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Daily IQ Retirement Brief 4/27/23
Daily IQ Retirement Brief 4/27/23
Daily IQ Retirement Brief 4/28/23
Daily IQ Retirement Brief 4/28/23
Mastering Money 3/20/17
Mastering Money 4/24/23
Today on Mastering Money…It’s a MOTLEY FOOL MONDAY!! The Motley Fool Money Show is one of the most popular stock market TALK SHOWS in America today, featuring timely insights from top analysts. “MOTLEY FOOL MONEY” is heard by millions of listeners coast to coast—including Saturdays right here on Money Radio at 5pm! First we’ll update breaking financial news and get a read on all the indexes, THEN, we’ll take you to an exclusive broadcast of the Motley Fool Money Show, with fresh ideas to help you become a more informed investor. Steve will cap it off with proven money-making and money-SAVING ideas that you DON’T want to miss! — A jam-packed show –and we’re READY TO ROLL ! … MASTERING MONEY IS ON THE AIR!!!
Mastering Money 3/20/23
Today on Mastering Money…It’s a MOTLEY FOOL MONDAY!! The Motley Fool Money Show is one of the most popular stock market TALK SHOWS in America today, featuring timely insights from top analysts. “MOTLEY FOOL MONEY” is heard by millions of listeners coast to coast—including Saturdays right here on Money Radio at 5pm! First we’ll update breaking financial news and get a read on all the indexes, THEN, we’ll take you to an exclusive broadcast of the Motley Fool Money Show, with fresh ideas to help you become a more informed investor. Steve will cap it off with proven money-making and money-SAVING ideas that you DON’T want to miss! — A jam-packed show –and we’re READY TO ROLL ! … MASTERING MONEY IS ON THE AIR!!!
Mastering Money 3/28/23
Part of the inflation story is not just the massive overprinting of money, but the under supply of oil and gas perpetrated by the Biden Administration. Today, we’ll get up to date on the opportunities and risk in oil and gas—starting with a Wall Street Journal report followed by a visit from Fox Business Contributor and oil expert Phil Flynn. A power packed, fact filled show for you today–MASTERING MONEY is on the air!!
Mastering Money 3/29/23
So, why do tech stocks go down when interest rates go up? The tech heavy NASDAQ lost 35% in 2022 and the S & P 500 lost 20%. It was a bloodbath. In today’s Market Intel segment, we’ll go into the reasons why it happened, what has to change for the market to come back, and how some tech companies are cutting costs, getting more profitable, and getting ready for growth. You’ll get a grip on where the market is right now, and then Shelley Grandidge joins us for education on Medicare and health insurance. Don’t miss this one–MASTERING MONEY is on the air!!
Mastering Money 10/11/16
Bonds were always considered the safe investment. But is the Bond Market currently in a Bubble? Robert C. Pozen, a senior lecturer at MIT Sloan School of Management and former mutual-fund executive, tells the Wall Street Journal that the bond market is entering a bubble as yield-hungry investors are gravitating toward riskier bonds at exactly the wrong time. Steve and Sinclair have the report.
Mastering Money 10/17/16
The average money market account in America is paying less than one-quarter of one percent ANNUALLY! But if you lived in Germany you’d be thrilled to get that much! The Wall Street Journal reports that over $13 trillion dollars worth of bonds and bank accounts worldwide are now paying negative interest rates. Find out if you’ll soon be paying your bank to store your money–Steve and Sinclair have the report.
Your Daily IQ Retirement Brief 1/18/22
Your Daily IQ Retirement Brief 1/18/22
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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
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Schedule
Schedule Your Free Retirement Review with an experienced advisor who focuses on retirement.
Step #2
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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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