Podcast
Think
Retirement
Now.
Daily IQ Retirement Brief 6/26/25
Daily IQ Retirement Brief 6/26/25
Mastering Money 6/24/25
The commercial office real estate market is finally shrinking its over-supply of office space after the work from home phenomenon caused mass vacancies. You may be surprised to learn the main reason WHY supply is falling–we’ll reveal all in the Market Intel Segment. Then we’ll dig deep into the elements of a complete financial plan for retirement in the Q & A segment. MASTERING MONEY is on the air!!
Daily IQ Retirement Brief 6/24/25
Daily IQ Retirement Brief 6/24/25
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!!!
Mastering Money 6/19/25
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!!
Mastering Money 6/20/25
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 can still improve 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!!
Daily IQ Retirement Brief 6/23/25
Daily IQ Retirement Brief 6/23/25
Mastering Money 6/18/25
Congratulations on your retirement! …Now, get to work!! Nearly double the number of retirees are returning to work full time or part time reports the Wall Street Journal. We’ll review that report in the Market Intel segment and tell you why—then health insurance and Medicare specialist Shelley Grandidge joins us for the Q & A on health insurance and Medicare. A timely show–MASTERING MONEY is on the air!!!
Daily IQ Retirement Brief 6/18/25
Daily IQ Retirement Brief 6/18/25
Mastering Money 6/23/25
It’s a Larry Kudlow Monday! Today on Mastering Money we feature a special podcast edition of Larry Kudlow’s terrific nationwide podcast. Having served as an economist in two presidential administrations–Ronald Reagan and Donald Trump–and having been an ‘A-list’ commentator on the two top business stations–CNBC and Fox Business–Larry’s insights are on the money. In each podcast he interviews top thought leaders from the worlds of investments, government, and the private sector. Don’t miss today’s show with Larry and his special guest. MASTERING MONEY is on the air!!
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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