Podcast
Think
Retirement
Now.
Daily IQ Retirement Brief 5/5/25
Daily IQ Retirement Brief 5/5/25
Mastering Money 5/6/25
One of the reasons money continues to migrate into the stock market is because the real estate market is not the hot spot it once was…. Not until mortgage rates come down anyway. In the Market Intel segment, we’ll review a Wall Street Journal analysis of where home prices are rising and where they are falling throughout the country. Then we’ll talk about what’s working right now in the stock market. MASTERING MONEY is on the air!!!
Daily IQ Retirement Brief 5/6/25
Daily IQ Retirement Brief 5/6/25
Daily IQ Retirement Brief 4/30/25
Daily IQ Retirement Brief 4/30/25
Mastering Money 5/1/25
It’s known as the Widow’s Penalty—the financial shock of what happens when a husband dies who has been handling the investments and the tax returns. Suddenly, income goes down, taxes go up—yes, I’ll explain that– and expenses remain about the same. In the Market Intel segment, We’ll review 3 steps to take now to avoid or diminish the impact of the Widow’s Penalty in your financial plan for retirement, then we’ll review investment strategies that are built for this type of crazy market…MASTERING MONEY is not the air!!
Daily IQ Retirement Brief 5/1/25
Daily IQ Retirement Brief 5/1/25
Mastering Money 4/28/25
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!!
Daily IQ Retirement Brief 4/28/25
Daily IQ Retirement Brief 4/28/25
SPECIAL PODCAST: Steve Interviews CFP® Matt Zucarro with Fullerton Financial Planning Topics: RMDs, Roth Conversions, and more…Don’t miss it!
Daily IQ Retirement Brief 4/16/25
Daily IQ Retirement Brief 4/16/25
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
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