Podcast
Think
Retirement
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Mastering Money 11/8/22
Have you heard about annuity bonuses of 25% or more? Steve talks about that today and explains what to look for and avoid with popular annuities on the street. It is another record year for annuity sales, because they have lifetime guaranteed incomes, with all funds audited and regulated and unaffected by bear markets and recessions. Today on Mastering Money, we’ll reveal which annuities pay the most, cost the least and protect your heirs. Don’t miss it…Mastering Money is on the air!!
Daily IQ Retirement Brief 11/9/22
Daily IQ Retirement Brief 11/9/22
Mastering Money 11/9/22
An annuity is a retirement account with “airbags” and a seat belt. Buyers invest a sum of money in a particular annuity, and in exchange, they’re guaranteed a steady monthly check for a set number of years, or for life, their choice. On an increasing basis, annuities are being used by retiring professionals to take the risk out of their nest eggs. In years past, pensions were common. Today, it is more common NOT to have a pension. The satisfaction rate on annuities is actually far higher than mutual funds. So why do low-information newspaper and internet journalists knock annuities? Because they are LOW on information! Today, we’ll fix that and we hope some uninformed journalists are listening in. Then Medicare and Health insurance expert Shelley Grandidge joins us for the Q & A. You don’t want to miss today’s show…MASTERING MONEY IS ON THE AIR!!
Daily IQ Retirement Brief 11/10/22
Daily IQ Retirement Brief 11/10/22
Mastering Money 10/31/22
Today on Mastering Money…It’s a MOTLEY FOOL MONDAY!! The Motley Fool Money Show is one of the most popular stock market TALK SHOWS in America today, featuring timely insights from top analysts. “MOTLEY FOOL MONEY” is heard by millions of listeners coast to coast—including Saturdays right here on Money Radio at 5pm! First we’ll update breaking financial news and get a read on all the indexes, THEN, we’ll take you to an exclusive broadcast of the Motley Fool Money Show, with fresh ideas to help you become a more informed investor. Steve will cap it off with proven money-making and money-SAVING ideas that you DON’T want to miss! — A jam-packed show –and we’re READY TO ROLL ! … MASTERING MONEY IS ON THE AIR!!!
Mastering Money 10/27/22
Energy companies get trashed by the Biden Administration, but analysts at Barrons point out that energy companies are now leading the way in the technology needed to power the next generation of energy resources. Today we explore the realities of how big oil companies are rapidly advancing the infrastructure and viable technology needed to actually build a greener future for the planet. Rather than government waste, these companies are getting the job done and Barrons says there are stock opportunities that look quite attractive. We review that analysis today. A great show you don’t want to miss…MASTERING MONEY is on the air!!
Mastering Money 11/1/22
The smart way to build retirement wealth is with a smarter financial bucketing plan to segment and sequester your capital into clear and distinct financial buckets, each with its own specific task and time deadline. Each dollar should have a job to do, and be good at doing it. Traditionally, bonds were the tool of choice for protecting a portfolio from market loss while providing competitive income. That is no longer the case. Steve will tell you about a new solution that you won’t want to miss. MASTERING MONEY is on the air!!
Daily IQ Retirement Brief 11/2/22
Daily IQ Retirement Brief 11/2/22
Daily IQ Retirement Brief 11/3/22
Daily IQ Retirement Brief 11/3/22
Daily IQ Retirement Brief 10/27/22
Daily IQ Retirement Brief 10/27/22
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Our Mission
Keeping Your Retirement Goals Front and Center
As we begin the planning process, your retirement goals remain our top priority. Clearly defining the kind of retirement you envision allows us to strategically align each asset with a specific purpose and timeline—ensuring your money works for you, when you need it.
At this stage, most of our clients have important questions, such as:
- Social Security: When is the best time to start collecting?
- Required Minimum Distributions (RMDs): How will they impact your taxes and income?
- Current Portfolio Review: What’s working, what’s not, and what adjustments make sense?
- Retirement Security: How protected are you from market volatility?
- Mutual Fund Concerns: Are they too risky for your retirement goals?
- Risk Reduction & Income Growth: How can you create more stability?
- Tax Strategies: How can you minimize your tax burden in retirement?
- IRA Rollovers & Roth Conversions: Are they the right move for you?
- Investments & Annuities: What role should they play in your financial plan?
- “Are annuities really safe?” (Hint: It depends on the type of annuity and how it’s structured.)
If you have additional questions, we’re here to answer them all—ensuring you feel confident and in control of your retirement future.
Getting Started
Step #1
Schedule
Schedule Your Free Retirement Review with an experienced advisor who focuses on retirement.
Step #2
Review
We evaluate your current situation and identify key action points — starting to develop your strategy.
Step #3
Plan
Once we arrive at the retirement strategy that is best suited for you, we go to work to make it reality
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