Podcast
Think
Retirement
Now.
Mastering Money 1/8/24
Bidenomics! Inflation! China! Digital currency! And, an upcoming Presidential election–a lot is happening in the world these days and it could affect your investments. Who better to comment on timely issues than the great Lou Dobbs? Today, Lou is our special guest host for segments 2 and 3, with commentary from Steve in segments 1 and 4. This is a great podcast you don’t want to miss…MASTERING MONEY is on the air!!
Mastering Money 2/1/18
Are you a “striver”, an “arriver”, or a “thriver?” Due to the market’s rise, more 401ks than ever are hitting the one million dollar Level!! Fidelity now lists over 133,000 accounts with a million or more dollars–double from two years ago. Americans are ARRIVING–but will these investors find the formula for keeping their newfound money and end up THRIVING? The statistics say no. Many will not stay millionaires. We say ‘yes’, and will show you how to do it, step by step! MASTERING MONEY is on the air!
Mastering Money 10/4/17
Have you ever thought about retiring on a cruise ship? Don’t laugh, more and more people are doing it–and oh by the way–Is cruise ship living cheaper than assisted living centers for retirees? The surprising answer is yes, if you know where to look. Many people are now moving onto cruise ships full time to sail the world rather than sitting in a room. It is a growing trend in fact. We’ll dig into that. Then renowned Social Security expert and economist Dr. Laurence Kotlikoff joins us for the Q & A! Great show lined up for you today!
Mastering Money 7/28/17
Americans made 433 million fewer trips to restaurants at lunchtime last year, resulting in roughly $3.2 billion dollars in lost business for restaurants as an industry, according to market-research. It was the lowest level of lunch traffic in at least four decades! Is going out for lunch a Dying Tradition? For some restaurant companies and national chains, yes. We’ll talk about why its happening and which restaurant chains are hurting the most, including which stocks you may want to avoid
Mastering Money 7/10/17
Mastering Money 12/22/23
Do you own a successful small business and believe that you are paying too much in taxes? Is there a legitimate, IRS approved method of getting deductions of $200,000, $300,000, $400,000 or more—for socking money away in an IRS approved investment account? Yes. We’ll talk about Cash Balance Plans today in the Market Intel Segment, then Medicare expert Shelley Grandidge joins us. A fact filled show for you…MASTERING MONEY is on the air!!!
Mastering Money 1/1/24
Bidenomics! Inflation! China! Digital currency! And, an upcoming Presidential election–a lot is happening in the world these days and it could affect your investments. Who better to comment on timely issues than the great Lou Dobbs? Today, Lou is our special guest host for segments 2 and 3, with commentary from Steve in segments 1 and 4. This is a great podcast you don’t want to miss…MASTERING MONEY is on the air!!
Mastering Money 8/1/17
In March, Goldman Sachs announced to investors that a single asteroid containing $25 billion to $50 billion dollars of raw platinum could be mined by a spacecraft costing only $2.6 billion dollars—less than a third of what has been invested in Uber! If you thought that Amazon’s Jeff Bezos, Virgin’s Richard Branson, and Tesla’s Elon Musk are getting into space for altruistic motives–think again. These guys are in it for the money! Big money! Learn how the asteroid mining industry is exploding. Then, Bill Tatro joins us to share his insights on money, politics, and more
Daily IQ Retirement Brief 11/20/23
Daily IQ Retirement Brief 11/20/23
Daily IQ Retirement Brief 11/27/23
Daily IQ Retirement Brief 11/27/23
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
