Podcast
Think
Retirement
Now.
Mastering Money 10/11/22
Mastering Money 10/7/22
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!!
Mastering Money 10/3/22
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!!!
Daily IQ Retirement Brief 9/30/22
Daily IQ Retirement Brief 9/30/22
Mastering Money 9/23/22
The simple material we call Silicon has literally revolutionized human civilization to this point. Testifying to its greatness is more than 70 years’ worth of steady progress in electronic computing: from the first primitive desktop calculators to that pocket-size supercomputer we call a smartphone. If you formulate silicon just right, and shape it into a transistor, it can be both a conductor and an insulator, depending on the charge you run through it. If it wasn’t for this unique property, the entire digital revolution…everything from TikTok to Covid vaccines– would be impossible. Silicon is plentiful. It makes up 28 percent of the earth’s crust. But silicon is showing its age when it comes to technological advancements. Some say the reliable doubling of the computational power of microchips every two years, known as Moore’s Law, is dead. Today, we’ll examine the materials being developed to keep Moore’s alive and the capabilities may shock you. Then Medicare and health insurance expert Shelley Grandidge joins us. A fascinating show for you, so don’t miss it…MASTERING MONEY is on the air!!!!
Daily IQ Retirement Brief 10/4/22
Daily IQ Retirement Brief 10/4/22
Mastering Money 10/6/22
Bull markets occur because more people buy near the TOP of a market than the bottom. Bear markets occur because more people SELL near the bottom than near the top. How can investors navigate volatile markets while remaining calm through all types of financial environments? How can they systematically increase their total returns? The key is to avoid emotional investing which leads to both euphoric and depressive behavior – which in turn can lead to poor decision-making. Today, you’ll learn the secret to better financial decision making, and it couldn’t come at a better time as we head into a period of both great risk and great opportunity. And, Fox Business Contributor Gary Kaltbaum joins us for analysis. Don’t miss today’s show–MASTERING MONEY is on the air!!
Mastering Money 10/10/22
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 8/30/22
So, …what factors drive return-on-investment in the stock market? We know that the stock market is all about supply and demand, but researchers have isolated multiple factors that, when properly employed, show evidence of increasing investment returns over time. Isolating and separating those factors may put an investor in the position of outperforming benchmarks like the S & P over time—or matching benchmarks with less risk—which is just as important. Global markets are made up of dozens of asset classes and millions of individual securities…making it challenging to understand what really matters for your portfolio. Today, we’ll review in detail what really matters and why you need an asset allocation model built for a new financial environment. A VERY timely show you don’t want to miss…MASTERING MONEY is on the air!!
Daily IQ Retirement Brief 9/2/22
Daily IQ Retirement Brief 9/2/22
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
Free Retirement Review
Schedule a Meeting
