Podcast
Think
Retirement
Now.
Daily IQ Retirement Brief 6/13/25
Daily IQ Retirement Brief 6/13/25
Daily IQ Retirement Brief 6/17/25
Daily IQ Retirement Brief 6/17/25
Mastering Money 6/13/25
Battery technology is a big part of where the future is headed–AND–there’s now an unlikely ingredient that could spell the end of Chinese domination of the battery industry. The Wall Street Journal reports that it’s not lithium, its TABLE SALT, and the USA has more of it than any country in the world. A serious update on how the USA could end up dominating the world’s market for batteries in the Market Intel segment then we’ll discuss when and how to use and replenish emergency money in retirement. Then Shelley Grandidge joins us to review differences between Medicare Advantage and Traditional Medicare. 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 6/13/25
Daily IQ Retirement Brief 6/13/25
SPECIAL PODCAST: Stock Market Sectors, A Tutorial
Knowing which sectors to invest in before you get serious about which specific companies or ETFs you want to own, is a wise first step. So, what exactly are the major sectors in the stock market for you to choose from? We’ll go over that today in this market tutorial. MASTERING MONEY is on the air!!
Mastering Money 6/11/25
Higher mortgage rates were put in place to quell inflation, but research from Columbia Business School have shown that higher rates are shutting out more home buyers, sending them to rental apartments in glistening new buildings AND DRIVING UP THOSE RENTS. Fed Chairman Powell’s higher for longer interest rate strategy appears to be backfiring, and now actually causing more inflation. We’ll review that Barron’s report first, then CFP® Matt Zucarro joins me for the Q&A segment to talk about tax reduction. MASTERING MONEY IS ON THE AIR!!
Daily IQ Retirement Brief 6/11/25
Daily IQ Retirement Brief 6/11/25
Daily IQ Retirement Brief 6/12/25
Daily IQ Retirement Brief 6/12/25
Special Podcast #2 Tax Exempt Bond Laddering
Savvy investors with lazy cash on the sidelines are attracted to tax exempt bond ladders. Why? Simple, really: Higher safe returns, the safety of highly rated bonds, and custom tailored maturity dates–all with tax exempt cash flow and accumulation. Today, Steve interviews Certified Financial Planner Matt Zuccaro who spent 25 years with Schwab and is now part of the IQ Wealth Fullerton Financial team. Learn which types of bonds Matt uses to build high grade ladders. 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
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