Podcast
Think
Retirement
Now.
Daily IQ Retirement Brief 2/24/25
Daily IQ Retirement Brief 2/24/25
Mastering Money 3/4/25
Did you know that Warren Buffett’s Berkshire Hathaway owns one of the most successful RV companies in the world? And that he bought it outright for 800 million on a handshake deal? And now the company makes as much money as Ferrari (which is a lot.) In the Market Intel segment, we’ll review this intriguing story with 6 things Buffett has always looked for in a company before buying. Then we explore a new banking bubble developing. MASTERING MONEY is on the air!!!
Daily IQ Retirement Brief 3/4/25
Daily IQ Retirement Brief 3/4/25
Daily IQ Retirement Brief 3/6/25
Daily IQ Retirement Brief 3/6/25
Mastering Money 2/26/25
Consumer spending is the driving force of the U.S. economy. Spending drives the economy, and the economy can drive the stock market. In the Market Intel segment we review the 5 determinants of consumer spending, then a trend showing up in our economy that’s never seen before having to do with WHO is doing all the spending. After that, Shelley Grandidge joins us to talk about Medicare and health insurance. MASTERING MONEY is on the air!!!
Mastering Money 2/27/25
While the market takes a pause on Nvidia stock, it still happens to be the most profitable company in the world in terms of profit margin and volume. It is now trading at under 30 times earnings which could almost be considered cheap. Is it an opportunity? In the market intel segment, we’ll review why Wall Street analysts believe Nvidia has lots of runway ahead, then dissect exactly where this market is and why right now. MASTERING MONEY is on the air!!!
Daily IQ Retirement Brief 2/14/25
Daily IQ Retirement Brief 2/14/25
Mastering Money 2/28/25
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!!!
Daily IQ Retirement Brief 2/28/25
Daily IQ Retirement Brief 2/28/25
Mastering Money 2/25/25
A few weeks into his presidency in February 1993, Bill Clinton issued an executive order telling each government department or agency with more than 100 employees to cut at least 4% of its civilian positions over three years through attrition or “early out programs.”
Clinton said the plan would enable the “reduction of employment” by 273,000 people by the end of 1999. The program ended up cutting 377,000 jobs. Today in the Market Intel Segment we’ll compare the cost cutting chain saw of Clinton and Gore to Trump and Musk. Then we’ll examine whether DeepSeek was a threat or an opportunity for Nvidia. MASTERING MONEY is on the air!!!
Who We Are
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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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