Podcast
Think
Retirement
Now.
Daily IQ Retirement Brief 9/30/24
Daily IQ Retirement Brief 9/30/24
Daily IQ Retirement Brief 10/3/24
Daily IQ Retirement Brief 10/3/24
Daily IQ Retirement Brief 10/1/24
Daily IQ Retirement Brief 10/1/24
Mastering Money 10/2/24
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!!
Mastering Money 9/27/24
So…. did the Trump tax cuts actually bring in more tax revenues–or not?? As usual, the Democrats are trying to rewrite history, but we’ll set the record straight in the Market Intel segment– using published, factual detail from the IRS. Numbers don’t lie and higher taxes kill economies. Then medicare and health insurance expert Shelley Grandidge joins us…MASTERING MONEY is on the air!!!
Daily IQ Retirement Brief 9/27/24
Daily IQ Retirement Brief 9/27/24
Mastering Money 9/30/24
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!!!
Mastering Money 10/1/24
Young American men are falling down the ladder of success in America, and it’s getting worse, says the Wall Street Journal—listen to a fascinating report in the Market Intel Segment, then we’ll talk about some of the things that never change in life and money– and why cycles keep happening ,in money and in life. MASTERING MONEY is on the air!!
Mastering Money 9/26/24
Will Generation Z help lead the world back to common sense? The latest tik tok craze is watching other young people become plumbers and electricians and getting paid very well. It’s catching on nicely—we have a Wall Street Journal report on this refreshing trend in the Market Intel segment, then we’ll review Annuity Refinancing to dramatically increase annuity income. MASTERING MONEY is on the air!!!
Daily IQ Retirement Brief 9/26/24
Daily IQ Retirement Brief 9/26/24
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
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