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Daily IQ Retirement Brief 12/13/23
Daily IQ Retirement Brief 12/13/23
Mastering Money 12/11/23
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!!
Mastering Money 12/12/23
Cruise travelers wanting to smoke pot or chew gummies are running into a problem, says the Wall Street Journal: cruise lines are kicking cannabis users off ships, even those who bring on CBD pain rub . An update in the Market Update segment, then we’ll turn to the stock market to learn where top investors are putting money in the market right now–and which stocks stand ready to outperform. MASTERING MONEY is on the air!!!
Mastering Money 12/15/23
Worldwide, airline travel has almost completely recovered to pre pandemic levels. In today’s Market Intel segment, we’ll review a new Barrons’s stock pick that is not an airline, but rather an airline used parts supplier that is raking in profits through a unique business model. Then Medicare and health insurance expert Shelley Grandidge joins us. A fact filled show for you today…MASTERING MONEY is on the air!!!
Mastering Money 11/15/23
Has the Fed conquered inflation? The markets sure do think so. We’ll see what top economists think in the Market Intel Segment, then Medicare specialist Shelley Grandidge joins. A very timely show for you today, MASTERING MONEY is on the air!!!
Mastering Money 11/17/23
Economic downturns are usually: horrible for poor people, bad for the middle class and an inconvenience for the rich. But an anamoly is taking place in 2023—higher earners are being laid off at a faster pace than lower wage earners. This has prompted the Wall Street Journal to dub a new economic term. They say we are in a “RICH-cession”, not a recession. We’ll explain all that goes into that in the Market Intel segment, then Shelley Grandidge is here to bring us up to date on health insurance and Medicare. MASTERING MONEY is on the air!!
Mastering Money 11/20/23
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!!
Daily IQ Retirement Brief 11/24/23
Daily IQ Retirement Brief 11/24/23
Mastering Money 11/28/23
Any day now, the first gene editing technologies for medical use will be approved by the FDA. The goal of gene editing is to alter an ailing person’s DNA sequence. Welcome to the brave new world. In the Market Intel segment, we’ll review a Wall Street Journal report on two biotech companies that are at the forefront of the DNA Sequence editing frontier. Then Steve explains why so many retiring professionals are choosing Next Generation Annuities with Guaranteed Income Riders to anchor their retirement. A very timely show you don’t want to miss…MASTERING MONEY is on the air!!!
Mastering Money 11/27/23
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!!
Who We Are
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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
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