Podcast
Think
Retirement
Now.
Daily IQ Retirement Brief 4/3/25
Daily IQ Retirement Brief 4/3/25
Mastering Money 4/4/25
So, is the Tech rally-and the rise of Nvidia over?…or just getting started? As an equity investor, it may be the most important thing to be asking yourself right now. We’ll examine what you need to know and why it’s NOT over in the Market Intel segment– then Shelley Grandidge joins us to talk about health insurance and Medicare. MASTERING MONEY is on the air!!!
Mastering Money 4/9/25
So…. did the Trump tax cuts actually bring in more tax revenues–or not?? As usual, the Democrats are trying to rewrite history, but we’ll set the record straight in the Market Intel segment– using published, factual detail from the IRS. Numbers don’t lie and higher taxes kill economies. Then medicare and health insurance expert Shelley Grandidge joins us…MASTERING MONEY is on the air!!!
Mastering Money 4/7/25
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!!
Mastering Money 4/2/25
China has found a way around tariffs—for now. It has invested billions in building factories and plants in Mexico over the past four years. Why sail the ocean when you can just walk across the border AND avoid tariffs under the USMCA? An indepth look at how China has capitalized on Mexico–that’s in the Market Intel segment, then Shelley Grandidge joins us to talk about Medicare…MASTERING MONEY is on the air!!!
Mastering Money 3/27/25
So, which commodity is becoming one of the most important in the world—and may even affect our national security? Some industry experts are calling COPPER the new oil, believing that copper may double in the next four years. A MarketWatch report on the topic in the Market Intel segment and then a strategy session on how to truly diversify your retirement money with non correlated assets…MASTERING MONEY is on the air!!
Daily IQ Retirement Brief 4/4/25
Daily IQ Retirement Brief 4/4/25
Daily IQ Retirement Brief 4/2/25
Daily IQ Retirement Brief 4/2/25
Mastering Money 3/26/25
So what do you know about the Chicken Tax, imposed by Lyndon Johnson a few weeks after JFK died? It was the result of a tariff war that created the hot market we have today for pickup trucks in the U.S. — and has employed millions. So, tariffs can and do work. a Wall Street Journal report in the Market Intel segment, then Shelley Grandidge joins us to talk about Medicare options. …MASTERING MONEY is on the air!!
Daily IQ Retirement Brief 3/27/25
Daily IQ Retirement Brief 3/27/25
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
