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Daily IQ Retirement Brief 10/28/24
Daily IQ Retirement Brief 10/28/24
Mastering Money 11/1/24
As interest rates soared five times higher than they were right after the Pandemic over the past several years, Callable Cds became popular, offering higher rates on safe money but with one big catch. The bank can call back the CD almost any time. They are doing just that right now–in droves. We cover a Wall Street Journal report on that in the Market Intel segment and talk about where you can still find 5% for 5 years. Then Medicare Expert Shelley Grandidge joins us. MASTERING MONEY is on the air!!
Daily IQ Retirement Brief 11/1/24
Daily IQ Retirement Brief 11/1/24
Mastering Money 11/7/24
A technology pioneered by Benjamin Franklin is being revived to build more efficient electric motors—a disruptive new twist on old technology that has the potential to be massive, says Christopher Mims writing for the Wall Street Journal. That story in the Market Intel segment– then we’ll dig into a retirement strategy now working extremely well for a growing number of retiring professionals. It is a disruptive way of making higher and better use of a 401(k). MASTERING MONEY is on the air!!!
Mastering Money 10/18/24
In the business world and in most of life, one person’s loss is another’s gain. Israel’s main airline El Al, has suffered hard times for years, but suddenly the stock is up 60%. A Wall Street Journal report on why this airline is soaring 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 10/18/24
Daily IQ Retirement Brief 10/18/24
Mastering Money 10/21/24
Today on Mastering Money…It’s a MOTLEY FOOL MONDAY!! The Motley Fool Money Show is one of the most popular stock market TALK SHOWS in America today, featuring timely insights from top analysts. “MOTLEY FOOL MONEY” is heard by millions of listeners coast to coast—including Saturdays right here on Money Radio at 5pm! First we’ll update breaking financial news and get a read on all the indexes, THEN, we’ll take you to an exclusive broadcast of the Motley Fool Money Show, with fresh ideas to help you become a more informed investor. Steve will cap it off with proven money-making and money-SAVING ideas that you DON’T want to miss! — A jam-packed show –and we’re READY TO ROLL ! … MASTERING MONEY IS ON THE AIR!!!
Daily IQ Retirement Brief 10/21/24
Daily IQ Retirement Brief 10/21/24
Mastering Money 10/11/24
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!!!
Mastering Money 10/17/24
Is it true that some serious entrepreneurs are working on a vaccine for Fentanyl? YES—Fentynal is cheap and roughly 100 times more potent than morphine–AND–it is turning into what can be classified as an epidemic. We review a Bloomberg report on one company’s quest to create a vaccine in the Market Intel Segment. Will it work? Let’s find out, then we’ll have a look at what’s working now in a safe retirement strategy. MASTERING MONEY is on the air!!!
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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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