Podcast
Think
Retirement
Now.
Daily IQ Retirement Brief 8/5/24
Daily IQ Retirement Brief 8/5/24
Mastering Money 8/6/24
Donald Trump and Elon Musk, per the Wall Street Journal, have discussed a possible advisory role for the Tesla leader should the presumptive Republican nominee reclaim the White House, the latest sign that the once-frosty relationship between the two men has thawed. We’ll review the WSJ report in the Market Intel Segment, then a strategy session on how to retire and stay retired. MASTERING MONEY is on the air.
Mastering Money 8/1/24
Apple is playing catch up in the AI world, and it appears to have some aces rolled up in its sleeves. Siri could become an AI Superwoman, and much more. Maybe. A Wall Street Journal report to inform you in the Market Intel segment. Then we’ll talk about your parental upbringing– Can it affect your money decisions, even in your 50s, 60s, and 70s? A study that may shock you! MASTERING MONEY is on the air!!
Daily IQ Retirement Brief 8/1/24
Daily IQ Retirement Brief 8/1/24
Mastering Money 8/2/24
Will Medicare cost you more in coming years due to shortages in funding ? Will Medicare Advantage plans start pushing subscribers to cheaper drug substitutes for more serious conditions? Find out where the savings can be had, and the overcharges to avoid. Then Shelley Grandidge joins us to talk about it all. MASTERING MONEY is on the air!!!
Mastering Money 7/30/24
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 7/30/24
Daily IQ Retirement Brief 7/30/24
Mastering Money 7/31/24
Premium-economy seats are one notch below business class, one above the best sections of coach. They have become not only popular, but the most profitable tickets airlines are selling. says the Wall Street Journal. We’ll review Journal’s report on what you can expect for air fare pricing in 2024 for travel overseas. We’ll do that in the Market Intel segment, then Shelley Grandidge joins us for the Q&A. MASTERING MONEY is on the air!!!
Daily IQ Retirement Brief 7/31/24
Daily IQ Retirement Brief 7/31/24
Mastering Money 7/26/24
Are you waiting for hotel prices to come back down in time for traveling this year or next? It probably won’t happen, says the Wall Street Journal. Labor has gotten too expensive under Bidenomics. Hotels will collectively pay $123 billion in compensation this year, more than ever. A fascinating report in the Market Intel segment then we’ll talk about health insurance with Shelley Grandidge…MASTERING MONEY is on the air!!!
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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