Podcast
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Retirement
Now.
Mastering Money 5/1/24
The Federal Reserve and Jerome Powell want to keep rates higher for longer to battle inflation, but things are starting to break. Banks have failed and more could be on the way. Commercial real estate is one area where higher rates have slowed demand and removed buyers from the equation. Commercial Office Building Defaults are looming, we’ll reveal why in the Market Intel Segment, then health insurance and Medicare expert Shelley Grandidge joins us–MASTERING MONEY is on the air!!!
Daily IQ Retirement Brief 5/6/24
Daily IQ Retirement Brief 5/6/24
Mastering Money 4/29/24
Bidenomics! Inflation! China! Digital currency! And, an upcoming Presidential election–a lot is happening in the world these days and it could affect your investments. Who better to comment on timely issues than the great Lou Dobbs? Today, Lou is our special guest host for segments 2 and 3, with commentary from Steve in segments 1 and 4. This is a great podcast you don’t want to miss…MASTERING MONEY is on the air!!
Mastering Money 4/25/2024
The municipal bond market is losing one of its biggest buyers…. CitiGroup, the single biggest buyer of municipal bonds for years, is finally pulling out of the challenging and often unprofitable muni bond business, laying off 20,000 people. We’ll review a Wall Street Journal report on how bond mutual funds could be at risk in the Market Intel segment, then we”ll review how to invest in the S&P 500 with a stop loss at all times. Build, grow, and protect your money! MASTERING MONEY is on the air!!!
Mastering Money 4/16/2024
The past few years in the stock market have been focused on momentum stocks–specifically tech and artificial intelligence stocks. Momentum investing is a system of buying stocks that have had high returns over the past three to twelve months, and selling those that have had poor returns over the same period. We’ll examine that approach versus good old fundamental value investing in the Market Intel Segment, then determine what approach may be better for you. MASTERING MONEY is on the air!!!
Daily IQ Retirement Brief 4/22/24
Daily IQ Retirement Brief 4/22/24
Mastering Money 4/2/24
Does Green Energy Make the United States Vulnerable to Cyberattack? Yes, say many fact based scientists and war experts. As the Wall Street Journal reports, government climate policies are making it easier for the Chinese Communist Party to wage a multifront cyberattack. You may be shocked by what we report in the Market Intel segment. Then we’ll take a deep dive into how inflation could truly ruin your retirement–and what do about it. MASTERING MONEY is on the air!!
Daily IQ Retirement Brief 4/8/24
Daily IQ Retirement Brief 4/8/24
Mastering Money 4/10/24
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 3/4/24
Bidenomics! Inflation! China! Digital currency! And, an upcoming Presidential election–a lot is happening in the world these days and it could affect your investments. Who better to comment on timely issues than the great Lou Dobbs? Today, Lou is our special guest host for segments 2 and 3, with commentary from Steve in segments 1 and 4. This is a great podcast you don’t want to miss…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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