Podcast
Think
Retirement
Now.
Mastering Money 2/6/25
The Waffle House and other restaurants are now charging an EGG Surcharge… per EGG! That three egg omelet will cost you $3 dollars more in many locations. We’ll review A Wall Street Journal report on EGG-FLATION in the Market Intel segment, along with some facts on how soon the shortage of laying hens will be resolved. Then, in segment 3, a cutting edge retirement strategy session. MASTERING MONEY is on the air!!
Daily IQ Retirement Brief 2/6/25
Daily IQ Retirement Brief 2/6/25
Daily IQ Retirement Brief 2/7/25
Daily IQ Retirement Brief 2/7/25
Mastering Money 1/28/25
Well is it all over for Nvidia? OR, will this DeepSeek disruption prove to be a buying opportunity? We’ll be laying out some key details in the Market Intel segment to help you decide, then do a deep dive into what you should know about Artificial Intelligence, that you may not be aware of–“need-to-know” info for investors. Don’t miss it–MASTERING MONEY is on the air!!!
Mastering Money 1/30/25
So, on Monday a little startup in China called DeepSeek upended the entire market, but AI experts are now saying they potentially violated international law and could be guilty of intellectual property theft on a grand scale. Denials and no comments abound. We’ve got a very intriguing Barrons report for you in the Market Intel Segment, then we’ll review why the 4% withdrawal rule doesn’t work, and has fallen flat on its face for retirees–. MASTERING MONEY is on the air!!!
Mastering Money 1/7/25
So when the next administration slaps a 60% tariff on China, what’s China going to do about it? Are we in big trouble? Is hyperinflation imminent? Probably not. In today’s Market Intel segment, we’ll review a Wall Street Journal report on why China’s responses are more limited and harmless than most people think. Then we’ll talk about the number one issue to get right when planning your retirement. Don’t miss it–MASTERING MONEY is on the air!!!
Daily IQ Retirement Brief 1/14/25
Daily IQ Retirement Brief 1/14/25
Mastering Money 1/15/25
The Medicare Bubble Has Burst, says David Wainer, writing for the Wall Street Journal…inflation strikes again. For years, the privately run Medicare Advantage business generated big profits for health-insurance giants. Costs are rising while regulations are increasing. Will Medicare go bust? We’ll review the facts in the Market Intel segment, the Medicare expert Shelley Grandidge joins for an in depth discussion…MASTERING MONEY is on the air!!
Mastering Money 1/21/25
Well, will Fannie Mae and Freddie Mac become private companies? If so, these stocks, currently publicly traded– could potentially skyrocket. Hedge fund manager and Trump supporter Bill Ackmann is set to pitch President Trump on the idea. He said he is open to listening. Ackman could make at least one billion dollars on the deal and those who own the stock might do pretty well also. How likely is it? We’ll review that in the Market Intel segment, then delve into stocks being called the MAGA 7—stocks of companies most likely to benefit from Trump 2.0. Don’t miss it ….MASTERING MONEY is on the air!!!
Mastering Money 1/22/25
The world is getting older but people in their 50s, 60s, 70s, and 80s have more money– and time on their hands– than ever. We’ll tell you which areas of investments are working best to meet up with the vibrant trend of global aging, then Shelley Grandidge joins us to talk about health insurance for ages under 65 and Medicare. 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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