Podcast
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Retirement
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Daily IQ Retirement Brief 9/8/25
Daily IQ Retirement Brief 9/8/25
Daily IQ Retirement Brief 9/2/25
Daily IQ Retirement Brief 9/2/25
Mastering Money 9/2/25
How much does it take to be considered rich in the United States in 2024. Recent surveys by Schwab and other pollers have found that over half of millionaires do not consider themselves rich or wealthy. We;ll examine why in a fascinating report in the Market Intel Segment, and then review how live and feel richer without the risk of markets, real estate, or sudden falls in commodities. MASTERING MONEY is on the air!!
Mastering Money 9/3/25
Any day now, the first gene editing technologies for medical use will be approved by the FDA. The goal of gene editing is to alter an ailing person’s DNA sequence. Well…Welcome to the brave new world. In the Market Intel segment, we’ll review a Wall Street Journal report on two biotech companies that are at the forefront of the DNA Sequence editing frontier. Then Steve explains why so many retiring professionals are choosing Next Generation Annuities with Guaranteed Income Riders to anchor their retirement. A very timely show you don’t want to miss…MASTERING MONEY is on the air!!!
Mastering Money 8/25/25
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!!!
Daily IQ Retirement Brief 8/25/25
Daily IQ Retirement Brief 8/25/25
Mastering Money 8/26/25
So—are Tech stocks dead, or are they just resting, regrouping, and adjusting? Investment history is full of stories about how investors fell asleep at the wheel and let opportunity slip away. We’ll talk about it in the Market Intel segment. Then after the break, we’ll roll up our sleeves and review exactly what you need to do right now to help protect and grow your portfolio. A very timely show for you today, MASTERING MONEY is on the air!!!
Daily IQ Retirement Brief 8/28/25
Daily IQ Retirement Brief 8/28/25
Mastering Money 9/1/25
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 8/21/25
So, how much money can you give away to loved ones WITHOUT triggering a GIFT INCOME TAX? What’s the limit? The answer shocks most people—in fact, you can give away a million or more, with zero income tax on the gift. It’s part of IRS code, but often misunderstood. We’ll present a complete rundown of gift tax myths–and solid answers in the Market Intel Segment, then we’ll learn how the IRS is clamping down on tax sheltered trusts–with penalties, fines, and jail time. Don’t miss it–MASTERING MONEY is on the air!!!
Who We Are
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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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