make them simple and easy to understand. Additional topics to include tax savings strategies, IRAs, Roth IRAs, 401(k)s, 403(b)s, retirement income strategies, pensions, social security, and more...

Scott Sierens
Sierens Financial Group, Inc.

All videos are for informational purposes only. None of the content, comments, responses, information or any other item on this channel constitutes financial advice or recommendations. Public comments on videos are not controlled by, reviewed by, or reflect the views of Sierens Financial Group, Inc.

Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Sierens Financial Group, Inc. are not affiliated companies.

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26:05

$2.5 Million in Retirement Savings – Can You Afford a Vacation Home? (Case Study)

Scott Sierens, CFP® | The Max Retirement Show

Shared 3 days ago

181 views

15:37

When NOT to Do a Roth Conversion: 5 Critical Red Flags

Scott Sierens, CFP® | The Max Retirement Show

Shared 1 week ago

1.4K views

16:21

Retiring Soon? 3 Costly Mistakes People Make in Their Early 60s (And How to Avoid Them)

Scott Sierens, CFP® | The Max Retirement Show

Shared 2 weeks ago

355 views

15:16

3 Social Security Tax Mistakes (Potentially Costing You Thousands!)

Scott Sierens, CFP® | The Max Retirement Show

Shared 3 weeks ago

777 views

19:54

3 Costly Retirement Tax Traps (And Ways to Avoid Them)

Scott Sierens, CFP® | The Max Retirement Show

Shared 1 month ago

878 views

17:31

Retirement Spending Secrets: A Smarter Strategy Than the 4% Rule

Scott Sierens, CFP® | The Max Retirement Show

Shared 1 month ago

881 views

18:32

5 Clear Signs It’s Time to Retire

Scott Sierens, CFP® | The Max Retirement Show

Shared 3 months ago

3.5K views

15:05

The Hidden Taxes of Early Retirement: How to Avoid Penalties and Surprises

Scott Sierens, CFP® | The Max Retirement Show

Shared 4 months ago

568 views

25:51

Big Retirement & Tax Updates Coming in 2025. What You Need to Know!

Scott Sierens, CFP® | The Max Retirement Show

Shared 4 months ago

4.7K views

10:22

Stop Procrastinating These 4 Retirement Must-Dos

Scott Sierens, CFP® | The Max Retirement Show

Shared 4 months ago

766 views

25:33

The Reasons Your Retirement Transition Isn’t Easy (And How to Fix It)

Scott Sierens, CFP® | The Max Retirement Show

Shared 4 months ago

541 views

13:39

3 Roth Conversion Factors You Need to Know

Scott Sierens, CFP® | The Max Retirement Show

Shared 5 months ago

5.7K views

25:52

3 Big Retirement Regrets!

Scott Sierens, CFP® | The Max Retirement Show

Shared 5 months ago

729 views

16:05

How to Retire Early with an ESOP: 4 Smart Ways to Avoid the 10% Penalty!

Scott Sierens, CFP® | The Max Retirement Show

Shared 5 months ago

1.2K views

18:20

2 MAJOR Reasons to Overhaul Parts of Your Retirement Plan

Scott Sierens, CFP® | The Max Retirement Show

Shared 5 months ago

641 views

15:39

5 Roth Conversion Mistakes that Increase Taxes, Raise Medicare Premiums & Reduce Retirement Income

Scott Sierens, CFP® | The Max Retirement Show

Shared 6 months ago

23K views

27:28

Year-End Tax Reduction Strategies (Part 2)

Scott Sierens, CFP® | The Max Retirement Show

Shared 6 months ago

637 views

13:54

How Do I Reduce My Tax Rate in Retirement? (5 Strategies Explained!)

Scott Sierens, CFP® | The Max Retirement Show

Shared 6 months ago

1.1K views

38:05

Year-End Tax Reduction Strategies (Part 1)

Scott Sierens, CFP® | The Max Retirement Show

Shared 6 months ago

748 views

15:53

Unlock Tax Deductions While Giving to Charity: Donor Advised Funds Explained!

Scott Sierens, CFP® | The Max Retirement Show

Shared 7 months ago

456 views

34:30

Election 2024, The Stock Market & Your Retirement Savings: Separating Fact from Fiction

Scott Sierens, CFP® | The Max Retirement Show

Shared 7 months ago

372 views

21:37

The ESOP Tax Surprise: Tax Tips You Need to Know to Save on Future Taxes!

Scott Sierens, CFP® | The Max Retirement Show

Shared 7 months ago

1.1K views

33:44

401k FAQs Near Retirement

Scott Sierens, CFP® | The Max Retirement Show

Shared 7 months ago

1.6K views

12:51

Save BIG on RMDs and Taxes: The Power of Qualified Charitable Distributions (QCDs)

Scott Sierens, CFP® | The Max Retirement Show

Shared 8 months ago

972 views

35:41

5 Ways to Simplify Your Retirement Plan

Scott Sierens, CFP® | The Max Retirement Show

Shared 8 months ago

2.4K views

21:43

Are You Independent?

Scott Sierens, CFP® | The Max Retirement Show

Shared 9 months ago

261 views

6:13

Common Mistake That Leads to Disinheriting Your Kids (And How to Avoid It)

Scott Sierens, CFP® | The Max Retirement Show

Shared 9 months ago

243 views

20:40

Retirement Half-Truths!

Scott Sierens, CFP® | The Max Retirement Show

Shared 10 months ago

533 views

14:23

Stop Planning Your Retirement Backwards! Step by Step Guide for Successful Retirement Planning!

