Podcast
Think
Retirement
Now.
Mastering Money 10/25/22
Dividend Aristocrats are large-cap, blue-chip companies from many different industries that have all demonstrated a healthy balance between capital growth and dividend payouts. The S&P Dividend Aristocrats Index has outpaced the S&P 500 over the past decade. According to S&P, Dividend Aristocrats generated an annualized return of 16.6% over the past 10 years, topping the S & P’s 15.1% return. Dividend Aristocrats are companies that have raised dividends a minimum of 25 years. Today in the Market Intel segment, we’ll define the differences between Dividend Aristocrats, Champions, Contenders, Challengers, and Achievers–and reveal insights on the Black Diamond and BLUE Diamond Dividend Growth Portfolios. MASTERING MONEY is on the air!!
Mastering Money 10/28/22
One of the key challenges for amateur investors is the attraction to RISING PRICES. When the prices of most consumer goods such as gasoline or vegetables rise, people tend to either cut back or find a substitute. However, with financial assets, the opposite seems true. Many investors are attracted to a stock whose price has risen more than one whose price has fallen. This tendency often results in poor investment performance. It is difficult for an individual investor to effectively construct and maintain a portfolio that is properly diversified, minimizes fees and taxes, avoids overlapping assets, and stays in its lane without emotion. THAT’S why in retirement, hiring a professional to manage your assets with a clear WRITTEN strategy is so wise. Today, we’ll review the most practical and pragmatic approach to your investments, then Shelley Grandidge joins us for the Q & A. Don’t miss it….MASTERING MONEY is on the air!!
Daily IQ Retirement Brief 10/25/22
Daily IQ Retirement Brief 10/25/22
Daily IQ Retirement Brief 10/26/22
Daily IQ Retirement Brief 10/26/22
Daily IQ Retirement Brief 10/31/22
Daily IQ Retirement Brief 10/31/22
Daily IQ Retirement Brief 10/18/22
Daily IQ Retirement Brief 10/18/22
Mastering Money 10/19/20
Secretly, we all want our investments to be “up” all the time so we can feel good, but in order to really grow wealth, buying more shares while markets are down is actually a better way to win with your investments. All investors have one common goal in mind: to get the most return they possibly can, for the least amount of risk. Every experienced investor who has actually made money over time knows that no investment will be “up” 24/7. It has to be down sometimes, and that presents opportunity! On today’s show, we’ll dig into a strategy that can grow wealth whether markets are up or down, and works automatically even if you’re out on the golf course. Then health insurance expert Shelley Grandidge joins us. You don’t want to miss today’s show …MASTERING MONEY is on the air!
Daily IQ Retirement Brief 10/19/22
Daily IQ Retirement Brief 10/19/22
Daily IQ Retirement Brief 10/21/22
Daily IQ Retirement Brief 10/21/22
Mastering Money 10/21/22
As you get closer to the day when your salary goes away… and everything you’ve accumulated up to this point has to be the source of ALL your future paydays… your decisions need to become more accurate. You can’t afford the mistakes you made thirty years ago. On an increasing basis, the news literature in the financial world states that you will need more than a million dollars to retire and to make sure you don’t go broke. A million is a nice sum of money, but unless you properly diversify, allocate, and conserve it, you run the risk of seeing it get cut in half by a combination of market declines, income withdrawals, RMDs, taxes, politics, fees, inflation, and poor timing when it comes to retirement. Today, we”ll tell you the story of Doug and Diane, who found out the hard way. Then Medicare Specialist Shelley Grandidge joins us for the Q & A. Don’t miss today’s show…. MASTERING MONEY is on the air!!
Who We Are
Disciplined
What We Do
Guide & Coach
How We Work
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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