Podcast
Think
Retirement
Now.
Mastering Money 8/25/22
So, what’s going on with these crazy markets again? Can you spell “robot”? Every time volatility returns to the market, some investors appear to be shocked that Wall Street is not as safe as an index annuity or a bank CD! Face it. Stocks go up… and stocks go down…then up again. They always have and always will. In fact, it’s because they DO go up and down that you actually have a chance of making good money. If there were no risk, there would be no way to make a gain. So, how do you play a volatile market today? Three words: “quality, quality, quality.” Buy companies, not stocks, and only buy companies that make real money! Today, we’ll explain in detail what’s happening with algorithmic trading right now, how it is at the root of these big swings, but more important: exactly what to do to keep building and protecting YOUR retirement money, the Smart Way. Don’t miss it….MASTERING MONEY is on the air!!
Mastering Money 8/15/22
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 8/16/22
For worry free income, preservation and indexed growth in retirement with no market losses and no management fees, today’s NEXT GENERATION uncapped retirement index annuities with income riders are becoming the asset of choice for 401k and IRA rollovers. Once upon a time, government bonds could provide the security and financial peace of mind required in retirement. In fact, “living off your savings” was the time-honored approach to retirement. But when bank CDs and bonds are paying zero or near zero, and that’s your only plan, you are no longer LIVING off savings….You’re just spending down your principal haphazardly! You are just paying your principal back to yourself, with little or no interest, and no guarantee of what happens when you run out. Can anyone seriously consider retiring on a bond or bank account paying less than one or two percent, with inflation headed to three or four percent annually one day? Today, we’ll show you how to avoid poor retirement income planning A power-packed show you don’t want to miss! MASTERING MONEY is on the air!!!
Your Daily IQ Retirement Brief 8/15/22
Your Daily IQ Retirement Brief 8/15/22
Your Daily IQ Retirement Brief 8/16/22
Your Daily IQ Retirement Brief 8/16/22
Mastering Money 8/17/22
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!!!!
Mastering Money 8/18/22
Your job as an investor—or the job of the person you hire to manage your money—is to optimize gains, while minimizing losses. Sounds easy, but today, you need a strategy built for the low interest rate environment of the 2020’s, not the 1990s. Well-chosen stocks can be long-term sources of wealth creation, just like well-located real estate. This is true even if you buy at what seems like the worst possible time. For example, if you invested in an S&P 500 index fund in early October 2007, the next couple of years would have felt awful. If you were still contributing to a 401k, however, it turned out to be really good news. Your steady contributions kept buying more units of mutual funds at lower prices. Even buying at the so called “wrong time” just before the 2008 crash, HIGH QUALITY stocks delivered terrific gains by 2020—upwards of 300 percent—by just staying the course and not panicking. That said, in retirement you will be unemployed for 30 years or so. Therefore, a properly built financial plan will separate income capital from growth capital into a Smarter Bucketing system to protect against crashes. Today, we’ll get into the fundamentals of putting together a rock solid financial plan…for the LONG HAUL. Don’t miss it….MASTERING MONEY is on the air!!!
Your Daily IQ Retirement Brief 8/19/22
Your Daily IQ Retirement Brief 8/19/22
Your Daily IQ Retirement Brief 8/17/22
Your Daily IQ Retirement Brief 8/17/22
Mastering Money 8/8/22
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!!!
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
