Podcast
Think
Retirement
Now.
Daily IQ Retirement Brief 3/1/24
Daily IQ Retirement Brief 3/1/24
Mastering Money 3/6/24
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!!!
Daily IQ Retirement Brief 3/13/24
Daily IQ Retirement Brief 3/13/24
Mastering Money 2/22/21
Everybody talks about “AI” and The Cloud. But where IS the cloud? Hint: it’s not in the sky or in the clouds. Artificial Intelligence happens right here on earth, in buildings that you can invest in. Private equity firms are buying digital properties, and you can too. We’ll review the opportunity in Digital Real Estate in the Market Intel Segment. Then the simple investment steps to follow to allow you to retire and STAY RETIRED, without loading up on risk. MASTERING MONEY is on the air!!!
Daily IQ Retirement Brief 2/26/24
Daily IQ Retirement Brief 2/26/24
Daily IQ Retirement Brief 2/27/24
Daily IQ Retirement Brief 2/27/24
Mastering Money 2/29/24
As a million new apartments come on line, the Wall Street Journal reports that sales of apartment buildings were down 68% in November of 2023. Prices paid for apartment properties fell 12%. Rents are falling, vacancies increasing. We’ll have that report in the Market Intel segment, then some deep insights on where smart retirement money is going, and why. MASTERING MONEY is on the air!!!
Daily IQ Retirement Brief 2/14/24
Daily IQ Retirement Brief 2/14/24
Mastering Money 2/19/24
Bidenomics! Inflation! China! Digital currency! And, an upcoming Presidential election–a lot is happening in the world these days and it could affect your investments. Who better to comment on timely issues than the great Lou Dobbs? Today, Lou is our special guest host for segments 2 and 3, with commentary from Steve in segments 1 and 4. This is a great podcast you don’t want to miss…MASTERING MONEY is on the air!!
Daily IQ Retirement Brief 2/9/24
Daily IQ Retirement Brief 2/9/24
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
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