Podcast
Think
Retirement
Now.
Daily IQ Retirement Brief 6/14/23
Daily IQ Retirement Brief 6/14/23
Daily IQ Retirement Brief 8/7/23
Daily IQ Retirement Brief 8/7/23
Mastering Money 8/10/23
The Weight-Loss Drug Frenzy has taken over the hot stock category as AI stocks, experience a pullback. The attention has now shifted to weight loss drugs that Medicare may soon cover. The Danish company Novo Nordisk, is one of the leaders of the pack. We’ll report on that company and how the drugs work in the Market Intel segment—then we’ll examine some annuity details that are making news… Don’t miss it–Mastering Money is on the air!!!
Daily IQ Retirement Brief 6/8/23
Daily IQ Retirement Brief 6/8/23
Mastering Money 5/10/23
The future is arriving daily, and AI—Artificial Intelligence– is making it get here even faster. In today’s Market Intel segment, we examine how AI is cutting down the time on bringing breakthrough prescription drugs to market and why select AI stocks could be a big boost to your portfolio this year. Then health insurance expert Shelley Grandidge joins us with the details you need to make smarter health insurance decisions. MASTERING MONEY is on the air!!
Mastering Money 6/2/23
Three Million U.S. Households Making Over $150,000 annually are still renters, says the Wall Street Journal. Why? There are a number of reasons and some of them may surprise you. We’ll review that Wall Street Journal report today, talk about the safety of insurance companies vs banks, and Shelley Grandidge talks about business health insurance plans and Medicare. MASTERING MONEY is on the air!!
Mastering Money 3/31/23
The threat of robots taking over a big chunk of American jobs is alive and well. In fact, metal fabrication and automobile manufacturing are key areas where it’s already begun. We’ll review another industry where its happening today –reported on by Bloomberg– that may surprise you. Quite interesting. Then Medicare and Health Insurance expert Shelley Grandidge joins us. A power packed show today—MASTERING MONEY is on the air!!!
Mastering Money 4/27/2023
The stock of the car company Carvana reached $331 a share in the summer of 2021. Today it trades at $7.50. What happened? Who is behind the company? Who got rich? That story in the Market Intel Segment. Then we’ll talk about how today’s most advanced bonus annuities work, why they are getting more popular, what you can expect…and what you should reject…a big show today, MASTERING MONEY is on the air!!!!
Daily IQ Retirement Brief 5/4/23
Daily IQ Retirement Brief 5/4/23
Daily IQ Retirement Brief 5/5/23
Daily IQ Retirement Brief 5/5/23
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
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