Podcast
Think
Retirement
Now.
Daily IQ Retirement Brief 5/17/24
Daily IQ Retirement Brief 5/17/24
Daily IQ Retirement Brief 5/13/24
Daily IQ Retirement Brief 5/13/24
Mastering Money 5/13/24
It’s a Larry Kudlow Monday! Today on Mastering Money we feature a special podcast edition of Larry Kudlow’s terrific nationwide podcast. Having served as an economist in two presidential administrations–Ronald Reagan and Donald Trump–and having been an ‘A-list’ commentator on the two top business stations–CNBC and Fox Business–Larry’s insights are on the money. In each podcast he interviews top thought leaders from the worlds of investments, government, and the private sector. Don’t miss today’s show with Larry and his special guest. MASTERING MONEY is on the air!!
Mastering Money 5/15/24
Remember when people used to say that one day, Amazon may surpass Walmart in sales? At one time it seemed like a pipe dream, but the day has come that Amazon may overtake Walmart soon as the world’s largest retailer. Walmart is not giving up the fight, however. We’ll review a Wall Street Journal report on what Walmart is doing to fend off Amazon, then Shelley Grandidge joins us joins us for a Q & A on health insurance and Medicare. MASTERING MONEY is on the air!!!
Daily IQ Retirement Brief 5/7/24
Daily IQ Retirement Brief 5/7/24
Mastering Money 5/7/24
Apple stock has been in the tank for a while, but is perking up. What’s going on and is it a good stock to own right now? We’ll get into that in the Market Intel Segment, then learn why so many people are refinancing their annuities right now in this high interest rate cycle—see what the buzz is all about! MASTERING MONEY is on the air!!!
Mastering Money 5/9/24
Many people want to contribute to Roth IRAs but find that they cannot because they make a bit too much money. The work-around is known as a “Back door Roth IRA”, and we’ll dig into how it’s done, plus the pros and cons. Also, the simple key to Roth conversions in retirement–all of that in the Market Intel Segment. Then, in segment 3, a bucketing strategy session you don’t want to miss…MASTERING MONEY is on the air!!!
Daily IQ Retirement Brief 5/9/24
Daily IQ Retirement Brief 5/9/24
Mastering Money 4/30/24
There are two types of insider trading—LEGAL and ILLEGAL. Legal insider trading can be an effective tool in helping to select or confirm your selection of stocks. We’ll explore tools and techniques in the Market Intel Segment, then examine retirement strategies that are working right now to insure your income, insure your outcomes, and invest the rest with purpose. MASTERING MONEY is on the air!
Mastering Money 5/3/24
The future is arriving daily, and AI—Artificial Intelligence– is making it get here even faster. In today’s Market Intel segment, we examine how AI is cutting down the time on bringing breakthrough prescription drugs to market and why select AI stocks can still improve your portfolio this year. Then health insurance expert Shelley Grandidge joins us with the details you need to make smarter health insurance decisions. MASTERING MONEY is on the air!!
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
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