Podcast
Think
Retirement
Now.
Mastering Money 11/8/23
A recent report by the Federal Reserve shows that there are now 16 million millionaires in the USA, and that the upper middle class is actually growing wealth at a faster rate than the top 1 percent. We’ve got the intriguing Wall Street Journal report on that next with all the facts and figures, then health insurance and Medicare expert Shelley Grandidge joins us. A show you don’t want to miss…MASTERING MONEY is on the air!!
Mastering Money 9/14/23
The notion that electric vehicles are “zero-emission” is rooted in a deceptive narrative that ignores all pollutants which don’t come out of a tailpipe according to JustFacts.com researchers. In fact, the complete lifecycle of an EV likely pollutes far more than most gas powered cars, according to hard evidence, which we review in the Market Intel Segment. Then Shelley Grandidge joins us to discuss Medicare and Small Business health insurance plans. A very timely show you don’t want to miss, MASTERING MONEY is on the air!!!
Mastering Money 9/20/23
According to Bloomberg, record-low US housing affordability is squeezing homebuyers and renters while threatening to spill into presidential politics. The combination of high mortgage rates and a shrinking supply of homes for sale has created the worst affordability numbers in history. Bloomberg says that’s bad news for Biden. We’ll report on that in the Market Intel segment, then Shelley Grandidge joins us. MASTERING MONEY is on the air!!
Mastering Money 8/15/23
Americans have found a creative new way of losing money at sports betting. Billions and billions in fact. They’re losing with such regularity that they’re catapulting gambling apps to major profitability. DraftKings and Other Sports Gambling Apps Are Hitting the Jackpot With ‘Parlay’ Bets. “As They Win, You Lose”, according to a Barrons report. We’ll examine that report on the betting craze in the Market Intel segment, and then switch gears to talk about the common sense approach to money– dividend investing–the kind that Warren Buffett made–not lost–billions with. Don’t miss today’s show, MASTERING MONEY is on the air!!!
Mastering Money 8/17/23
Joe Biden is bragging about Bidenomics, but the prices of many things have doubled, and mortgage rates have gone from three percent to seven percent on his watch. Experts say mortgages could go to eight percent by this winter. Will young Democrat voters trying to buy a home stand by their man? We’ll talk about the mortgage market in the Market Intel segment, then get deep into retirement planning later in the show–a segment you don’t want to miss…MASTERING MONEY is on the air!!!
Mastering Money 4/5/17
Close to 15 million new jobs will be created in the U.S. over the next decade as a direct result of automation and artificial intelligence, equivalent to 10% of the workforce, according to estimates in a new report from Forrester Research. Those gains, however, will not come close to offsetting the 25 million jobs that technology will eliminate by 2027, Forrester predicts. While politicians focus on health care and who has health insurance, 10 million people will likely be out of a JOB who still want to work. And hear what former speaker of the House Newt Gingrich has to say about how to resolve the stalemate in Congress over health care and insurance.
Daily IQ Retirement Brief 5/29/23
Daily IQ Retirement Brief 5/29/23
Mastering Money 8/24/23
Without farming and farmers, we would all die of starvation. The Wall Street Journal reports that AI will soon be assisting farmers grow more crops with less work. But–A decade after data analytics promised to revolutionize agriculture, most farmers still aren’t using complex specialized software, and of those who do, many are not pleased with it. In today’s Market Intel Segment, we’ll catch up with what’s really going on farming right now—then Steve will review several proven retirement income planning techniques. A fact filled show for you today, MASTERING MONEY is on the air!!
Mastering Money 8/30/23
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 5/11/17
Learn why dividend investing has been shown to create more sustainable wealth over the long run with less stress and lower maintenance! We’ll explore four key factors to help select the right dividend paying stocks! Then CPA Nick Stefaniak will be in studio to talk about both business and personal tax returns and big mistakes you need to avoid.
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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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