Scott Sierens, CFP® | The Max Retirement Show

Shared 10 months ago

754 views

19:37

Optimize Your Surplus Cash: Keep More Growth, Pay Less Tax

Scott Sierens, CFP® | The Max Retirement Show

Shared 10 months ago

945 views

14:04

What should I do with my annuity when it matures? (Options, Taxes & Next Steps!)

Scott Sierens, CFP® | The Max Retirement Show

Shared 10 months ago

2.1K views

9:33

Smart Retirement Moves: When to Cut 401k Contributions

Scott Sierens, CFP® | The Max Retirement Show

Shared 11 months ago

7.2K views

1:17:27

Wills & Power of Attorney: Your Legal Must-Haves with Attorney Lauren Jackson

Scott Sierens, CFP® | The Max Retirement Show

Shared 11 months ago

366 views

23:47

Should I do Roth Conversions or Claim Social Security When I Retire?

Scott Sierens, CFP® | The Max Retirement Show

Shared 11 months ago

11K views

27:10

Age 60 with $2,000,000 – How do we reduce our taxes in retirement? (5 Ways Explained!)

Scott Sierens, CFP® | The Max Retirement Show

Shared 11 months ago

4.3K views

35:34

Do I Need Life Insurance in Retirement?

Scott Sierens, CFP® | The Max Retirement Show

Shared 1 year ago

406 views

20:41

I’m 69 and Single with $1,000,000 in IRAs - Should I do a Roth Conversion?

Scott Sierens, CFP® | The Max Retirement Show

Shared 1 year ago

3.4K views

31:10

Social Security Fact or Fiction

Scott Sierens, CFP® | The Max Retirement Show

Shared 1 year ago

498 views

21:39

Biggest Risks in Retirement (And How to Help Avoid Them!)

Scott Sierens, CFP® | The Max Retirement Show

Shared 1 year ago

620 views

25:15

Age 65 with $1.5 Million in Retirement Savings. Will My Taxes in Retirement be Higher or Lower?

Scott Sierens, CFP® | The Max Retirement Show

Shared 1 year ago

4K views

31:45

Retiree Regrets

Scott Sierens, CFP® | The Max Retirement Show

Shared 1 year ago

1.2K views

18:32

Retirement Income Essentials: 3 Mistakes Retirees Should Avoid!

Scott Sierens, CFP® | The Max Retirement Show

Shared 1 year ago

1.2K views

22:21

Retiring at 62 with $1.8 million, How Much can I Spend in Retirement

Scott Sierens, CFP® | The Max Retirement Show

Shared 1 year ago

11K views

37:47

Market Risks, Generational Wealth & Happiness in Retirement

Scott Sierens, CFP® | The Max Retirement Show

Shared 1 year ago

254 views

13:56

Inherited Accounts: Will your kids pay taxes? Tax Reduction Strategies Revealed!

Scott Sierens, CFP® | The Max Retirement Show

Shared 1 year ago

3.8K views

27:10

Retiring at 62 with $1.5 Million: When to Claim Social Security Explained!

Scott Sierens, CFP® | The Max Retirement Show

Shared 1 year ago

151K views

15:58

Early Retirement Planning Essentials: Tips & Pitfalls (Ages 55-65)

Scott Sierens, CFP® | The Max Retirement Show

Shared 1 year ago

8.7K views

36:08

Market Highs, Elevated Interest Rates & Your Retirement

Scott Sierens, CFP® | The Max Retirement Show

Shared 1 year ago

248 views

31:17

Should I do Roth Conversions with $2,000,000 in Retirement Savings at Age 62?

Scott Sierens, CFP® | The Max Retirement Show

Shared 1 year ago

42K views

30:31

Retire at 65 with $1,000,000 in Retirement Savings? Plus, 3 things that could wreck it all!

Scott Sierens, CFP® | The Max Retirement Show

Shared 1 year ago

4K views

32:42

The Retirement Hazard Zone

Scott Sierens, CFP® | The Max Retirement Show

Shared 1 year ago

452 views

12:09

3 BIG Risks to Your Retirement Savings & Strategies to Reduce or Eliminate Them

Scott Sierens, CFP® | The Max Retirement Show

Shared 1 year ago

476 views

11:28

Can I take my RMD from just one account instead of separately? – Required Minimum Distributions

Scott Sierens, CFP® | The Max Retirement Show

Shared 1 year ago

9.6K views

33:59

Max out your 401k for Retirement First? Or, Consider Other Investment Options First?

Scott Sierens, CFP® | The Max Retirement Show

Shared 1 year ago

575 views

5:46

One thing you should know to be ready to retire!

Scott Sierens, CFP® | The Max Retirement Show

Shared 1 year ago

1.4K views

11:07

How to reduce income taxes in 2024 – 5 Strategies!

Scott Sierens, CFP® | The Max Retirement Show

Shared 1 year ago

2.9K views

28:51

2024 Tax/Retirement Changes & Strategies

Scott Sierens, CFP® | The Max Retirement Show

Shared 1 year ago

698 views

13:35

How to Reduce or Eliminate Medicare IRMAA Premium Surcharges

Scott Sierens, CFP® | The Max Retirement Show

Shared 1 year ago

11K views

12:17

Roth IRA Withdrawal and 5-Year Rules. Avoid potential penalties and taxes in retirement!

Scott Sierens, CFP® | The Max Retirement Show

Shared 1 year ago

1.4K views

9:37

2 Things Making Your Transition into Retirement More Difficult!

Scott Sierens, CFP® | The Max Retirement Show

Shared 1 year ago

708 views