Podcast
Think
Retirement
Now.
Daily IQ Retirement Brief 10/10/24
Daily IQ Retirement Brief 10/10/24
Daily IQ Retirement Brief 10/7/24
Daily IQ Retirement Brief 10/7/24
Daily IQ Retirement Brief 10/8/24
Daily IQ Retirement Brief 10/8/24
Mastering Money 10/8/24
Ever hear of the term “HENRY” to describe a certain group of Americans? Many people in their 30s and 40s making six figures are actually struggling to make ends meet, according to the Wall Street Journal. A fascinating report on HENRY’S—”High Earners, Not Rich Yet”–and what it takes to feel rich today in the Market Intel segment, then we’ll examine strategies to retire with more money than you can spend. MASTERING MONEY is on the air!!!
Mastering Money 10/9/24
Some investors and home buyers are licking their chops thinking that mortgage rates will fall soon to pleasant levels, due to Fed rate cuts–but not so fast. The Fed cut short term rates, BUT, long term bond rates have RISEN, and mortgage rates stalled. Home affordability is still in the tank. An in-depth Wall Street Journal report, next, then Shelley Grandidge joins us to talk Medicare and Health insurance
Mastering Money 10/4/24
The Medicare Bubble Has Burst, says David Wainer, writing for the Wall Street Journal…and yes, even here…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!!
Daily IQ Retirement Brief 10/4/24
Daily IQ Retirement Brief 10/4/24
Mastering Money 10/7/24
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 10/2/24
Daily IQ Retirement Brief 10/2/24
Mastering Money 10/3/24
Will 2024 mark the beginning of the end of touch screens? Virtually all major car makers are increasingly turning back to buttons, citing safety and simplicity with less driver distraction. Apple I phones are also bringing back the button. That story from the Wall Street Journal in the Market Intel segment– then we’ll present a short course on buffered index ETFs and protected index investing. 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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