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Retirement
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Mastering Money 9/30/25
When it comes to investment strategy, there are two camps: One says you should “go with your gut,” and the other says you should always make rational, logical choices. Warren Buffett has not beaten the S&P 500 EVERY YEAR, but he has beaten it over the long run. Mainly, he won with brainpower, discipline, and mathematics. We’ll dig into putting that formula to work for 2024 in the Market Intel Segment, then review which stocks are in position to win this year and why. MASTERING MONEY is on the air!!!
Daily IQ Retirement Brief 9/30/25
Daily IQ Retirement Brief 9/30/25
Daily IQ Retirement Brief 9/29/25
Daily IQ Retirement Brief 9/29/25
Mastering Money 9/29/25
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!!!
Mastering Money 5/26/25
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 4/17/25
Daily IQ Retirement Brief 4/17/25
Mastering Money 1/29/25
Well In greater and greater numbers, more Americans are participating in the “no buy 2025” trend to reduce spending which took off last year and is picking up even more steam. These younger people are paying off debt and putting money in the bank by cutting the spending habit. An intriguing Wall Street Journal report on that in the Market Intel Segment, then Shelley Grandidge joins us to talk about Medicare and health insurance for 2025. Don’t miss it….MASTERING MONEY is on the air!!
Mastering Money 5/6/24
Bidenomics! Inflation! China! Digital currency! And, an upcoming Presidential election–a lot is happening in the world these days and it could affect your investments. Who better to comment on timely issues than the great Lou Dobbs? Today, Lou is our special guest host for segments 2 and 3, with commentary from Steve in segments 1 and 4. This is a great podcast you don’t want to miss…MASTERING MONEY is on the air!!
Mastering Money 5/10/24
So, what’s the difference between banks and life insurance companies issuing annuities in a financial crisis? A big difference. Fast rising rates by the Fed have HURT banks reserves dramatically, but HELPED insurance companies’ reserves GREATLY. We’ll explain why today and then Shelley Grandidge joins us to review today’s best health insurance and Medicare options…MASTERING MONEY is on the air!!!
Daily IQ Retirement Brief 5/2/24
Daily IQ Retirement Brief 5/2/24
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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