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Daily IQ Retirement Brief 12/23/24
Daily IQ Retirement Brief 12/23/24
Mastering Money 12/23/24
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 12/18/24
Daily IQ Retirement Brief 12/18/24
Mastering Money 12/19/24
In the world of electric cars, charging anxiety is replacing range anxiety, especially in big cities where electric cars are the most practical. We’ve got a Wall Street journal story on startup companies solving the charging problem in several American cities in the Market Intel segment– then we’ll discuss how government shutdowns affect the stock market. MASTERING MONEY is on the air!!!
Mastering Money 12/20/24
Technology finds its way into every facet of life. Scientists have been perfecting the art and science of making composite materials of late, to take the place of steel and aluminum in airplanes and cars. We’ll tell you how these composites are made and who’s making them in the Market Intel segment, then Shelley Grandidge joins us to talk about Medicare and health insurance. MASTERING MONEY is on the air!!!
Daily IQ Retirement Brief 12/20/24
Daily IQ Retirement Brief 12/20/24
Daily IQ Retirement Brief 12/9/24
Daily IQ Retirement Brief 12/9/24
Mastering Money 12/16/24
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 12/17/24
So, is the stock market too high? Will it go up or down in 2025? On today’s show we are telling it like it is, giving you the data and answers you need to get your money ready for what’s coming–with insights from CNBC, BARRONS, and highly respected analysts. Learn what experts are saying about market direction in 2025 and 2026…MASTERING MONEY is on the air!!!
Daily IQ Retirement Brief 12/17/24
Daily IQ Retirement Brief 12/17/24
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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