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Retirement
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Your Daily IQ Retirement Brief 8/1/22
Your Daily IQ Retirement Brief 8/1/22
Mastering Money 7/29/22
How well have you done with your investments over your lifetime? You’ve had some good years where you got twenty percent or so perhaps. But, like the rest of us, you have had some STINKERS. Most investors lose money an average of three years out ten. That’s why averaging ten percent is so hard. Most investors also buy stocks or mutual funds haphazardly–without a clear strategy. That’s another proven way to hurt your overall returns. How long does it take to DOUBLE your money? Using the Rule of 72, money doubles every eighteen years at four percent compounded, it doubles every twelve years at six percent compounded, and every nine years at eight percent compounded. Today, we’ll review the real secrets of raising your average rate of return and how get a guaranteed bonus of ten percent on a safe fixed income vehicle, with a GUARANTEED growth rate of 7 percent COMPOUNDED. Then health insurance expert Shelley Grandidge joins us. A very timely show you don’t want to miss…MASTERING MONEY is on the air!!!
Mastering Money 8/1/22
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 8/2/22
If you’re smart, tax planning is a year-round activity. And, if you are even smarter, you will pay attention not only to the ALLOCATION strategy for your investments, but also your LOCATION strategy. Knowing WHERE to locate your various investments inside OR outside of IRAs and Roths is something that is easily done with a little planning upfront. For example, many investors will pay taxes on mutual funds this year even though they never took out a penny from their account. They–and maybe you–will get charged for capital gains that occurred in the fund during the year even though you didn’t cash in. Today, we’ll point out ways to avoid unnecessary taxes with your investments… An important show you don’t want to miss MASTERING MONEY is on the air!!
Your Daily IQ Retirement Brief 8/2/22
Your Daily IQ Retirement Brief 8/2/22
Mastering Money 5/31/22
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!!
Your Daily IQ Retirement Brief 7/14/22
Your Daily IQ Retirement Brief 7/14/22
Your Daily IQ Retirement Brief 7/15/22
Your Daily IQ Retirement Brief 7/15/22
Your Daily IQ Retirement Brief 7/18/22
Your Daily IQ Retirement Brief 7/18/22
Mastering Money 7/18/22
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
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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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