Podcasts

Think Retirement NOW 10/7/25

by | Oct 7, 2025 | Podcast

Today, we’ll explore why both the Gallup Polls and Kiplinger are reporting that Americans–for the first time in years–are seeing the world as “glass half empty, rather than glass half full.”  Many of those feelings deepened or...

Think Retirement NOW 10/2/25

by | Oct 2, 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....

Think Retirement NOW 10/1/25

by | Oct 1, 2025 | Podcast

YOU are a smart person… but are you TRULY managing your money in the smartest way possible right now? Especially in the “BACK NINE” of your life? Today Steve drills down to the core of how to go from just “managing” your money in...

Mastering Money 9/30/25

by | Sep 30, 2025 | Podcast

When it comes to investment strategy, there are two camps: One says you should “go with your gut,” and the other says you should always make rational, logical choices. Warren Buffett has not beaten the S&P 500  EVERY YEAR, but he has beaten it...