Podcast
Think
Retirement
Now.
Mastering Money 7/22/25
The electric vehicle movement is running into roadblocks but, but if you think electric CARS are getting to be a tough sale, how about electric SEMI TRUCKS? Really a problem! Learn why EV Big Trucks may not make it onto the highways for another 20 years according to the Wall Street Journal in the Market Intel segment. Then in Segment 3, Steve gives a serious analysis of why a certain type of annuity is becoming the choice of retiring professionals. MASTERING MONEY is on the air!!!
SPECIAL PODCAST: Getting clear on your financial, estate, and tax plan for retirement:
Certified Financial Planner® Matt Zuccaro, who spent 25 years in wealth management with Schwab, joins Steve to review common mistakes to be avoided, and what to do now to help reduce your taxes, protect your estate, receive tax planning and preparation with no extra charge. Matt is now a senior advisor with Fullerton Financial Planning. Don’t miss this one, MASTERING MONEY is on the air!!!
Daily IQ Retirement Brief 7/10/25
Daily IQ Retirement Brief 7/10/25
Mastering Money 7/17/25
One day, we could wake up and the electrical grid across wide swaths of the U.S. could be shut down. Cell phone service, out. Solar storms have been happening since the beginning of time. The last big one occurred in 1859. The next big one could happen in the middle of 2024, scientists say. We’ve got the Wall Street Journal report on that in the Market Intel segment, and then I’ll review a scientific approach to growing your money and better understanding market cycles. A great one for you today, MASTERING MONEY is on the air!!
Daily IQ Retirement Brief 7/17/25
Daily IQ Retirement Brief 7/17/25
Mastering Money 7/18/25
The 60-40 stock bond strategy for retirement has had several terrible years. It is like the 4 % withdrawal rule—it can work in a perfect world, but we are no longer in a perfect world…have you noticed? The 60-40 portfolio just had its worst year in history reports the Wall Street Journal. We’ll review the important points of that report in the Market Intel segment, then Shelley Grandidge joins us…MASTERING MONEY is on the air!!!
Mastering Money 7/21/25
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 7/15/25
Daily IQ Retirement Brief 7/15/25
Mastering Money 7/16/25
Until recently, China controlled 90% of the magnets needed for AI and EV functionality. One U.S. rare earth mining and development company has just secured a government contract and one with Apple, and could challenge China dominance. That story in the Market Intel segment, then CFP Matt Zuccaro joins us–MASTERING MONEY is on the air!!
Daily IQ Retirement Brief 7/4/25
Daily IQ Retirement Brief 7/4/25
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
