Podcast
Think
Retirement
Now.
Mastering Money 8/28/24
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 8/29/24
Daily IQ Retirement Brief 8/29/24
Daily IQ Retirement Brief 8/22/24
Daily IQ Retirement Brief 8/22/24
Mastering Money 8/23/24
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!!
Mastering Money 8/26/24
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 8/20/24
Kamala Harris says the reason we have inflation is price gouging by those nasty evil corporations—the same ones that most people are EMPLOYED BY– and that almost everyone invests IN with their 401ks. In today’s Market Intel Segment, we’ll learn what the food industry has to say with hard evidence. They are pushing back hard on Harris’s unfounded claims. Then we’ll review a retirement strategy that is sweeping the country right now. MASTERING MONEY is on the air!!!
Daily IQ Retirement Brief 8/20/24
Daily IQ Retirement Brief 8/20/24
Mastering Money 8/21/24
It’s a fact checker Wednesday!! Today we’ll uncover some facts and shed light on some of the biggest fallacies in the political and financial world. For even more factual detail on the area of Medicare and Health Insurance, Shelley Grandidge joins us. Don’t miss it, MASTERING MONEY is on the air!!!
Daily IQ Retirement Brief 8/21/24
Daily IQ Retirement Brief 8/21/24
Daily IQ Retirement Brief 8/16/24
Daily IQ Retirement Brief 8/16/24
Who We Are
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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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