by libsyn | Sep 27, 2025 | Podcast
Radio guru Dave Ramsey has come under fire of late as it has been learned that the financial advisors he refers his seven million listeners to– sell upfront loaded mutual funds! These front-loaded funds charge customers an upfront fee to pay a commission to the...
by libsyn | Sep 27, 2025 | Podcast
Nothing is a bargain in this world unless it serves a purpose and helps you achieve a goal. Managing your own money to save a fee can work, but we all know the do-it-yourself approach seems to work BEST when markets are RISING! Rising...
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...
