by libsyn | Sep 27, 2025 | Podcast
Daily IQ Retirement Brief 7/16/25 Check out this...
by libsyn | Sep 27, 2025 | Podcast
We sometimes wonder if it will always be there for us, but without Social Security, half of all U.S. retirees would be in poverty, and without it, most people planning their retirements right now would have a huge adjustment to make! The Social Security trust...
by libsyn | Sep 27, 2025 | Podcast
Remember When a Half Million or a Million dollars in a 401(k) Meant Your Money Worries Were Over? Once upon a time achieving the million dollar milestone meant you could install the hammock on the porch of your oceanfront property and get out the pina colada’s!...
by libsyn | Sep 27, 2025 | Podcast
It’s hard to blame investors for trying to save on fees and expenses when they invest their hard earned money. After all, most of us have a natural desire to save money on almost everything we do. Therefore, no-load mutual funds and index...
by libsyn | Sep 27, 2025 | Podcast
The rule of 55 is an Internal Revenue Service rule that allows workers who are 55 or older to withdraw money from their employer-sponsored retirement accounts penalty free if they leave their jobs. What about taxes, and/ or loans on 401ks? We’ll review it all in...
