Podcast
Think
Retirement
Now.
Daily IQ Retirement Brief 7/12/24
Daily IQ Retirement Brief 7/12/24
Daily IQ Retirement Brief 7/15/24
Daily IQ Retirement Brief 7/15/24
Daily IQ Retirement Brief 7/18/24
Daily IQ Retirement Brief 7/18/24
Daily IQ Retirement Brief 7/3/24
Daily IQ Retirement Brief 7/3/24
Daily IQ Retirement Brief 7/5/24
Daily IQ Retirement Brief 7/5/24
Mastering Money 7/9/24
… U.S. prosecutors are cracking down on commercial mortgage fraud, a growing push that is sending shivers through the $4.7 trillion dollar industry. Will commercial real estate bring down the economy? More and more commercial mortgages are going into default that were funded with bonds that investors gobbled up–it could be bad news. A Wall Street Journal report for you in the Market Intel Segment, then, Revealed: why annuity sales are setting records. MASTERING MONEY is on the air!!!
Daily IQ Retirement Brief 7/10/24
Daily IQ Retirement Brief 7/10/24
Mastering Money 6/26/24
Summer travel is booming reports the Wall Street Journal, but they wonder why airlines and their stock shares are suffering–and have been for four years> We have the inside scoop on that in the Market Intel segment, then Medicare expert Shelley Grandidge joins us to talk about health insurance and small business plans. MASTERING MONEY is on the air!!!
Mastering Money 7/1/24
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 5/15/24
Daily IQ Retirement Brief 5/15/24
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
Free Retirement Review
Schedule a Meeting
