Podcast
Think
Retirement
Now.
Your Daily IQ Retirement Brief 6/15/22
Your Daily IQ Retirement Brief 6/15/22
Mastering Money 4/22/22
Winning in retirement, at least financially, is a matter of priorities. Some folks want to double their money, regardless of the risk. They think “TALL” with their money. Others want to leave more for heirs. They also think “TALL” with their money. But a new type of retiree has emerged in recent years. They don’t seek untold wealth or making their kids rich, as much as they seek true financial independence for the rest of their lives. They want their “in-COME” to exceed their “out-GO” for as long as they live. That makes retiring on today’s bonds an impossibility. With ten year treasury’s yielding less than one percent, a new type of safe retirement asset paying significantly more income is needed. As a result of advanced annuity engineering the past five years , a NEXT GENERATION retirement annuity has emerged paying higher income with a high degree of safety. In addition– it may benefit from market increases with no market losses and no cap. We’ll explain in detail and then Medicare expert Shelley Grandidge joins us. A fact filled show you don’t want to miss…MASTERING MONEY is on the air!!!
Mastering Money 4/28/22
THURSDAY
Mastering Money
…Have you heard of the Rule of 36? Most people know the Rule of 72 which will calculates how long a sum of money will take to double at a certain rate of return. For example, if you’re making six percent, your money will double in twelve years. It’s a LAW of Mathematics. The Rule of 36 is reserved for Dividend Growth investors who reinvest dividends in companies that GROW their dividends. They get both the increase in share price over time PLUS the growth in the dividend rate over time. The results can be REMARKABLE. We’ll review an excellent example today. You don’t want to miss today’s show MASTERING MONEY is on the air!!
Your Daily IQ Retirement Brief 5/4/22
Your Daily IQ Retirement Brief 5/4/22
Your Daily IQ Retirement Brief 4/18/22
Your Daily IQ Retirement Brief 4/18/22
Your Daily IQ Retirement Brief 4/29/22
Your Daily IQ Retirement Brief 4/29/22
Mastering Money 4/20/22
Is it better to invest in Dividend Paying stocks or stocks that don’t pay a dividend? The answer is ….YES!..BOTH are good and diversification is a good thing! Smart dividend investors are very picky about the stocks they select. They like getting paid to own their stocks, and they like owning companies that keep making profits and growing their sales year after year. Today we’ll discuss how to make sure your stocks meet written stipulations for dividend yield, dividend payout ratio, dividend growth rate, debt ratios, earnings growth, and credit ratings. You don’t want to miss that! Then health insurance and medicare expert Shelley Grandidge joins us for the Q & A. Get ready, MASTERING MONEY is on the air!!!
Mastering Money 2/8/22
Today on Mastering Money, we begin a series on how and where to invest in the inevitable trends coming our way. Too often, investors take a haphazard approach to the market, doing it themselves or settling for a cookie-cutter portfolio from a big box brokerage. Here’s the problem: your portfolio will likely look the same as almost everyone who walks through the door of the same age, and answers the risk tolerance questionnaire in similar fashion. That’s because the models are put together for uniformity and for legal protection for the big box broker. But where does that leave you? With a cookie-cutter portfolio that everyone else has! That approach didn’t work out so well in 2008. Today we’ll review how to invest in the INEVITABLE trends coming our way. Then mortgage expert Mitch Boxberger joins us. A great and TIMELY show for you today…MASTERING MONEY is on the air!!!
Your Daily IQ Retirement Brief 2/10/22
Your Daily IQ Retirement Brief 2/10/22
Mastering Money 2/15/22
Today on Mastering Money, a very special guest joins us–Chris Hill, long time Wizard for the Motley Fool and host of the Motley Fool Money Show. Steve and Chris will share views on the market. But first..…Planning a financial portfolio for retirement is much like building a custom home. To build a custom home, you start with a blueprint that details not only what your house will look like, but how the individual components will come together–starting with the Foundation. To do it right, you must first know what your objectives are. You and your designer work together to draw a plan that includes every room and every detail of each room until you have a full set of construction plans, plus a list of materials and resources needed to build the house in a timely manner. Today, we’ll discuss how to build a financial plan for retirement that can weather all storms, 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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