by libsyn | Sep 27, 2025 | Podcast
In retirement, you really can’t afford major market crashes– have you wondered why more than two hundred billion dollars a year in new annuities are being acquired—many for 401k and IRA rollovers by professional engineers, teachers,...
by libsyn | Sep 27, 2025 | Podcast
Certified Financial Planner® Matt Zuccaro, who spent 25 years in wealth management with Schwab, joins Steve to review common mistakes to be avoided, and what to do now to help reduce your taxes, protect your estate, receive tax planning and preparation with no...
by libsyn | Sep 27, 2025 | Podcast
If you weigh 200 pounds and your weight balloons to 220 in one year, your inflation rate is 10%. If you keep your weight at 220 for the next twelve months, and you work for the government, your inflation rate is reported as “zero.” Sounds good, but you...
by libsyn | Sep 27, 2025 | Podcast
Bidenomics! Inflation! China! Digital currency! And, an upcoming Presidential election–a lot is happening in the world these days and it could affect your investments. Who better to comment on timely issues than the great Lou Dobbs? Today, Lou is our special...
by libsyn | Sep 27, 2025 | Podcast
Are you a “striver”, an “arriver”, or a “thriver?” Due to the market’s rise, more 401ks than ever are hitting the one million dollar Level!! Fidelity now lists over 133,000 accounts with a million or more...
by libsyn | Sep 27, 2025 | Podcast
Have you ever thought about retiring on a cruise ship? Don’t laugh, more and more people are doing it–and oh by the way–Is cruise ship living cheaper than assisted living centers for retirees? The surprising answer is yes, if...
