Podcast
Think
Retirement
Now.
Daily IQ Retirement Brief 3/31/25
Daily IQ Retirement Brief 3/31/25
Mastering Money 4/1/25
Global nuclear energy is set to achieve record levels of generation in 2025. Currently 63 Nuclear generators are under construction around the world, but Russia and China dominate 48% of the market. A timely update on the state of the state in the Market Intel segment, then I’ll explain why stocks can–and often do– climb a Wall of Worry. MASTERING MONEY is on the air!!!
Daily IQ Retirement Brief 4/1/25
Daily IQ Retirement Brief 4/1/25
Mastering Money 3/21/25
Can Viagra help prevent Alzheimers? New research and trials done by the venerable Cleveland Clinic say YES. We have that intriguing Wall Street Journal report in the Market Intel segment, then Shelley Grandidge joins us to review opportunities and warnings in the area of health insurance and Medicare. MASTERING MONEY is on the air!!!
Daily IQ Retirement Brief 3/24/25
Daily IQ Retirement Brief 3/24/25
Daily IQ Retirement Brief 3/25/25
Daily IQ Retirement Brief 3/25/25
Mastering Money 3/7/25
Electrical engineers and utility experts are saying that Artificial Intelligence, AI is going to need so much new electricity over the next two to five years, that our grid system will not be able to handle it, which is why utility companies are suddenly not shutting down their coal operations. A very timely report on a hot topic in the Market Intel segment, then Shelley Grandidge joins us. MASTERING MONEY is on the air!
Mastering Money 3/10/25
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 3/18/25
Condominium owners across the country are facing a paralyzing problem says the Wall Street Journal: They can’t sell their properties because of a fast-growing and mostly secret mortgage “BLACK LIST.” In today’s Market Intel segment we review a Wall Street Journal report about the Black List that is costing condo investors tens of thousands—then a look at some startling facts about cutting government waste that might shock you–TIMELY!! MASTERING MONEY is on the air!!!
Mastering Money 3/19/25
TD Bank went from being almost nonexistent in the US in 2000 to the country’s 10th-largest bank today. But last year, due to loose monitoring of shady clients, TD’s American subsidiary became the first US bank ever to plead guilty to conspiracy to commit money laundering, agreeing to pay $3.1 billion dollars in fines. That Bloomberg report in the Market Intel Segment, then Shelley Grandidge joins us to talk about Medicare strategies–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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