Podcast
Think
Retirement
Now.
THINK Retirement NOW 11/13/25
Is the market too high? Is Artificial Intelligence just a flash in the pan, or a serious shift within the world’s economy that has legs for a long time? We seek EVIDENCE, and today we explore yet another example of why AI appears to be in the EARLY innings. Then we delve into the essentials of setting up your retirement Bucketing Strategy. THINK Retirement NOW is on the air!!!
THINK Retirement NOW 11/12/25
Why did Softbank sell $5.8 billion dollars worth of Nvidia all of a sudden? Is the AI trade in trouble? We’ll tell you why Softbank is in the first segment and whether or not Nvidia is in trouble. Then we’ll explain why more retiring engineers and medical personnel are choosing lifetime guaranteed fixed income for all or part of their 401 (k) rollovers in Segment 2. THINK Retirement NOW is on the air!!
THINK Retirement NOW 11/11/25
The end of the government shutdown is just what the stock market was looking for–what you need to know. We’ll dig into the markets and then dig into Spousal Income Planning for retirement. Learn what the smart money is doing to make sure their spouses are covered for life–without buying life insurance. THINK Retirement NOW is on the air!!
THINK Retirement NOW 11/6/25
Is this stock market too high? Some billionaires are making news talking about shorting the market, but NEWSFLASH, short sellers are ALWAYS selling short. In today’s timely report, we’ll make the case why–exactly–this market can and likely will continue, albeit with a few speed bumps and stop lights along the way. We’ll use solid MATH and factual detail, not just opinion and hype. THINK Retirement NOW is on the air!!!
THINK Retirement NOW 11/5/25
“Doomsday” newsletters make a fortune preying on retired investors’ worst fears. For example, many seem to fear that China will be the keeper of the world’s reserve currency. Fat chance. China is undergoing a real estate collapse combined with a run on Chinese government bonds that is driving interest rates to record lows there, creating a situation similar to the collapse of Silicon Valley Bank in the U.S. Steve reviews a Wall Street Journal report on why they’re saying that in the Market Intel Segment, and then he closely examines and demonstrates why the 60-40 portfolio strategy–using bonds as the “40”, is NOT the optimal approach in retirement. Don’t miss today’s podcast, THINK Retirement NOW is on the air!!!
THINK Retirement NOW 11/4/25
Ernestine Shepherd is the world’s oldest female bodybuilder—and she’s got a Guinness World Record to prove it. At age 56, Ernestine was motivated to start working out after her sister died at a young age from a brain aneurysm. She’s now 86 and looking great. At what age does the body hit a peak? Research has determined that it depends on the activity. We’ve got some shocking facts for you from a Wall Street Journal report in the first segment. Then, we’ll review the single most important aspect of a sustainable financial plan for retirement, especially as Social Security and Medicare face the prospect of depletion by 2033. THINK Retirement NOW is on the air!!!
THINK Retirement NOW 10/30/25
Should you share ownership of a vacation home with family and friends? Only if you get certain things in writing. We’ll tell you what planners and attorneys recommend as we review a Wall Street Journal report on what can go wrong and how to avoid it in the Market Intel segment. Then we’ll dig deep into the why and how you should be shifting your thinking about where to invest going into retirement, and after you retire. Understand how to counter the risks of this economy for years–no matter what happens with the stock market…THINK RETIREMENT NOW is on the air!!!
THINK Retirement NOW 10/29/25
Why are the sickest patients fleeing Medicare Advantage Plans later in life? Medicare Advantage has high denial rates later in life. We’ll review the risks of “Free” Medicare programs, which are costing taxpayers billions while benefiting many undeserving. Then we’ll dig deep into the most reliable income strategy that pays higher and longer for both spouses, with far less risk and reserve-backed guarantees. THINK Retirement NOW is on the air!!!
THINK Retirement NOW 10/28/25
Premium-economy seats are one notch below business class, one above the best parts of coach. They have become not only popular, but the most profitable tickets airlines are selling. A Wall Street Journal report in the Market Intel segment, then Shelley Grandidge joins us. MASTERING MONEY is on the air!!!
THINK Retirement NOW 10/23/25
A tax deduction of $380,000 for running your business? Yes, thousands of doctors, attorneys, accountants, and business owners are using this little known but very legitimate method of tucking money away several million tax deductible dollars for their own retirements. We’ll review how it works and may benefit you, then review how disaster turned into opportunity during one of America’s darkest hours. Opportunity always presents itself when things look like they can’t get worse. An intriguing show you don’t want to miss–THINK Retirement NOW 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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