Arnold & Mote Wealth Management In the Press

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Press Mentions


MarketWatch: My accounts are down - How do I know if my financial advisor has picked bad investments?

How do you know if your account losing value is just due to a bad stock market, or because your financial advisor has made poor decisions? For this interview with MarketWatch we help show a few things to look at to benchmark your performance against other investors.


The Gazette: Health insurance options in early retirement

For this interview with The Gazette, we discussed 3 options that exist for health insurance if you retire before turning age 65 and being eligible for Medicare.
We also discuss how important financial planning is when retiring before age 65.


MarketWatch: Is it ok to have a "play money" investing account?

In this interview with MarketWatch, we discuss what to consider when working with a financial advisor, but also having an outside "play" investment account.


The Balance: How the Rich Use Roth IRAs Differently

Roth IRAs are one of the best retirement savings accounts for everyone. But they have certain features that very wealthy investors have used to their advantage. Here's how to make the most of your Roth IRA.


KCRG: Inflation and Retirement: What you need to know if you’re planning a retirement now

Retirees face unique challenges with inflation hits. In this interview with KCRG we gave a few tips to protect your finances from inflation in retirement.


The Wall Street Journal: Should Retirees Pay Off Their Mortgage or Invest the Money? It Depends on the Math

In this interview with The Wall Street Journal, we look at what to consider before eliminating your home loan during retirement. If you have a majority of your assets in a tax deferred retirement account such as an IRA or 401(k), large purchases in retirement can lead to large tax bills. In the article, we talk about one way retirees buying a home can avoid this tax pitfall that many retirees find themselves in.


KCRG: Federal Reserve Raising Interest Rates

The Federal Reserve is raising interest rates for the first time since 2018. In this interview we explain how this could impact consumers.


MoneyGeek: Finding The Best Life Insurance

We answer: What is the best strategy to find cheaper rates on a life insurance policy?
What types of life insurance policies are the cheapest? Why?


KCRG: How Iowa's proposed tax changes impact households

A recent bill proposes changing Iowa's current income tax rates to a flat 4%. We were interviewed by KCRG to discuss what that means for Iowa households, and particularly retirees in Iowa.


CNN: Should you rent or buy a home? Ask yourself these 3 questions

Deciding whether to rent or buy a home can have you talking yourself into financial circles. Ultimately, the decision comes down to your financial fitness, how long you plan to live in the home and what your cash flow looks like. In this interview with CNN, we talk about 3 questions to ask yourself to make sure you’re ready.


KCRG: How Rising Interest Rates Impact Consumers

The Federal Reserve is set to begin raising interest rates again. We were recently interviewed by KCRG to describe what this means for consumers, savers, and investors? Story as it aired on KCRG can also be viewed here, beginning at 11:15:


MoneyGeek: Becoming an Investor in Real Estate Rental Properties

When is the right time to start investing in real estate? And what advice do we have for new real estate investors? We were interviewed for this article on MoneyGeek to help answer these common questions


Kiplinger: Earn 3.54% With Series I Bonds

Update: As of November the interest rates on iBonds are now 7.12%! With interest rates on most savings accounts and certificates of deposit paying well under 1%, the (current) 3.54% composite rate on newly issued Series I savings bonds is hard to ignore. We were interviewed for this article on Kiplinger about how iBonds fit into your cash savings strategy and what to be aware of before buying.


Yahoo Finance: What Millennials Can Learn From Gen X’s Money Mistakes:

In this interview for an article published on Yahoo Finance, we discussed one thing that millennials may want to do differently than their parent’s generation when it comes to retirement savings.


The Wall Street Journal: Should You Consider Early Retirement in a Recession?

As the coronavirus pandemic stretches on, it is becoming more and more common for employers to offer severance, separation, or early retirement offers to their employees.

While the lump sum payment can be enticing, what else do you need to consider before accepting an offer? In this article in The Wall Street Journal, we were interviewed to provide a few tips on adjusting your financial plan when an offer is on the table.


The Sun: How much you'll lose by withdrawing from retirement accounts early

Americans lose out on billions of dollars every year due to early withdrawal penalties from their retirement accounts. In this interview with The Sun, we talk about what to do to avoid those fees, and one of the few times paying those fees actually makes sense. 


Legal Zoom: How Stimulus Checks Complicate 2020 Tax Filing

As another potential stimulus bill is being drafted, it may be at your advantage (or disadvantage!) to file your income taxes right away. In this article we were interviewed to discuss a few scenarios when it might make sense to file your taxes as soon as possible this year, and when it might make more sense to wait as long as possible.


The Simple Dollar: Should COVID-19 Change Your Retirement Plans?

We were recently interviewed for an article on The Simple Dollar about how the coronavirus pandemic is changing retirement plans. Should you work longer than you were originally planning? What lessons should investors learn from the pandemic about their investments? We cover those topics here.


Yahoo Finance: Americans struggle to tap home equity amid coronavirus pandemic

We were recently interviewed for an article in Yahoo Finance about the impact that coronavirus is having on those trying to tap their home equity for cash.

The general lesson? If you are, or plan to be, dependent on debt to make ends meet you should be aware that at times you need it most, debt financing may not be there for you. Having an emergency fund in cash is immensely important to have in times like we are experiencing today.


KCRG: Advice on what to do with your stimulus check

We were recently interviewed by KCRG on the topic of stimulus checks that were sent out due to the CARES Act.

We give a few priorities to consider; emergency savings, paying off debt, and saving. We also discuss the best place to save your stimulus check for tax efficiency and long term growth.


Forbes: The Unexpected Dangers Of Paying Off Student Loans With Your 401(k) Savings

A new bill circulating Congress proposes to allow college graduates pay their student loans tax and penalty free from their 401(k) – Is this a good idea?

For this article in Forbes, we were interviewed on whether those paying student loans should take advantage of this potential offer.


The Simple Dollar: 3 Reasons it Might be Better to Rent in 2021

Buying a house is a big commitment, and is not always the best course of action. In this article on The Simple Dollar, we were interviewed to discuss times where it might make sense to rent instead of buy. 529 Savings Plans: An Online Guide for College Students

We were interviewed for this guide for the Student Training and Education in Public Service Organization which takes a thorough look at 529 college savings accounts. The article covers everything from opening your account to claiming the tax deductions for contributions.


MoneyGeek: Finding Affordable Health Insurance Before Medicare

We answer: What are the pros and cons of buying health insurance plans with cheaper premiums?
If I’m not eligible for Medicaid or Medicare, what other options are there for cheap health insurance coverage?


GoBankingRates: What the Next Election Year Will Do To Your Finances

As the election looms, uncertainty reins. It is always a mistake to make drastic changes to your investment plan based on politics. However, there are things you can do today to help hedge against potential changes.

In this article, we are quoted talking about the potential benefits of performing Roth conversions with the potential of an increase in tax rates.


Redfin: Tips to Save for a House Down Payment

A house can be the largest purchase you make in your life. And coming up with the money for a down payment can be tough, whether you are just entering the workforce, or retired.

We are quoted in this article by Redfin on the best way for retirees to come up with a down payment, without causing a large tax bill.


Wex Heath: Here’s Why an HSA Might Make Sense

HSAs (Health Savings Accounts) are one of the best tax deferred savings accounts available. As health care costs continue to rise, HSAs are becoming a vital tool for successful retirement planning.

We are quoted in the article on the importance of using a HSA to sock away money, even if you don’t need it right away.


Other mentions

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