Podcast
Think
Retirement
Now.
Daily IQ Retirement Brief 8/21/25
Daily IQ Retirement Brief 8/21/25
Mastering Money 8/22/25
Can Viagra help prevent Alzheimers? New research and trials done by the venerable Cleveland Clinic say YES. We have that intriguing Wall Street Journal report in the Market Intel segment, then Shelley Grandidge joins us to review opportunities and warnings in the area of health insurance and Medicare. MASTERING MONEY is on the air!!!
Daily IQ Retirement Brief 8/20/25
Daily IQ Retirement Brief 8/20/25
Daily IQ Retirement Brief 8/13/25
Daily IQ Retirement Brief 8/13/25
Daily IQ Retirement Brief 8/18/25
Daily IQ Retirement Brief 8/18/25
Mastering Money 8/19/25
Whether for you or for a parent, the growing cost of Long Term Care is worth addressing in a retirement strategy. Assisted living facilities, care givers in the home, and nursing homes are getting more expensive all the time and will not be cheaper when you get there. Today, we’ll review the triggers for qualifying for long term care benefits known as the 6 Activities of Daily Living–and how to pay for it all. MASTERING MONEY is on the air!!
Daily IQ Retirement Brief 8/19/25
Daily IQ Retirement Brief 8/19/25
Mastering Money 8/15/25
Do you get the feeling that markets move faster than they ever have BEFORE—both up and down? IT’S no illusion–the speed of trades in the markets HAS increased by several hundred percent just in the past few years. 70% of all trades in the market are now generated by “algorithmic trading” (also called automated trading, black-box trading, program trading or algo-trading.) It uses a computer program to make automated trades without emotion (kind of like a shark.) We’ll review how it works in the Market Intel segment, then Shelley Grandidge joins us. MASTERING MONEY is on the air!!
Mastering Money 8/13/25
Should you own Netflix stock? Is the price too high? Has the market climbed too high? These are good questions that deserve answers and today we explore what’s driving the stock and try to determine if the company will continue to grow. Then CFP Matt Zuccaro joins us to talk about holistic financial planning. MASTERING MONEY is on the air!!
Daily IQ Retirement Brief 8/15/25
Daily IQ Retirement Brief 8/15/25
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
Schedule a Meeting
